Functional Skills
Strategic Planning
Customer Relationship Management
Cost Reduction
Accounting
Customer Service
Budgeting
Sales Operations
Accounting Software Implementation
Communications
Data Collection / Research
Statistical Analysis
Business Intelligence
Sales Strategy
Operations Management
Forecasting / Projections
Software Skills
PowerBI
Microsoft Word
Salesforce
SAP CRM
Microsoft Excel
Alteryx
ADP
Amazon Marketplace
Cognos Analytics
Google Docs
IBM Cloud
Microsoft PowerPoint
Netsuite
Paycor
Peoplesoft
Sector Experience
Consumer Goods
Financial Services
Healthcare
Media & Entertainment
Technology
Big 4 Accounting
Top Consulting Firms
Experience
Ashley Furniture Industries
Finance
Director of Finance & Accounting
11/2023 - Present
• Leader of a high-performing FP&A-Accounting team for Ashley Furniture's online and in-store's strategic start-up initiative, launching Reguard LLC in support of Board of Directors.
• Drove annual operating plan, forecast, pricing, and month end activities.
• Developed strategic revenue initiatives in support of merger & acquisitions.
• Delivered insightful pricing analysis, financial packages, metric reporting to drive informed strategic decision-making.
• Measured and identify profit levers to drive maximum profitability, collaborating with Ashley Global partners.
• Built processes around financial operations, enhanced analytical capabilities, and ensured GAAP-compliant revenue recognition
• Transformed the startup into a profitable business with positive EBITDA within one year by developing and analyzing key performance indicators (KPIs).
• Identified optimal EBITDA margins, pinpointed cost-saving opportunities, and evaluated regional and channel performance.
• Implemented
• Drove annual operating plan, forecast, pricing, and month end activities.
• Developed strategic revenue initiatives in support of merger & acquisitions.
• Delivered insightful pricing analysis, financial packages, metric reporting to drive informed strategic decision-making.
• Measured and identify profit levers to drive maximum profitability, collaborating with Ashley Global partners.
• Built processes around financial operations, enhanced analytical capabilities, and ensured GAAP-compliant revenue recognition
• Transformed the startup into a profitable business with positive EBITDA within one year by developing and analyzing key performance indicators (KPIs).
• Identified optimal EBITDA margins, pinpointed cost-saving opportunities, and evaluated regional and channel performance.
• Implemented
Pontoon Solutions, Adecco Group
Finance
Director of Finance
3/2021 - 11/2023
• Led global financial strategy for the Adecco-Pontoon Technology vertical across 17 countries and 35 clients, collaborating closely with Executive Leaders to optimize KPIs, enhance financial performance, and effectively manage a $74M revenue budget.
• Managed AOP and forecasts for global technology partners, collaborating with CFO to safeguard EBITA margins and drive budget refinement through data-driven templates.
• Led cross-departmental revenue initiatives, centralizing processes for timelines, forecasts, and team alignment, improving margins by 20% through scenario pricing and cost-reduction strategies.
• Recognized for proactively driving stakeholder management, data collection, synthesis, and executive communications, providing invaluable insights and support to Technology vertical as a trusted Finance Business Partner.
• Managed AOP and forecasts for global technology partners, collaborating with CFO to safeguard EBITA margins and drive budget refinement through data-driven templates.
• Led cross-departmental revenue initiatives, centralizing processes for timelines, forecasts, and team alignment, improving margins by 20% through scenario pricing and cost-reduction strategies.
• Recognized for proactively driving stakeholder management, data collection, synthesis, and executive communications, providing invaluable insights and support to Technology vertical as a trusted Finance Business Partner.
Nielsen
Finance
Finance Business Partner
3/2020 - 5/2021
• Played a pivotal role in Nielsen's demerger into Nielsen Media and Nielsen IQ, overseeing a $30M Global Financial Operating Plan for Corporate IT Platforms, ensuring seamless financial operations and strategic alignment during the transition.
• Introduced a streamlined process for managing 50+ SAP vendor contracts and payments, achieving a 40% cost reduction
• Led the SAP/Ariba transition, overseeing $10M in purchase order creation, receivables, and vendor reconciliation.
