•Led and managed Integreon’s financial planning and reporting framework and processes to deliver thorough, risk-balanced, forecasts and plans.•Partnered with senior management by providing complete business analysis and modeling that resulted in key decisions and enabled the business to meet and exceed its goals.•Identified, initiated and prepared ad-hoc analysis as business needs dictated. •Managed preparation of monthly, current year P&L and cash forecast, quarterly long range (5… Show more •Led and managed Integreon’s financial planning and reporting framework and processes to deliver thorough, risk-balanced, forecasts and plans.•Partnered with senior management by providing complete business analysis and modeling that resulted in key decisions and enabled the business to meet and exceed its goals.•Identified, initiated and prepared ad-hoc analysis as business needs dictated. •Managed preparation of monthly, current year P&L and cash forecast, quarterly long range (5 yrs.) P&L forecast, and annual budget request for the Board presentations.•Analyzed monthly, quarterly and annual financial results, trends and plans, identified issues and opportunities, and recommended actions.•Ability to effectively collaborate across the organization and build strong and productive relationships.•Built financial reporting vehicle, converting from manual to full automated package.•Assisted in the construction/implementation of Hyperion Essbase and improvement of global financial system reporting. Show less

•Finance lead on revenue of $180M+ and over 26K of small law firm customers.•Created and managed financial models including monthly/quarterly/annual forecasts, pricing models/scenarios, and Investment case models.•Prepared, analyzed, and managed financial components of a product including: budgets, profitability, and opportunity/risks.•Provide business advisory/decision enabling services to senior leadership.•Delivered profit optimization strategies to business leaders and… Show more •Finance lead on revenue of $180M+ and over 26K of small law firm customers.•Created and managed financial models including monthly/quarterly/annual forecasts, pricing models/scenarios, and Investment case models.•Prepared, analyzed, and managed financial components of a product including: budgets, profitability, and opportunity/risks.•Provide business advisory/decision enabling services to senior leadership.•Delivered profit optimization strategies to business leaders and provided revenue maximization recommendations.•Determined key performance metrics for each unit, monitor, and report performance of these metrics. When appropriate, prepared modeling to illustrate what a change in these metrics meant to the business.•Managed month end, year-end closing processes including but not limited to revenue recognition, margin validation, and journal entries using PeopleSoft, Hyperion Planning and Essbase.•Coordinated and managed monthly financial reporting presentations. Show less

•Proactively provided business management and analytical support and leadership to Business Management/Finance department, functional units and executive management, and prepared financial analysis to support tactical decision making and problem solving with customer focused approach.•Prepared budgets and forecasts of revenue and expense. Prepared and analyzed monthly, quarterly, and annual reports.•Monitored monthly revenue/expenses against plan and developed both financial and… Show more •Proactively provided business management and analytical support and leadership to Business Management/Finance department, functional units and executive management, and prepared financial analysis to support tactical decision making and problem solving with customer focused approach.•Prepared budgets and forecasts of revenue and expense. Prepared and analyzed monthly, quarterly, and annual reports.•Monitored monthly revenue/expenses against plan and developed both financial and non-financial metrics to measure strategic and operating performance. Worked with functional areas in resolving variances or altering plans to meet ultimate goals with provision of meaningful interpretation/analysis and proposal of possible actions/solutions.•Acted as financial liaison with functional areas in answering and resolving issues.•Identified potential problems and make appropriate recommendations to multiple levels of management.•Prepared and conducted monthly financial reporting presentations.•Performed ad hoc analysis and financial support as requested.•Continuously improved and enhanced understanding of the business, processes, and related financial information.•Oversaw staff of 2 consisting of financial analysts. Show less

•Performed management reporting and analysis functions for the global equity cash business. Responsible for coordination with the regions (the Americas, UK and Europe, and the Pacific Rim) for consolidated global reporting and analysis.•Constructed and maintained database for BC&E and volume analysis.•Coordinated, analyzed and presented monthly financial statements, expense reviews, business reviews.•Coordinated and consolidated annual revenue and expense budgets.•Monitored… Show more •Performed management reporting and analysis functions for the global equity cash business. Responsible for coordination with the regions (the Americas, UK and Europe, and the Pacific Rim) for consolidated global reporting and analysis.•Constructed and maintained database for BC&E and volume analysis.•Coordinated, analyzed and presented monthly financial statements, expense reviews, business reviews.•Coordinated and consolidated annual revenue and expense budgets.•Monitored web-based reports.•Improved the quality and efficiency of reports and processes.•Handled ad hoc requests and projects. Show less