Responsible for the Finances of the holding company as well as reporting for the subsidiaries, both pro forma and P&L. Led tech stack design, treasury, and op model initiatives.

• Manage a team that developed and monitors gross margin analyses, resource utilization, and other financial KPIs
• Prepare monthly forecasts, financial reviews, departmental cost-management reports, etc. across the company
• Lead the annual budget and long-range planning process including the design, build, and maintenance of financial models
• Worked with the CTO to build a headcount forecast tool to manage $10m of third-party resources for increased accuracy

Lead a Finance PMO team of 10 to handle process, software, and data improvements for the organization. Project Examples:
• Partnered with VPs to improve forecasting and reporting improvements to reduce time to build, eliminate iteration and scenario errors, and enable more value-add FP&A support to the business for annual, quarterly, and monthly forecasts
• Supervised an ‘Enhancement Program’ to identify, track, and resolve 400+ pain points

Engagement Manager leading Finance operations, analytics, and process improvement projects for tech, life science, and C&IP clients. Projects included:
• A $20B Fortune 500 Tech merger, aligning consolidation and reporting activities across subsidiaries to enable reporting as a single, financial entity
• A global Finance RPA process improvement and governance program evaluating 100+ processes
• Implementation of an analytics dashboard for metrics related to working capital, AP, and AR.

• Managed record-to-report and procure-to-pay process improvements to develop best-in-class finance lifecycles processes of the finance organization of a $100M cyber security company
• Identified more than $50M in IT cost overruns and mapped the end-to-end IT finance process within a domestic LNG company
• Helped redesign the ~$100M payroll process and organization in a regional utility, decreasing payroll overpayments and adjustments by 30% and run-time by 100%