Experience

Channel Partner Engagement Solutions by Maritz

• Advertising Services
• 100 - 200 Employee

• Sr. Financial Analyst

  • Sep 2017 - Present

  Developed complex financial models for each new opportunity in the Industry agency to determine optimal approach to pricing. Created and launched automated forecasting tool to improve accuracy of project-level fiscal forecasting and expanded labor expense tracking. Compiled decision elements into a single programmed template to drive faster decision-making related to inventory ownership, minimizing cash flow risk.

• Project Manager

  • Mar 2015 - Sep 2017

  Managed client programs in the Sales Channel agency, including all aspects of operations, new technology deployment, and financial performance. Developed forecasting tool for project managers and utilization performance report for managers. Created performance dashboard for interim leadership to track financial performance against prior year actuals and current forecast. Assisted Decision Sciences team in the creation of training materials to educate account teams on the selling and set-up of analytical engagements with existing clients. Show less



Web.com

• Software Development
• 700 & Above Employee

• Director, Operations Analysis

  • Dec 2011 - Mar 2015

  Consolidated company-wide reporting from multiple CRM systems into single predicative report to identify actionable leading indicators of future customer success and resulting revenue impact. Created staffing models that combined marketing sales forecasts, actual performance against prior sales campaigns, and run-rate work times to determine future hiring and headcount expense. Implemented employee-level balanced scorecards to communicate individual tracking of performance against quantitative goals and team averages, resulting in company-wide move to monthly variable compensation tied to performance. Developed call monetization methodology to predict future revenue based on campaign call activity. Direct supervision of support team personnel. Show less



Network Solutions (a Web.com company)

• Implementation Manager

  • Apr 2011 - Nov 2011

  Developed and implemented operational readiness plans, including training and job aids, for new online marketing and ecommerce product releases. Managed implementation of Genesys Info Mart for call center data analysis. Documented end-to-end system fulfillment processes for rapid technical onboarding and process improvement. Developed and implemented operational readiness plans, including training and job aids, for new online marketing and ecommerce product releases. Managed implementation of Genesys Info Mart for call center data analysis. Documented end-to-end system fulfillment processes for rapid technical onboarding and process improvement.



Channel Partner Engagement Solutions by Maritz

• Advertising Services
• 100 - 200 Employee

• Client Financials Manager

  • May 2008 - Feb 2011

  Managed all processes around financial forecasting and cost management for largest company market team. Responsible for accurate forecasting, including both sold projects and presale opportunities. Conducted monthly review meetings with senior management, finance, and sales to present results and to discuss risks and opportunities related to financial performance. Developed new financial scorecards to improve financial presentation and clarify outcomes.

• Project Manager

  • Mar 2007 - May 2008

  Managed company’s largest consumer loyalty program. Responsible for budget creation and management; management of technology enhancement development; creative development and production; process documentation and improvement; indirect management of a team of specialists overseeing data and inventory management; labor utilization oversight; results reporting; rewards fulfillment; and new innovative recommendations to drive increased sales.

• Planning Director

  • Mar 2003 - Mar 2007

  Managed development and implementation of annual Maritz Three-Year Business Plan for business unit, including marketing and product strategies, operational plans, and forecasting/budgeting. Prepared monthly presentations for company senior management, reporting on status of action plans and results. Responsible for all employee engagement, development, and retention initiatives for 200+ division personnel, including identifying gaps, setting targets, developing and implementing strategies. Represented division in Corporate-wide productivity and engagement initiatives. Show less

• Project Manager - Account Director

  • Mar 2001 - Mar 2003

  Managed multiple consumer loyalty programs. Responsible for project management of system launches and marketing initiatives; account budgeting and profitability; reward selection and fulfillment; call center readiness; appropriate strategic recommendations for ongoing program enhancements; quarterly performance analysis with client; day-to-day primary client contact.

• Account Operations Manager - Process Specialist

  • Apr 1995 - Mar 2001

  Managed largest company account. Responsible for account budgeting and profitability, including annual bid for contract renewal; account team procedural compliance; communication and direct mail campaigns; ongoing account team assessments; development and delivery of training for internal team and client; day-to-day primary client contact; direct supervision of support team personnel.