Senior FP&A Manager

• Sep 2021 - Present

Financial Planning and Analysis Manager

• Feb 2019 - Sep 2021

Leader of FP&A team of a Private Equity owned Company with a focus on preparing financial forecasts and financial models for the Company on a project specific and regional level for 80% of the Company’s projects. • Developed the idea, created 4-year financial forecast, and led presentation to Board of Directors. Analysis included key projects, acquisitions and required growth of other sales channels while working cross functionally with multiple members of Senior Leadership to prepare… Show more Leader of FP&A team of a Private Equity owned Company with a focus on preparing financial forecasts and financial models for the Company on a project specific and regional level for 80% of the Company’s projects. • Developed the idea, created 4-year financial forecast, and led presentation to Board of Directors. Analysis included key projects, acquisitions and required growth of other sales channels while working cross functionally with multiple members of Senior Leadership to prepare the analysis. • Following departure of FP&A team member, added the Company’s largest region to day-to-day responsibilities in addition to taking on responsibilities for consolidated company-wide analysis and preparing presentations for Board meetings for Senior Leadership • Prepared financial models for the Company’s two most complex project bids during 2019 along with multiple financial models to evaluate investment opportunities. • Created a financial model which captured all project costs and allowed Management Team to view potential pricing options at a range of margin percentages based on product line and delivery type. This tool also included cash flow projections and calculated financial metrics including Net Present Value and Internal Rate of Return. • Documented significant projects and transactions in accounting memos that covered topics such as revenue recognition, contract modifications, combining contracts, and joint ventures. Show less Leader of FP&A team of a Private Equity owned Company with a focus on preparing financial forecasts and financial models for the Company on a project specific and regional level for 80% of the Company’s projects. • Developed the idea, created 4-year financial forecast, and led presentation to Board of Directors. Analysis included key projects, acquisitions and required growth of other sales channels while working cross functionally with multiple members of Senior Leadership to prepare… Show more Leader of FP&A team of a Private Equity owned Company with a focus on preparing financial forecasts and financial models for the Company on a project specific and regional level for 80% of the Company’s projects. • Developed the idea, created 4-year financial forecast, and led presentation to Board of Directors. Analysis included key projects, acquisitions and required growth of other sales channels while working cross functionally with multiple members of Senior Leadership to prepare the analysis. • Following departure of FP&A team member, added the Company’s largest region to day-to-day responsibilities in addition to taking on responsibilities for consolidated company-wide analysis and preparing presentations for Board meetings for Senior Leadership • Prepared financial models for the Company’s two most complex project bids during 2019 along with multiple financial models to evaluate investment opportunities. • Created a financial model which captured all project costs and allowed Management Team to view potential pricing options at a range of margin percentages based on product line and delivery type. This tool also included cash flow projections and calculated financial metrics including Net Present Value and Internal Rate of Return. • Documented significant projects and transactions in accounting memos that covered topics such as revenue recognition, contract modifications, combining contracts, and joint ventures. Show less

President

• 2018 - Feb 2019

• Provided business and accounting consulting services, including preparing financial models, budgets/forecasts, monthly financial reporting packages, evaluating business acquisition/partnership opportunities, and CFO services. • Prepared valuations ranging from $350,000 - $2 million. • Developed financial models for start-up businesses such as an insurance company and a multi-purpose event facility as well as established businesses in other industries. • Prepared monthly financial… Show more • Provided business and accounting consulting services, including preparing financial models, budgets/forecasts, monthly financial reporting packages, evaluating business acquisition/partnership opportunities, and CFO services. • Prepared valuations ranging from $350,000 - $2 million. • Developed financial models for start-up businesses such as an insurance company and a multi-purpose event facility as well as established businesses in other industries. • Prepared monthly financial reporting packages which included financial statements, actual results compared to budget, rolling 12 month results as well as financial ratios. Show less • Provided business and accounting consulting services, including preparing financial models, budgets/forecasts, monthly financial reporting packages, evaluating business acquisition/partnership opportunities, and CFO services. • Prepared valuations ranging from $350,000 - $2 million. • Developed financial models for start-up businesses such as an insurance company and a multi-purpose event facility as well as established businesses in other industries. • Prepared monthly financial… Show more • Provided business and accounting consulting services, including preparing financial models, budgets/forecasts, monthly financial reporting packages, evaluating business acquisition/partnership opportunities, and CFO services. • Prepared valuations ranging from $350,000 - $2 million. • Developed financial models for start-up businesses such as an insurance company and a multi-purpose event facility as well as established businesses in other industries. • Prepared monthly financial reporting packages which included financial statements, actual results compared to budget, rolling 12 month results as well as financial ratios. Show less

