Director Of Financial Services

• Jul 2022 - Present

Freedom Village at Brandywine retirement community in West Brandywine, PA offers carefree living at its best, with a wide variety of beautifully appointed residential options, a wealth of exceptional services and amenities, and a full calendar of fun, engaging activities—all just minutes from the many attractions, charming villages, and historic destinations of Chester County’s lush Brandywine Valley. As a life care community, Freedom Village at Brandywine makes aging in place simple… Show more Freedom Village at Brandywine retirement community in West Brandywine, PA offers carefree living at its best, with a wide variety of beautifully appointed residential options, a wealth of exceptional services and amenities, and a full calendar of fun, engaging activities—all just minutes from the many attractions, charming villages, and historic destinations of Chester County’s lush Brandywine Valley. As a life care community, Freedom Village at Brandywine makes aging in place simple. You can seamlessly transition from independent living to personal care, memory care and long-term care as your health needs change. Show less Freedom Village at Brandywine retirement community in West Brandywine, PA offers carefree living at its best, with a wide variety of beautifully appointed residential options, a wealth of exceptional services and amenities, and a full calendar of fun, engaging activities—all just minutes from the many attractions, charming villages, and historic destinations of Chester County’s lush Brandywine Valley. As a life care community, Freedom Village at Brandywine makes aging in place simple… Show more Freedom Village at Brandywine retirement community in West Brandywine, PA offers carefree living at its best, with a wide variety of beautifully appointed residential options, a wealth of exceptional services and amenities, and a full calendar of fun, engaging activities—all just minutes from the many attractions, charming villages, and historic destinations of Chester County’s lush Brandywine Valley. As a life care community, Freedom Village at Brandywine makes aging in place simple. You can seamlessly transition from independent living to personal care, memory care and long-term care as your health needs change. Show less

Independent Financial Operations Consultant

• Apr 2017 - Present

Providing a wide variety of financial consulting services for clients in the Electrical, Telecommunications, Technology, Manufacturing, Software, SaaS and Retail industries to achieve growth and maximize profitability. Process Improvement Contract / Order Review Change Management Financial Statement Preparation Audit and Compliance Support Cost Analysis Pricing Analysis Data Validation Financial Modeling and Analysis CapEx Validation Revenue… Show more Providing a wide variety of financial consulting services for clients in the Electrical, Telecommunications, Technology, Manufacturing, Software, SaaS and Retail industries to achieve growth and maximize profitability. Process Improvement Contract / Order Review Change Management Financial Statement Preparation Audit and Compliance Support Cost Analysis Pricing Analysis Data Validation Financial Modeling and Analysis CapEx Validation Revenue Analytics Sales KPI's ROI Analysis Show less Providing a wide variety of financial consulting services for clients in the Electrical, Telecommunications, Technology, Manufacturing, Software, SaaS and Retail industries to achieve growth and maximize profitability. Process Improvement Contract / Order Review Change Management Financial Statement Preparation Audit and Compliance Support Cost Analysis Pricing Analysis Data Validation Financial Modeling and Analysis CapEx Validation Revenue… Show more Providing a wide variety of financial consulting services for clients in the Electrical, Telecommunications, Technology, Manufacturing, Software, SaaS and Retail industries to achieve growth and maximize profitability. Process Improvement Contract / Order Review Change Management Financial Statement Preparation Audit and Compliance Support Cost Analysis Pricing Analysis Data Validation Financial Modeling and Analysis CapEx Validation Revenue Analytics Sales KPI's ROI Analysis Show less

Manager of Financial Planning and Analysis

• Dec 2017 - Jul 2022

At KM² Solutions, quality is at our core. We provide our clients with exceptional business support services, no matter the size or complexity of the task. We are dedicated to sharing your mission and strengthening your brand.As the leader in nearshore outsourcing, we operate exclusively in the Caribbean and Central America. Our contact center facilities provide the highest caliber of cost-effective, bilingual solutions for customer care, sales and retention, collections, technical support… Show more At KM² Solutions, quality is at our core. We provide our clients with exceptional business support services, no matter the size or complexity of the task. We are dedicated to sharing your mission and strengthening your brand.As the leader in nearshore outsourcing, we operate exclusively in the Caribbean and Central America. Our contact center facilities provide the highest caliber of cost-effective, bilingual solutions for customer care, sales and retention, collections, technical support, and back office processing. Show less At KM² Solutions, quality is at our core. We provide our clients with exceptional business support services, no matter the size or complexity of the task. We are dedicated to sharing your mission and strengthening your brand.As the leader in nearshore outsourcing, we operate exclusively in the Caribbean and Central America. Our contact center facilities provide the highest caliber of cost-effective, bilingual solutions for customer care, sales and retention, collections, technical support… Show more At KM² Solutions, quality is at our core. We provide our clients with exceptional business support services, no matter the size or complexity of the task. We are dedicated to sharing your mission and strengthening your brand.As the leader in nearshore outsourcing, we operate exclusively in the Caribbean and Central America. Our contact center facilities provide the highest caliber of cost-effective, bilingual solutions for customer care, sales and retention, collections, technical support, and back office processing. Show less

