Subject-Matter-Expert with extensive industry and client transformation experience in Enterprise Performance Management and Financial Planning & Analysis. Led major financial strategy, technology, and process change initiatives for Fortune 500 level client companies. Collaborate with and advise executive client management in the planning and execution of strategic change programs.Selected Highlights of Client Engagement Delivery• Led CFO sponsored project to design a solution and… Show more Subject-Matter-Expert with extensive industry and client transformation experience in Enterprise Performance Management and Financial Planning & Analysis. Led major financial strategy, technology, and process change initiatives for Fortune 500 level client companies. Collaborate with and advise executive client management in the planning and execution of strategic change programs.Selected Highlights of Client Engagement Delivery• Led CFO sponsored project to design a solution and develop the business case for a multi-dimensional profitability analytics and reporting model and reporting platform• Led the financial work stream to define the client’s global enterprise enterprise-wide business planning (EBP) strategy, process solution, and multi-year roadmap plan. Resulting in the integration of the client’s customer/market planning, product/demand and supply chain planning, and financial planning• Designed and guided development of telecom client’s enterprise performance metrics and Next-Gen web for executive leadership. Designed iPad-based reporting solution for metrics/KPIs across all business lines and functions.• Designed and implemented client’s global Hyperion planning solution. Scope included: expense planning/budgeting/forecasting, capital expense planning, foreign currency translations, data governance and standards, management reporting and analytics• Performed assessment of client’s current capabilities and designed a future state strategic roadmap plan for client’s financial data warehouse (FDW) and business intelligence function Show less

Global business analysis, process improvement, and project management for client in the high-tech industry. Responsible for operationalizing marketing channel incentive programs to business partners within operational scope of: onboarding, proof of execution, calculation of incentives, partner payments, and presentment of partner performance metrics.• Analyzed proposed changes/additions to Channel Incentive systems; developed a communications strategy/plan for global and… Show more Global business analysis, process improvement, and project management for client in the high-tech industry. Responsible for operationalizing marketing channel incentive programs to business partners within operational scope of: onboarding, proof of execution, calculation of incentives, partner payments, and presentment of partner performance metrics.• Analyzed proposed changes/additions to Channel Incentive systems; developed a communications strategy/plan for global and cross-functional stakeholders.• Documented business requirements, functional requirements, and created full lifecycle process improvement documentation including SLA’s, timing, roles/responsibilities, acceptance criteria, and risk analysis and mitigation plans• Identified and analyzed compliance and financial control gaps and performed root cause analysis to close any gaps; identified and resolved data quality issues that impacted operations processes• Facilitated cross-functional stakeholder meetings to identify capability gaps and developed strategy and execution plan to develop and deploy capability improvements• Developed training strategy and plans to include knowledge and skills gap assessments for stakeholders, senior executives, and end users; coordinated with capability SME’s for knowledge translation, content creation, documentation, and BRD’s; facilitated training with stakeholders. Show less

Led major financial strategy and process change initiatives for Fortune 500 level client companies. Consult with senior and executive client management to plan and execute engagements. Sample of Clients Served: Adobe, Wal-Mart, Alltel Wireless, T-Mobile, Sony Electronics, Univar, Cricket Communications, Employers Insurance, National Football League.Highlights of Client Engagement Delivery• Managed business process work stream and deliverables of a global financial services client's… Show more Led major financial strategy and process change initiatives for Fortune 500 level client companies. Consult with senior and executive client management to plan and execute engagements. Sample of Clients Served: Adobe, Wal-Mart, Alltel Wireless, T-Mobile, Sony Electronics, Univar, Cricket Communications, Employers Insurance, National Football League.Highlights of Client Engagement Delivery• Managed business process work stream and deliverables of a global financial services client's implementation of Hyperion planning and financial management. • Led Finance functional workstream of client's post M&A acquisition integration plan• Advised client in the selection of the financial planning technology and application as it undertakes a finance transformation of its financial planning and reporting processes• Assisted client in the organizational design and transition planning to a shared services center for its Latin America operations• Led current state assessment and development of vision, strategy, and multi-year project portfolio plan for clients finance capability and organization transformation Show less

Corporate Finance Management• Led 15 month Enterprise-wide Finance Transformation initiative to implement Integrated Budget, Planning, Forecasting (BPF) processes and system. Program scope included: Opex BPF, Capex BPF, 3-year rolling forecast, variance analysis and reporting, management reporting, migration to driver-based BPF processes and financial modeling, integrated planning solution based on SAP Business Planning and Consolidation (BPC). Developed longer term strategic roadmap for… Show more Corporate Finance Management• Led 15 month Enterprise-wide Finance Transformation initiative to implement Integrated Budget, Planning, Forecasting (BPF) processes and system. Program scope included: Opex BPF, Capex BPF, 3-year rolling forecast, variance analysis and reporting, management reporting, migration to driver-based BPF processes and financial modeling, integrated planning solution based on SAP Business Planning and Consolidation (BPC). Developed longer term strategic roadmap for deepening finance competency in Corporate Performance ManagementOperations Strategy• Provided financial, analytical, and advisory role for COO with reponsibility to identify, evaluate, and drive opportunities that will deliver significant and sustainable profitability improvements to the business• Managed ongoing structural cost cutting program process and portfolio of opportunities; identification of opportunities, evaluation and prioritization, business case development, engagement with business owners, define target performance metrics, funding approval, transition to project team through launch, and integration of expected cost saving into financial plan targets and forecast• Program reporting and scorecards, updates with Senior Leadership Team, communications to cross-functional executive stakeholdersFinancial Reporting & Analysis• Managed corporate profitability analysis and reporting. Developed profitability intelligence and brief senior executives on insights into profitability risks and opportunities to drive margin growth• Advised business segment management with business performance analysis and reporting fo rbusiness decision support• Guided development and lead deployment of the Executive Dashboard performance metrics report used by CEO in weekly Executive Leadership Team staff meeting Show less

