Finance leader with significant experience at Amazon and Experian, specializing in budget management and cross-functional collaboration. Demonstrated success in cost optimization and consolidation of reporting systems, enhancing stakeholder relations and driving strategic initiatives. Skilled in leading teams to meet financial objectives and improve operational efficiency.
Overview
22
22
years of professional experience
Work History
Senior Finance Manager Amazon World Wide Devises and Services (DaS)
Amazon
08.2022 - Current
Oversee the planning of Headcount (38K) and Opex Expense ($7B)
Finance lead for strategic initiatives to shift resourcing from high to low cost regions
Execute resource realignment related to shifts in investment decisions and future roadmaps partnering with Business Leaders, HR, Talent Acquisition and Corporate teams
Recruit, develop, and direct a 3-person team that partners closely with the business partners in Alexa, Echo, Ring, Blink, Eero, FireTv, Kuiper and Zoox to deliver on strategic objectives
Consolidate headcount planning and reporting systems from offline spreadsheets and multiple BI tools into a single source of truth with the custom reporting system Prophecy/Apliqo and IBM ERP
Director FP&A Experian Consumer Services (ECS)
Experian
09.2021 - 08.2022
Oversee the annual, quarterly, and monthly planning, budgeting, forecasting, and board report processes for ECS North America Consumer Subscription Business with $1B annual revenue
Manage ECS Capex ($90M) and depreciation forecast including the business case governance and post investment reviews
Recruit, develop, and direct a 4-person remote team that partners closely with the business to deliver on strategic objectives with indirect supervision of work provided under Experian’s Global Financial Services (GFS) shared services organization
Lead ECS’s labor onboarding process with Procurement and Talent Acquisition resulting in expanding resourcing from Hyderabad, India, Bulgaria, along with the use of Allegis onshore flex talent
Productivity lead working with finance and business partners resulting in $3M in cost optimization in FY22
Finance lead for new investments and internal developer training in AI/ML and the advancement consumer permissioned data (Experian Boost) projects
ECS liaison with the Global Technology Business Management Program working with Global IT counterparts to evaluate components of the recharge and align on corp IT cost allocation to the business
Partner with Experian’s corporate and global finance teams to meet deadlines for deliverables (internal and external) and evolve finance practices with digital finance and best-in-class practices
Support Experian by participating in the ECS Women in Experian (WIE) Steering Committee, NA WIE Mentoring Committee, and the NA Finance Onboarding Committee
Senior Finance Manager Technology and Product
Experian Consumer Services (ECS)
07.2019 - 09.2021
Finance business partner to the Chief Technology and Product Officer and leadership team managing all aspects of the subscription business technology and product budget
Partnered with SVP of product to prioritize new product roadmaps based on investment ROI and existing product enhancements based on customer NPS net promotor scores affecting revenue uplift
Finance partner for project to enable consumer permissioned data supporting Experian Boost delivery
Led effort in partnership with the project management team to implement internal labor capitalization in FY17 requiring implementation of a developer time tracking and investment reporting package
Finance Manager
Experian
01.2016 - 06.2019
Finance business partner to the Chief Technology and Product Officer and leadership team managing all aspects of the subscription business technology and product budget
Managed Special Projects to deliver Experian's transition from on-prem to AWS Cloud
Senior Financial Analyst – Treasury
Experian
07.2014 - 01.2016
Managed domestic and international cash flow activity by forecasting cash receipts and disbursements
Led process improvement with AP in Chile to require electronic payment information for all payments greater than $100K. This resulted in Experian NA reducing check float from $12M to $5M minimizing on hand cash required along with variances at mid-year and FY end close related to cash
Analyzed financial results, benchmarking revenues and EBIT to corresponding Experian business units
Performed financial and market research, providing business partner support for global initiatives
Senior Financial Analyst
Capital Pacific Holdings, Inc/Capital Pacific Homes/Banning Lewis Ranch
10.2006 - 07.2010
Managed quarterly business plan consolidation for six operating divisions
Reviewed project level pro-formas, conducting sensitivity analysis to test profitability ahead of board submission
Collaborated with the Sales and Operations department on forecasting and budget sensitivity analysis to account for changes to revenue absorption timing and market assumptions
Conducted field research of masterplans comparing results to Metro Study and Hanley Wood databases
Prepared cash forecast for financial due diligence to recapitalize $100M revolver and $30M term note with Keybank for Banning Lewis Ranch, a 22,000-acre project
Provided covenant compliance reporting along with support to JPMorgan while downsizing land assets associated with a $300M home building revolver
Senior Marketing Analyst
Compass International
04.2003 - 01.2005
Compiled, analyzed, and reported monthly sales figures for the National Sales Manager
Performed price modeling for wholesale and private label orders, accounting for margins, competitive pricing, appropriate rebates, and freight allocation
Prepared cost/benefit analysis of product line packaging, volume discounts, and buying group rebates
Managed competitive research to determine market pricing throughout the B2B and B2C distribution channels of Home Depot and independent supply houses
Education
MBA - Emphasis in Finance
California State University, Fullerton
Fullerton
01.2006
BA - Business Administration, Emphasis in Marketing
California State University, Fullerton
Fullerton
01.2003
Certified Treasury Professional -
Association of Financial Professionals
Skills
Stakeholder relations
Budget management
Change management
Cross-functional collaboration
Continuous improvement
KPI management
Business partnering
MILITARY
United States Navy, Operations Specialist, 2nd Class 1993-1997
Timeline
Senior Finance Manager Amazon World Wide Devises and Services (DaS)