Experience

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  RESCON

  • Director of Financial Reporting, Planning & Analysis

    • Jun 2021 - Present

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  Grand Circle Corporation

  • United States
  • Leisure, Travel & Tourism
  • 700 & Above Employee

  • Vice President Finance - GCCL River and GCT Land Division ($175M Gross Sales)

    • Apr 2017 - Mar 2020

    GCC is the largest U.S. provider of international vacations for Americans aged 50 and older, comprised of three brands: Grand Circle Cruise Line, Overseas Adventure Travel, and Grand Circle Travel. Our small group sizes, unsurpassed value and excellence, and unique itineraries position us as the industry leader in travel and discovery.Partnered with top business leaders to review action plans and supplied feedback to achieve profit goals. Identified and analyzed trends, areas of opportunity, and risks. Composed and delivered weekly reports to optimize strategies going forward during results meetings. Devised quarterly financial metrics to drive divisional strategic plan and profit objectives. Key Accomplishments:• Assembled and headed finance and inventory teams to maximize brand profits. • Drove monthly forecasting for divisions summarizing key drivers by P&L line item compared to financial plan and prior forecast. • Partnered with top business leaders to review efforts and supply feedback to increase profits and hit goals.• Managed revenue and key acquisition costs with weekly projections of opportunities and risks. • Identified opportunities and potential issues based on materiality with P&L impact and provided recommendations.

  • Vice President Product Marketing & Finance

    • Mar 2016 - Mar 2017

    Presented monthly forecasts and key variance indicators to the CFO while tracking competition for opportunities and current topics. Developed and mentored team to focus on product knowledge, effective messaging, and thorough understanding of the customer. Key Accomplishments:• Selected for role based on strength and experience in both marketing and finance spaces to undertake a dual-functioning position. • Achieved “To Go” passenger forecast within the acquisition cost budget. • Drove actions based on materiality to exceed the plan by focusing on top products and key file segments.

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  Vantage Deluxe World Travel

  • United States
  • Travel Arrangements
  • 100 - 200 Employee

  • Senior Brand Manager - Land & European Small Ships Division

    • Jun 2015 - Jan 2016

    Vantage Deluxe World Travel has been creating and delivering Memorable Journeys — River Cruises, Small Ship Cruisetours, and Escorted Land Tours – since its inception in 1983Achieved overall profitability for Division by effectively managing programs and budgets across multiple channels, including full P&L oversight. Increased sales using several marketing channels to reach target audience. Tracked competition and adjusted strategy as needed to ensure best value in the deluxe travel space. Key Accomplishments:• Generated action plans to achieve targeted objectives by analyzing P&L metrics related to net profit, ROI, and renewal rates. • Directed overall advertising budget and targeted offers to achieve desired results within budget constraints. • Conducted weekly team meetings to analyze program results and implement new plans to achieve sales goals within budget.

  • Circulation Manager / Direct Marketing Manager

    • Dec 2014 - Jun 2015

    Spearheaded initiative to drive next-day sales while simultaneously establishing long-term business by disseminating results from customer data analysis. Facilitated regular meetings with stakeholders to support integrated marketing efforts.Key Accomplishments:• Implemented campaign development best practices to optimize efficiency and quality of deliverables. • Designed and executed complex, multi-channel communications utilizing proprietary segmentation techniques, modeling, and scoring.

  • Financial Analyst

    • Sep 2014 - Dec 2014

    Analyzed historical patterns to create forecasting strategy for maximizing revenues and presented findings to the Director of Costings and Product Managers. Devised proactive measures based on review of marketing ROI against budget to achieve sales and profit goals. Key Accomplishments:• Created process to merge multiple relevant reports into one “read and react report” which transformed into the company’s vital business tool for increasing sales and profits. • Produced the program budget, forecasted P&L by line item, and analyzed against actual numbers to supply recommendations for achievement of sales goals while staying within budget.

  • Vice President Product Planning & Strategy European Rivers Division

    • Dec 2006 - Sep 2014

    Collaborated with integral departments to achieve monthly, quarterly, and annual profit goals while implementing action to meet budget and sales goals. Devised integrated campaigns based on segmentation and ROI analysis; analyzed booking trends to offset shortfalls and designed campaigns based on segmentation and ROI. Key Accomplishments:• Tasked with full P&L responsibility; realized budget by simultaneously monitoring and reacting to trends.• Guided advertising budget and directives to achieve profit results.

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  Mount Vernon Restaurant

  • Somerville, Massachusetts, United States

  • Accountant

    • 2004 - 2006
    • Somerville, Massachusetts, United States

    Directed financial operations of independent restaurant serving the area for 85+ years. Reconciled bank accounts, reported monthly profit and loss, prepared cash forecasts, calculated year-end closing, and oversaw restaurant’s real estate trust. Aided with achieving profit goals using cost saving measures and providing financial recommendations.

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  Vantage Deluxe World Travel

  • Boston, Massachusetts, United States

  • Various roles

    • 1993 - 2004
    • Boston, Massachusetts, United States

    Started in accounting as a staff accountant and promoted to cost accountantTransitioned to Product Development Promoted to Product Marketing Manager