Functional Skills
Accounting
Corporate Finance
Variance Analysis
Budgeting
Financial Modeling
Strategic Planning
Finance Transformation
Operations Management
Financial Planning & Analysis (FP&A)
Systems Integration
Organizational Leadership
Software Skills
Microsoft Excel
Microsoft PowerPoint
PowerBI
Salesforce
SAP S/4HANA
Sector Experience
Business Services
Life Sciences & Pharma
Media & Entertainment
Technology
Telecom
Notable Clients
Mattel
McKesson Corp
Rovi Corp
ServiceNow
Sony Pictures Entertainment
Fortune 500
Experience
RGP
Management Consulting
Consultant
1/2016 - 1/2025
Clients: ServiceNow, McKesson Corp, Mattel, Sony Pictures Entertainment, Kite Pharma, Acosta. Partnered with global clients and Fortune 500 companies to lead and support finance operations including financial reporting and transformation initiatives, drive and implement automation and improvements in processes and analytics, and support systems implementations and integrations projects.
• Sony Pictures Entertainment, Corporate Financial Planning & Reporting - Designed and implemented enhancements to financial reporting processes involving custom reporting, excel automation and process optimization. Performed goodwill impairment analysis for media division resulting in impairment of over $1B of production and distribution assets. Assisted with external reporting requirements including quarterly and year end IFRS financial disclosures.
• Sony Pictures Entertainment, Agile Management Office (AMO) - Developed reporting enhancements for global AMO by creating project expense tracking tool
• Sony Pictures Entertainment, Corporate Financial Planning & Reporting - Designed and implemented enhancements to financial reporting processes involving custom reporting, excel automation and process optimization. Performed goodwill impairment analysis for media division resulting in impairment of over $1B of production and distribution assets. Assisted with external reporting requirements including quarterly and year end IFRS financial disclosures.
• Sony Pictures Entertainment, Agile Management Office (AMO) - Developed reporting enhancements for global AMO by creating project expense tracking tool
DLC INC.
Management Consulting
Consultant
1/2014 - 1/2016
• Interim FP&A Director for a newly created FP&A department for entertainment technology company RealD. Determined reporting, planning and analysis requirements and supported Hyperion Essbase implementation by ensuring FP&A departmental reporting requirements were properly configured within the system. Worked with internal auditors to ensure RealD was in compliance with external audit requirements. Performed business valuation analyses and due diligence for the CFO and Board of Directors in response to an unsolicited buyout offer from Rizvi Traverse.
• Interim Finance Director for Rovi Corp's global Intellectual Property (IP) Licensing organization. Oversaw all IP Licensing departmental FP&A reporting including monthly licensing revenue and expense forecasts, budget and forecast variance analysis, ensuring all business unit and corporate deliverables were completed timely and accurately. Coordinated with Corporate Finance and IP Licensing department heads within Sales, Legal and Opera
• Interim Finance Director for Rovi Corp's global Intellectual Property (IP) Licensing organization. Oversaw all IP Licensing departmental FP&A reporting including monthly licensing revenue and expense forecasts, budget and forecast variance analysis, ensuring all business unit and corporate deliverables were completed timely and accurately. Coordinated with Corporate Finance and IP Licensing department heads within Sales, Legal and Opera
RGP
Management Consulting
Consultant
1/2010 - 1/2014
• Interim Finance Director for Walt Disney International Finance organization. Managed deliverables including strategic plan, annual budget and finance projects.
• Supported Sony Pictures Entertainment's Corporate Finance organization, managing various deliverables and special projects. Oversaw theatrical, TV and media P&L's and ultimates. Supported BPC implementation by documenting reporting requirements, perform UAT and training department heads on forecast and budget modules.
• Supported Sony Pictures Entertainment's Corporate Finance organization, managing various deliverables and special projects. Oversaw theatrical, TV and media P&L's and ultimates. Supported BPC implementation by documenting reporting requirements, perform UAT and training department heads on forecast and budget modules.
Live Nation Entertainment
Finance
Director of Finance
1/2009 - 1/2010
• Responsible for the planning, forecasting and financial reporting operations for Live Nation's Marketing Alliance's Venue Sponsorship and Premium Seating lines of business for North America.
• Provided support and oversight to sales and finance organizations involving financial policy and guidelines.
• Provided monthly reporting and analytics to North American Music CFO and Corporate Finance department for monthly forecasts and actuals, and reviewed monthly sales and product analysis with President, SVP and EVP of Sales.
• Managed workload, priorities and deliverables for the finance group consisting of a manager and 7 analysts.
• Provided support and oversight to sales and finance organizations involving financial policy and guidelines.
• Provided monthly reporting and analytics to North American Music CFO and Corporate Finance department for monthly forecasts and actuals, and reviewed monthly sales and product analysis with President, SVP and EVP of Sales.
• Managed workload, priorities and deliverables for the finance group consisting of a manager and 7 analysts.
The Walt Disney Company
Finance
Manager of International Finance
1/2007 - 1/2009
• Managed the Walt Disney International Finance organization responsible for all consolidated financial reporting, budgeting, forecasting and strategic planning for all International lines of business totaling $10B in revenue, $2B in OI.
• Served as acting Director of International Finance for 4 months during director's absence. Performed all Director and Manager duties during that time while overseeing the completion of Disney's international strategic plan.
• Supported International Finance teams regarding international financial policies, reporting compliance and procedures. Responsible for all strategic planning, budget and forecasting guidance and enforcing reporting processes and controls.
• Consolidated and audited lines of business P&L's and prepared quarterly presentations for executive review.
• Designed and implemented multiple process enhancements and customized reporting and consolidation tools to improve productivity and qualitative and quantitative analyses.
• Manag
• Served as acting Director of International Finance for 4 months during director's absence. Performed all Director and Manager duties during that time while overseeing the completion of Disney's international strategic plan.
• Supported International Finance teams regarding international financial policies, reporting compliance and procedures. Responsible for all strategic planning, budget and forecasting guidance and enforcing reporting processes and controls.
• Consolidated and audited lines of business P&L's and prepared quarterly presentations for executive review.
• Designed and implemented multiple process enhancements and customized reporting and consolidation tools to improve productivity and qualitative and quantitative analyses.
• Manag
RGP
Management Consulting
Consultant
1/2005 - 1/2007
• Performed SEC reporting duties for Walt Disney 10K filing and assisted with annual report analysis and commentary.
• Improved and automated royalties & participations accounting and reporting for THQ Inc and Genius Products.
• Improved and automated royalties & participations accounting and reporting for THQ Inc and Genius Products.
MCI Inc.
Finance
Manager of Financial Planning & Analysis
10/1999 - 9/2004
• Managed the financial reporting for MCI's UUNET Service Delivery organization worldwide, comprised of over 500 cost centers and over 3,200 employees with annual operational budget of $225M.
• Multiple recognition awards: Dec 2000 for discovering embezzlement, Jul 2003 & Dec 2003 for performance.
• Multiple recognition awards: Dec 2000 for discovering embezzlement, Jul 2003 & Dec 2003 for performance.