Lead client support team for nonprofit providing financial support services to schools.• Manage portfolio of accounts and client relationships with school administration and school boards • Partner with clients to develop realistic budgets and financial plans that allow schools to reach their short and long-term strategic objectives.• Deliver detailed financial reporting and presentations for finance committees and school boards to facilitate sound operational decisions.• Direct team providing financial and accounting support to schools.• Collaborate with school principals, executive directors and boards on school oversight, fiscal management and regulatory compliance.

Led Global Business Travel Finance Team in division supporting AmEx’ 100+ largest business travel clients. • Developed and led Finance initiatives to drive client and market segment level profitability and craft business strategy for this global sales business.• Partnered with leadership of GBP business to provide strategic insights and recommendations to advance business objectives and monitor financial performance.• Managed planning, forecasting and actual reporting process for GBP, including Long Range Plan and annual budget process, with close eye to expense performance to keep business focused on profitability.• Spearheaded international team focused on driving results in a multi-geographic, multi-cultural environment.

Served as Finance Manager for Delta and jetBlue deal negotiations.• Partnered with large cross-functional teams to help AmEx secure a multi-year, multi-billion-dollar agreement with Delta and multi-million-dollar deal with jetBlue, which reduced overall co-brand expenses.• Directed all finance communication as Finance lead for cross-organizational financial modeling.• Built and maintained several detailed models, which included flexible inputs that allowed for immediate understanding of financial impact of new offer terms. Flexible models were key in helping team formalize a strategy and key options during negotiations.• Executed product and portfolio profitability analyses, and delivered financials for partner meetings, pricing decisions, cost benefit analyses (CBAs) and value prop construction.• Earned major performance bonus for Delta deal during 2008, when most of firm did not receive additional year-end compensation. The deal was deemed integral to the survival of AmEx during the financial crisis.

Performed business analysis and provided reporting support for AXPi business.• Developed over 70 innovative CBAs (cost benefit analyses) in collaboration with business. Designed and led both live and virtual CBA training for global AXPi team. • Delivered detailed financial support and helped to develop funding strategy and solutions for underfunded projects as integral member of new investments governance committee and governance process.• Stepped up to assume expense, budget, and investment responsibilities due to vacant positions on team.• Served as member of cross-functional team focusing on technology, technology finance, and AXPi business partners for special projects.• Awarded top-performer bonus in recognition of leadership and assuming additional responsibility.

Forecasted and conducted analysis for CFO Finance organization, working within the multi-billiondollar credit card business on the team supporting the credit card CFO.• Worked with markets, including the Mexico office, on monthly and annual forecasts for Citi Cards travel organization, the most profitable part of the credit card organization during tenure.• Identified business risks and opportunities through analysis of monthly and seasonal trends.• Synthesized data for analytical decks for presentations to senior execs including Citigroup Executive Team.

Managed international finance, strategic planning, and supported development of business strategies for 100+ person global consultancy providing employee assessment & talent management.• Implemented first formal process for financial reporting, both actual and forecast, for international business.• Worked with regional directors on business and sales strategies for their regions.• Performed wide range of special project work including crafting new joint venture agreements, conducting transfer pricing studies and designing seven-year strategic plan.

Supported sales by providing marketing analysis, RFP support and program development actions that contributed to revenue growth and aided in competitive positioning of Nortel Networks wireless solutions. Nortel is a multi-billion-dollar Canadian telecommunications manufacturer • Developed account strategies and operator business case studies to create new opportunities in Latin America. • Acted as subject matter expert for the sales organization, delivering customer presentations in both Spanish and English.

Developed marketing programs for sales teams, Pricing groups, Product Marketing & Product Line Management.• Managed Global System for Mobile (GSM) marketing programs, selling GSM products to existing customers. • Designed and launched six new marketing programs. Programs met or exceeded financial targets.

Created business case studies designed to find solutions to customer difficulties with products.• Developed business solutions for wireless operators addressing problem equipment.• Researched and analyzed the auctions of new wireless spectrum in Latin American telephony markets.

Addressed all financial issues in business case process. Supported Global Product Team.• Established formal business case process for evaluating new opportunities in a wireless unit. • Created a streamlined budget process that saved cycle time and improved decision-making.