Lead the execution of initiatives under the sponsorship of the NA CFO
Assist and act as trusted advisor to the CFO in strategic and operative matters including ad hoc business analysis, reporting and preparation of documents for a leadership audience
Act as SPOC on the deployment of Global projects affecting NA Field Finance assessing potential impacts, risks, and process changes proactively, advising on decision making
Liaison with Customer office, Head of Services, Controlling, Commercial Finance, and Finance leaders from GFSS supporting areas (Cash Collections, O2I, R2R, LCAs, etc.) to ensure close alignment and process improvement
Develop close alignment with Field Finance Controller to ensure transparency on Field Finance P&L, proper accounting/monitoring of expenses, accurate planning, and target attainment
Partner with cash collections on financing initiatives, refund analysis, and better reporting for visibility into SAP’s cash flow
Provide input to Global on new initiatives and analyze the impact to the business (i.e., accounting changes, programs, reporting changes, etc.)
Commercial Financial Manager - Canada
SAP America Inc.
Newtown Square, PA
03.2022 - 10.2023
Manage and develop a cross functional team of direct reports including Commercial Business Partners and Revenue Recognition
Be a visible and vocal leader within the North America Commercial Finance Organization and be open and adaptable to change and look for opportunities for continuous improvement
Collaborate with other market unit Commercial Finance Managers to ensure consistency and improvements
Proactively engage with Sales leadership to identify top priority deals and collaborate with Legal, CFO Approval team, GFSS, Cloud Operations, and others to provide seamless end-to-end deal support
Ensure that the team is providing quality and timely deal approvals according to internal deal approval processes and procedures
Confirm market unit revenue recognition team members are executing on required tasks in support of quarter-end accounting close
Participate in and support global and regional transformation and deal success initiatives.
Senior Revenue Recognition Specialist
SAP America Inc.
Newtown Square, PA
04.2019 - 03.2022
Perform controls and procedures to review on premise and cloud license agreements to ensure they are accounted for properly and adapt to understand changes in business and regulatory environments to ensure compliance
Work with Sales, Legal and Contracts to ensure license agreements are structured in accordance with SAP's Revenue Recognition policies
Perform controls and procedures related to the monthly close of software revenue accounts and ensure the market unit controllers are aware of all posted adjustments, as well as interacting with KPMG during their quarterly reviews and audit procedures
Promote efficient deal support and ensure business partnering with the leader of assigned Market Unit Sales team and find opportunities to simplify review by reducing the amount of complexity for the salesforce.
Revenue Operations Manager
QlikTech Inc.
King of Prussia, PA
09.2016 - 04.2019
Reviewed and processed new and add-on purchases, as well as ensured order forms and software agreements met Revenue Recognition policies
Served as subject matter expert within the Accounting department as it pertained to the order fulfillment process, contributed to defining processes for ERP system improvements, and served as business partner for internal customers
Engaged with customers, field sales representatives, partners, legal, and the support organization to build relationships and expedite resolution of customer licensing issues
Managed Revenue Operations team of up to 10 accountants to ensure accurate customer billing and build stronger customer relationships.