Accomplished Business and Finance Operations Manager with over a decade of experience in driving operational and financial efficiency within leading organizations. Demonstrated prowess in strategic planning, process optimizations, and leading cross-functional teams towards achieving corporate goals. Proficient at cultivating partnerships, managing comprehensive financial strategies, and fostering an environment of continuous improvement. Offering extensive expertise in program resource management, financial analysis, and compliance assessment.
Overview
21
21
years of professional experience
Work History
IT Finance Controller
Farmers Insurance Group
Woodland Hills, CA
01.2019 - 01.2023
Directed IT budget development and management, including program resource allocation, cost estimation, allocation, tracking, and analysis, for optimal resource utilization and budget adherence
Established internal controls for expenditure monitoring saving $2-3M annually
Developed and managed the IT Data departmental budget, ensuring alignment with overall corporate objectives resulting in $30M efficiency for IT Organization
Functioned as the financial adviser for the Chief Data Officer and senior leadership in making key strategic business decisions
Cultivated a culture of continuous improvement, encouraging employee input and contribution to annual savings goal of 5-10%
Ensured compliance with regulatory requirements and financial reporting standards, supporting the Annual Operating Plan (AOP) and monthly forecast reporting
Developed a plan to streamline and consolidate IT assets, eliminating unnecessary licenses and subscriptions
Prepared and presented financial data, variance analysis, forecast, cost-benefit analysis (CBA) to senior leadership, and internal/ external stakeholders
Direct management of deliverables for assigned personnel.
Business Operations Manager
Farmers Insurance Group
Woodland Hills, CA
01.2012 - 01.2019
Built and led an Operations team of 5 FTEs to support Financial and Administrative efforts across the IT Data Organization
Exceeded the annual efficiency goal of 10% budget reduction year over year
Facilitated year-over-year growth, acquisition, and centralization of multiple IT functions under the Data Org umbrella, including onboarding efforts, equipment, facilities, employee engagement, budgets, etc
Spearheaded annual talent planning and performance calibration in partnership with HR and Senior management across multiple office locations
Managed multiple Request for Proposal (RFP) processes improving Vendor relationships, and driving efficiency
Highly engaged in contract negotiations, supporting pricing and proposal activities to secure favorable pricing and terms
Reviewed contractual documents, including Technical Task Orders, to ensure compliance and mitigate risks
Led Employee Engagement efforts to foster a positive and productive work environment, enhance employee morale, improved survey scores by 10-20%
Oversaw the office relocation efforts, ensuring a smooth transition for 200+ employees and vendor partners.
Finance Consultant (IT)
Placement Strategies for Farmers Insurance Group
01.2010 - 01.2012
Financial Analyst (Corporate Legal Finance)
The Walt Disney Company
01.2007 - 01.2009
Project Manager
Countrywide Home Loans (Bank of America)
01.2002 - 01.2007
Portfolio Liaison (Acquisitions)
Countrywide Home Loans (Bank of America)
01.2002 - 01.2007
Education
Bachelor of Science - Business Administration, Management Information Systems
Established and led a Finance and Operations team, achieving an average 10% year-over-year efficiency.
Exceeded 5% annual expense reduction targets
Consolidated vendor relationships, (RFP) resulting in $4M savings over 39 months for IT Enterprise Data Organization.
Implemented a “New Hire Rotation Program” offering training, coaching and career development opportunities to newly graduated college students. Resulted in onboarding and retention of 9 Full Time Data associates.
Led smooth office relocation effort for 200+ employees and vendor partners.
Professional Development
Lean Six Sigma
FASTER
Franklin Covey 7 Habits of Management
Effective Communication
LinkedIn Learning ‘Communicating with Confidence’
Timeline
IT Finance Controller
Farmers Insurance Group
01.2019 - 01.2023
Business Operations Manager
Farmers Insurance Group
01.2012 - 01.2019
Finance Consultant (IT)
Placement Strategies for Farmers Insurance Group
01.2010 - 01.2012
Financial Analyst (Corporate Legal Finance)
The Walt Disney Company
01.2007 - 01.2009
Project Manager
Countrywide Home Loans (Bank of America)
01.2002 - 01.2007
Portfolio Liaison (Acquisitions)
Countrywide Home Loans (Bank of America)
01.2002 - 01.2007
Bachelor of Science - Business Administration, Management Information Systems