Experienced Finance Leader with a strong foundation in optimizing control systems and assembling proficient teams to fulfill business requirements and attain ambitious financial goals. Proficient in precise reporting and meticulous records management. Possesses outstanding interpersonal skills and excels in operational oversight.
Key Technologies: Oracle NetSuite, Hyperion EPM, Salesforce, QuickBooks Pro, SAP
Strategic Focus Areas: Business development, fundraising, Relationship development, staff augmentation Performance Improvement, and Revenue Generation.
Accomplishments
Key Technologies: Oracle NetSuite, Hyperion EPM, Salesforce, QuickBooks Pro, SAP
Strategic Focus Areas: Performance Improvement, Growth Planning, Revenue Generation, Project Management, Business Planning, Investment Management, Risk Assessment & Mitigation, Data-Driven Culture, Global Market Expansion,
Accomplishments:
• Effectively managed a team of 10 financial planning and analysis professionals, empowering them to oversee financial modeling and analysis for the company.
• Educated, trained, mentored, and motivated team members to increase their professional achievements.
• Investigated and analyzed opportunities for reducing cost within the business, thereby creating a saving of $20M, and actively championed this within the senior management team
• Monitored budget allocations, expenditures, and fund balances to ensure that allocations were accurate, revenues were recorded, expenses were within budget limits, and fiscal policies were followed effectively saving over $30m in wasteful spending
• Created a data-driven culture that was instrumental in identifying sales and margin opportunities resulting in 3x revenue growth and significant gross profit margin increases.
• Increased revenue from $30M to $90M through executing a strategic fundraising plan by opening new global markets and identifying and engaging global private investors to analyze properties and invest assets
• Secured a $75M line of credit for a lagging hotel construction project by identifying a global equity partner, re-structuring a 0% interest repayment plan, and freeing up cash flow, increasing revenue by $10M
• Spearheaded financial analysis, modeling, and planning to determine ROI and profitability for every company project and serve as the company's trusted shareholder advisor
Key Technologies: Oracle NetSuite, Hyperion EPM, Salesforce, QuickBooks Pro, SAP
Strategic Focus Areas: Monitored Budget Allocations, Financial Analysis and modeling, Oracle NetSuite Implementation, and Business and Financial Outlook Transformation.
Accomplishments:
• Ensured seamless financial operations by supervising the ten senior direct reports and reporting directly to the CFO.
• Drove cost savings and determined new business opportunities by organizing strategic analysis.
• Spearheaded and rebuilt overall Finance Functions, and implemented Oracle NetSuite to accurately identify and manage the financial position, increasing accuracy, transparency, forecasting, and efficiency and saving $13M annually.
• Directing the transformation of Business and financial outlook; driving business commercials and growth strategies including expansions, new projects, cost management, market growth, and risk management.
• Oversaw 10 senior direct reports, reporting directly to the CEO, to create and execute short and long-term strategic financial plans, effectively saving the company $5M over career tenure.
• Converted a $150M line of credit to a $100M 10-year note and a $50M line of credit by establishing and leveraging a strong working relationship with the bank, resulting in $10M annual interest savings.
• Established an accurate financial management reporting system for quarterly financial reviews, financial statements, and budgeting and presented a financial strategy to the Board and CEO, increasing transparency and improving decision-making.
Additional Experience
London School of Economics
Adjunct Professor of Finance
Previous Experience
Metropolitan State University
Adjunct Professor of Finance
Merrill Lynch
Wealth Management Advisor
YMCA
Director Of Development
Wells Fargo Bank
Manager, Financial Planning & Analysis