Finance expert with 10+ years of experience in managing budgeting and forecasting processes and closely working with cross-functional business partners and all levels of management. I am detailed-oriented, savvy with excel, and other applications, and always dedicated to getting the job done right.
Director of Financial Reporting & Analysis (Interim)
at TransForce, Inc.
July 2016 - at Present
Performing all the financial reporting, analysis and ad hoc functions, including: Updating, calibrating and distributing a wide range of comprehensive weekly, monthly and quarterly reports and key performance metrics that provide all levels of management, including investors, with an in-depth view of current and trended financial and operational performance, at both the regional and consolidated levels; calculating monthly sales commissions; developing, maintaining and distributing extensive excel-based budgeting and performance assessment models to more accurately track and assess impact on the P&L of certain prepaid expenses as well as to gauge ongoing results against desired objectives; converting to USD all journal entries associated with the company’s sole international subsidiary and quantifying any resulting FX translation adjustments; assisting with other projects as assigned.
Finance Consultant & Founder
at M Consulting LLC
January 2016 - at Present
Leveraging extensive financial and well-rounded skills to offer clients such key consulting services as, * In-depth analyses of financial statements, focused on maximizing operational efficiencies that will only add to earnings and improve cash flows. * Assisting client with improving revenue performance by thoroughly reviewing current sales, marketing and other strategies and helping to identify potential growth opportunities. * Development of insightful excel-based financial reports customized to meet the client's needs. * Evaluation of short- and long-term business strategies and of any potential risks and opportunities. * Monitoring of client's financial performance against existing or newly established objectives. * Assisting client with the selection of capital projects with the highest return on investment potential. * Continuously prepare and present status reports, with applicable findings and recommendations.
at Laureate Education
March 2014 - December 2015
Built monthly forecast, operational and capital budgets, and long range plan, including all supporting financial models and analytics. Trended, compared and put into context organic and consolidated performance, underscoring key takeaways and sharing discerning recommendations. Created and presented financial packages during close, interpreting and scrutinizing notable accounting entries, intent on providing insightful commentaries on monthly results. Monitored KPIs. Liaised with cross-functional business partners to conceptualize and then develop action plans to quantify risk, boost revenue and mitigate cost. Led EPM processes by providing guidance, assumption, targets, and ad hoc analytical support; enforced deadlines. Managed all headcount requirements, reporting and compensation targets. Performed deep level analyses of proposed capital projects using varied valuation methods. Led a team of 3.
Director, Treasury Operations
at Strayer Education
August 2010 - February 2014
Managed all treasury functions including debt and credit facility arrangements, risk policies, and routine communication with creditors and underwriters. Built cash forecast, monitored cash activities, and maintained liquidity dashboard. Prepared and submitted quarterly compliance package to lenders. Built the capital budget and supporting financial models. Facilitated the approval process for all capital expenditure requests, ensuring that proposed and on-going projects met budget guidelines and were in full compliance with company policy and accounting standards.
Director, Financial & Business Planning
at Strayer Education
July 2007 - July 2010
Built monthly forecast and operational and capital budgets, monitored KPIs, and provided meaningful commentaries and advice during close on monthly results. Led EPM processes, providing guidance, assumptions, and targets; building, distributing and consolidating standard input templates; developing and tracking milestones; enforcing deadlines. Contributed to budget, board and other key reporting packages by providing business and financial performance analytics and documentation. Quantified potential risks and collectively formulated mitigating action plans. Managed all headcount requirements, reporting and compensation targets. Led a Sr. Analyst.
Director, Financial Planning & Analysis
at CarrAmerica Realty Corporation
January 2005 - June 2007
Trended leasing performance of all properties, quantifying potential risks and opportunities on quarterly and annual results. Developed budget for Company’s sole Joint Venture. Monitored KPIs. Estimated portfolio’s return on invested capital (ROIC) vs. that of other REITs for quarterly executive walk-through. Performed deep-level analysis of regional and property-level P&Ls, highlighting cost-saving opportunities and recommending actionable next steps. Partnered with Business Development to assess and plan for land acquisitions, construction starts, delivery and leasing of new properties. Performed in the capacity of System Administrator, facilitated the budget and forecast processes, and monitored cash balances.
Senior Manager - Marketing-Finance
at AOL TIME WARNER
November 1998 - December 2004
Built annual budget and monthly forecast for the business dial-up and high-speed services, focusing primarily on monthly subscribers, revenue and direct marketing costs; reviewed with CMO and other executives. Performed deep-level analyses of marketing initiatives to increase CD installation and online offer click rates, maximize channel efficiency, and lower post-promotional period churn (i.e. plan cancellations). Quantified potential risks from the growing number of high-speed service providers offering direct Web access, as well as marketing initiatives to mitigate such risks. Led weekly review with CMO and Marketing Channel Leaders of weekly, monthly and quarterly growth in new subscribers, providing clear and concise analyses of by-channel results. Managed a team of 4.
at Multiple Organizations
June 1989 - October 1998
WORLDSPACE CORPORATION – Washington, DC Senior Analyst, 1998 MCI COMMUNICATIONS CORPORATION – Arlington, VA Senior Financial Analyst, 1996 – 1998 ALCATEL DATA NETWORKS – Herndon, VA Pricing Analyst, 1995 – 1996 SCIENCE APPLICATIONS INTERNATIONAL CORPORATIONS (SAIC) – Falls Church, VA Financial Systems Analyst, 1993 – 1995 TRT COMMUNICATIONS CORPORATION – Washington, DC Data Analyst, 1989 – 1993
1991 - 1995 (4 years) Washington, D.C.
Knowledge and keywords