Summary:

A hands-on professional with experience building accurate and insightful financial modeling tools to enhance corporate decision making. Committed to increasing revenue, maximizing performance, and providing the highest levels of business analysis through expert-level analysis of financial statements, models and statistical data to forecast risk and establish financial strategy. A valued communicator with innovative ideas and strategies, able to lead and motivate teams to exceed performance expectations. Bilingual with international business experience capable of translating sound financial strategy to emerging markets and countries.

Areas of Expertise

Key Accomplishments Skills Assessment

• Financial analysis Expert at capitalizing on opportunities to improve profitability, while leading cross-functional teams to ensure achievement of key objectives. A team builder and decision maker who excels in multiple areas of financial planning and analysis.
• Technology Proficiency Skilled in a wide range of industry standard financial modeling, office productivity, and reporting programs, including Hyperion, Essbase, CRM, Emerge, FRX Financials, MS Forecaster, PeopleSoft, nVision, Crystal Reports-Xcelsius Dashboards, and Microsoft Office Suite.

Professional Experience

Confidential

Lead Associate

Confidential with senior leadership and other internal clients to analyze critical financial data in support of the overall company management activities, while undertaking responsibility for firm-wide reporting consistency and data validation.

• Lead the development and implementation of the financial outlook model the firm currently uses to forecast all financial metrics such as utilization, revenue, profit, EBITDA and other vital P L elements
• Support the firm mergers and acquisitions M A efforts through analysis and integration efforts.
• Lead the firm CAS cost plan and submission to DCAA, the yearly financial plan, and bottom-up budgeting.
• Developed International Pricing Models emphasizing Middle East pricing and contract development.
• Responsible for firm-wide reporting consistency and data validation.
• Support the operating management by compiling special information and analyses preparing recommendations and tracking changes to implementation.
• Defined and implemented financial improvement tools to increase the timeliness and effectiveness of the planning process, focusing on allocation of resources, accountability and better delivery

Confidential

Manager of Financial Planning and Analysis

Lead and mentored team of seven FP A staff analysis in achieving internal and external analysis requirements. Supported the company budget and prepared forecasts for corporate and individual units.

• Implemented FP A best practices including driver-based planning, what-if scenario analysis, and rolling forecasts.
• Deployed a robust SharePoint site as a repository for reporting, analysis, and performance measurement.
• Improved accuracy and saved time for month-end close and forecast variance through implementation of efficiency tools and analytics models and automatic SQL tools.
• Conducted due diligence on projects including Government CAS and a 135M credit facility to evaluate compliance, measured corporate impact, and ensure compliance against covenants.
• Rapidly promoted from Lead Analyst to Manager within one year.

Confidential

Financial Consultant ERP

Responsible for delivering direct consulting on financial matters applicable to implementing ERPs. Provided recommendations on finance and corporate accounting practices and acted as lead to deliver consulting and implementing process improvements and best practices.

• Developed financial models to satisfy forecasting, internal control, and other needs
• Provided training and consulting on corporate budget management and development, accounts design, fixed assets, and general ledger, as well as end-user training on financial systems including Colleague ERP, FRX, fixed assets software and advanced Excel models.
• Collaborated with clients on supporting report design via the use of SQL/ Unidata databases, and provided recommendations to clients.
• Work closely with senior leadership and other internal clients to analyze, report, and consolidate financial data in support of the overall institution management activities.
• Conducted travel to national and international client sites.
• Developed financial process improvement plans and ERP implementation strategies.

Confidential

Business Manager

Managed the process for planning and reporting on a 30M operating budget, including payroll and compensation and served as lead to review monthly performance and financial reporting.

• Developed financial modeling and ad-hoc reporting for the purpose of union negotiations.
• Generated financial budgets and targets for rolling forecasts.
• Prepared monthly variance analysis of actual performance against budgets.

Confidential

General Manager/Partner

Co-founder of system integrator and internet service provider. Managed sales and marketing efforts while providing consulting services in areas of connectivity, design and process improvement.

• Built and maintained a distributor networking within Venezuela and the Caribbean
• Served as main point of contact for partnerships with other ISPs and web solution providers.
• Provided demand and sales forecasting, analyzing market to determine competitive position and market share.
• Assigned quotas and establish the business development capabilities.
• Developed South Americas sales strategy and traveled extensively to develop and foster relationships with resellers.