Experience

Freelance Finance & Accounting Services
• Financial Planning and Analysis

  • Nov 2020 - Present


NASCAR

• Spectator Sports
• 700 & Above Employee

• Senior Budget Analyst

  • Mar 2014 - Nov 2020

  • Responsible for budget development, forecasting and monitoring of competition related departments and NASCAR-owned tracks • Monthly interface with competition departments management to identify potential budget and forecast variances and improve annual forecast and subsequent year budget • Reporting responsibilities included quarterly, monthly and ad hoc reporting using Management Reporter, OneStop Reporting and Microsoft Dynamics GP (Great Plains) 2013 • Team leader for Finance department communications team Show less



Florida Power & Light

• United States
• Utilities
• 700 & Above Employee

• Principal Business Analyst - Distribution Operations

  • Oct 2011 - Nov 2013

  • Responsible for budget development, forecasting and monitoring of service center $17 million budget• Reporting responsibilities included weekly, monthly and ad hoc reporting to all levels of management from local service center to top management• Top performer in forecasting in 2012

• Manager, Revenue Protection

  • Aug 2007 - Oct 2011

  • Responsible for statewide revenue protection staff and activities including detecting, correcting and back billing conditions related to theft, defective equipment and undocumented meters• Implemented process and staffing changes to improve profitability of department while improving employee engagement scores• Led successful pilot of meter data analytics system to detect theft on smart meters including the transition of processes and training of people to adapt to the new technology. Negotiated contract for 3-year engagement with vendor. Show less

• Supervisor, Field Metering

  • Jun 2003 - Aug 2007

  • Supervised 21 bargaining unit employees including administration of union contract, local safety initiatives, progressive discipline, etc. • Interfaced with Distribution and Customer Service departments to resolve issues necessary to ensure customer satisfaction and accuracy of customer billing.



FPL FiberNet

• United States
• Telecommunications
• 100 - 200 Employee

• Budget & Contracts Analyst

  • Jun 2000 - Jun 2003

  • Established company budget structure and monitoring process and prepared FiberNet's annual budget • Provided monthly variance analysis and expense forecast to company management • Prepared presentations and reference material for executive Advisory Board presentations • Monitored and maintained franchise agreements with local municipalities and review customer agreements working with management and legal counsel • Established company budget structure and monitoring process and prepared FiberNet's annual budget • Provided monthly variance analysis and expense forecast to company management • Prepared presentations and reference material for executive Advisory Board presentations • Monitored and maintained franchise agreements with local municipalities and review customer agreements working with management and legal counsel

• Distribution Analyst – Cost and Performance

  • Sep 1997 - Jun 2000

  • Prepared and monitored annual budget for all meters and dispatch locations throughout Florida• Assisted in the preparation, development and tracking of the Distribution business unit O&M and capital budgets including analysis of cost, staffing and business trends• Prepared presentation materials for reporting to business unit management as well as ad hoc reports requested by management• Conducted statistical analysis of business processes and the impact of process improvements

• Staff Accountant

  • Jun 1987 - Sep 1997

  • Worked with all levels of management to prepare and track the O&M and capital budgets and staffing for the Financial business unit• Prepared analysis and presentation materials for Financial business unit management as well as ad hoc reports as requested by management • Administered contract and prepared monthly bill to owners of St. Lucie Unit 2 ensuring strict contract compliance with terms of St. Lucie participation agreements• Prepared documents necessary to comply with FPL’s mortgage including interface with internal and external legal representatives and corporate real estate staff Show less