· Planning and Forecasting: Oversaw the annual planning and forecasting process, refining procedures, and conducted detailed analyses of results.· Budgeting Improvements: Enhanced budgeting and long-range planning processes by developing and managing associated systems, templates, and analyses.· Team Management: Directed a financial analyst, providing guidance, training, and strategic leadership to foster a high-performing team environment.· Forecasting Models: Developed forecasting models that supported SVPs in evaluating special projects, including new distribution warehouses, by providing detailed cost-per-case analyses.· Project Leadership: Led a route reduction project for the Northeast, collaborating with senior leaders to set targets and presenting weekly reports that improved efficiencies and resulted in cost savings.· Expense Management: Managed the reclassification of below-the-line expenses related to special projects such as branch consolidations and ERP integrations, significantly enhancing EBITA figures.· Training and Development: Conducted comprehensive training sessions on the Warehouse and Transportation Shipping Dashboard, enhancing branch and regional managers' understanding of financial metrics.· Liaison Role: Acted as the primary liaison between FP&A and Finance Business Partners, addressing spend and budget-related issues and handling ad-hoc requests.

· Analytical Tools: Led the creation and enhancement of sophisticated analytical tools and reports to monitor spending and operational metrics.· Expense Management: Identified and corrected over $5M in over-accruals from newly acquired companies, leading to improved P&L performance.· Reporting Mechanisms: Revamped reporting processes to provide clear, actionable insights into financial performance at branch, regional, and national levels.· Variance Analysis: Conducted variance analysis between budget and forecast, creating detailed models and commentaries to clarify discrepancies.· Operational Initiatives: Worked with management to identify and track operational initiatives, ensure compliance, and provide recommendations.· Month-End Support: Supported month-end close processes by recommending and recording journal entries and assisting with planning and forecasting.· Audit and M&A Support: Assisted with audits, mergers, acquisitions, and emerging business needs, and generated ad-hoc reports and analyses for specific requirements.

· Leadership and Strategy: As a key member of the Leadership Team, contributed to developing and executing tactical programs aimed at reducing expenses, mitigating losses, and driving sales growth.· Accounting Oversight: Managed the monthly consolidation of accounting records for off-lease auction sales, expenses, brand inventory levels, and residual values across the U.S. market. Ensured timely and accurate submissions to headquarters in Munich, Germany.· Performance Tracking: Monitored key performance indicators for the Used Vehicle Department, providing detailed analysis and actionable recommendations to align actual performance with strategic goals.· Reporting Efficiency: Enhanced reporting efficiency by 50% through the development of SQL queries for direct database access, eliminating delays associated with month-end data submissions.· Reporting Transformation: Transformed reporting processes by converting multiple Excel reports into interactive Tableau Dashboards. Delivered real-time or daily updated data for sales targets, client consultations, and forecasting, significantly reducing email exchanges.

· Project Leadership: Led the development and implementation of long- and short-term plans for the BMW on Demand car rental pilot program. Oversaw milestone targets, deadlines, and budget management.· System Customization: Played a key role in adapting the BMW on Demand system for the U.S. market, coordinating with teams in Munich and Baienfurt, Germany, to meet tight deadlines.· Third-Party Management: Managed third-party relationships, business record-keeping, customer service inquiries, month-end close processes, lead tracking, and Executive Committee updates. Ensured timely communication with stakeholders in Munich and North America.· Cross-Department Collaboration: Worked across various departments and with legal and contract vendors to develop financial products for the BMW i3 launch in the electric vehicle market.· Automation and Reporting: Automated the Performance Management Agreement, improving access to key balanced score measures for the Sales Marketing Managers team. Transitioned the Excel template to an online format using QlikView.· Executive Communication: Facilitated monthly meetings with the Vice President of Operations and General Managers to review programs and achievements, creating update presentations for the BMW Group’s executive board.

· Financial Reporting Management: Oversaw the BMW Group’s financial and non-financial reporting functions, ensuring compliance with International Financial Reporting Standards (IFRS).· Quantitative Analysis: Conducted quantitative analysis of financial data to forecast revenue, identify trends, and evaluate risks associated with capital expenditures.· Executive Presentations: Compiled and presented monthly Executive Committee reports detailing the financial standings of BMW Financial Services.· Audit Coordination: Coordinated with KPMG auditors, providing necessary information and facilitating meetings to ensure thorough and timely audits.

· Budget Development: Developed and reforecast annual tactical budgets exceeding $300M for BMW’s national Certified Pre-Owned (CPO) retail programs. Integrated financial instruments from Financial Services and the North American sales team.· Forecasting and Reconciliation: Produced monthly tactical spend forecasts for CPO programs, prepared detailed presentations for the Board of Directors, and conducted month-end reconciliations to ensure alignment with estimates and accruals.· Forecasting Model: Created a forecasting model to streamline monthly cost projections for national pre-owned retail programs, incorporating ROI tracking for improved accuracy and insight.· Innovation and Savings: Introduced an industry-first CPO payment waiver program, significantly reducing subvention costs, increasing dealership foot traffic, and leading to over $100M in year-over-year savings in the premium segment.