Bio
Credentials
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Certified Management Accountant (CMA)
Institute of Certified Management AccountantsApr, 2015- May, 2026
Experience
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Global Sales CFO, Computer Services Industry (CSI)
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2001 - 2014
Directly supported General Manager of a multi-billion dollar sales unit within IBM’s Sales and Distribution and Global Business Partner organizations. The CSI unit is tasked with both selling to and partnering with IBM’s key competitors in the IT marketplace. Responsible for geographic consolid...
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Financial Strategy Consultant
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1998 - 2000
Responsible for development and documentation of IBM’s Business Partner financial strategy, financial plan, marketplace and competitive analysis, financial modeling, executive communication of quarterly and monthly financials.
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Manager Consolidation Operations / Systems, IBM CHQ Finance
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1991 - 1997
Coordination of IBM plan, forecast and budget processes, including all aspects of systems used for IBM consolidation. Also managed key items of IBM functional analysis including product volumes, product revenue, staffing levels, and select key focus items from IBM Income & Expense and Balanc...
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Program Manager of Large Systems Business Planning, Europe Sales
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1988 - 1990
Responsible for mainframe pricing strategy development, cost estimate analysis, forecast assumptions creation, and management of ongoing business issues for large mainframe processors in Europe. • Coordinated announcement activities associated with the ES/9000 mainframe in Europe.
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Financial Consultant, IBM CHQ Budget Planning
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1985 - 1987
Budget planning, financial measurements and financial outlooks for one of IBM’s major operating units (IS&CG).
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Financial Planning Manager, Information Products Division (IPD)
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1984 - 1984
• Managed budgets and measurements for the Lexington, KY and Boulder, CO sites • Coordinated divisional transfer pricing project
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Manager of Inventory Planning, Charlotte, NC site
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1982 - 1983
Responsible for management of site manufacturing inventory which supported assembly of ATMs, check processing equipment and electronic components • Implemented input/output planning as the primary planning and measurement tool, significantly reducing site inventory levels
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Advisory Financial Analyst, DPPG Product Pricing
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1980 - 1982
Performed product price setting and analysis for automated teller machines and remote check processors.
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Technical Assistant, Banking Industry Systems
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1979 - 1979
Supported Product Manager for Bank Branch Automation design and development.
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Senior Associate Engineer, Banking Industry Systems
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1974 - 1977
• New design of industry terminal products, including logic design for chips, chip test design and release to manufacturing
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Education
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1977 - 1979Harvard Business School
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1973 - 1974Rensselaer Polytechnic Institute
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1970 - 1974Rensselaer Polytechnic Institute
Suggested Services
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Industry Focus. “Financial Services”
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References
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