- Private Equity FP&A: Manage Income Statement, Balance Sheet, and Cash Flow, aligning financial strategies with business goals to achieve optimal financial performance- Business Partnership: Drive data-driven decisions with with cross functional leaders- Sophisticated Modeling: Develop and maintain complex models that drive company-wide financial reporting, budgeting, and forecasting- IT Software: Support development teams with investment analysis and proper treatment of activities (IDS/IRC 174)- Resource Management: Lead review of headcount reporting, profitability and program allocations

- Strategic Partner: Acted as the key business partner and CFO, driving financial strategy and decision-making- Comprehensive FP&A Leadership: Directed full FP&A (forecasting, budgeting, variance, and strategy) - Expense Management: Oversaw and managed $200M+ in operational expenses, including compensation, headcount, travel, vendors, donations, and ESG initiatives - Operational Transformation: Transitioned communications support from a globally distributed to a centralized shared services model, improving efficiency- AI Forecasting Implementation: Launched and managed the AI Touchless Forecasting process, optimizing forecasting accuracy and efficiency- Resource Management: Managed and reorganized global resource levels (400+ employees), program spend, and travel to ensure budget adherence- Team Development: Led a team of analysts through collaboration and enhanced performance outcomes.

- Cost Management: Lead the Production Procurement team to meaningful savings to meet the financials goals of the different business units on ~$2B of parts spend.- Process Improvement: Created and implemented a granular savings measurement tool to clearly tie procurement results to business unit results.- Partnering: Collaborated across organizations to optimize the overall IBM profit regardless of individual measurement impact

- Strategic Deal Support: Served as a trusted business advisor, providing comprehensive financial analysis and support for large, complex deals, including predictive metrics, staffing, and Capacity on Demand offerings- Accounting Collaboration: Partnered with cost accounting teams to ensure correct and proactive treatments of non-standard deal terms, enhancing the financial integrity of sales engagements- Tool Development and Implementation: Successfully created and led the implementation of a strategic financial IT tool, enabling detailed analysis of product and country-specific data to support sales strategies.- Executive Partnership: Collaborated with business and financial executives on monthly and quarterly closes, earnings announcements, strategic planning, risk management, and ad-hoc financial requests

- Deputy CFO Responsibilities: Led financial planning, pricing, monthly closes, long-range forecasting/modeling, commissions, and budgeting, providing full P&L coverage for the business unit- Internal Controls: Implemented and maintained robust SOX internal controls, ensuring compliance with corporate accounting standards and significantly reducing audit findings- Integration and Support: Successfully integrated acquired companies, launched a division-wide client segmentation strategy, and provided detailed customer and segment-level financial analysis- Revenue and Pricing Management: Developed and managed a non-landed revenue-sharing model, advised on complex accounting treatments, introduced a new global pricing tool, and conducted customer bid pricing and business case analysis

- Managed all aspects of AP and AR, ensuring timely payments and tax readiness using QuickBooks- Capital Investments, Partnering with Investment banks, ROI Analysis, Tax Strategies, Acquisition Evaluation- Construction oversight including vendor management, contracts, permitting, and compliance- Sales and Marketing for both types of property including direct negotiations with tenants- Oversaw day-to-day operations including, maintenance, relationships, and leases