Project Lead

• Jan 2020 - Present

Senior Consultant

• Sep 2018 - Jan 2020

Vice President, Internal Consulting

• Jan 2018 - Sep 2018

Senior Consultant

• Apr 2015 - Dec 2017

Management consulting firm, one of top 50 fastest growing companies in San Diego •Tracked the global PC refresh effort using Microsoft Excel, PC inventory warranty reports from a global inventory database, and new client requests. Validated orders, processed funding, and managed global shipping and installation logistics for new computers and associated equipment, for nearly 30,000 end users. Responsible for planning, budgeting, funds execution and tracking, and related reporting and… Show more Management consulting firm, one of top 50 fastest growing companies in San Diego •Tracked the global PC refresh effort using Microsoft Excel, PC inventory warranty reports from a global inventory database, and new client requests. Validated orders, processed funding, and managed global shipping and installation logistics for new computers and associated equipment, for nearly 30,000 end users. Responsible for planning, budgeting, funds execution and tracking, and related reporting and analysis for an information technology enterprise networks program with a nearly $100 million budget. •Coordinated task requirements with program managers, engineers and logisticians to support financial and program strategy and objectives. Included reviewing/approving all procurements and required documentation, assuring proper funding was used, and providing metrics analysis to stakeholder leadership to assure budget and program compliance. Show less Management consulting firm, one of top 50 fastest growing companies in San Diego •Tracked the global PC refresh effort using Microsoft Excel, PC inventory warranty reports from a global inventory database, and new client requests. Validated orders, processed funding, and managed global shipping and installation logistics for new computers and associated equipment, for nearly 30,000 end users. Responsible for planning, budgeting, funds execution and tracking, and related reporting and… Show more Management consulting firm, one of top 50 fastest growing companies in San Diego •Tracked the global PC refresh effort using Microsoft Excel, PC inventory warranty reports from a global inventory database, and new client requests. Validated orders, processed funding, and managed global shipping and installation logistics for new computers and associated equipment, for nearly 30,000 end users. Responsible for planning, budgeting, funds execution and tracking, and related reporting and analysis for an information technology enterprise networks program with a nearly $100 million budget. •Coordinated task requirements with program managers, engineers and logisticians to support financial and program strategy and objectives. Included reviewing/approving all procurements and required documentation, assuring proper funding was used, and providing metrics analysis to stakeholder leadership to assure budget and program compliance. Show less

Financial Consultant

• Nov 2008 - Mar 2015

Member of the Continuous Process Improvement (CPI) Community of Practice Clients served: global healthcare provider, national fiscal policy and production organization, (2) global information technology organizations specializing in network maintenance and security, and national aircraft fleet repair organization. Past projects: •Provided project management support for special projects for an aircraft repair client, supporting the convergence efforts to standardize business… Show more Member of the Continuous Process Improvement (CPI) Community of Practice Clients served: global healthcare provider, national fiscal policy and production organization, (2) global information technology organizations specializing in network maintenance and security, and national aircraft fleet repair organization. Past projects: •Provided project management support for special projects for an aircraft repair client, supporting the convergence efforts to standardize business processes and coordinating the installation of various new SAP-based and web-based ERP applications used for production planning, budgeting, progress reporting, problem reporting, and final execution of aircraft maintenance. Over 12,000 end users nationwide. •Provided client training of the SAP ERP Business Objects Enterprise (BOE) Business Intelligence (BI) reporting tool, tracked and reported BOE issues and resolutions, performed business process design, process improvement, strategic change management, project management, deployment, and data analysis. Acted as the site support lead for the Business Reporting Center of Excellence (COE). •Supported strategic efforts aimed at creating uniform execution of logistics policies and procedures for a global healthcare provider, and in coordination with ongoing business process improvement initiatives. These initiatives included the standardization of hazardous material equipment inventory and ordering processes, tracking and inventory of fixed equipment in all network hospitals and clinics, and financial tracking and reporting for medical equipment expenditures versus budget. •Collaborated in policy development for subject areas such as internal and external audit readiness, equipment management and maintenance, procurement authority and execution, and budget and financial planning and execution strategy. Show less Member of the Continuous Process Improvement (CPI) Community of Practice Clients served: global healthcare provider, national fiscal policy and production organization, (2) global information technology organizations specializing in network maintenance and security, and national aircraft fleet repair organization. Past projects: •Provided project management support for special projects for an aircraft repair client, supporting the convergence efforts to standardize business… Show more Member of the Continuous Process Improvement (CPI) Community of Practice Clients served: global healthcare provider, national fiscal policy and production organization, (2) global information technology organizations specializing in network maintenance and security, and national aircraft fleet repair organization. Past projects: •Provided project management support for special projects for an aircraft repair client, supporting the convergence efforts to standardize business processes and coordinating the installation of various new SAP-based and web-based ERP applications used for production planning, budgeting, progress reporting, problem reporting, and final execution of aircraft maintenance. Over 12,000 end users nationwide. •Provided client training of the SAP ERP Business Objects Enterprise (BOE) Business Intelligence (BI) reporting tool, tracked and reported BOE issues and resolutions, performed business process design, process improvement, strategic change management, project management, deployment, and data analysis. Acted as the site support lead for the Business Reporting Center of Excellence (COE). •Supported strategic efforts aimed at creating uniform execution of logistics policies and procedures for a global healthcare provider, and in coordination with ongoing business process improvement initiatives. These initiatives included the standardization of hazardous material equipment inventory and ordering processes, tracking and inventory of fixed equipment in all network hospitals and clinics, and financial tracking and reporting for medical equipment expenditures versus budget. •Collaborated in policy development for subject areas such as internal and external audit readiness, equipment management and maintenance, procurement authority and execution, and budget and financial planning and execution strategy. Show less