Contractor- Sr Revenue Operations Manager

• Dec 2016 - Apr 2017

-Close coordination with the Sales and Legal business units in designing client orders and renewals for revenue recognition and financial issues prior to client negotiation and signature -Generation of SaaS contract write-ups, including approvals tracking, price validation, products shipments and delivery for all contracts -Accomplishment of various special projects, including balance sheet preparation and revenue account analysis -Close coordination with the Sales and Legal business units in designing client orders and renewals for revenue recognition and financial issues prior to client negotiation and signature -Generation of SaaS contract write-ups, including approvals tracking, price validation, products shipments and delivery for all contracts -Accomplishment of various special projects, including balance sheet preparation and revenue account analysis

Sr. Manager -Revenue Assurance and Financial Operations

• Jun 2011 - Oct 2016

-Partnership with the Sales, Deal Desk, Contracts, and Legal business units in organizing and analyzing client contracts for revenue recognition and financial issues prior to client negotiation and signature maximizing revenue -Active involvement in monthly forecast and budget calls while providing deal desk support in evaluating current sales pipeline opportunities against booking reports -Execution of software, SaaS, professional services contract write-ups, collectability assessments… Show more -Partnership with the Sales, Deal Desk, Contracts, and Legal business units in organizing and analyzing client contracts for revenue recognition and financial issues prior to client negotiation and signature maximizing revenue -Active involvement in monthly forecast and budget calls while providing deal desk support in evaluating current sales pipeline opportunities against booking reports -Execution of software, SaaS, professional services contract write-ups, collectability assessments, approvals documentation, price validation, and product delivery which involved executed contracts, including pricing models development -Governance of month-end close process and order monitoring to ensure completeness and revenue while observing strict compliance with the SOP 97-2 guidelines in communicating all revenue adjustments or deferrals -Preparation of slides on Quarterly Audit Committee meetings -Facilitation of quarter- and year-end audit activities on revenue through collaboration with the External Audit Team; as well as seminars for client-facing business units on revenue recognition topics and changes to ensure alignment with SOP 97-2 guidelines -Integral role as team lead on contract system integration between Salesforce.com, Apttus, and SAP systems, in charge of creating internal reporting tools and streamlining the SAP Order to Cash process of company -Optimization of all VSOE analysis, including documentation of license fee payment terms, VSOE on service rates, SaaS offerings, fixed fee services, maintenance renewal rates, and annual rate escalators -Expert management of revenue recognition to arrange deals, which increased software, services, and maintenance revenues by $15M in 2015 and $9M in 2016 -Obtainment of top performer recognition in 2014 and 2015 Show less -Partnership with the Sales, Deal Desk, Contracts, and Legal business units in organizing and analyzing client contracts for revenue recognition and financial issues prior to client negotiation and signature maximizing revenue -Active involvement in monthly forecast and budget calls while providing deal desk support in evaluating current sales pipeline opportunities against booking reports -Execution of software, SaaS, professional services contract write-ups, collectability assessments… Show more -Partnership with the Sales, Deal Desk, Contracts, and Legal business units in organizing and analyzing client contracts for revenue recognition and financial issues prior to client negotiation and signature maximizing revenue -Active involvement in monthly forecast and budget calls while providing deal desk support in evaluating current sales pipeline opportunities against booking reports -Execution of software, SaaS, professional services contract write-ups, collectability assessments, approvals documentation, price validation, and product delivery which involved executed contracts, including pricing models development -Governance of month-end close process and order monitoring to ensure completeness and revenue while observing strict compliance with the SOP 97-2 guidelines in communicating all revenue adjustments or deferrals -Preparation of slides on Quarterly Audit Committee meetings -Facilitation of quarter- and year-end audit activities on revenue through collaboration with the External Audit Team; as well as seminars for client-facing business units on revenue recognition topics and changes to ensure alignment with SOP 97-2 guidelines -Integral role as team lead on contract system integration between Salesforce.com, Apttus, and SAP systems, in charge of creating internal reporting tools and streamlining the SAP Order to Cash process of company -Optimization of all VSOE analysis, including documentation of license fee payment terms, VSOE on service rates, SaaS offerings, fixed fee services, maintenance renewal rates, and annual rate escalators -Expert management of revenue recognition to arrange deals, which increased software, services, and maintenance revenues by $15M in 2015 and $9M in 2016 -Obtainment of top performer recognition in 2014 and 2015 Show less