Manager, Commercial Strategy

• 2010 - 2018

Managed a team responsible for setting acquisition and retention sales strategies for all Small Business (SB) sales channels and partnerships, including establishing pricing strategies and developing market analytics. Established pricing strategies and margin levels for Small Business Monthly Variable book of customers, estimated at $60-$70M net margin annually. • Implemented sales and commercial strategies while working cross-functionally with sales, marketing and operations teams to… Show more Managed a team responsible for setting acquisition and retention sales strategies for all Small Business (SB) sales channels and partnerships, including establishing pricing strategies and developing market analytics. Established pricing strategies and margin levels for Small Business Monthly Variable book of customers, estimated at $60-$70M net margin annually. • Implemented sales and commercial strategies while working cross-functionally with sales, marketing and operations teams to grow the SB segment of customers from 60,000 in 2010 to 350,000 in 2017 while delivering $150M in Gross Margin/year from 2012-2014. • Developed new partnership sales strategy that resulted in successful responses to RFPs and strategic partner proposals, which resulted in over $1M in Term Gross Margin Sold in the last year. • Implemented new, long-term hedging strategy which allowed us to maintain our acquisition pricing and margin levels for the first half of 2013. • Created monthly financial reporting package to assess the performance of the SB segment which included a summary of financial results, sales results, key performance indicators, vendor performance, and churn reporting which was presented to the Small Business Leadership Team. • Developed competitor analysis and market share reporting for competitive benchmarking, pricing competitiveness, and sales channel and vendor education. • Structured partner and vendor contracts involving various payment structures. Developed bonus and incentive plans to maximize sales/profitability from vendors. • Developed a hedge dashboard which reported the hedge position of small business customers which included customer counts, remaining hedge counts, weeks of remaining hedge and remaining hedge volumes. Determined when additional hedges were necessary for future sales volumes. Show less Managed a team responsible for setting acquisition and retention sales strategies for all Small Business (SB) sales channels and partnerships, including establishing pricing strategies and developing market analytics. Established pricing strategies and margin levels for Small Business Monthly Variable book of customers, estimated at $60-$70M net margin annually. • Implemented sales and commercial strategies while working cross-functionally with sales, marketing and operations teams to… Show more Managed a team responsible for setting acquisition and retention sales strategies for all Small Business (SB) sales channels and partnerships, including establishing pricing strategies and developing market analytics. Established pricing strategies and margin levels for Small Business Monthly Variable book of customers, estimated at $60-$70M net margin annually. • Implemented sales and commercial strategies while working cross-functionally with sales, marketing and operations teams to grow the SB segment of customers from 60,000 in 2010 to 350,000 in 2017 while delivering $150M in Gross Margin/year from 2012-2014. • Developed new partnership sales strategy that resulted in successful responses to RFPs and strategic partner proposals, which resulted in over $1M in Term Gross Margin Sold in the last year. • Implemented new, long-term hedging strategy which allowed us to maintain our acquisition pricing and margin levels for the first half of 2013. • Created monthly financial reporting package to assess the performance of the SB segment which included a summary of financial results, sales results, key performance indicators, vendor performance, and churn reporting which was presented to the Small Business Leadership Team. • Developed competitor analysis and market share reporting for competitive benchmarking, pricing competitiveness, and sales channel and vendor education. • Structured partner and vendor contracts involving various payment structures. Developed bonus and incentive plans to maximize sales/profitability from vendors. • Developed a hedge dashboard which reported the hedge position of small business customers which included customer counts, remaining hedge counts, weeks of remaining hedge and remaining hedge volumes. Determined when additional hedges were necessary for future sales volumes. Show less

Senior Audit Associate / Audit Associate

• 2005 - 2010

Performed interim reviews and annual audits on SEC clients primarily in the Energy industry (E&P, Drilling and oil field service clients). Documented and tested controls in compliance with Sarbanes Oxley 404 • Notified of promotion to Audit Manager that would have been effective July 1, 2010 • Prepared numerous comfort letters as part of mergers, equity offerings and debt offerings and performed reviews of the offering documents • Participated in developing audit plan and scope… Show more Performed interim reviews and annual audits on SEC clients primarily in the Energy industry (E&P, Drilling and oil field service clients). Documented and tested controls in compliance with Sarbanes Oxley 404 • Notified of promotion to Audit Manager that would have been effective July 1, 2010 • Prepared numerous comfort letters as part of mergers, equity offerings and debt offerings and performed reviews of the offering documents • Participated in developing audit plan and scope on several client engagements Show less Performed interim reviews and annual audits on SEC clients primarily in the Energy industry (E&P, Drilling and oil field service clients). Documented and tested controls in compliance with Sarbanes Oxley 404 • Notified of promotion to Audit Manager that would have been effective July 1, 2010 • Prepared numerous comfort letters as part of mergers, equity offerings and debt offerings and performed reviews of the offering documents • Participated in developing audit plan and scope… Show more Performed interim reviews and annual audits on SEC clients primarily in the Energy industry (E&P, Drilling and oil field service clients). Documented and tested controls in compliance with Sarbanes Oxley 404 • Notified of promotion to Audit Manager that would have been effective July 1, 2010 • Prepared numerous comfort letters as part of mergers, equity offerings and debt offerings and performed reviews of the offering documents • Participated in developing audit plan and scope on several client engagements Show less