Director of Finance and Corporate Controller

• 2022 - Present

Director of Finance and Corporate Controller

• 2021 - 2022

• Developed finance and accounting policies for a startup that designs connectivity platforms over a unified network infrastructure with a patented home WiFi technology for Multi Dwelling Units. • Built a financial reporting system to create the initial month end close process. • Established accounting procedures to maintain control over all business transactions and guide future performance of business operations to reach annual revenues of more than $20 million by 2023. • Produced… Show more • Developed finance and accounting policies for a startup that designs connectivity platforms over a unified network infrastructure with a patented home WiFi technology for Multi Dwelling Units. • Built a financial reporting system to create the initial month end close process. • Established accounting procedures to maintain control over all business transactions and guide future performance of business operations to reach annual revenues of more than $20 million by 2023. • Produced all the necessary financial statements to lead the efforts and raise capital during the Series A funding round. Show less • Developed finance and accounting policies for a startup that designs connectivity platforms over a unified network infrastructure with a patented home WiFi technology for Multi Dwelling Units. • Built a financial reporting system to create the initial month end close process. • Established accounting procedures to maintain control over all business transactions and guide future performance of business operations to reach annual revenues of more than $20 million by 2023. • Produced… Show more • Developed finance and accounting policies for a startup that designs connectivity platforms over a unified network infrastructure with a patented home WiFi technology for Multi Dwelling Units. • Built a financial reporting system to create the initial month end close process. • Established accounting procedures to maintain control over all business transactions and guide future performance of business operations to reach annual revenues of more than $20 million by 2023. • Produced all the necessary financial statements to lead the efforts and raise capital during the Series A funding round. Show less

Director of Finance

• 2020 - 2021

• Generate weekly and monthly executive-level reporting including CFO and Board presentations. • Produce measurable business results by driving and implementing changes necessary to meet strategic business objectives. • Generate weekly and monthly executive-level reporting including CFO and Board presentations. • Produce measurable business results by driving and implementing changes necessary to meet strategic business objectives.

Director of Financial Planning and Analysis

• 2019 - 2020

• Designed, created, and implemented the entire financial planning and analysis function from scratch for a $200 million private equity backed company that included budget preparation, profitability analysis, cash flow forecasting, and resource utilization of the entire company. • Produced monthly reporting packages utilizing KPI metrics to drive growth in online operations. • Designed, created, and implemented the entire financial planning and analysis function from scratch for a $200 million private equity backed company that included budget preparation, profitability analysis, cash flow forecasting, and resource utilization of the entire company. • Produced monthly reporting packages utilizing KPI metrics to drive growth in online operations.

FP&A Consultant

• 2018 - 2019

• Streamlined reporting practices of a $500 million private equity backed SaaS company to create a more efficient month end close package that effectively analyzed product mix of volume and pricing results for monthly sales. • Created a more efficient annual budgeting process that utilized historical KPI trends to evaluate both sales and productivity potential for a $600 million operation of an international healthcare manufacturing company. • Streamlined reporting practices of a $500 million private equity backed SaaS company to create a more efficient month end close package that effectively analyzed product mix of volume and pricing results for monthly sales. • Created a more efficient annual budgeting process that utilized historical KPI trends to evaluate both sales and productivity potential for a $600 million operation of an international healthcare manufacturing company.

Director of Financial Planning and Analysis

• 2016 - 2018

• Created and managed a database system for a $3.5 billion capital program. • Implemented a new organizational structure to improve collaboration while leading a team of 14 analysts in charge of financial planning and reporting of capital investments for the Network Planning and Engineering team.

Director of Strategic Planning and Market Development

• 2013 - 2016

• Developed a business plan to successfully transform the delivery of products and services over a Software Defined Network. • Performed an economic analysis to determine a pricing strategy that leverages Network Function Virtualization to deliver services in a virtual environment. • Built financial models for marketing plans to capitalize on investments creating new revenue streams for video solutions in both business and consumer markets. • Created business plans to penetrate… Show more • Developed a business plan to successfully transform the delivery of products and services over a Software Defined Network. • Performed an economic analysis to determine a pricing strategy that leverages Network Function Virtualization to deliver services in a virtual environment. • Built financial models for marketing plans to capitalize on investments creating new revenue streams for video solutions in both business and consumer markets. • Created business plans to penetrate emerging markets and generate strategic partnerships with software development companies that utilized API development to transform service delivery of network connectivity.

Senior Market Development Manager

• 2011 - 2013

• Designed a long-term financial plan that integrated wireless sales initiatives with traditional wireline services to generate incremental value for end users. • Designed an international M2M pricing strategy to help compensate for losses in roaming revenue by optimizing target markets with higher margins and overall profitability. • Built a financial model and marketing plan that shifted device subsidies and increased contribution margin while maintaining current market share.

Senior Finance Manager

• 2007 - 2011

• Analyzed business cases to invest capital and grow the strategic partnership with Apple's sales and marketing agreement. • Designed and built a reporting system to extract raw data from a sales transaction database and update weekly results for executive leadership.

Finance Manager

• 2006 - 2007

• Provided a financial model that laid the framework for business opportunities utilizing geo-location information to develop targeted marketing strategies. • Constructed a financial model that strategically planned the deployment of advanced cell site technologies enhancing overall network performance and connectivity.

Senior Financial Analyst

• 2005 - 2006

• Created a monthly scorecard for Executive Leadership to track capital investments for the deployment of 3G wireless services. • Designed a monthly forecasting model for future capital spending in all major markets that effectively identified areas of risk and opportunity.

Senior Financial Analyst

• 2003 - 2005

• Built a reporting mechanism that automated month-end close procedures and created a reduction in process time. • Created a trend analysis to improve weekly sales forecasting. • Designed and implemented a financial reporting model that effectively identified key variants within the contribution margins for the company’s Regional Operations and improved profitability. • Built a reporting mechanism that automated month-end close procedures and created a reduction in process time. • Created a trend analysis to improve weekly sales forecasting. • Designed and implemented a financial reporting model that effectively identified key variants within the contribution margins for the company’s Regional Operations and improved profitability.

Sales Support Supervisor

• 2001 - 2003

• Managed and trained 4 Analysts to utilize database management skills and improve reporting practices for key sales accounts. • Designed a financial reporting model that effectively identified top selling franchise locations and improved average sales per unit. • Managed and trained 4 Analysts to utilize database management skills and improve reporting practices for key sales accounts. • Designed a financial reporting model that effectively identified top selling franchise locations and improved average sales per unit.

Financial Analyst

• 1999 - 2001

• Created a model to accurately track and evaluate performance on commingled real estate funds. • Designed a more accurate methodology for calculating performance fees gaining additional revenue opportunities for investors. • Created a model to accurately track and evaluate performance on commingled real estate funds. • Designed a more accurate methodology for calculating performance fees gaining additional revenue opportunities for investors.

Corporate Accountant

• 1997 - 1999

• Identified control weaknesses and improved reporting methods for EPS calculations. • Managed and led the effort to construct the SEC filing of the 1998 Financial Statements for the Quaker Oats Employee Stock Ownership Plan. • Initiated a proposal to redeem preferred shares of treasury stock to improve the company’s capital structure and lower the weighted average cost of capital. • Identified control weaknesses and improved reporting methods for EPS calculations. • Managed and led the effort to construct the SEC filing of the 1998 Financial Statements for the Quaker Oats Employee Stock Ownership Plan. • Initiated a proposal to redeem preferred shares of treasury stock to improve the company’s capital structure and lower the weighted average cost of capital.