Spearhead the management and execution of a corporate rebate program delivering disbursements to over 2,000 members. Collaborate with business teams to enhance collaboration and increase insight into the corporate program. Drive process improvements to streamline workflows through automation and best practice implementation.

Built complex financial models for clients to measure, plan and forecast business performance and activities. Managed Business Intelligence platforms in Tableau and Power BI, transforming complex data from various sources into actionable insights and business recommendations. Business Intelligence platforms feature advanced KPI's, scorecards, and data visualizations. Provided detailed analysis of performance by identifying relevant financial and business data and present findings to stakeholders. Worked with clients to generate and customize financial reporting packages and management reports focusing on results, variances, and projections. Developed automated workflows to synchronize financial and reporting data from disparate systems into a one source of truth reporting system.

Managed the data visualization platform for VC-backed start-up SaaS clients that provided dynamic financial reporting and business metrics. Data platform ingests financial and accounting data from various sources and provides actual metrics and financial forecasting through visualizations that tell a story of historical and future performance. Maintained advanced Excel financial models for multiple clients driven by assumptions, scenario analysis, client engagement, and a variety of top-down and/or bottom-up forecasting methods. Operated multiple client accounting and financial reporting deliverables for their management and current and future investors. Collaborated with clients on developing projections, pricing models and methods to quantify business segment success.

Developed a pitch-deck for a $100mm fund presentation to Private Equity, used multiple industry sources to deduce an investment strategy. Conducted ad-hoc financial analysis through financial models, budgets, and forecasts. Drove and managed the annual budgeting process, working with executives and cross functional teams to ensure strategic alignment. Worked with clients on improving AR/AP process optimization through customized automations using low-code and no-code software platforms. Created a dynamic pricing strategy using advanced analytics and customer data, resulting in increased revenues and gross margins. Built websites using WordPress and Shopify; developed critical workflow for handling donations, payment processing and order fulfillment.

Led NetSuite and Tableau implementation for finance and accounting functions, resulting in a streamlined financial reporting platform. Developed the financial planning and scenario modeling framework to maximize insight into 10,000 members and 200 vendors. Transformed internal reporting from spreadsheets to automated, interactive Tableau Dashboards for executives and board members. Led team to extract, cleanse, and map data from disparate systems into a combined, single source of truth environment. Provided customized dashboards with unique, intuitive data visualizations and key performance indicators based on the end user’s role.

Controller for Private Equity owned national optical group with 10,000+ members, $250mm in revenue. Directed and managed a team of fifteen accounting personnel during the banking and accounting integration onboarding process. Worked with the CFO on successful implementation and aligning of accounting policies and financial reporting across the subsidiaries. Prepared consolidated monthly financial statements for holding company, debt covenant documents, and financial analysis for board members. Created performance reports for senior management using Microsoft Power BI and Tableau; ensured data extracts foot to reported financials. Introduced optimization framework to document end of period processes and share best practices, resulted in a 2-day reduction in closing time.

Provided detailed financial analysis and reporting data to Private Equity firm during Buyer’s due diligence that resulted in sale and merger. Managed the annual Certified Financial Audit; developed and amended finance and accounting policies that conformed to GAAP. Increased end of month closing productivity +55% by identifying operational and human bottlenecks, led to shorter closing with fewer errors. Implemented payroll and HR services shift from a PEO to a cloud-based payroll software, reducing operating expenses by $15,000 annually.

Startup eye wear company that sold specialized reading glasses to various national retail stores and through e-commerce website. Developed eye wear that reduced digital eye strain and used the same lens technology on gaming eye wear marketed for the e-Sports consumer.Managed finances, order fulfillment, and overall operations with Sage 50 Accounting software. Oversaw global supply chain with manufacturers in China and logistics partners that reduced FOB expenses by 75%. Prepared monthly financials statements, weekly sales analysis and projected earnings reports. Coordinated a successful television and online campaign with HSN (Home Shopping Network), led to sales of over 7,000 units.

Developed business framework and operations for a startup reading glasses company. Managed finances, order fulfillment, and overall operations with Sage 50 Accounting software. Designed and managed an e-commerce website using Shopify platform that represented 30% of annual revenue.

Promoted ACH payments versus shipping AP checks via UPS next day service, reducing annual shipping expenses by 40%. Oversaw website redesign, led to +52% Unique Visitors in first year, AR collection performance improved with online payment option. Led and managed team of employees in the monthly reconciliation of billing data from 200 suppliers to 3,000 members. Targeted members with low billing volume, developed the campaign and loyalty program, yielded 28% increase in year over year revenues. Collaborated with lead programmer to produce daily and monthly static reports on key metrics and revenue indicators.

Sold designer sunglasses on eBay. Built a solid seller reputation score quickly by undercutting competitors’ price to break the entry barrier.Created, operated and managed an online sunglass store on eBay, earning elite PowerSeller status.