Provide Americas Advisory finance support for the Advisory & Transaction Brokerage - Occupier line of business including Transaction Management for in market company led and broker led Accounts, and Consulting Services. Provide Global finance support on an ad hoc basis; with a growing focus in this area • Oversee budgeting, forecasting, and financial performance reporting and assessment of the Advisory & Transaction Services – Occupier Company Led Accounts business. Includes similar financial oversite and assessment of company investments in platforms to manage the Occupier Accounts • Oversee Advisory A&T Brokerage alternative reporting views that give management the ability to understand trends around large Occupier accounts, Occupier trends, and associated margins • Oversee and Assess Consulting line of business financials (budgeting, forecasting, financial performance reporting). Involves working closely with GWS Outsourcing Segment• Partner with ADV Finance Strategics Investments and Client Solutions Platform on new Account pricing and renewals to review revenue and margin scenario assumptions and mitigate risk• Provide Global Financial reporting coordination oversite as requested by business partners. Involves both client contract level analysis with multiple region/country complexity and overall line of business reporting involving coordination with counterparts in other global regions (EMEA, APAC)• Oversee and support the Advisory A&T BKG transition of Portfolio Administration Services to GWS Outsourcing Segment in 2023 and associated restatements and ongoing transition related issues

Provide finance support for the Advisory & Transaction Services - Occupier line of business including Transaction Management, Portfolio Administration Services, and Consulting Services.• Budgeting, forecasting, and financial performance reporting and assessment of the Advisory & Transaction Services - Occupier, Portfolio Administration and Consulting Services business lines.• Assess Portfolio Administration Services and Workplace Strategy consulting group’s finance functions; recommended new structure that meets the needs of business line leadership and Global Finance.• Partner with Corporate Accounting to define processes and procedures for Consulting Services conversion to Peoplesoft Financial Systems.• Support the Advisory and Transaction Services - Occupier business line in transition of related business due to acquisition of JCI, Inc. Global Workplace Solutions division.

MCG Group is a full-service professional accounting firm with expertise in traditional accounting services as well as transaction advisory, financial advisory and strategy/management consulting.Contract Consultant at Primesource Building Products, Inc.Provide accounting and process improvement services to client, Primesource Building Products, Inc,, one of the largest purveyors of fasteners in the world largest distributors of building materials in North America with annual revenue of $1.3 billion.  Review, document, recommend best practices, and determination of balance sheet accounts: property and real estate tax liability, compensation related liabilities, deferred inventory cash discounts, anti-dumping duty liability, and various intercompany and clearing accounts.  Observes and reports physical inventory procedure for distribution center throughout the US. Consults with Itochu Building Products (Primesource importing company) to determine range of outcomes for pending anti-dumping duty final determinations for presentation to executives and potential buyers of Primesource, Inc.Assists with financial restatement to calendar year for 2012, 2013, and 2014.

Developed and maintained strong partnerships with operational decision makers by providing appropriate financial insights, analysis and recommendations that were relevant and actionable by my partners.Partnered with the enrollment leadership of seven colleges within the university to financially manage approximately 2,800 employees, receiving 800K qualified leads, resulting in 146.7K new student enrollments annually, total enrollment of 301K, and $3B in annual revenue.Led the annual operating plan and monthly forecast processes, interacting closely with sales and operations personnel to guide them in setting achievable goals and ensuring the appropriate number of staff.Designed and managed the process to develop, analyze and implement an updated sales compensation plan which drove superior lead conversion performance, reduced employee attrition by 50%, and improved overall university employee/student outcomes.Integral member of the operations team tasked with the goal to reduce costs by 20% while still ensuring business objectives are met. Changes included executing real estate location strategy by creating multi-year plans, using lead data analytics to determine appropriate markets to target, and metric driven criteria to set staffing targets and resulting in reduced fixed operating costs of $350M. Managed a team of up to eight FP&A professionals consisting of Directors, Associate Directors and Senior Financial Analysts in both a local and remote environment.

Member of Asset Services leadership team, ensuring an operations focus on executing Asset Services financial goals.Partnered with a geographically dispersed team of 25 market leaders and monitored trends, assessed implications, and developed actionable strategies resulting in $500M in annual revenues.Created monthly financial reporting package that was distributed directly to Asset Services leadership, providing insight into revenue and expenditures by market and client.Facilitated the development of processes and procedures used to integrate a real estate services acquisition into the Asset Services financials and streamline customer invoicing.

Directed all accounting for Transaction Services line of business, managing a team of 50 accountants in a shared services environment.Integrated CBRE and Trammell Crow transaction services financials into one set of systems and processes, which involved reviewing and determining best practices, implementing changes to accounting policies and procedures, and transitioning to Peoplesoft Financials.

Created and implemented the Trammell Crow Company SOX internal control program for transaction services accounting by developing key controls, and implementing within accounting and operations.Led the process of transitioning transaction services accounting from a multi-market decentralized system to a centralized shared services organization. Oversaw the establishment of a large team of accountants and transitioned the work in a six month period.

Responsible for managing the general ledger-supervised the A/R accountant, A/P supervisor and fixed assets accountant.Designed and implemented Oracle for General Ledger, Accounts Payable and Fixed Assets module for this quickly growing telecommunications company.Also led the conversion of CapRock financials into McLeod, USA financials upon their acquisition of CapRock.

My early career included Accountant/Sr Analyst/Accounting Manager work for clients in the IT outsourcing industry. During this time I gained experience in full-cycle accounting including managing month-end close, AP, AR, external audits, financial analysis, due diligence work, and building and managing a team. During this time I worked for:Compass Computer Services, Inc (Corporation owned by Hilton Hotels Corp and Budget Rent A Car)AMR Information Services (subsidiary of AMR Corp (American Airlines)LItton Computer Services (subsidiary of Litton Data Services/Litton Industries)