Experience

Spectrum Automotive Holdings Corp.

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Associate Director of Financial Planning & Analysis

  • Jul 2023 - Present

  New York City Metropolitan Area Spectrum Automotive Holdings is a leading national organization representing a portfolio of premier automotive specialty companies. Spectrum partners with organizations within the industry, offering effective strategies, capital, technology, data, and expertise to drive growth.



Zelis

• United States
• Technology, Information and Internet
• 700 & Above Employee

• Sr. Director, Finance & Accounting, Sapphire

  • Nov 2021 - Mar 2023

  New Jersey, United States Sapphire was acquired by Zelis Healthcare in 2021. Sapphire builds enterprise SaaS products focused on digital healthcare transparency and serves more than 100 million members at leading health plans, TPAs, and self-funded employers. Oversaw the Finance and Accounting team and systems across all areas, including billing/revenues, payables/expenses, audit, legal, payroll, procurement, reporting and tax, reporting directly to the Chief Financial and Administrative Officer. • Led… Show more Sapphire was acquired by Zelis Healthcare in 2021. Sapphire builds enterprise SaaS products focused on digital healthcare transparency and serves more than 100 million members at leading health plans, TPAs, and self-funded employers. Oversaw the Finance and Accounting team and systems across all areas, including billing/revenues, payables/expenses, audit, legal, payroll, procurement, reporting and tax, reporting directly to the Chief Financial and Administrative Officer. • Led budget/forecast cycles, collaborating with budget owners and business leaders, providing guidance to ensure forecast alignment and fiscal discipline. • Mentored and managed a high-performing team of 6 finance and accounting associates. • Supported all aspects of the monthly close while ensuring accuracy and predictability of results and metrics. • Collaborated with transformation advisors, IT, and finance specialists on implementation of a new financial system from NetSuite to Workday. • Successfully managed external audits through fielding questions, delegating research, and ensuring zero failures. • Implemented process improvements, realigned roles, and updated SOP's to enhance operating effectiveness during an acquisition-induced accounting staff reduction. Show less



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Director, Expense Planning & Analysis - US Group Insurance

  • Jan 2020 - Nov 2021

  Roseland, New Jersey Prudential Group Insurance primarily focuses on creating, distributing, and administering a complex range of Life, Disability and Voluntary Benefits insurance products for many top Fortune 500 organizations. Led a team of on-shore and off-shore finance professionals in the Planning and Analysis Expense unit of the Group Insurance Finance division. • Finance business partner responsible for all aspects of the business functions G&A Expense close activities, forecasting, budgeting,… Show more Prudential Group Insurance primarily focuses on creating, distributing, and administering a complex range of Life, Disability and Voluntary Benefits insurance products for many top Fortune 500 organizations. Led a team of on-shore and off-shore finance professionals in the Planning and Analysis Expense unit of the Group Insurance Finance division. • Finance business partner responsible for all aspects of the business functions G&A Expense close activities, forecasting, budgeting, reporting, headcount planning, and strategic initiatives. • Created reports and enhancements to support key drivers of cost and tracking of expense reduction efforts for various strategic initiatives, resulting in $12M in run rate savings and improved market pricing competitiveness. • Implemented segment and product allocations for improved P&L transparency and actionable data for Sr. Leaders to manage profitability. Chosen to co-lead and manage 3 finance cross-functional teams: 1. Expense Community of Practice Extended Leadership Team - Shared best practices, ignited new ideas, and fostered networking amongst the various finance teams. 2. Finance Calibration Performance Evaluations - Aimed to make reviews fair and consistent, reduce bias, and support growth within the organization. 3. Finance Community Mentoring Circle - Provided support and professional development to high-potential finance associates. Show less



ADP

• United States
• Human Resources Services
• 700 & Above Employee

• Sr. Director, Finance Transformation Leader

  • 2018 - 2019

  Parsippany, New Jersey ADP is a global provider of human capital management solutions such as payroll services, benefits administration, and compliance solutions through cloud-based software-as-a-service (SaaS). Appointed by the CFO to evaluate the global Shared Services allocation models with the goal of standardizing key metrics for client and product profitability analytics and facilitating automation through the implementation of an Oracle EPM cloud-based solution. • Successfully led the project by… Show more ADP is a global provider of human capital management solutions such as payroll services, benefits administration, and compliance solutions through cloud-based software-as-a-service (SaaS). Appointed by the CFO to evaluate the global Shared Services allocation models with the goal of standardizing key metrics for client and product profitability analytics and facilitating automation through the implementation of an Oracle EPM cloud-based solution. • Successfully led the project by working as the FP&A subject matter expert and establishing strong relationships with internal business partners, Center of Excellence units, IT Consultants, and technical team leaders. • Presented influential business cases and updates to the Executive Steering Committee and senior financial management.

