Manage a $43 million donor-funded portfolio for Energy. Responsible for managing and ensuring compliance with all nonprofit accounting, tax, and regulatory of Global and Domestic c3 and c4 budgets. Analyze and model financial data, keeping program priorities foremost in mind, and create sustainable dashboards and reports on key performance indicators for program leads, CFO/CEO, and Board members.Lead the financial planning process including annual budgets, monthly updates, quarterly forecasts, and reporting, ensuring roles/responsibilities are clear, and accurate budgets are submitted. Supervise a team of program analysts, serving as a source of technical expertise and identifying and resolving challenges to the team’s high performance.Responsible for leading a proactive, collaborative partnership between Finance and Cross Programs, to develop strategic multi-year plans and implement processes to prioritize resource decisions and track investments and initiatives necessary to exceed future program targets.

Finance leader of a $86 million network of eight charter schools. Responsible for portfolio management, business partnering, management reporting, establishing best practices, and setting the direction of the finance team.Finance partner for all shared services functions including Finance, Legal, HR, Information Technology, and Campus Leadership. Responsible for budget allocations, expenditures, fund balances, and related financial activities in an effort to ensure that allocations are accurate, revenues are recorded, expenses are within budget limits and fiscal practices support scholastic visions and student success.Prepared reports and forecasts, as directed, for the CEO, Board of Trustees, and Heads of Schools. Work alongside CEO and COO to assess growth projections and identify strategic priorities.Wrote and implemented a Policy and Procedure Manual for Business Operations. Created completely new budgeting tools that redefined how our school districts budget both revenue and expenditures.

Developed annual budgets, forecasts, and supporting analysis, requiring the ability to build and maintain sophisticated Excel financial models utilizing the latest best practices and dynamic formulas.Prepared monthly financial reporting and analysis package consisting of monthly actual vs. budget and prior year variance analysis, dashboards with executive commentary, EBITDA bridges, and reporting on a number of key performance indicators and ad hoc analyses to support business initiatives.Developed and managed operational initiatives to deliver tactical results, partnering with internal stakeholders to reach milestones, and help assure financial alignment on key investment plans. Prepared reports, presentations, and other analyses for senior management, CFO, and CEO to ensure management had access to timely and relevant data for strategic decisions.

Supported $310M Credit Finance functions including managing the G&A expenses reporting process for the Credit division.Ensured accurate and timely quarterly and annual financial forecasts based upon internal and external requirements.Generated financial forecast and zero based budgets (ZBB) as well as supplemental financial reports for internal and external customers, developing and maintaining business volume – rate analysis.Prepared cost benefit analyses of strategic initiatives and Fannie Mae operations as well as other deep dive analyses.Drove operational efficiencies initiatives; provide program management support with SOW review strategic planning.Presented to executives underscoring financial results on actuals, projections, and yearend opportunities and challenges. Managed the design, development, and deployment of new reports and enhancements to department existing reports.Constant interaction with key stakeholders to ensure timely identification and resolution of financial reporting related to matters.

Supported Marketing Vice President with the management and investment strategy of a $520MM marketing budget. Provided ROI/spend efficiency data across teams and initiatives, communicated decisions, and positioned funds were appropriate. Developed and launched an online reporting and forecasting tool, using MicroStrategy capabilities, to bring greater accuracy and efficiency to the forecasting and reporting process. This also resulted in a drastic reduction of time requirements for Acquisition Managers and Strategy and Planning Team. Leveraged multiple data sources, established customer data view, and reporting with clear KPI tracking for marketing channels. Supplemented with key insights - actionable data that business partners could respond to. Performed analysis and modeling including but not limited to: advertising performance, customer segmentation, geographies, and incentive programs performance.Led forecasting process, which included creating and improving forecasting templates in MS Excel, communication of assumptions, accuracy of information across 6 Vice President Teams, and 85 Marketing Managers as well as constant communication with Finance, Planning, New Accounts, Product Mgmt/Loyalty and Sr. Leadership.

Orchestrated coordination between internal team and external institutions, monitored and analyzed 3rd party vendors’ Key Performance Indicators, delivered monthly dashboard reports utilizing SAS databases and MS Excel to ensure Service Level Agreements were met, and identified alternative processes to improve overall performance. Responded to federal regulation compliance issues by reexamining procedures and implementing necessary action. Administered production efforts for home equity loans and complex projects ($ 4.4 million budgets) between Wells Fargo Bank and 8 title and appraisal vendors.Forecasted monthly volume of home equity loans to strategically plan purchasing activities.

Coordinated the progress of the three home equity operational departments (i.e., Centralized Vendor Ordering, Electronic Document Management, and Underwriting). Hired, coached, and supervised 24 team members to achieve Well Fargo’s process standards and turn time goals. Created and maintained database to track the team’s performance and assess the volume of home equity loans; resulted an annual savings of approximately $2 million. Administered annual performance reviews for team members in order to determine necessary recognition and recommendation for salary increases.

Managed bank teller’s daily activities to ensure efficient transaction processing and all branch activities met federal compliances. Hired, coached, and motivated a team of 15 bank tellers by establishing a customer service satisfaction and sales contest; surpassed Tempe region’s monthly goal by 157%. Established a sales rewards program to effectively reduce turnover of bank tellers.

Developed a relationship with customers and assessed their financial needs in order to optimize opportunities to present alternative finance and credit products. Exceeded $4 million personal equity lending goal successfully every quarter. Received an Annual Regional Sales Award in 2001.