Director, Enterprise PMO

• Mar 2022 - Present

Director, Strategic Services (USGH PMO)

• Aug 2021 - Present

Senior Manager, Strategic Services (PMO)

• Sep 2020 - Aug 2021

Director, US Accounting & Finance Shared Services Center of Excellence (COE)

• May 2015 - Sep 2020

Lead an organization of approximately 20 professionals across four primary accounting & finance teams responsible for Global Revenue and Accounts Receivable Management, Program/Portfolio Management for finance transformation projects, Robotic Process Automation efforts (RPA), Master Data, and day-to-day Accounting activities. Responsible for driving global process standardization, efficiency, and automation, inclusive of change management procedures, documentation, and training for global teams. This was done by identifying and managing end-to-end projects for global process improvements and automations, including RPA and other process improvements tools. Heavily involved in new system implementations, integrations, and acquisitions and serve as liaison between stakeholder groups to ensure progress and issues are communicated. Finance owner for systems such as Salesforce and Oracle and partnered with IT to integrate systems and develop enhancements. Support and maintain strong internal controls for our Sarbanes-Oxley compliance and ensure teams are recognizing revenue and processing receivable transactions in compliance with Company's policies and U.S. GAAP, including ASC-606.

Assistant Finance Director, Revenue Planning & Analysis

• Jun 2014 - Apr 2015

-Promote the development and ongoing improvement of financial and administrative processes and procedures; focusing on pinpointing areas for operational efficiency, automation, and global standardization-Actively participate in the Salesforce/Oracle R12 Implementation and Integration Project

Financial Analyst- Revenue Planning & Analysis

• Jul 2013 - Jun 2014

-Perform the end-to-end revenue process including contract review, revenue reconciliation with financial systems, budget and forecasts, and producing monthly communication materials-Responsible for analyzing and reporting the company's revenue for domestic products, while providing strategic insight to help identify risks and opportunities -Document and explain key revenue drivers to management including how those drivers impact results relative to expectations and prior periods; perform scenario analysis to make recommendations for budgets and key decisions-Provide key support to business leaders during the revenue budgeting and forecasting process, as well as daily assistance with finance inquiries -Assist Corporate Financial Reporting team compile required SEC reporting data involving asset related information for Morningstar Associates and Ibbotson Associates legal entities

Financial Analyst - Data Division

• Dec 2006 - Jun 2013

-Prepared management reporting package and communicated results with key business leaders-Worked closely with Corporate Accounting, Internal/External Audit and business operations teams to maintain operational efficiency and adhere to SOX compliance and accounting policies -Participated in acquisition accounting and integration-Supervised team of two employees (2012-2013)

Certified Public Accountant

• Sep 2005 - Dec 2006

Effectively managed accounts by communicating with monthly, quarterly, and annual clients in order to complete in-house and out-of-house accounting services Effectively managed accounts by communicating with monthly, quarterly, and annual clients in order to complete in-house and out-of-house accounting services