Fortune 100 and Private Equity Clients
• CFO, Advisory, Director of Finance and Senior Manager roles in providing guidance and partner with C-level Executives and senior clients on FP&A, Projects and Reporting on Business Unit Finance, M&A, Month End Close, Budget, Forecast, and Long Range Planning. Created online reporting, dashboards and presentations utilizing PowerBI, Salesforce and Tableau.
• Manage purchase price/valuations models, due diligence for buy-side deals. Carve out/divestiture and integration playbook creation for sell side deals.
• Project Management and partnering with key stakeholders in Sales, Finance, Transformation Office, M&A and Business Units. Created and managed project tracking tool to streamline processes and efficiencies.

• Supervise, manage and develop Finance team, direct reports to ensure revenue integrity over enterprise network, billing and financial systems, recovered $20+ Million in billable customer records.
• Manage, prepare and presented Monthly Reporting, Variance Analysis including KPI's, Subscribers, ARPU; $14B+ Revenue Annual Forecast and Plan for West Area including consolidation of 5 Regional Business Units.
• Evaluate pricing deals to provide alternative and non-standard solutions to B2B customers.
• Data analysis, utilizing Advance Excel, PowerQuery, SQL, Teradata Datawarehouse.

• Manage Executive Monthly Management Reports; Forecasting, Pricing, and Risk of $400M capitalization.
• Evaluate profitability, customer retention, loyalty programs and end of term strategy.
• Establish internal dealer pricing, early term vehicles and residual value.
• Prepared annual budget reviews for international corporate parent (Japan); supervised collaboration of financial statements and templates and executed final edits.
• Accounted for internal subvention (captive finance chargeback for revenue loss due to manufacturer incentives to customers) between Credit and Sales division of automotive company.
• Improved ME close procedures to reduce closing time from 7 days to 1 day by initiating process with IT to automate reporting feeds into monthly reports.

• Manage Product Financials; P&L, Annual/5 year plan and monthly forecasts of $1.5B Revenue.
• Data Reporting and Analysis utilizing Microsoft Access, Microstrategy Datawarehouse, SAP

• Manage financial activities of over 20 cost centers.
• Control Annual operational and capital budget projections of over $100 Million.
• Cost & Benefit analysis on Projects, IT and Telecom.