CAREER PROFILE

Dynamic Vice President Finance (FP& A) with a track record of increasing profits through effective management reporting, financial analysis, and process improvements. Demonstrated expertise in financial analysis, forecasting, accounting, financial modeling, systems application, expense management, and strategic planning. Combine business and technology acumen to devise innovative solutions that add value by enhancing efficiency and by providing senior management with optimal information for developing strategy. Meticulous team leader with MBA and proven ability to deliver results to C-level executives.

• Financial Analysis , Forecasting , Budgeting , Planning , Marketing Analytic , Expense Management
• Executive Reporting Decks/Presentations , Statistical/Metric Analysis , Revenue Drivers
• Accounting & Internal Controls , GAAP , SOX , Due Diligence Acquisition/Divestitures , Economic Capital Financial Modeling , ERP , Database Mining , Balanced Scorecard , Dashboard , Web Analysis
• Team Leadership & Development , Manage Partner Relations , Cross Functional Collaboration
• Change Management , Six Sigma , Process Improvement , Best Practices

PROFESSIONAL EXPERIENCE

Confidential,Atlanta, Georgia , 2005 to Present

Vice President of Finance (Financial Planning, Analysis, & Reporting)

Performance Highlight

• Optimized head executives’ capacity to monitor key metrics and proactively devise strategies by spearheading the creation and implementation of a Weekly Pulse profitability metrics monitoring model.
• Strengthened executive decision process by designing and deploying automated financial review packages that also facilitated standardization of information management processes.
• Bolstered efficiency and timeliness of results communication with Finance teams 50% by developing and overseeing Partnership Group web based portal.
• Enabled Canadian team to perform SOX compliant account reconciliation by improving and simplifying database processes.
• Earned Citi Star Player Award for excellent performance each year.
• Spearheaded project to develop a Marketing Drive Calendar to track expenditures based on programs and channels to improve and optimize profitability.

Key Responsibilities

• Managed analysis and consolidated reporting for a $70 billion Private Label and Co-brand credit card portfolio that includes major retailers: Home Depot, Sears, Macy’s, and Exxon.
• Designed, disseminated, and communicated comprehensive financial reporting decks to Head Executives.
• Analyzed key drivers and metrics including: Interest/Pricing, COF, Payments Rates, Net Credit Losses, Sales, Acquisitions, Receivables, IRR, NPV, Yields, ROA, and Risk Adjusted Return on Capital.
• Coordinated efforts with virtual Finance Business Partners to complete month end close, Flash, Forecast, and Plan with variance analysis to Actuals.
• Interfaced with virtual FPA teams to review, counsel, and challenge their forecast to ensure that relevant financial performance targets were met or bettered.
• Assessed, evaluated, and advised business teams on portfolio risks and opportunities.
• Advised Executive Management of significant trends and/or variances affecting the business results, including FTEs/headcount, portfolio gain/losses, marketing spend, and operating expenses.
• Participated in key business initiatives and process improvement projects. Designed financial models and analytic templates with TM1, Excel, Access, Hyperion/Essbase/Web Analytics tool.
  

Confidential,Atlanta, Georgia , 2000 to 2004

Assistant Vice President - Senior Finance Analyst (Manager)

• Generated $5M decrease in operating expenses through effective management and by leading review of overhead allocation and variances.
• Enhanced profit metrics and loan loss reserves maintenance by creating a risk-based computational model for loan loss provision.
• Spurred $10M+ savings by playing key role in data platform migration project.
• Substantially contributed to $22M+ in net income by facilitating Leasing and Capital Group’s first securitization through performance of due diligence review.
• Earned selection as top Leasing & Capital Group analyst and 2 Spirit Awards for performance.
• Nominated to the Foundation for Leadership Program, a 14 week program covering HR Law, Coaching, Compensation Management, Delegation, Employee Retention, Diversity, and Decision-Making.

Key Responsibilities

• Prepared financial statements/monthly financial reporting package for a commercial line of business in the Global Corporate Investment Banking/Leasing & Capital Group with $11 billion in assets.
• Produced Plan, 18 month rolling forecast, and budget with a monthly comparison to actual.
• Led the financial analysis process and provided senior management with interpretation of key business drivers: shareholder value-added, NPV, IRR, NIM, ROE, yields, risk ratings and credit exposure.
• Coordinated efforts with Treasury of daily funding operations and disbursement transactions.
• Managed ad hoc projects and partnered relationships with Finance, Marketing, and Operations.
• Devised value-added financial and database models using data mining techniques to gather data from data warehouse and new business volume pipeline.
• Utilized Pricing models to assist Sales executives in developing strategies to improve client profitability.
• Conducted analysis of customer performance with Web Profitability system and Balanced Scorecard.
• Performed due diligence analysis on acquisition and divestiture business segments.
• Trained on Change Management and Six Sigma methodologies to implement process improvements.

Confidential, Atlanta, Georgia , 1999 to 2000

Accounting Manager & Financial Systems Consultant
Performance Highlight

• Oversaw accounting operations (and 8 analysts) for Atlanta Gas & Light Resources, including monthly close, PeopleSoft application, and external audit logistics.
• Managed deployment of Great Plains Fixed Asset module for Interland/Web.com

Key Responsibilities

• Directed compilation of financial statements in support of IPOs.
• Deployed ERP systems and conducted end user-based system assessments.

Confidential, Wilmington, Delaware , 1997 to 1998

Senior Accountant / Analyst
Performance Highlight

• Spearheaded efforts with PeopleSoft technical staff to test for Y2K compliance and implement an upgrade to PeopleSoft Financial 7.0 Modules.

Key Responsibilities

• Managed the PeopleSoft General Ledger module: journal uploads, consolidations, allocations, chart of accounts, tree maintenance, and interface of AP, Billing, and Payroll in general ledger.
• Provided explanation for major variances and one-time analysis at the monthly CFO meeting.

EDUCATION

MBA in Finance

Bachelor of Science in Accounting

COMPUTER/SYSTEMS

• ERP Applications: PeopleSoft, SAP (Business Objects), Great Plains, Oracle, and BoA In$ight,.
• Database Applications: Access, Brio, Cognos, Hyperion/Essbase, TM1, SQL, and SAS
• Spreadsheet: Excel Guru (Macros, VBA, Interlink tabs,Pivot Tables, Vlookup, Forms, and Conditional)
• Presentation: PowerPoint and Adobe Acrobat
• Project Management: Microsoft Project