CHIEF FINANCIAL OFFICER
Finance Executive with 15+ years of expertise in optimizing global organizations' financial analysis, planning, operations, systems, and teams. Strategic partner to executive teams, advising on financial impacts of business decisions. Hands-on expert in project management and adoption. Tech-savvy, fueling transformations by identifying and seizing process improvements and opportunities to unlock greater productivity, accuracy, savings, and risk management.
Overview
18
18
years of professional experience
Work History
Red Hat, IBM
New York
01.2020 - Current
VP, Business Transition Executive
IBM, Red Hat
04.2024 - Current
Served as liaison and business partner between, and
Analyzed impact of strategic moves to deliver sustainable, profitable growth
Worked with impacted teams, implementing proposed shifts.
VP
01.2023 - 04.2024
Go-to-Market (GTM) Finance & Operations, Worked as part of global leadership team (GLT) and was integral leader in driving strategic execution and financial performance for company
Drove business transformation and value through execution and influencing positive change
Built business and finance tools, such as new forecast process for sales organization that improved quarterly bookings from single digits to mid-teens for three quarters in a row
Executed new CRM tool across all geographies that required alignment of account structure and territories
Drove strategic planning and resource alignment
Continued to drive single source of truth and automation of data
Reorganized sales finance and operations organization through key strategy and transformation changes.
VP
01.2022 - 01.2023
Successfully collaborated with other leaders to push more profound strategic initiatives and deliver compelling transformational business activities
Provided analysis of strategic impacts
Implemented One Source of Truth for data across sales and support organizations
Transitioned from 95% manual process to 50% within the first year
Put in place standardization of process across all geographies
Realigned Finance organization to better support business.
Senior Director Finance
01.2020 - 01.2022
Supported Senior
International Business Machines, IBM
11.2006 - 01.2020
Leadership in business management
Provided strategic vision and tactical execution to enhance revenue growth
Delivered executive management advice on the financial implications of business activities
Implemented key metrics and tools to support analysis and insights
Realigned finance organization to provide more efficient support
Created product finance team to obtain data and insights on product performance and implement product Profit and Loss (P&Ls)
Helped marketing department transition to planning by product and campaign, implementing ability to understand the value of the business.
Acquisition Finance Integration
11.2019 - 01.2020
Served as integral part in Red Hat acquisition and merger, which was the largest in U.S
History
Liaised between IBM and acquired finance organization, ensuring effortless and timely completion of pre- and post-acquisition processes of financial functions
Assisted with implementation of processes to allow correct accounting of acquired company
Worked directly with acquired finance organization to support requests from IBM
Managed project updates and internal communication within the organization
Partnered with management and staff of acquired businesses to execute integration plan and achieve financial targets during integration/transition phase.
IBM Finance Strategy
08.2018 - 10.2019
Provided insights and recommendations for optimal financial value with merger and acquisition with Red Hat
Business Process Owner for WWGID managed Cloud-specific changes to the systems
Managed IBM’s re-segmentation ad on ad hoc projects as requested
Assisted in external reporting and conference materials
Managed company’s long-term model
Developed and delivered yearly investor quarterly and yearly briefing preparation for CFO.