• Introduced a streamlined process for managing 50+ SAP vendor contracts and payments, achieving a 40% cost reduction
• Led the SAP/Ariba transition, overseeing $10M in purchase order creation, receivables, and vendor reconciliation.
Deloitte
Finance
Finance Business Partner
6/2019 - 2/2020
• Managed the financial health of Deloitte's five lines of business—Tax, Audit, Consulting, Advisory, and Deloitte Private—ensuring alignment with growth targets and profitability goals.
• Optimized AOP by developing macro-enabled forecasting models, streamlining processes, and ensuring precise, accurate results.
• Delivered actionable financial analytics and strategic counsel to Executive Leadership, collaborating with the Finance Center of Excellence (COE) to streamline financial reporting and month end.
• Optimized AOP by developing macro-enabled forecasting models, streamlining processes, and ensuring precise, accurate results.
• Delivered actionable financial analytics and strategic counsel to Executive Leadership, collaborating with the Finance Center of Excellence (COE) to streamline financial reporting and month end.
WellCare / Freedom & Optimum Health
Finance
Senior Financial Analyst
8/2005 - 6/2019
Senior Leader of Financial Planning and Analysis (2017- 2019) Director of Financial Planning and Analysis (2012- 2017) Manager of Financial Planning and Analysis (2010 - 2012) Senior Manager of Finance, Metrics and Analysis (2009 – 2010) Senior Manager of Financial Planning and Analysis (2008 – 2009) Manager of Financial Planning and Analysis (2006 – 2008) Senior Financial Analyst (2005 – 2006)
• Led Finance team at WellCare and Freedom Health for 14 years, partnering with the CEO and CFO through mergers & spin-offs, overseeing budgets, forecasts, KPIs, and financial reporting across 34 departments, 50 counties, 5 business lines, and 12 LOB's.
• Directed FP&A team supporting a $1.7B revenue target, including managing $88M of vendor fees, with staff in 5 states
• Managed WCG's Claims & Payment Integrity Operations department and project led medical expense initiatives for re-forecast.
• Collaborated with Accounting to transition WCG's accounting methodology in preparation & forecast
• Led Finance team at WellCare and Freedom Health for 14 years, partnering with the CEO and CFO through mergers & spin-offs, overseeing budgets, forecasts, KPIs, and financial reporting across 34 departments, 50 counties, 5 business lines, and 12 LOB's.
• Directed FP&A team supporting a $1.7B revenue target, including managing $88M of vendor fees, with staff in 5 states
• Managed WCG's Claims & Payment Integrity Operations department and project led medical expense initiatives for re-forecast.
• Collaborated with Accounting to transition WCG's accounting methodology in preparation & forecast
Coca Cola Enterprises
Finance
Senior Financial Analyst
3/2002 - 8/2005
• Responsible for Coca Cola's Florida margin forecasts, covering 13 Channels, 3 Markets, 24 locations, for 400+ beverage products.
• Supervised 3 Financial Analysts; provided growth, leadership, and improved analysis for Sales VPs.
• Implemented Coke's Cold Drink pricing increase model across Florida Markets & Channels creating an elasticity variable cost tool.
• Supervised 3 Financial Analysts; provided growth, leadership, and improved analysis for Sales VPs.
• Implemented Coke's Cold Drink pricing increase model across Florida Markets & Channels creating an elasticity variable cost tool.
AOL Time Warner
Finance
Senior Financial Analyst
2/2000 - 3/2002
• Managed a $1.2 billion annual AOL royalty budget and restructured, created, and presented FP&A reporting to the ELT to support the largest merger in U.S. history.
• Analyzed market KPIs measuring usage patterns, member click-thru ratios, churn rates, and screen times.
• Developed ROIs for Global product launches: AOL Welcome Screen revamp and the AOL Spanish
• Analyzed market KPIs measuring usage patterns, member click-thru ratios, churn rates, and screen times.
• Developed ROIs for Global product launches: AOL Welcome Screen revamp and the AOL Spanish
Fiduciary Trust Company International
Finance
Investment Manager, CFP
5/1995 - 2/2000
• Collaborated with Wall Street fund managers to compile, analyze, and provide strategic recommendations for client portfolios, driving informed investment decisions and maximizing client returns.