Experience

SWBC

• United States
• Financial Services
• 700 & Above Employee

• Vice President Financial Planning and Analysis

  • Sep 2021 - Present

  Leads total company Budget process,, consolidations,, variance reporting, Ad-hoc projects for CFO , Finance support for the Corporate Functions/Shared Services, Profit Division support, Acquisitions and special projects. Leading company-wide implementation of Adaptive Insights Leads total company Budget process,, consolidations,, variance reporting, Ad-hoc projects for CFO , Finance support for the Corporate Functions/Shared Services, Profit Division support, Acquisitions and special projects. Leading company-wide implementation of Adaptive Insights



Enigma Development, LLC

• Plano, Tx

• Co-Owner / VP Finance

  • Jan 2010 - Sep 2021

  Enigma Development is a privately held software development company based in Plano, TX. - Provide broad operational and financial leadership, responsible for leading the finance function with timely, accurate reporting and analytics. - Direct all budgeting, forecasting, finance and cash management functions. - Prepare quarterly and monthly reporting packages for presentation to managing partners. - Preparation of all financials for outside quarterly tax preparation and projected P&L for future tax exposure - Drive executive meetings for monthly, quarterly and annual forecast and results. - Responsible for executive decision support leveraging technology to provide better business insights and data driven decision tools. - Partner with business leads to drive optimal financial results and cash flow. - Quarterly Partner distributions. - Oversee discounted cash flow valuation model including sensitivities for transaction-specific variables including growth, cost savings, expenses, tax attributes and one-time costs. Show less



Accenture

• Ireland
• Business Consulting and Services
• 700 & Above Employee

• Director Finance / Sales / Sales Operations

  • Oct 2006 - Jun 2009

  - Responsible for North America CFO / Sales/ Sales Operations activities for largest business account(EDS-HP Enterprise) in high performance, analytic and data driven culture of technology consulting. Deep understanding of customers, markets and long-term direction of global IT Outsourcing services model. Proven expertise in establishing relationships and influencing stakeholders. - Provided financial oversight for largest customer, EDS-HP Enterprise, to include account management functions such as sales, project management and special projects. Role included proposals, contracts, invoicing, AR and all Saleforce modules. - Transitioned traditional software sales contract architecture to SAAS subscription model which impacted revenue recognition and overall account sales volume and cash flow. Responsible for forecasting and modeling contract details. - Core-team member to implement Salesforce software to track customers, Orders, Revenue, Invoicing and meaningful KPI’s - Supported customer sales by working in tandem with EDS sales teams to leverage our products in global IT outsourcing mega deals and recommend deal architecture. - Worked closely with business partners to reconcile billings against contracts to advise on account value. www.accenture.com/ams Show less



Somera Communications

• Telecommunications

• Sr. Director FP&A - Sales / Sales Operations

  • Jul 2004 - Oct 2006

  Somera Communications provides telecommunications operators with equipment deployment services to optimize their networks and equipment assets., and was acquired Telmar in 2006. Organization provides system architecture, optical design, mixed signal circuit design, micro-electronics, firmware, reliability and mechanical engineering. - Led Weekly Sales Funnel meetings with Sales team to identify Current Revenue/Bookings and new opportunities - Modeled and Implemented a new Sales Commissions plan that optimized cash flow and incentivized Sales team - Led and developed a team of 13 Sales Support professionals to put more emphasis by Customer/segment and track orders/revenue/backlog - As a trusted business partner to Sales and Sales Operations helped guide the direction and strategy of deals produced in a rapid scale, complex environment. - Establish best in class FP&A reporting analytics, for the Sales/Sales Operations function. - Planned, executed and led Off-site Sales meetings for the Sales team to strategize on short and long-term Sales goals Show less



