
Accomplished senior leader with over 18 years of experience in multi-unit operations and financial planning and analysis. Proven track record of driving operational excellence, optimizing financial performance, and leading high-performing teams across diverse industries. Adept at strategic planning, budgeting, forecasting, and implementing innovative solutions to enhance efficiency and profitability. Exceptional interpersonal and communication skills, with a strong ability to build relationships and influence stakeholders at all levels. Committed to fostering a culture of continuous improvement and delivering sustainable business growth.
• Drive on-going focus and efficiencies on cost optimization and expense management across the global segment of $620M of Revenues and $120M of EBITDA. • Ownership over the global financial planning and corporate accounting functions of the company’s largest revenue driving segment with a team of 12 individuals in 3 locations, including preparation and guidance of annual budgets and monthly forecasts. Responsibility over month-end close, SOX controls and annual/quarter audit along with preparing and managing external metrics for SEC reporting. Assist in preparation of the quarterly Board of Directors Reporting. • Manage, design and maintenance of the Hyperion/Essbase and TM1 financial systems of the forecasting process. • Lead scenario modeling, planning, and evaluation for managing risk and opportunities of growth. • Assist in the management of the Business Intelligence and Analytic team of 4 individuals in providing internal/external reporting tools. Highlight business trends for member statistics and data mining for various business initiatives that drive insightful recommendations for improved results. • Lead efforts in providing and creating billing optimization metrics and visibility for planning and remediation efforts. • Lead efforts in standardizing reporting and forecasting processes, create consistent key performance drivers of revenue enhancement segment.
• Business partner and enforcer of financial control on business operations; developed reporting on visibility and measuring financial impacts which highlighted operational deficiencies and improved revenue by 25%.• Streamlined and automated reporting processes to empower team in providing analysis to recommend improved profitability on marketing investments. • Led integration of financial forecasting process on acquired companies with $200 million in annual revenues. • Improved accuracy and visibility of revenue and marketing forecasts, of largest and most volatile division. • Assisted CFO with ad hoc financial data driven projects. • Provided and drove insightful and consolidated analysis of revenue and profitability on business partners and divisional teams. • Improved KPI metric reporting to highlight business performance by marketing channel.• Supported due diligence analysis of M&A opportunities and acquisition integration strategy.• Developed dashboard reporting on client profitability.
Led implementation of corporate subscription forecast model consisting of $400M of annual revenue. Ideated and built out analytical platforms and new methodologies to accurately predict future retail revenues based on predictive weather patterns, creating millions of dollars in labor savings. Ideated, modeled, and facilitated the launch of new subscription pricing structures resulting in $20M in additive revenues annualized.
MS Excel (Advanced skills in pivot tables, charts and macros), MS PowerPoint, MS Access (create databases, write and run queries), SAP, Hyperion Essbase, Oracle Reporting – Data Warehouse, and IBM TM1 Language: Portuguese Execonline, Leading Innovative Change, Certification from UC Berkeley