Experience

Penn Foster Group

• United States
• E-Learning Providers
• 500 - 600 Employee

• Director Corporate Finance

  • May 2019 - Present

  Research and analyze historical, current and projected financial data for use in planning, forecasting and management decision-makingCompile, analyze and distribute the monthly Management Performance Report to executives which includes a portrayal and explanation of key financial and operating performance indicators.Manage the submission of information to shareholders, including the submission of monthly/quarterly actual and forecast reporting requirements to shareholders, including Management Discussion and Analysis requirementsLead a successful annual budgeting process by compiling and presenting financial models, leading the budget submission process, maintaining flexibility in a fast-pasted environment, presenting financial results and highlighting risk & opportunity for leadership, and meeting corporate deadlinesDrive the creation of budgets and forecasts throughout the year across income statements, balance sheet, and cash flowSupport company acquisitions and integrationInfluence the accuracy and effectiveness of the corporate accounting consolidation and closing process through analytical review and trend analysis.Execute processes to allow for routine analytical reviews of company financial and operational performance, leveraging business unit analytical resources and tools.Identify for management potential areas of opportunities and riskWeekly cash flow reporting and analysis to maintain sufficient funds by forecasting cash requirements and obligationsFinancial statement analysis and variance explanationsOverhaul reporting packages and modelsDevelop and enhance reporting to support business planning and performance managementDirect report of Chief Financial OfficerManagement of three direct reports and a high performance team culture Show less

• Senior Manager Corporate Finance

  • Jul 2017 - Apr 2019

  Integration of acquired company across FP&A headcount, reporting and forecastingLeader of synergy tracking relating to company acquisition which led to $4M cost reductionsRevamping of monthly financial package to drive both value-add reporting views back into the business and business reviews with board and sponsorsNew operating expense monthly dashboards and variance summary tools to assist budget owners in hitting budget targetsSuccessful partnership with CFO to establish annual budget and quarterly forecasts to deliver on profit goals.Management of one direct report (Financial Analyst) Show less

• Manager, Financial Planning and Analysis

  • Feb 2012 - Jun 2017

  Forecasting, reporting, and project support to senior managementRisk and opportunity tracking to drive key insights into the businessMonthly reporting, including key metrics, financial results, and variance reportingForecast model creationDaily, weekly, monthly, and quarterly KPI dashboards for leadership teamCompany due diligence efforts

• Junior to Senior Financial Analyst

  • Nov 2003 - Feb 2012



FNCB Bank

• United States
• Banking
• 100 - 200 Employee

• Credit Analyst

  • Jun 2003 - Nov 2003

  Credit analyses for commercial lending Administration of commercial loan accounts support Financial/accounting analysis on commercial loan borrowers Financial ratios analysis Compliance Credit analyses for commercial lending Administration of commercial loan accounts support Financial/accounting analysis on commercial loan borrowers Financial ratios analysis Compliance