• Director, Finance Operations, ADP Commercial Leasing

  • 2014 - 2018

  Parsippany, New Jersey ADP Commercial Leasing is the captive financing arm of ADP, providing financial solutions to internal and external clients. Promoted to Director, Finance Operations - with full P&L ownership, upon the divestiture of a $200M portfolio to GE Capital. Managed the project to restructure the business unit from 30 associates down to 6. • Owned the annual operating plan, multi-year strategic plan, forecast, and analyses. • Consistently achieved plan Revenue and NOI, by developing road… Show more ADP Commercial Leasing is the captive financing arm of ADP, providing financial solutions to internal and external clients. Promoted to Director, Finance Operations - with full P&L ownership, upon the divestiture of a $200M portfolio to GE Capital. Managed the project to restructure the business unit from 30 associates down to 6. • Owned the annual operating plan, multi-year strategic plan, forecast, and analyses. • Consistently achieved plan Revenue and NOI, by developing road maps to ensure the committed financial performance was delivered as expected. • Monitored monthly risks and opportunities to the forecast and quantified the impact for senior management. • Oversaw an accounting and risk management team responsible for the monthly close process, global consolidated financial results, reporting, and KPIs. • Led all aspects of the FP&A and accounting functions in accordance with GAAP, SEC, and statutory requirements. • Partnered with the Sr. Director of Sales on strategies to drive revenue, improve margins, and capture new business opportunities through competitive pricing, sales incentives, and customer loyalty programs. • Designed and implemented scalable internal SOX controls to improve the efficiency of the organization. • Achieved a 33% annual reduction in SG&A expenses by proactively identifying, evaluating, and driving opportunities to reduce costs. • Managed the Bank of the West third-party servicing relationship, external audits, controls, policies and procedures, application enhancements, operational testing, and training.

• Assistant Controller, ADP Commercial Leasing

  • 2011 - 2014

  Parsippany, New Jersey Responsible for the annual budget, 3-year and 5-year plans, capital expenditure plan, forecasting, reporting, analyses, taxes, and audits on a global organization. Responsibilities also included all aspects of the P&L, balance sheet, cash flow, and intercompany settlements. Supervised a staff of 3 responsible for the monthly book close and reconciliations. Provided financial results and commentary to the Treasurer and CFO. • Streamlined the month-end reporting process by utilizing the data… Show more Responsible for the annual budget, 3-year and 5-year plans, capital expenditure plan, forecasting, reporting, analyses, taxes, and audits on a global organization. Responsibilities also included all aspects of the P&L, balance sheet, cash flow, and intercompany settlements. Supervised a staff of 3 responsible for the monthly book close and reconciliations. Provided financial results and commentary to the Treasurer and CFO. • Streamlined the month-end reporting process by utilizing the data warehouse and MS Excel, reducing time from days to hours, and improving financial, operational, and sales performance reports. • Redesigned and automated the KPI report for efficient measurement of returns, business performance, and trends. • Prepared the loan loss reserve roll-forward and delinquency reports on a $400M+ consolidated loan and lease portfolio for the Audit Committee, Corporate, Deloitte, and Form 10-K and 10-Q. • Collaborated with the third party servicer to produce an automated accounts receivable waterfall, eliminating manual errors and reducing processing time.



CIT

• United States
• Financial Services
• 700 & Above Employee

• Assistant Vice President, Corporate FP&A

  • 2009 - 2011

  Livingston, New Jersey CIT is a division of First Citizens Bank, a top 20 U.S. financial institution by assets. Consolidated and analyzed the actual results, forecast, and budget of a global organization with operations in 5 regions worldwide. • Interacted on corporate initiatives and developed talking points for executives. • Compiled value-added analysis and commentary on a $5 billion portfolio, providing insights on financial conditions, profitability, and operational metrics. • Created automated… Show more CIT is a division of First Citizens Bank, a top 20 U.S. financial institution by assets. Consolidated and analyzed the actual results, forecast, and budget of a global organization with operations in 5 regions worldwide. • Interacted on corporate initiatives and developed talking points for executives. • Compiled value-added analysis and commentary on a $5 billion portfolio, providing insights on financial conditions, profitability, and operational metrics. • Created automated Hyperion Essbase monthly financial reporting dashboards which streamlined financial data for 26 business units. • Prepared financial summaries for the Board of Directors, Bondholders, CEO, and CFO including Operations Review, Plan, Press Releases, and regulatory filings.

• Finance Manager

  • 2003 - 2009

  Livingston, NJ Coordinated the completion of the monthly book close and reporting with the Shared Services accounting organization and regional CFO's. Produced analysis focused on key business drivers to support decisions to optimize the business. • Managed headcount reporting by job function for expense management and support to startup the Shared Services. • Evaluated current processes and coordinated with IT Leaders to more efficiently produce data and enforce the adoption of new standards and… Show more Coordinated the completion of the monthly book close and reporting with the Shared Services accounting organization and regional CFO's. Produced analysis focused on key business drivers to support decisions to optimize the business. • Managed headcount reporting by job function for expense management and support to startup the Shared Services. • Evaluated current processes and coordinated with IT Leaders to more efficiently produce data and enforce the adoption of new standards and reporting systems across all finance departments.

• Transaction Manager

  • 2000 - 2003

  Livingston, New Jersey Managed the whole loan sales, purchases, and bulk repurchases covering a variety of asset categories including home equity, manufactured housing, and RV/automobile loans.