Austin, Texas, United States
Thoughtful entrepreneur, leader and change advocate with diverse industry and life experience. Focused primarily on innovating new useful products to aid persons with disabilities.
- Founded Make Life Easy, a social venture with the purpose to innovate and produce new products for people with disabilities to help aid in accomplishing everyday tasks that are challenging - Successfully brought two new products to market from concept through commercialization, leading design, supplier sourcing, manufacturing, go-to-market strategy, and launch - Established and operated all business functions, including product development, manufacturing, marketing, finance and accounting, operations, strategy, and sales - Built and managed budgets, cash flow, pricing models, and unit economics to support funding readiness and healthy margins - Worked directly with target customer segments to validate product-market fit and refine product design prior to launch
- Established FP&A function supporting $70m business, responsible for: annual budget, monthly forecasts, department performance readouts, inventory valuation, headcount, product revenue analytics, capex ROI analysis, ad-hoc financial modeling and reporting - Financial modeler, created and maintained yearly budget and monthly forecasts providing detailed P&L, Balance Sheet, and Cash Flow financial statements - Managed Procurement and Warehouse teams, responsible for: company-wide purchasing, inventory controllership/asset management, supply chain efficiency for driving cost savings - Managed Data and Analytics team, responsible for: daily exec reporting, operational teams KPI’s, factory inventory levels, master data, systems integration, all Tableau reporting - Developed a standard cost methodology used for monthly inventory valuation reported on Balance Sheet, and for business segment and product P&L reporting and analysis - Created procurement forecast model to provide visibility of inventory, par levels, and reorder points used to facilitate purchasing plan - Partnered with business operations to conduct product labor time studies used for labor cost analysis and production staffing - Trusted financial advisor supporting C-suite on financial impact analysis for various strategic business initiatives
- Finance Business Partner supporting $20m Professional Services business, responsible for: annual budget, monthly forecasts, margin and variance analysis - Owner of $35m royalty COGS P&L line, created new budgeting and forecasting methodology - Finance support to COO and direct staff, aiding in ad-hoc financial analysis and modeling - Implemented new Royalty Deal Review process with $2m annual savings goal through cross-functional collaboration with Sales, Product Management, and Accounting teams to determine correct revenue and expense allocation - Partnered with Accounting to drive accuracy for expense classifications for all Line-of-Business P&Ls
- Massachusetts Electric Company full GAAP and IFRS P&L ownership, analyzing actuals to budget/forecast performance, and preparing monthly financial performance readouts for Jurisdiction President - Responsible for forecasting MA Electric Company ROE, depreciation, amortization, capital related O&M, and invested capital - New England FP&A teams primary financial data modeler for five operating companies, creating and owning monthly P&L performance model, and budget/forecast model used to calculate full year operating profit and ROE - Managed Intern, coordinating onboarding, day-to-day tasks, Intern project, one-on-one’s, and performance review - Massachusetts Jurisdiction cost center Finance Business Partner, responsible for creating yearly budgets, quarterly forecasts, and conducting quarterly financial performance readouts with Jurisdiction President
- Provided financial consulting for Electric Asset Management and Emergency Planning business units - Reported out and presented monthly Opex results to VP’s and staff, providing performance variance analysis and recommendations - Created and structured yearly budgets ($160m) for business, and updates/reallocation for Quarterly Rolling Forecasts in BPC/EPM - Created dynamic dashboard leveraging visual management, allowing business to track month-over-month Opex performance to budget
- Managed standard cost for Dell’s Infrastructure Solutions Group product portfolio - Analyzed & Forecasted Inventory Valuation, Purchase Price Variance (PPV), and COGS erosion/inflation - Created and maintained financial modeling and reporting for management analysis and Executive-Cost-Review utilizing OBIEE - Supported Dell Indirect Procurement spend analysis to improve working capital - $45M improvement achieved - Successfully implemented regional standard costs based on business need and tariff impacted supply chain
- Reported out performance scorecard to executive leaders, managing all global bookings team reporting requests - Created reports using Salesforce to provide data analytics to drive process improvements and enhance efficiency measures - Acted as SME for Revenue Cycle project, creating and executing test scripts for functional and UAT testing, stimulating Dell EMC revenue synergies and systems integration - Trained and lead offshore Non-Revenue bookings team, performing monthly audits and acting as escalation path - Participated in various CRP’s as process and systems expert