Experience

J Curve LLC

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Financial Planning and Analysis Consultant

  • Dec 2022 - Present

  Driving financial insights, identifying and implementing process improvements and helping organizations improve profitability. Driving financial insights, identifying and implementing process improvements and helping organizations improve profitability.



INAP

• United States
• IT Services and IT Consulting
• 200 - 300 Employee

• Senior Director Financial Planning Analysis

  • May 2020 - Dec 2022

• Director of FP&A

  • Jan 2019 - May 2020



Cox Automotive Inc.

• United States
• Software Development
• 700 & Above Employee

• Director of FP&A (Technology)

  • 2016 - 2017

  Served as finance partner for Chief Information Officer and leadership team.• Delivered monthly analysis of results to technology partners and corporate finance and created quarterly forecasts and long-range plans, identifying risks and opportunities and guiding business decisions.• Partnered with technology leaders, optimizing resources and maximizing results.

• Director of Integration

  • 2015 - 2016

  Awarded role on integration team for largest acquisition in company history, responsible for Finance, Legal, Facilities, Strategy, Treasury, and Tax functions. Built execution plans to achieve major milestones.• Gained awareness of interdependencies, delivering solutions that closed gaps.• Maximized synergies across area of responsibility, realizing more savings than any other workstream.• Developed and managed project plan to completion, expanding Hyperion financial planning platform to Finance team members across acquired organization.



Cox Enterprises

• United States
• Telecommunications
• 700 & Above Employee

• Director Financial Planning & Analysis

  • 2014 - 2015

  Performed as primary contact for CFO, responsible for financial results of largest division, Cox Communications (CCI).• Completed monthly reporting and analysis as well as ad hoc analysis and produced executive presentations for quarterly, annual, and long-range plans, facilitating business decisions.• Developed talking points for quarterly board meetings and generated quarterly peer review analyses for largest division, highlighting areas of focus and presenting findings to CFO.• Forged and expanded partnership with CCI finance team, creating trust and efficiency when providing guidance or when more detailed explanation of results was needed.• Generated annual targets and risk and opportunity projections for largest division, guiding budget-allocation and financial strategies.

• Senior Mgr, Financial Planning and Analysis

  • 2011 - 2014

  Oversaw Treasury modeling and analysis and incentive plan design and tracking. Produced debt covenant presentations and led discussions with CFO / CEO on quarterly basis.• Improved Treasury forecasting of debt, cash, and interest for all Cox entities, maximizing utilization of debt capacity through expansion of rating agency and bank-leverage projections.• Expanded Treasury modeling and analysis related to streamlined debt raises and scenario planning.• Enhanced design of long-term and annual incentive plans for all divisions, better aligning company goals with performance that created organizational value.• Created quarterly industry / peer dashboard for Auto Trader division, providing benchmark to better gauge results beyond performance vs. budget.• Streamlined headcount reporting across all divisions, improving ability to compare headcount performance metrics.• Grew reputation as working capital subject matter expert, developing best practices for all divisions.



Cox Communications

• United States
• Telecommunications
• 700 & Above Employee

• Senior Manager, Business Analysis

  • 2005 - 2011

  Delivered financial support for operations and subject matter expertise on capital spend, free cash flow, and working capital. Generated company’s 5-year capital spending targets.• Introduced working capital and free cash flow planning / analysis, used as the standard for all Cox entities.• Developed and streamlined all modeling tools used by field locations for planning capital spending.• Introduced operational and financial guidance for video receiver spending (company’s largest variable spend).• Initiated Video CPE dashboard, maximizing video receiver spend.

• Manager, Capital Planning & Analysis

  • 2004 - 2005

  Led Property Accounting Team and served as subject matter expert on capital spend. Supervised and coached team of 4 property accountants. Assisted internal and external auditors with requests.• Managed capital expenditure and fixed-asset month-end close process for senior management and company.• Reviewed reconciliations and analysis, ensuring compliance with internal controls.



Cox Communications

• United States
• Telecommunications
• 700 & Above Employee

• Senior Accountant

  • 1998 - 2003

  Capital Planning & Analysis Corporate General Ledger Corporate Financial Reporting Capital Planning & Analysis Corporate General Ledger Corporate Financial Reporting