Dynamic finance professional with extensive experience at Fortune 100 organizations, excelling in financial planning and analysis. Proven track record in managing substantial budgets and optimizing data management processes. Skilled in SAP and Oracle ERP, with a strong ability to collaborate effectively and drive strategic initiatives that enhance operational efficiency.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Finance Consultant
Vernovis
Cincinnati
09.2022 - 10.2022
Provided Financial Planning & Analysis support to 84.51, enhancing data-driven decision-making.
Implemented financial planning and forecasting tools, integrating business systems for improved accuracy.
Prepared periodic financial forecasts and analysis packages for senior management review.
Evaluated Stratum product performance through thorough analysis of turnover time and renewal rates.
Resolved data flow issues between data warehouse, ledger, and reporting tools to ensure reliability.
Senior Finance Manager
Computer Products Corporation
Cincinnati
05.2021 - 09.2022
Managed 18,000-unit service project for large healthcare system under strict timelines.
Coordinated imaging and deployment of new thin clients, ensuring operational efficiency.
Developed installation schedules with hospital staff to minimize disruption to patient care.
Oversaw OEM orders and shipping logistics to secure timely access to hardware.
Executed removal of obsolete computers while adhering to hospital recycling guidelines.
Conducted extensive interviews with technical staff from healthcare and CPC for project insights.
Collaborated with freight forwarders to optimize delivery of hardware components.
Successfully navigated Covid-19 disruptions and supply chain challenges throughout project.
Senior Specialist, FP&A
L3 Harris Technologies
Mason
12.2020 - 05.2021
Conducted financial and operational analyses to support strategic growth initiatives.
Collaborated with finance and leadership to generate actionable reports and forecasts.
Achieved forecast accuracy within +/- 10% through monthly performance evaluations.
Oversaw preparation of monthly financial reporting packages, ensuring management-ready documentation.
Acted as financial advisor to Research & Development, Marketing, and Capital Projects overseeing $55M in expenditures.
Enhanced efficiency of forecast, budget, and capital submission processes across divisions.
Provided insights for Integrated Mission Systems segment generating annual revenues of $4.9B.
Senior Finance Manager
General Electric Aviation
West Chester
05.2015 - 06.2020
Delivered financial planning and analysis to support commercial and operational activities.
Oversaw management of $396M inventory pool, including finished goods and spare parts.
Administered revenue-sharing program for external partners, exceeding $250M annually.
Executed budgets, controls, and reporting for supply chain with $220M in annual product sales.
Coordinated annual PP&E expenditures totaling $9M to maintain manufacturing capabilities.
Conducted comprehensive financial closing, reconciliation, and audit responsibilities.
Financial Advisor
Shell Oil Company
Houston
01.2012 - 05.2015
Delivered business analysis and financial guidance to operations at Shell Deer Park Refinery.
Secured funding for multinational joint venture, including $550 million credit line.
Managed budget, appraisal, cost controls, and reporting for capital activities exceeding $100 million annually.
Approved indirect tax payment reclamations and liability reductions, achieving $1.7 million in cost savings.
Developed standard operating procedures for offshore migration of accounting functions.
Business Analyst
Shell Oil Company
Houston
06.2008 - 12.2011
Executed financial accounting and analysis for petrochemical manufacturing and energy trading sectors.
Secured foreign trade zone status extension for Motiva Port Arthur Refinery, enhancing tax savings by $2.9M and $4.5M.
Generated records for $6.4B hydrocarbon throughput, qualifying for Importer Self-Assessment Program.
Achieved $2.2M in savings through strategic import duty abatement methods and trade agreements.
Coordinated design and implementation of $1.8M Raytheon security platform across North American energy trading organization.