Global evangelist and marketing leader helping build and scale Product & Solution Marketing, Competitive Intelligence, Customer Adoption Marketing, Social Media, Content Marketing, Campaign Management, Global Event Strategy and supporting marketing functions from eight people to over 80+ global marketers from 2018-2024 resulting in OneStream's successful IPO.Led and supported key messaging strategies, brand redesign and thought leadership in establishing OneStream as global operating system for modern finance. Strategic executive business partner with Product Management, Sales, Pre-Sales, Customer Success, and Alliances. Consult regularly with industry analysts in helping build OneStream into industry leader across Gartner MQ, Gartner Voice of the Customer, Ventana/ISG, Forrester, BARC.

Consult regularly with FP&A, brand finance, commercial finance, IR, and marketing teams to integrate predictive analytics software into critical business processesDevelop strategic product marketing materials for company blog, e-books, industry events, and speaking engagement for office of finance strategies. Launched nationwide finance roundtables FY2017 Partner to sales leadership to design customer value mapping, return on investment analytics, and technical sales for consumer products, retail, technology, and manufacturing prospects Lead technology and management consulting alliance program for office of finance, leading partnerships with Host Analytics, Baker Tilly Consulting, Canopach Consulting

Developed and managed Pro- Forma EBITDA model for >$450M change in control/ sale of company transaction; represented Trinity with private equity sponsors, quality of earnings assessments, auditors, and lender diligence supportOwn 33 week cash flow forecasting and weekly cash flow management; responsible for >$250M annualized material cost and supply chain disbursement activities, ABL requirementsOversee financial planning & analysis, treasury management, and divisional margin enhancement initiatives; member of executive team delivering $25M in run rate EBITDA growth over 24 months

Restructured financial planning & analysis function into strategic consultative department through divisional finance integration, cross-functional business partnership (IT/ HR/ Operations, Supply Chain), talent identification & development and organizational change management. Established as global lead for $1.8B consolidated business (7+ countries/ 10+ business units/ 3 reportable segments) annual planning, quarterly forecasting, monthly financial reporting, and business analysis needsLaunched quarterly strategic capital planning process and business case development; successful in doubling allocation of long term capital deployed ($26M 5 YR EBITDA) to ~50% of capital portfolio ($55M annually) in 2 yearsDeveloped executive financial review and reporting package- present monthly to CEO, CFO, COO and executive team to review and align organization on financial results (P&L, Capital, Cash Conversion Cycle, Inventory, etc), variance analysis, critical business initiatives, KPIs, and EBITDA enhancement opportunitiesEstablished FP&A department as business partner and margin driver for global sourcing team, new product innovation (ink jet, product extensions, international markets), and inventory management organizations; oversee planning and strategy efforts for supply chain optimization, strategic planning, and creation of financial analysis/ forecasting tools for material, inventory, and product mix management

Director of Finance for Catalina’s digital display advertising, brand loyalty, and owned & operated product suite; responsible for P&L management, budgeting, forecasting, capital management, strategic planning, KPI development, acquisition analysis/ valuation, and business partnership Managed pro-forma financial modeling and due diligence of $20M+ acquisition of digital couponing platform; primary financial partner with general manager in delivering EBITDA on plan in first yearLead business partner across Catalina’s $600M + business units in channel expansion, digital innovation activities, new product development, retailer partnership negotiation analysis, and business development initiatives. Interact regularly with Catalina Executive team (CEO/ CFO/ CIO/ COO/ Business Unit General Managers) to review assumptions, project status, sensitivity analysis of key variables, etc.Lead FP&A team in business unit and consolidated P&L, Balance Sheet, Cash Flow forecasting, assist in top down budgeting, strategic planning, and financial reporting for Catalina Board of Directors, Executive Committee, and senior management teamResponsible for review of capital budgeting, business case/ investment analysis, authorization, and capital management ranging from domestic and international channel expansion (Rite Aid/ C-store/ Japan Drug), organic growth (Target/ Walgreens), IT capitalized labor, and corporate infrastructure investment needsAppointed to Catalina Bright Futures leadership development program by CEO, CFO, and Catalina Executive Committee in 2011, 1 of 10 annual appointees @ Director level (1100+ employees worldwide)

Provided financial oversight, project management, and operational analysis for corporate development and product line general management within First Advantage $850M suite of business services products Reported to CEO, directed financial recast, valuation, and business analysis modeling for M&A/ JV opportunities. Completed business case transaction analysis for First Advantage Board of Directors & business/division segment leadershipManaged closing of 4 M&A transactions in excess of $40M across multiple business lines. Managed transaction activities amongst First Advantage Legal, Accounting/Finance, IT, HR, Business Segment, target company during pre-closing due diligence analysisDrove financial modeling/ business planning for product line customer and operational analysis, pricing, business unit KPI reporting

Engaged in progressive financial and project management capacities including but not limited to:Financial subject matter expert between business groups, lines of business, Technology partners for $124B ledger integration of Travelers Insurance CompanyManaged issue management, tracking, communication process for Travelers Acquisition team of 10 full time employees (22 separate initiatives, 1200+ Tasks in project plan, $55bn in assets, 14 sub-ledger systems)Supervised 11 teams through project management life- cycle for initiatives such as automation & standardization of performance management processes, on boarding processes, implementation of workflow management solutions, development of Financial Operations Mentor programsAssisted in management discussion and analysis on $300B investment portfolio of Long Term Bonds, Sec Lending, Short- Term Bonds, Derivative, Real- Estate, CJV, & Mortgage investment income, assets, realized gains/losses for GAAP/ STAT accounting