Experience

Multiple projects
• United States
• IT Services and IT Consulting
• 1 - 100 Employee
• Sabbatical/Caregiving

  • Aug 2013 - Present


OppenheimerFunds

• United States
• Investment Management
• 500 - 600 Employee

• Vice President

  • Aug 2010 - Jul 2013

  Provide business and decision support for the marketing organization, including product profitability analysis, pricing analysis, ROI measurement on various campaigns and aid in business line reviews to help uncover growth opportunities. Perform all the financial planning, forecasting and variance analysis for the division. Provide business and decision support for the marketing organization, including product profitability analysis, pricing analysis, ROI measurement on various campaigns and aid in business line reviews to help uncover growth opportunities. Perform all the financial planning, forecasting and variance analysis for the division.



Microsoft

• United States
• Software Development
• 200 - 300 Employee

• Finance Controller and Operations

  • Jul 1999 - Apr 2010

  Held a variety of mostly financial and operational roles partnering and supporting the sales and marketing function for the United States and United Kingdom subsidiaries. - UK Business Marketing Controller: Drove all key financial processes for the UK subsidiary, one of the largest Microsoft subsidiaries with over a billion dollar P&L (2007-2010.) - US Field Controller: Led all field financial planning and analysis for the US Small- and Medium-sized Businesses and Partner customer segment (2006-2007.) - US Incentive Compensation Controller: Managed the incentive compensation program for a sales force consisting of 2,000+ participants in the US subsidiary, including the rollout of a new enterprise software system (2002-2006.) - Business Manager: Managed a third party partner relationship for a unique joint marketing and licensing project, the microsoftSF retail brand store (2000-2002.) - Business Strategy Analyst: Led the forecasting and planning process for the Northern California region, helping them exceed revenue targets and gain recognition as the top sales and consulting district in the US (1999-2000.) - Corporate Treasury Intern: Completed various treasury projects, including evaluating and recommending new investment options and hedges, as well as the benefits of certain sale-leaseback arrangements (Summer 1998.) - Selected to participate in Microsoft's High Potential Employee program. Show less



RBC Capital Markets

• Canada
• Investment Banking
• 700 & Above Employee

• Vice President

  • Jul 1989 - Jul 1997

  Worked in the fixed income investment banking division raising capital and providing underwriting and advisory services to several municipal and health care clients. Worked in the fixed income investment banking division raising capital and providing underwriting and advisory services to several municipal and health care clients.