Business Partner Focus (2020 - 2021)- Business partner (leading a team of 5 analysts) supporting Cloud Service Delivery Executive Team (Cloud Operations & Professional & Managed Services Teams) as well as total Cloud Margin including monitoring and communicating financial results and forecast, analysis and metrics - Developed accurate and attainable annual budgets which meet company targets as well as Business objectives to help drive increased performance and improve Gross Margin- Collaborate with business partners to develop KPI’s measuring the business- Build out business models to review, analyze and provide recommendations on Cloud Gross Margin by Business Unit- Provided day to day leadership for my team including hiring, performance appraisals, goal setting as well as leadership and mentoringRevenue & Mergers & Acquisitions Focus (2018 - 2020)- Created and managed a Revenue team of 4 analysts focused on monthly and quarterly analysis and reporting of all 4 Revenue streams (Cloud Revenue & MCV/Bookings, On-Premise License, Professional Support, Customer Support) for actuals and budget development- Created a bottoms-up forecasting model for the On-Demand business and improved the existing Subscription Cloud Revenue model to improve forecast accuracy and increase line of sight for customer risks and opportunities- Drove process related efficiencies related to revenue transactions, improving accuracy and availability of reporting- Acted as primary point of contact between Finance Leadership and Revenue Operations teams for insights on key drivers of results and variances to targets - Acted as FP&A primary point of contact for multiple acquisitions including participating in due diligence- Primary support for Corporate Development & M&A Finance as part of conversion of business case to budget as well as initial master data setup and understanding for systems alignment and performing financial analysis and reporting on a monthly basis

- Lead a team of up to 5 analysts supporting multiple Business leaders in Sales, Customer Support, Marketing, Partners & Alliances, Revenue Operations and G&A- Act as a business partner to the Business leaders, their operations teams and HR Business Partners to ensure accurate financial reporting (monthly & quarterly), variances to budget and identification and communication of strategic risks and opportunities- Create complex quarterly and annual budgets for the Business based on revenue, expenses, and headcount as well as bi-weekly forecast updates- Provide day to day leadership for my team including hiring, performance appraisals, goal setting as well as leadership and mentoring

- Lead a team of up to 5 analysts supporting multiple Business leaders in Sales, Customer Support, Marketing, Partners & Alliances, Revenue Operations and G&A- Act as a business partner to the Business leaders, their operations teams and HR Business Partners to ensure accurate financial reporting (monthly & quarterly), variances to budget and identification and communication of strategic risks and opportunities- Create complex quarterly and annual budgets for the Business based on revenue, expenses, and headcount as well as bi-weekly forecast updates- Provide day to day leadership for my team including hiring, performance appraisals, goal setting as well as leadership and mentoring

Project based role focusing on Variable Compensation, including presenting payment approval (monthly) and plan performance (quarterly) details to the Compensation Review Board- Developed a reporting and analysis process to review detailed commissions payments based on individual quota, credits, rates and accelerators, including insights into commissions expense and alignment to corporate revenue achievement- Developed a commission forecasting methodology for the Sales organization to drive more accuracy around regional variances and accelerator impacts- Analysis and continuous improvement on Plan Performance Reporting for incentives by analyzing and understanding all plan components including payout tables and utilization impacts and alignment to corporate revenue achievement

-Extract data from multiple systems, consolidate input and prepare weekly forecast and pipeline reporting-Review and follow up on deals requiring clarification and provide insight on quality of forecast -Review compensation plans, quotas, commissions and attainment results -Assist in managing capacity planning-Identity processes that need to be automated and streamlined

- Prepare monthly and quarterly P&L's, review and investigate variances to budget and present reporting to Sales leaders while providing value added and strategic feedback on results- Initiate and manage ad-hoc projects that require cross functional communication and collaboration- Extract, evaluate, interpret and analyze data through OLAP to produce weekly forecasts, profitability/yield reports and contribution margin analysis for worldwide sales- Create complex quarterly and annual budgets for the sales organization based on revenue, expenses and headcount

-Plan and execute control testing for Key Risk Audits, SOX and other audit projects-Manage small projects or assigned tasks within time budgets and target dates-Document walkthroughs and process narratives to understand and agree with management the process, risks, and control objectives being tested.-Assess risk management practices and provide control-consulting services-Draft audit issues and provide value-added recommendations-Complete assigned work required to support external auditors.

- Lead, mentor and provide feedback to a team of 7 staff- Review & recommend modifications to processes and champion change- Consult on customized/complex client requirements and system issues while dealing with various levels of management from other departments- Create, train, lead and document Accounting Project process to clear backlog of over 190 clients in 1 year

- Prepare year-end financial statements based on the funding type - Analyze financial statements and follow up on discrepancies and omissions with various departments and levels of management- Prepare journal entries to ensure the general ledger is accurate- Lead analyst and subject matter expert responsible for transitioning blocks of business to Waterloo office