Director of FP&A – Report to Senior Director of FinanceResponsible for reporting, modeling, forecasting, and consolidating budget and forecast elements. Key Contributions:• Divisional lead on implementing TM1 as a tool for budget tracking, forecasting and variance analysis.• Work on ad-hoc financial analysis project for division President to provide the best financial tools for decision making.• Surface KPIs to divisional leaders using insightful financial analysis in order to increase efficiencies and focus efforts.• Manage monthly and quarterly reporting effort to UK headquarters.

Responsible for all analytics and financial reporting. Use analytics to help drive more profitable decisions. Surface risks and offer mitigation plans. Responsible for annual budget ($150M in sales) and continuous re-forecasting efforts.

Managed predictive analytics projects program to drive efficiency and lower cost of operationsDrove creation of software tools to estimate engine intervals and cost of repair Increase automation of induction/allocation and engine repair processesSecured cross-functional buy-in of task ownership to ensure projects are completed on time/budget Ensured departmental alignment with corporate level strategic initiativesResponsible for managing ~$20M in capital expenditure budget.

Provided critical viewpoint and analysis on heretofore unanalyzed data/trends in the publishing business.Analyzed data on books and journals to provide direction for strategic decision-making Decay modeling Re-print forecasting Inventory cost-cutting Sales forecastingAcquisition valution Used regression analysis for forecasting purposesWorked to bring attention to Enterprise Risk Management (ERM) as it applies to any business entityInvolved in ensuring strategic alignment of the different areas of the Press, enhancing process improvement and establishing project prioritization

Developed a corporate risk profile to guide decision making on risk management related issues.Facilitated risk related discussions at all levels within the bank.Monitored and raised awareness on the full array of potential risks (Credit, Interest Rate, Liquidity, Transaction/Operational, Compliance/Legal, Strategic/Reputational).Worked with key stakeholders to evaluate risk and develop appropriate mitigation strategies.Developed Corporate risk governance structure and facilitation of the ongoing process.Implemented and managed risk assessment reporting and escalation process.Built SBA financial model to help onboard the program as an augmentation to the Square 1 product suite.

Modeled statutory capital and to ensure compliance with regulatory requirementsProposed reinsurance solution to maintain risk to capital ratios and ensure efficient use of capital.Created capital plan and financial forecasts into board resolutions requesting infusions from parentEnsured integrity of data provided to rating agencies to assist them in accurately determining risk and capitals levels to model capital solvency and assign ratingsProject-managed and provided analytical support for formal presentations to rating agencies

Worked with Business Development to identify/quantify/assess risks of market entry into India, Panama, Peru, Chile, and BrazilEstablished Credit Approval Authorities/Underwriting Guidelines/Risk Triggers in new marketsWorked with customers to evaluate product needs, establish CTRs and develop pricingVintage-based analysis of mortgage loan portfolios provided management with sufficient comfort to approve new insurance written of close to $1 Bn in emerging Mexican market; first market securitizations

Responsible for all operating plan formulation, financial statement modeling and management reporting; US$ 200MMPerform analysis to explain variances to plan, forecast, prior periodsKey liaison managing relationship between Australia and US parentCollect, analyze, and present business, market, competitive, and financial data/metrics to senior managementLeader of finance effort to build vintage-based risk model to forecast delinquencies and claimsHead of finance team analysis/valuation effort of potential US$ 150 MM acquisition; deal pending Appointed to Business Quality Council; designed and built cost/benefit model for evaluation of all company projectsPrepared presentations for Fitch, Moody’s and S&P in successful effort to maintain ratingManaged pricing function

Managed budgeting and planning cycles for international mortgage insurance platforms ($550 MM) in collaboration with CFOsPerformed all ad hoc sensitivity analysis necessary to forecast risks and opportunities by platformModeled entire set of financial statements by platformKey role in strategic planningWinner of 4 Company Awards: “Night on the Town” “Bravo”, 3-day Vacation + cash, Everest Award (highest team award at GE)