Experience

King Features - A unit of Hearst

• United States
• Entertainment
• 1 - 100 Employee

• Director, FP&A and Business Systems

  • Nov 2021 - Present

  Responsible for monthly reporting of financial and operational results. Lead annual budget process for three functional LOBs. Lead technology and operations teams in implementation and upgrades of B2B and D2C web sites. - Oversee Salesforce Administration for inventory and billing. - Vendor management of third party software and development partners (SOW to implementation). - Consolidate internal reporting data sources for single source of truth for the organization. - Responsible for product profitability and ROI analyses. - Manage contract administration and film library licensing. Show less



Canon Solutions America

• IT Services and IT Consulting
• 700 & Above Employee

• Senior Manager Business Intelligence

  • Aug 2017 - Nov 2021

  • Managed a team of four analysts responsible for all reporting functions (client facing and internal) for Managed Print Service division. • Lead team of engineers and SMEs to build central data warehouse from multiple sources via ETL and created dashboard reporting from Power BI for internal and external clients to engender data-based business decisions to drive savings and change management for clients. • Created three graduated training modules for 150+ users to understand how to use the reporting system and understand data analysis. • Oversaw data collection from multiple sources, data remediation, and centralized database for reporting. • Lead audits of data provided by strategic partners to ensure proper expenditure and cross billing. Show less



WebMD

• Technology, Information and Internet
• 700 & Above Employee

• Senior Manager Finance

  • Jul 2015 - Jul 2017

  • All functions of Manager position below. • Lead team of five direct reports and two database administrators from Technology department to build and enhance consistent, repeatable, reliable reporting for all financial functions (sales, revenue, expense) using Cognos and TM1. • Lead team to build Revenue planning model in TM1 using complex conversion calculations and assumptions. • Lead team to build Expense planning and Position Management models in TM1.• Lead team to build new reporting cubes in Cognos to report full year forecast data each month, with comparatives to actuals, prior periods, prior forecasts, and plan. • Lead team to build series of Cognos reports joining revenue and expense reporting in single reports for first time. • Oversaw team to build dashboard reporting in Tableau to replace cumbersome manual process in Sales Operations. • Projects required the gathering of and documenting business requirements, working across finance teams, participating in all testing, training users in new cubes, inputs, and reports. Show less

• Manager, Financial Planning & Analysis

  • Oct 2014 - Jul 2015

  • Lead annual budget submission and approval process for the operating budgets for all segments of WebMD.• Collaborate with the accounting team for month-end and quarter-end close reporting and analyze results and variances.• Consolidate financial results on a monthly and quarterly basis including analysis on revenue, costs, and key productivity metrics and provide to management.• Coordinate the completion of monthly and quarterly forecasts, and distribute monthly / quarterly reporting packages to Executive Leadership as well as department managers.• Implementing changes to enhance management reporting, forecasting, and analysis, support business intelligence initiatives, and improve monthly processes. Show less



Provincial Health Services Authority

• Canada
• Hospitals and Health Care
• 700 & Above Employee

• Manager, Financial Planning & Analysis, Business Applications

  • May 2013 - Sep 2014

  • Managed team of three developers for ongoing maintenance of budget and forecast system in TM1, and all financial reporting out of Cognos.• Managed training program of Cognos financial reporting system and TM1 budget and forecast submission systems. Created all training material used for the instruction of 800+ operational users as well as Train-the Trainer materials to instruct colleagues as trainers. • Managed annual $1.5B operating budget process for all agencies, ensuring multi-step, phased budgeting processes are completed on time, free of data error, and adhere to guiding principles. Involves providing guidance to all nine agency directors and their staffs throughout the staggered seven month input phases, as well as coordinated all preparation and finalization of two budget systems. • Managed front-line support for all financial system users including one staff member. Developed process and controls for communication, response, and service levels for Business Applications team. • Managed team through upgrade of financial system reporting platform from Cognos 8.4 to Cognos 10.1. • Developed controls for system development and enhancement, from requirements to design to sign-off documents as well as internal department migration procedures and sustainment issues. • Managed Peoplesoft GL sustainment team of two employees. • Performed daily ad-hoc advice and analysis on business impact of application development and maintenance. • Key business contact for new staff and agencies onboarding to the health authority to provide instruction and guidance on processes and guidelines. Show less

• Senior Financial Analyst, Business Planning

  • Jun 2008 - May 2013

  • • Responsible for monthly variance analysis and completion of forecasts of operating expenses for executive management and government reporting for corporate service departments. • Coordinated and created operating expense budgets totaling $100M for corporate and support service areas and prepared all presentations and reports for budget committee and government reporting. Participated in annual Capital Planning progress in conjunction with corporate and support service clients. • Created interim budget Excel templates used by 350+ operational managers to complete over 1,100 base operational budgets and have uploaded to budget system. Templates use cascading picklists, cell security, and complex lookups and calculations to ensure budgets follow business requirements and reduce invalid budget data from system. • Key business contact and subject matter expert for creation and implementation of new financial reporting system and integrated budget submission system in TM1. Worked closely with project teams, wrote detailed business requirements and rules, and participated in troubleshooting system requirements. Completed detail process flow diagrams documenting current, interim, and future state of lengthy, multi-step budget process. • Managed training program of new reporting system and new budget template submission system as well as legacy budgeting journal entry system for Finance staff only. Created all training material used for the instruction of 600+ operational users as well as Train-the Trainer materials to instruct colleagues as trainers. Show less



