• Business Transformation, Strategy, & Analytics practice • Serve Technology, Hospitality & Gaming, Energy, Retail, and Healthcare Markets • Serve as Financial Planning & Analysis subject matter expert (SME)• Product target market assessment, strategic placement, and demand forecasting / analysis• Short (6mo to 1yr) and Long-term (1 to 5yrs) inflationary planning, sensitivity analysis, and mitigation/hedge development • Successful Change Management (OCM) lead in large organizations, including fold-in acquisitions and divestitures, with an emphasis on procedural, personnel, and technological change • Developed and led training for newly implemented systems across multiple levels of stakeholders from analyst through c-suite• Proposal development and presentation lead to successfully win competitive contracts

• Operational Finance- Developing, analyzing, and communicating Operational Metrics/KPIs• Organization reporting structure assessment and redesign • P&L analytics • Chart of Accounts redesign and consolidation • Oracle Cloud (Workforce, Financials, Capital, Projects, Consolidation) development and implementation - Requirements gathering and gap analysis - Design documentation - Admin/User Guide and training development - Sprints and User Acceptance Testing (UAT and remediation)

• Operational Finance- Developing, analyzing, and communicating Operational Metrics/KPIs• Creation of annual budgeting, quarterly forecasting, and monthly reporting processes from scratch• Financial Statement Modeling and Analysis, including 5-year plan• Successfully integrated 3 companies post acquisition, including financial and technical system data• Engaged in strategic pricing to appropriately price contracts “to win” work with prospective customers• Routinely communicated with the CFO, CEO, and VPs across the organization on a daily/weekly basis

Innovative energy start-up promoting cost-effective Oil & Gas tools that lift up clients' bottom lines while also reducing environmental footprint.

*High level responsibilities: - Financial Planning & Analysis - M&A - Financial Modeling/Forecasting - IPO Preparation/Readiness - Valuations - IT Integration - Change Management • Assisted in preparing the company for an initial public offering: created/evaluated internal and external valuation models, prepared roadshow material, and provided commentary for sections of the S-1. • Conduct monthly/quarterly/YTD variance analysis of all business units including P&L results, sales order and pipeline data, revenue/cost recognition schedules, sales manager performance, and engineering performance. • Design, program, and prepare the annual company-wide budget. • Develop and report on KPIs and other operational metrics for the executive team. • Create and communicate monthly presentations regarding performance and financial outlook to the C-suite. • Create industry and competitor analysis with a focus on providing the C-suite with key information to leverage for strategic decisions. • Assist in preparing MD&A used in quarterly disclosures, press releases, and earnings calls. • Developed company-wide methodology for classifying customers, resulting in improved sales predictability and accuracy. • Evaluate acquisition targets and ensure completed acquisitions (such as Netech) are integrated into our systems in a timely, accurate fashion.

• Served as a financial consultant within the FSO (Financial Services Office) Advisory practice, routinely executing effectively on performance improvement engagements as well as risk management projects • Analyzed the financial integrity and sustainability of a market leading bank, redesigning their cost structure and reporting procedures • Performed trend analysis on quarterly and annual reports (10-K, 10-Q, etc), often recommending forward looking strategies for improved earnings • Built out financial models related to reporting and liquidity • Drove successful projects utilizing both Agile and Waterfall methodologies • Managed and reconciled general ledger accounts • Assisted in the system development of a newly integrated mortgage platform for a large client where I conducted the following activities: o Requirements Determination o Feasibility Analysis o Process Flow Modeling o Data Mapping o Validation Control Implementation• Served as part of the PMO (Project Management Office) function for a leading financial institution. Responsibilities included resource tracking, risk assessment, risk resolution, milestone monitoring, and coordinating/leading meetings across the organization

• Examined information systems in both Channel 1 and Channel 2 engagements• Verified operational integrity of databases • Sampled and tested environmental, access, and authorization controls • Designed new controls to increase security and improve efficiency

Seasonal. Conducted daily product orders and often filled in for the Dairy Manager. Typically left in charge of entire department and worked 40+ hours per week. Selected as employee of the month twice.