Director

• Jan 2011 - May 2014

Finance Manager - Revenue Reporting

• Jun 2010 - Jun 2011

-Generation of ad hoc reports, pricing models, weekly cash flow report and analysis and support requests of business units and chief financial officer -Supervision of four direct reports in fulfilling billing and collections functions, including month-end close process for booking revenue -Cooperation with the Sales Department in creating pricing models and implementing pricing workshops to support the sales force in strategically presenting products to new and existing… Show more -Generation of ad hoc reports, pricing models, weekly cash flow report and analysis and support requests of business units and chief financial officer -Supervision of four direct reports in fulfilling billing and collections functions, including month-end close process for booking revenue -Cooperation with the Sales Department in creating pricing models and implementing pricing workshops to support the sales force in strategically presenting products to new and existing customers -Implementation and management of workshops of the Sales and Contracts teams in arranging customer contracts in accordance with the SOP 97-2 guidelines as the finance lead for software revenue recognition of customer contracts -Administration and planning of budget and revenue for all lines of business -Submission of monthly financial statements, including balance sheet and profit and loss analysis; while reviewing monthly revenue entries to support monthly close and external audit policies; and conducting monthly forecast on license, service, and maintenance revenues, such as monthly revenues reconciliation of customer and line of business -Improvement of forecasting efficiencies through implementation of contract process, which eliminated the use of Microsoft Excel files in computing recurring revenues of product type Show less -Generation of ad hoc reports, pricing models, weekly cash flow report and analysis and support requests of business units and chief financial officer -Supervision of four direct reports in fulfilling billing and collections functions, including month-end close process for booking revenue -Cooperation with the Sales Department in creating pricing models and implementing pricing workshops to support the sales force in strategically presenting products to new and existing… Show more -Generation of ad hoc reports, pricing models, weekly cash flow report and analysis and support requests of business units and chief financial officer -Supervision of four direct reports in fulfilling billing and collections functions, including month-end close process for booking revenue -Cooperation with the Sales Department in creating pricing models and implementing pricing workshops to support the sales force in strategically presenting products to new and existing customers -Implementation and management of workshops of the Sales and Contracts teams in arranging customer contracts in accordance with the SOP 97-2 guidelines as the finance lead for software revenue recognition of customer contracts -Administration and planning of budget and revenue for all lines of business -Submission of monthly financial statements, including balance sheet and profit and loss analysis; while reviewing monthly revenue entries to support monthly close and external audit policies; and conducting monthly forecast on license, service, and maintenance revenues, such as monthly revenues reconciliation of customer and line of business -Improvement of forecasting efficiencies through implementation of contract process, which eliminated the use of Microsoft Excel files in computing recurring revenues of product type Show less

Finance Manager - Sales

• Aug 2007 - Jul 2009

-Hands-on oversight of daily functions within the Claims and Returns Department with seven direct reports -Keen computation of monthly program, rebate, and defective allowance accruals from customers -Execution and continual support of business decisions for the sales line of business by developing, maintaining, and providing financial modeling and analysis to the controller and vice president of sales -Expert guidance to sales line of business budget and forecast process, as well as… Show more -Hands-on oversight of daily functions within the Claims and Returns Department with seven direct reports -Keen computation of monthly program, rebate, and defective allowance accruals from customers -Execution and continual support of business decisions for the sales line of business by developing, maintaining, and providing financial modeling and analysis to the controller and vice president of sales -Expert guidance to sales line of business budget and forecast process, as well as assistance in consolidating results of operations -Proactive participation identifying financial reporting requirements to implement SAP software -Organization of monthly and weekly sales calls to keenly track sales against forecast and budget expectations -Collaborated with the vice president of sales and account managers in reviewing monthly operating results -Successful renegotiation of customer chargebacks and rebills, which reduced claims by 8% or $1.6M -Coordination with sales managers in the establishment of growth programs that incentivized customers to boost top line sales by 4% approximately to $17M and $5.2M in additional gross margin using financial modeling applications -Major contribution in implementing SAP and generating profit and lost reporting at customer level, as well as developing SAP returned goods transactional process for all business units, which reduced accruals Show less -Hands-on oversight of daily functions within the Claims and Returns Department with seven direct reports -Keen computation of monthly program, rebate, and defective allowance accruals from customers -Execution and continual support of business decisions for the sales line of business by developing, maintaining, and providing financial modeling and analysis to the controller and vice president of sales -Expert guidance to sales line of business budget and forecast process, as well as… Show more -Hands-on oversight of daily functions within the Claims and Returns Department with seven direct reports -Keen computation of monthly program, rebate, and defective allowance accruals from customers -Execution and continual support of business decisions for the sales line of business by developing, maintaining, and providing financial modeling and analysis to the controller and vice president of sales -Expert guidance to sales line of business budget and forecast process, as well as assistance in consolidating results of operations -Proactive participation identifying financial reporting requirements to implement SAP software -Organization of monthly and weekly sales calls to keenly track sales against forecast and budget expectations -Collaborated with the vice president of sales and account managers in reviewing monthly operating results -Successful renegotiation of customer chargebacks and rebills, which reduced claims by 8% or $1.6M -Coordination with sales managers in the establishment of growth programs that incentivized customers to boost top line sales by 4% approximately to $17M and $5.2M in additional gross margin using financial modeling applications -Major contribution in implementing SAP and generating profit and lost reporting at customer level, as well as developing SAP returned goods transactional process for all business units, which reduced accruals Show less

Controller- Sales Line of Business, Latin America-

• Oct 2001 - Jul 2007

Accounting Manager - Telecommunications Unit

• Apr 2001 - Oct 2001

Accounting Supervisor

• Nov 1998 - Apr 2001

Senior Staff Accountant

• May 1987 - Nov 1998

Accountant

• 1985 - 1987