Lehigh Hanson

• United States
• Wholesale Building Materials
• 700 & Above Employee

• Budget Analyst, Pacific Cement Region

  • Jan 2007 - Jun 2008

  • Coordinated $65M operating income budget and quarterly forecasts for Pacific Cement region (BC, WA, OR, CA) including four cement plants, three sales offices, all distribution facilities. • Completed all uploads to central reporting systems and SAP, and reporting packages including all key production information, sales, market share, and product costing data and reconciliation to management and head office. • Responsible for reporting monthly operational data for local cement operations to head office. Show less



BC Hydro

• Canada
• Utilities
• 700 & Above Employee

• Analyst, Strategic Asset Management

  • Feb 2006 - Jan 2007

  • Analyzed monthly operational data and applied financial data per labour agreements and common practice to calculate unit costs for established categories of electrical trouble incidents. • Prepared and implemented changes in operational and financial procedures to gain control of costs and improve reconciliation of budget to actual variances. • Managed claims process for high-profile trouble incidents in conjunction with Insurance Corporation of BC. • Analyzed monthly operational data and applied financial data per labour agreements and common practice to calculate unit costs for established categories of electrical trouble incidents. • Prepared and implemented changes in operational and financial procedures to gain control of costs and improve reconciliation of budget to actual variances. • Managed claims process for high-profile trouble incidents in conjunction with Insurance Corporation of BC.



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Business Area Controller, Global Technology Operations

  • Jun 2003 - Oct 2004

  • Coordinated $3B topside budget for global business area controllers, reporting to Global Business Area Controllers (GBACs) and head office management.• Created and distributed standard and ad hoc reports for bottoms-up budget (multiple submission) with analysis to GBACs and management.• Performed reconciliation of topside and bottoms-up budgets.• Managed budget transfers via Lotus Notes database

• Consultant, Global Project Controlling & System Support

  • Jan 1999 - Jun 2003

  • Coordinated roll-out of SAP Project System and CATS web-based interface for project time-tracking and expense allocation.• Created presentations to introduce and explain application, procedures, workflows, and requirements to new users, as well as all training documentation.• Coordinated and verified data for test, training, and production environments; participated in testing and training.• Served as help-desk hotline for initial weeks of live data in production environment.• Wrote and implemented new policy and procedures for recording, reconciling and reporting Intercompany transactions and balances. • Created new Intercompany Chart of Accounts; implemented changes to subsystem transaction files and integrated with newly acquired Bankers Trust subsystems.• Coordinated with reporting and controlling systems departments to ensure proper and efficient reconciliation and consolidation of accounts and business entities. Show less



HBO/Soprano Productions

• Production Office Assistant

  • Oct 1998 - Dec 1998

  • General office support for cable television series. • Completed accounting duties in all areas (A/P, A/R, Payroll, Reporting) and prepared monthly bank reconciliation. • Completed costing analysis for actors and crew based on timesheets and production reports. • General office support for cable television series. • Completed accounting duties in all areas (A/P, A/R, Payroll, Reporting) and prepared monthly bank reconciliation. • Completed costing analysis for actors and crew based on timesheets and production reports.



Estee Lauder Group of Companies

• Financial Analyst, Creative/Design Department

  • Nov 1997 - Oct 1998

  • Managed project spending tracking system, routing estimates and actual cost data and reported to management. • Assisted management in replacement of project spending tracking system. • Analyzed financial data by GL account, project, and department; reported monthly to management and marketing. • Monitored departmental expenses, reported variances and forecasted expected fiscal year expenditures, in coordination with each of the nine department heads. • Created $13M departmental budget for 1999. Show less



Barclays Investment Bank

• United States
• Financial Services
• 700 & Above Employee

• Financial Project Coordinator

  • Nov 1994 - Nov 1997

  • Created tracking and review process for all Balance Sheet account reconciliations for the Branch. • Automated reconciliation process via Lotus Notes database; completed requirements gathering and design documents in conjunction with IT; liaison between development team, users, internal audit, and management. • Managed Balance Sheet reconciliation review process, supervised two assistants; produced monthly management reports. • Created Lotus Notes databases for users to submit General Ledger Account and Cost Center maintenance requests and Policy and Procedure database for Branch. • Responsible for all training, documentation, policies, and procedures of databases developed. • Created and coordinated $4M departmental budgets for 1997 and 1998, analyzed monthly departmental expenses versus budget and forecasted fiscal year expenditures. • Coordinated preparation for Federal Reserve Bank's audit of 1995 and 1996 books. Show less