Alcatel-Lucent Enterprise

• France
• Telecommunications
• 700 & Above Employee

• Senior Director FP&A - North America Manufacturing / Supply Chain / Sourcing

  • Jan 2003 - Jun 2004

  - Controller for North American manufacturing with annual budget of $2.5B (receipts, contract manufacturers, Value Added Resellers (VARs) and direct spending). - Financial responsibility for Supply Chain (receipts, standards, accounts receivables, cash management, inventory, logistics, E&O). - Led team of 20 Finance and Cost Accounting professionals form individual contributor to Director level in multiple locations/countries - Identify M&A/Outsourcing opportunities for remaining five manufacturing sites and one business unit carved out deemed not a core business. Performed due diligence on the sale of three sites, and participated in post divestiture integration to acquiring company. - Reconcile Cash Management responsibilities including AR to receipts, OEMs, inventory and all other outsourced activities. - Inventory and Demand Plan responsibility matching available inventory to minimize overbuying and Excess/Obsolescence - Optimized Cash availability and decreased liabilities with Contract Manufacturers supporting CFO during telecom crisis/declining market - Integrated financial models and system tools with newly acquired Canadian operation from North American unit. - Strong expertise in ORACLE Financials for modeling, reporting, reconciliation, forecasting and budgeting. Core-team member to transition to SAP and Hyperion Show less



Nokia

• Finland
• Telecommunications
• 700 & Above Employee

• Senior Director FP&A - Business Units

  • Jul 1997 - Jan 2003

  Wireline and Wireless Business Units - Business Unit Controller of largest product line with P&L responsibility and Sales that doubled in one year from $550M to $1.1B and 10% Operating Profit (highest level for this emerging product line). Guided business from start-up to $1.1B - Led and developed best in class FP&A team that went on to lead their own Business Units - Expanded gross profit 60% through cost reduction activities and creating metrics in monthly reviews to identify future improvements. - Implemented inventory controls to minimize write-offs and saved company millions of E&O reserves. - Primary finance contact on contracts in the hundreds of millions of dollars. - Led negotiations with VARs and Contract Manufacturers as well as managing receivables. - Strategic business partner to Sales and Manufacturing to project Orders/Sales/Margin, and load the factory to support $1B business activities and maximize Cash and minimize Inventory - Partnered with internal/external organizations (Sales, Operations, Customers) vital to financial goals and meeting sales targets. - Responsible for total P&L, Inventory, Spending(R&D, Marketing, Allocations, Capital, Headcount) - Guided division from start-up to $1B in Sales maximizing profits Show less



DSC Communications Corporation

• Plano, Tx

• Sr Manager FP&A - Corporate

  • Jan 1992 - Jun 1997

  Alcatel acquired DSC IN Jul-97 - Drove company-wide Annual Budget process to include Annual Operating Plan, Quarterly Forecasts, and Monthly Outlooks. Actual vs. Budget Variance Reporting and Spending Reviews. - Responsible for financials (Spending, Headcount, Capital, Allocations) for all Corporate functions (Executive, Finance, Facilities, Legal, HR, IT, Strategic Planning and other G&A functions) as a trusted business partner. - Core team member implementing and championing ORACLE Financials module, leveraging models and ERP reporting to close the gap on information flowing to CEO/CFO - Designed and implemented new budgeting tool to integrate with Oracle for 200+ users including all global sites with currency exchanges. - Performed total company consolidations for P&L, Balance Sheet, Cash Flow, Capital, and Spending - Prepared Quarterly Earnings Releases for Board of Director meetings, Earnings Releases, Analyst calls, Auditors, SEC reporting, special projects and provided monthly reporting. - Capital Committee member to approve new Cash outlays, review spending vs. Approved expenditures and long-range budgeting Show less



DSC Communications

• Telecommunications
• 200 - 300 Employee

• Sr Financial Analyst - Manufacturing

  • May 1989 - Dec 1991



Bostonian Shoes/Clark’s

• United States
• Software Development

• Retail Sales Manager

  • Sep 1982 - Nov 1988

  Led district in Sales every year and worked full-time here putting myself through college. Led Sales, Nightly closing of books, Inventory, Cash deposits, training of new personel Led district in Sales every year and worked full-time here putting myself through college. Led Sales, Nightly closing of books, Inventory, Cash deposits, training of new personel