Associate Director of Client Services

• Apr 2022 - Present

Principal Consultant

• Mar 2021 - Apr 2022

Senior Financial Analyst

• Feb 2013 - Mar 2021

• Initiated Account-level subscriber economics and lifetime value model to assess potential financial impact (enterprise value) of strategic business decisions for both new and existing customers. Utilized Microsoft Power BI and related Excel tools (PowerPivot & PowerQuery) to create real-time data models using the DAX and M languages.• Create and present forecasting, budgeting and variance analysis for revenue, expense and metrics across multiple business lines and departments including sales, service, operations, communications, customer management and retention. Subscription based revenue Price/Volume/Mix impact analysis forecasting revenue with 99% accuracy. Other monthly responsibilities include tracking changes in total subscriber segmentation, variable cost per subscriber and customer acquisition costs• Hyperion Planning system, EAS Administrator and Essbase Smartview subject matter expert to aid end-user groups in loading department budgets. Proficient in webform design, calculation script / member formula creation and maintenance for key metrics & drivers specific to each department. Implemented version control policies and improved overall ease of use for all users• Evaluate financial viability of proposed capital projects prior to their consideration for approval, including net present value and discounted payback period analysis for SOX compliance• Enterprise valuation analysis including debt structuring and free cash flow forecasting. Other responsibilities include reporting and dashboards for Executive Operations, focusing on revenue and key retail sales metrics and product take rate analysis

Financial Analyst

• Oct 2012 - Feb 2013

Executive Dashboard - Responsible for build and distribution of Executive & Operations reporting focused on revenue & key retail sales metrics.Store Manager Incentive Program analysis - Developed recommendations for restructuring manager bonus payouts and timelines based on historical margin which were adopted by executive leadership for company-wide implementation.Marketing Initiative ROI - Compared pre and post-initiative revenue margins for any increases attributable to specific marketing launches.

Director, Sales & Operations

• Dec 2004 - Sep 2012

• Highest-ranked Director in North America for customer service in 2010 achieved by developing strong relationships internally and externally. Created & executed a customer satisfaction program based on third-party customer surveys and executive committee surveys as key performance indicators• Regional lead for area directors: developed three direct reports into management roles, and continue to mentor them. Responsible for individual training to all new directors within the region on company sales/operations systems & processes• Increased average annual revenue 22%, and operating profit 38%, year-over-year, for four consecutive years through development and implementation of sales & marketing plans and strategic guidance based on market research & analysis metrics including lost revenue capture report, revenue forecasting, discount & competitive pricing analysis and labor & expense management• Selected as Subject Matter Expert for Microsoft Dynamics CRM rollout in 2011, continue to serve as a regional mentor for field office CRM implementation & integration with external systems. Designed and utilized custom reports for monthly reporting and strategic plans focusing on daily operations, forecasting, and sales team effectiveness within CRM framework• Recognized for best-practice sales & operations processes at the business-unit and regional level. Successfully implemented 2012 national standardized pricing, packaging & sales initiative, and developed marketing and pricing guidelines for 2009 national sales chain initiatives designed to produce unique solutions to maximize revenue during economic downturn• Daily operational responsibilities include determining customer needs, offering recommended services & solutions, developing proposals and negotiating sales contracts. Responsible for all operational aspects of executing contracted services as well targeting customers for Global Sales partnership agreements

Director of Audio Visual

• Feb 2003 - Dec 2004

Adjusted pricing to increase competitive advantage in the local market, negotiated accounts receivable reduction to contractual terms from 120+ days past due and implemented one-on-one customer relations policy to better facilitate client needs Adjusted pricing to increase competitive advantage in the local market, negotiated accounts receivable reduction to contractual terms from 120+ days past due and implemented one-on-one customer relations policy to better facilitate client needs

Various

• Jun 2001 - Jan 2003

Production Coordinator, Network Affiliates Incorporated, Denver, CO-Provided Director with location options, established relationships with local businesses and law enforcement, and arranged crew needs on 30-second commercials for national televised distribution.Production Assistant, Blind Horizon, Las Vegas, NM - Responsible for on-set functions including personal correspondence and production report distribution on a 35mm feature film, premiered at the 2004 SXSW Film Festival and Taos Talking Pictures Festival. Production Development, Just When Things Were Fine, Angelwizard Films Intl, LLC, Littleton, CO -Prepared 12-week shooting schedule, scene script breakdown and budget analysis for a $50 Million feature-length film, scheduled to be filmed in Switzerland, Greece, Cambodia and the U.S.

Producer

• Jan 1999 - Jun 2001

Producer, Id, Santa Fe, NM-Developed production, managed logistics and tracked progress through transfer and post-production on a six-day, 35mm short film, involving a new director, scene, and crew each day. Producer, Cuando Cerca del Sonido (When Near The Sound), Santa Fe, NM-Coordinated a crew of thirty, anticipated project needs, and arranged communications and transportation to and around Southeastern New Mexico for a four-day, 35mm short film.Producer, Cine Café with Rosie Perez & Seth Zvi Rosenfeld, Santa Fe, NM -Supervised technical direction, promotional development, and overall aesthetic on a three-camera television interview before a live audience. Hosted by Jonathan Wacks and produced in conjunction with the 2000 Santa Fe Film Festival.