Functional Skills
Investor Relations
Corporate Finance
Budgeting
Strategic Planning
Forecasting / Projections
Finance Transformation
Financial Planning & Analysis (FP&A)
Sector Experience
Business Services
Energy
Financial Services
Real Estate
Technology
Fortune 500
Experience
Palmetto Solar
Finance
SENIOR DIRECTOR, CORPORATE FINANCE | DIRECTOR, CORPORATE FINANCE
1/2022 - 1/2024
Promoted. Strategic thought partner to CFO & CEO for visibility into financial efficiency, interpreting KPIs, & investment decisions. Led team in transformation of reporting structure to better accommodate evolving company strategy, segment level reporting and accountability.
• Owned company financial model, revenue forecasting, long-range plan, Board of Director materials and investor relations
• Collaborated with business leaders on planning and forecasting, providing insight into key cost areas and opportunities to improve.
• Owned company financial model, revenue forecasting, long-range plan, Board of Director materials and investor relations
• Collaborated with business leaders on planning and forecasting, providing insight into key cost areas and opportunities to improve.
ECOLAB ($14B FORTUNE 500 COMPANY)
Finance
DIRECTOR, FINANCE
1/2016 - 1/2022
Promoted. Led team of 6 for financial close, planning, forecasting and capital allocation for $200M+ global Tech org in partnership with CTO, providing financial & strategic insights to CEO & CFO. Primary finance partner for global ERP deployment and finance COE setup, developing financial model and controls for $23M project for on-time and on-budget delivery. Primary finance partner for key Technology leaders.
• Spearheaded finance integration to transition technology GIC in India, to Ecolab; partnered with Legal, Accounting, Tax & Systems to set up processes to integrate GIC with overall policies and reporting.
• Spearheaded finance integration to transition technology GIC in India, to Ecolab; partnered with Legal, Accounting, Tax & Systems to set up processes to integrate GIC with overall policies and reporting.
–LATIN AMERICA (LA)
Finance
SENIOR MANAGER, FINANCE
1/2019 - 1/2020
Promoted. Led Latin America Finance & Real Estate workstreams for spin-off of $2.5B oil field chemicals business, driving planning, execution, and coordination with stakeholders to deliver smooth and timely transition. Partnered with region General Manager & HR VP to execute transformation in region to a market based operating model for faster local execution and accelerated growth in LA.
• Led FP&A team in P&L management, forecasting, and planning activities for $100M revenue, providing insightsto regional leadership.
• Led FP&A team in P&L management, forecasting, and planning activities for $100M revenue, providing insightsto regional leadership.
Commercial Metals
Finance
SENIOR MANAGER, FINANCE
1/2018 - 1/2019
Promoted. Lead finance partner appointed to design & implement commercial digital solution strategy with team design, financial controls, forecasting and strategic planning with operating budget of $60M.
• Collaborated with technical and marketing to build revenue models and ROI analysis for new customer digital products, providing actionable insights and recommendations to prioritize $27M capital portfolio.
• Implemented global capitalization policy to optimize capital and expense budgets to deliver project goals and drive revenue.
• Primary finance partner to the VP of Global Real Estate, responsible for budgeting, forecasting, cost optimization of real estate expenses.
• Collaborated with technical and marketing to build revenue models and ROI analysis for new customer digital products, providing actionable insights and recommendations to prioritize $27M capital portfolio.
• Implemented global capitalization policy to optimize capital and expense budgets to deliver project goals and drive revenue.
• Primary finance partner to the VP of Global Real Estate, responsible for budgeting, forecasting, cost optimization of real estate expenses.
CORPORATE FP&A
Finance
MANAGER, FINANCE
1/2016 - 1/2018
Led program management for $45M company-wide restructuring program, designing reporting framework & partnering with HR and finance leadership to drive structural changes across teams. Led team of 2 analysts to create Board of Directors presentations for CFO to identify key strategies with seamless execution.
• Drove corporate P&L restatement and allocation for $11.6B in revenue to align financial statements with strategic initiatives.
• Drove corporate P&L restatement and allocation for $11.6B in revenue to align financial statements with strategic initiatives.