Financial Solutions Accounting Analyst

• Dec 2007 - Nov 2008

Leading global manufacturer of construction access equipment, sales over $3 billion, subsidiary of Oshkosh Corporation (NYSE: OSK). •Determined whether income had been accurately recognized (up to $1 million in some cases). •Researched and analyzed forecast and prior year versus actual activity for SG&A expenses globally. •Reconciled nearly 60 balance sheet and income statement accounts to meet regulatory deadlines. •Generated monthly financial statements, sales reports… Show more Leading global manufacturer of construction access equipment, sales over $3 billion, subsidiary of Oshkosh Corporation (NYSE: OSK). •Determined whether income had been accurately recognized (up to $1 million in some cases). •Researched and analyzed forecast and prior year versus actual activity for SG&A expenses globally. •Reconciled nearly 60 balance sheet and income statement accounts to meet regulatory deadlines. •Generated monthly financial statements, sales reports, annual budgets and made monthly updates. •Assessed accuracy of tax and other billings to reduce costs (savings of $1,000+). •Collaborated with worldwide business partners to calculate and validate bad debt allowance. •Researched and updated loss pool provisions for all outstanding accounts receivable. •Assisted with implementation of EaglePro, an accounting software system used to create accounting entries and run the month-end close process, for use in Europe. Show less Leading global manufacturer of construction access equipment, sales over $3 billion, subsidiary of Oshkosh Corporation (NYSE: OSK). •Determined whether income had been accurately recognized (up to $1 million in some cases). •Researched and analyzed forecast and prior year versus actual activity for SG&A expenses globally. •Reconciled nearly 60 balance sheet and income statement accounts to meet regulatory deadlines. •Generated monthly financial statements, sales reports… Show more Leading global manufacturer of construction access equipment, sales over $3 billion, subsidiary of Oshkosh Corporation (NYSE: OSK). •Determined whether income had been accurately recognized (up to $1 million in some cases). •Researched and analyzed forecast and prior year versus actual activity for SG&A expenses globally. •Reconciled nearly 60 balance sheet and income statement accounts to meet regulatory deadlines. •Generated monthly financial statements, sales reports, annual budgets and made monthly updates. •Assessed accuracy of tax and other billings to reduce costs (savings of $1,000+). •Collaborated with worldwide business partners to calculate and validate bad debt allowance. •Researched and updated loss pool provisions for all outstanding accounts receivable. •Assisted with implementation of EaglePro, an accounting software system used to create accounting entries and run the month-end close process, for use in Europe. Show less

Associate Analyst, Financial Leadership Program

• May 2006 - Oct 2006

•Posted and tracked inter-company accounting entries, all closing entries, accruals, and re-classes. •Reconciled and generated monthly reports for the P&L and all major balance sheet accounts. •Analyzed and reported budgeted versus actual activity for sales and also each department’s spending. •Posted and tracked inter-company accounting entries, all closing entries, accruals, and re-classes. •Reconciled and generated monthly reports for the P&L and all major balance sheet accounts. •Analyzed and reported budgeted versus actual activity for sales and also each department’s spending.

Intern, Financial Management Program

• May 2005 - Aug 2005

•Developed process map of entire contract sales process as a training tool and for controllership. •Constructed a regression model to predict monthly contract sales, providing current visibility. •Developed process map of entire contract sales process as a training tool and for controllership. •Constructed a regression model to predict monthly contract sales, providing current visibility.