• NetSuite workstream lead, successfully executing key project phases, including rigorous requirement gathering, design sessions, QA testing, and go-live process. Acting as SME overseeing the build-out and mapping for general ledger, project accounting, billing, and accounts payable.o Spearheaded the alignment of business processes with NetSuite’s GL processes, defining the chart of accounts, meticulously vetting its relevance, and seamlessly mapping the original chart of accounts.o Optimized project accounting by defining precise parameters and ensuring accurate inputs, contributing to a seamless integration with NetSuite’s processes. This involved meticulous scrutiny of project-related data, aligning it with organizational needs, and implementing robust measures for data accuracy and consistency.• Led the NetSuite Planning and Budgets implementation, overseeing its design, testing, and successful go-live. Coordinating the comprehensive build-out of dimensions for accurate financial planning and analysis while integrating seamlessly with various NetSuite record types.• Orchestrated comprehensive P&L reporting, analysis, and forecasting for a dynamic $100 million, four-segment region.• Prepared and presented a monthly executive leadership and equity partners deck, encompassing prior-month results, collections, line-of-business analysis, and outlook, showcasing a comprehensive view of financial performance.• Delivered quarterly forecasts, conducted weekly flash reports, and engaged in daily interactions with operations to identify billing strategies and cost-saving opportunities.• Managed project schedules and associated costs for 15-20 projects annually, including the meticulous construction of cost schedules integral to the ASC 606 Revenue Recognition process.

Financial leader between field and senior leadership for a 62 branch, $500m division.Worked with Regional Finance Managers to translate financial outlooks and results to field partners and senior corporate leadership.Engaged field leadership by reporting in-month overspend to initiate coarse correction before month-end.Implemented system for branch-level win/loss forecasting, allowing a quarterly plan for contract new sales and loss mitigation planning.

Liaison between business planning and finance; managing budget, forecast and expenses across three verticals worth $150m.Rolled-up, analyzed and translated weekly flash variances to senior leadership.Prepared the Market Planning team for monthly financial results meeting with C-Suite.

Managed and executed post-investment reviews across $40M of business and 20 locations understanding new capital andbusiness impacts to the organization as well as presented solutions to C-suite executives.Coordinated with operations, FP&A, and sales to customize account-level P&L statements.Led Salesforce budget and actual revenue reporting standards to ensure accuracy of financial data and computations.

Developed customer profitability models and forecasted cash flows for the life of contracts.Developed and utilized trend analysis and predictive analytics to recommend products that saved the customer money and improved account margins.

Initiated, developed, and retained wealth management relationships with client base averaging $500K or more in investable assets.Consulted with clients to establish financial goals and forecast future needs; analyzed existing investment portfolio, recommend appropriate investment solutions, and utilized a partnership with JP Morgan to initiate, expand and enhance portfolio.

I Worked closely with accounting and finance to manage and administer $2M annual budget.Arranged domestic and international travel, including logistics, lodging, transportation and meals for 250 employees.Managed 5 Sharepoint websites; administered site access control.KEY ACCOMPLISHMENTSAnalyzed operations data and developed reports detailing overall business process efficiency; created complex Excel workbooks, imported select business data and used key performance metrics.Worked closely with Deere dealers to improve inventory tracking system utilizing ARIS business publisher.

Directed and managed personnel-related functions, including on boarding, training and processing and administering payroll using QuickBooks.Streamlined payroll process through development and utilization of Excel-based spreadsheets to automate compensation and deductions calculations.Organized, coordinated and led dive excursions to Cozumel, Mexico, Roatan, Honduras, Belize City, Belize and Georgetown, Grand Cayman for groups of 15 – 20 people.