Americas Finance Director for CBRE Global Workplace Solutions

CBRE, Raritan, NJ (2018 – Present) Lead Senior Financial AnalystCharged with leading financial analysis and performance management support to Johnson & Johnson’s $180M property management division. Oversaw the maintenance and database management of the Adaptive Planning financial model, financial and performance modeling, variance analysis, and financial reporting. Supervised the Procurement to Payment (P2P) team in the implantation of several process improvement initiatives. Key Achievements:• Managed the Adaptive Planning FP&A model and financial database to incorporate the tracking and modeling of all financial records, including budgets, actuals, forecasts, and baseline data sets. Directed the integration for all Adaptive model updates and developed and maintained all Adaptive Planning financial reporting.• Lead the account wide implementation of the Coupa P2P system, including the review and maintenance of all historical data transmission, the training of all account team members, the development of account specific standard operating procedures, and the standardization of all Coupa financial reporting.• Supervised the P2P account team with the creation and maintenance of account purchase orders, the management of vendor invoice payments, the direction of the monthly accrual process, and the administration of P2P financial reporting.• Developed numerous financial reporting tools designed to help facilitate variance analysis related to actuals to budget variances, forecast changes, vendor cash flow reports, and out-year budget reviews.

Maintained responsibility for providing financial analysis and performance management support to $1.5B organization’s CFO office. Oversaw budgeting, financial and performance modeling, variance analysis, and financial reporting. Supervised and mentored the team in performing at optimal levels. Directed the development and implementation of centralized Performance Management Dashboard. Leveraged technical tools to automate multiple financial reporting mechanisms.Key Achievements:• Directed a cross-functional team in development, implementation, and maintenance of centralized Performance Management Dashboard that aggregated and streamlined data sources to enhance reporting capabilities and identify industry trends. • Developed an improved formulation process for organization-wide resource allocation plans by establishing a streamlined approach to projecting out-year budget requirements based on comprehensive and original analyses of projected program needs. • Championed efforts to optimize budget formulation process across the organization by establishing enhanced payroll projection analyses, which ensured standardization of expense reporting and proceduralizing the reconciliation of $1.5B mission-wide budget request process. • Created a series of Financial Reporting Dashboards to serve as central repositories for tracking and analysis of performance metrics, which aided in financial decision-making.

Charged with accountability for task management efforts pertaining to program analytics, performance modeling, financial and variance analyses, and sub-component level financial support. Supported the Project Management Office of technology arm of $1.6B organization including budget formulation, capital planning, portfolio management, and OIT administration process improvement. Led financial components of multiple strategy and operations projects specializing in cost management and estimation, budgeting, and execution. Key Achievements:• Spearheaded the development and implementation of a metric-driven performance model that provided organizational leadership the ability to assess current and out-year budget requirements while delivering improved budget justifications for a $6.4B company.• Enhanced formulation process for resource allocation plans, which included streamlining projection of out-year budget requirements based on original analyses of anticipated program needs. • Reconfigured existing performance metrics to align with newly developed Capital Planning and Portfolio Management reorganization, which enhanced tools to track performance.

Developed and maintained financial reports that supported the IT engineering division of a $6.4B organization. Managed financial reporting consisting of weekly, monthly, and annual budget execution analysis. Prepared federal financial reporting business cases and IT portfolio financial data for the 2015 Budget Cycle.Key Achievements:• Automated reporting tools to consolidate multiple financial reports from disparate systems to facilitate the analysis of contract burn rates and provide improved current year and out-year budget forecasts. • Successfully managed $100M in inter-agency Service Level Agreements (SLA) between multiple Federal Agency Programs. • Pioneered the implementation of process improvements for a $470M organization’s comprehensive spend plan, which encompassed redesigning detailed spend plan template, creating revised spend plan Standard Operating Procedures, and developed/executed spend plan training.

Performed cash management and reconciliation for fixed income and high yield products, which encompassed sub-advised and institutional accounts ranging from $50M - $3B in portfolio value. Managed accounting on term loan securities across all fixed income and equity accounts.Key Achievements:• Served as the liaison with custodian banks and T. Rowe Price counterparties to ensure timely settlement of trades and wire movement for high yield term loans. • Developed and verified daily financial statements that presented future cash balances and needs to the investment team.

Acted as the central point of contact for Rite Aid Pharmacy, a T. Rowe Price national client and source for 40,000 mutual fund participants and assets held in excess of $2.3B. Key Achievements:• Spearheaded the implementation of process improvements, which included automating the Rite Aid Pharmacy annual 401(k) company match true-up contribution and creating new installment distribution processing procedures to correct trade inaccuracies.

As an Operations Service Representative supporting T. Rowe Price’s Retirement Plan Services Division, my major responsibilities and accomplishments included:• Provided T. Rowe Price Client and Control Teams support in interpreting, analyzing, and processing plan participant transactions totaling over $100 Million annually.• Maintained and oversaw records for ten individual T. Rowe Price 401k plans, including two national clients totaling over $1.5 Billion.

As a Research Analyst supporting The CoStar Group’s Philadelphia Research Division, my major responsibilities and accomplishments included:• Tracked the impact of market conditions on a property portfolio consisting of 1,500 listings, totaling $500 Million within CoStar’s commercial real estate database.• Forecasted sales data in the Philadelphia commercial real estate market through market research including interviews with brokers, property owners, lenders, and through research of public records.