Paraplanner

• Jul 2023 - Present

Director of Financial Planning and Analysis

• Dec 2015 - Jun 2023

Support the CFO with comprehensive financial support and consolidation of business unit financials to assist with company planning and decision-making. These activities include: • Driving the financial processes and execution for monthly revenue reporting, quarterly forecasts, long-range financial projections, target setting, annual budget setting and ad hoc analyses • Evaluating, selecting, designing and implementing the Adaptive Planning software • Building the team and process to provide financial support to the company-wide G&A, Editorial, Product Development and Software Engineering departments • Partnering with Harvard Business School and Harvard University to share and explain financial forecasts, budgets, results and business trends Show less

Director of Financial Operations

• 2011 - 2015

Managed all aspects of the revenue process for a $550m driver assistance service business and a $45m emerging telematics software business.• Successfully transformed department from a purely transactional group to business partners that support, inform and influence both internal and external customers.• Grew team from eight to twenty employees while creating new organizational structures, processes and controls to accommodate 15% annual revenue growth.• Recognized for driving improvements in the cash collection process that led to increased profitability and cash flow.• Influenced the design of the new billing system as both the functional owner and as a Steering Committee member.• Led an external consulting project to identify control weaknesses in, and recommend improvements to, our order to cash processes and related CRM system controls.• Developed a key metric reporting package that increased accountability and visibility across the organization. • Created financial billing requirements and testing plans that became standard components of our client implementation process. Show less

Senior Project Manager-Finance

• 2009 - 2011

Primary business owner of all Accounting and Finance related systems. • Acted as the internal liaison between IT and Finance as well as an external liaison with consultants on all new system implementations and migrations.• Influenced system design, performed project manager tasks and coordinated with the system matter experts in the design and testing of their areas.• Led the migration of our Telematics division to Oracle General Ledger, Time and Labor, A/R and A/P modules.• Selected and managed two external consultants hired to support migration.• Created system procedures documentation and trained more than 175 users.• Led the vendor selection for Oracle R12 upgrade project. Show less

Finance Manager

• 2005 - 2009

Managed the implementation of the Oracle 11i General Ledger, Project Costing and Time and Labor modules.• Designed the General Ledger structure, created validation rules and transferred and validated all history.• Created training documents and trained more than 200 users on Oracle Time and Labor.• Utilized Access and the Oracle General Ledger module to develop, implement and maintain fully–burdened client P&L statements that enabled management to see the true client profitability for the first time. Show less

Associate Director of FP&A

• 2002 - 2005

Managed the worldwide consolidation, reporting and analysis of the $400m Clinical Research Services division. • Coordinated and consolidated the global monthly results, forecasts and annual budgets. • Led the implementation of Hyperion Essbase and Hyperion Reporting. • Provided all management, executive and corporate reporting around financial results. Managed the worldwide consolidation, reporting and analysis of the $400m Clinical Research Services division. • Coordinated and consolidated the global monthly results, forecasts and annual budgets. • Led the implementation of Hyperion Essbase and Hyperion Reporting. • Provided all management, executive and corporate reporting around financial results.

Director of Finance

• 2000 - 2002

Managed all budgeting, reporting and analysis to support the $200m Keds wholesale, retail and on-line businesses. • Provided financial and operational support to the opening of the inaugural Keds retails stores. • Improved the sales allowance approval process which enabled the business to meet profitability forecast. • Redesigned business performance reports to more effectively predict sales and reorder indicators. These reports enabled Keds management to more accurately predict business trends. • Collaborated with cross-functional members of senior management on product, pricing and operational decisions. Show less

Senior Finance Manager

• 1998 - 2000

Managed, reported and consolidated $200 million of worldwide capital spending. As member of the Polaroid 2001 SAP implementation team, I trained more than 75 users across five countries in the Fixed Assets, Internal Orders and Capital Investment modules. Managed, reported and consolidated $200 million of worldwide capital spending. As member of the Polaroid 2001 SAP implementation team, I trained more than 75 users across five countries in the Fixed Assets, Internal Orders and Capital Investment modules.

Various

• 1992 - 1998

Manager of Financial Planning and Analysis - Haagen-Dazs (1997-1998) Plant Accounting Supervisor - Pillsbury (1994-1996) Corporate Financial Analyst - Pillsbury (1992-1994) Manager of Financial Planning and Analysis - Haagen-Dazs (1997-1998) Plant Accounting Supervisor - Pillsbury (1994-1996) Corporate Financial Analyst - Pillsbury (1992-1994)

Audit Associate / Senior Audit Associate

• 1988 - 1991