Led major project and strategic change initiatives for Fortune 500 level client companies.Highlights of Client Engagement Delivery• Advised and facilitated client CEO-led initiative to restructure corporate organization resulting in streamlined processes, improved communication, and lower cost structure• Developed economic business case for client's Store of the Future initiative. Identified key drivers of value, risks, and sensitivity of value to key assumptions. • Designed… Show more Led major project and strategic change initiatives for Fortune 500 level client companies.Highlights of Client Engagement Delivery• Advised and facilitated client CEO-led initiative to restructure corporate organization resulting in streamlined processes, improved communication, and lower cost structure• Developed economic business case for client's Store of the Future initiative. Identified key drivers of value, risks, and sensitivity of value to key assumptions. • Designed and lead pricing study engagement for outsource technical maintenance services business. Resulted in realization of over $50 million in direct top line growth.• Guided the formulation of client’s global finance IT strategy to align corporate, business, and IT strategic objectives.• Developed proprietary intellectual capital in the areas of Mergers & Acquisitions, Value Analysis, Benefits Realization. Appointed as IBM BCS Americas Leader for Value Realization service offering. Show less

Lead major project and strategic change initiatives for Fortune 500 level client companies. Highlights of Client Engagement Delivery• Designed and conducted primary marketing research of client’s brand and product line positioning versus competitors. Advised client in brand repositioning strategies and alternatives.• Managed program office and planning of global finance and accounting function for client’s post-merger integration initiative.• Designed and deployed a new… Show more Lead major project and strategic change initiatives for Fortune 500 level client companies. Highlights of Client Engagement Delivery• Designed and conducted primary marketing research of client’s brand and product line positioning versus competitors. Advised client in brand repositioning strategies and alternatives.• Managed program office and planning of global finance and accounting function for client’s post-merger integration initiative.• Designed and deployed a new capital budget planning process for client’s IT portfolio of processes/systems projects and rolled out the process to its global finance function and executives.• Advised and facilitated client initiative to outsource its global Accounts Payables function • Advised client’s M&A function in the identification and prioritization of M&A target companies for strategic fit and economic synergies Show less

• Managed division budget, forecasts and reporting of a $1 billion industrial chemicals business. Employed balanced scorecard, economic surplus, and other diagnostic analyses to present monthly business performance to division management team.• Structured analyses of strategic planning initiatives and developed detailed tactical implementation plans. Employed leading edge analyses such as industry cost curve, competitive costs benchmarking and dynamic pricing/value bundling. In one case… Show more • Managed division budget, forecasts and reporting of a $1 billion industrial chemicals business. Employed balanced scorecard, economic surplus, and other diagnostic analyses to present monthly business performance to division management team.• Structured analyses of strategic planning initiatives and developed detailed tactical implementation plans. Employed leading edge analyses such as industry cost curve, competitive costs benchmarking and dynamic pricing/value bundling. In one case, developed an optimal restructuring strategy for the phosphorus industry, which resulted in greater market efficiency, sustained pricing, and production cost savings.• Managed analyses of strategic alternatives and business development opportunities for the division. The scope of the work included joint ventures, acquisitions, product line optimization, manufacturing sourcing optimization, and reallocation of manufacturing assets. Show less

• Managed $1.3 billion outbound freight budget, forecast, 5-Yr planning projections. Analyzed and reported monthly, quarterly, annual financial performance to targets. Advised management by evaluating financial impact of alternative business decisions.• Performed financial analysis and made economic business case recommendations on capital project proposals• Led a cross-functional project team to develop a real-time financial forecast system to tighten financial controls on inbound… Show more • Managed $1.3 billion outbound freight budget, forecast, 5-Yr planning projections. Analyzed and reported monthly, quarterly, annual financial performance to targets. Advised management by evaluating financial impact of alternative business decisions.• Performed financial analysis and made economic business case recommendations on capital project proposals• Led a cross-functional project team to develop a real-time financial forecast system to tighten financial controls on inbound freight expense which resulted in a forecasted cost savings of up to $200 million.• Designed and implemented a linear programming optimization model for reduction of outbound freight costs based on manufacturing and sourcing of vehicles at Ford’s 21 North American Assembly Plants.• Assumed line management position in Mfg. as part of the Finance Management Development program. Supervised 30+ UAW workers, performed quality audits and modified workflow of workers to enhance productivity Show less