Raleigh, North Carolina, United States
14+ years of Finance experience providing managerial leadership in the development and implementation of business processes. Persistently driving continuous improvement initiatives across multiple business fields.
Led R2R teams covering Experiential Marketing (US) and all Marketing (CA). Collaborated with senior business leaders on process improvements, reporting advancements, and strategic initiatives to streamline operations. Assumed ownership of Workday Financials across 13 cost centers.
Oversaw monthly financial close process including revenue recognition under IFRS 15, commission calculations, payroll, fixed assets, and intercompany transactions with 30+ countries in over $2B/yr P&L. Coordinated year-end and interim audits, worked closely with FP&A and senior executives to create and maintain financial and operational reporting metrics aimed at driving growth and efficiency through business partnering. Led integration activities for multiple acquisitions including project and accounting migrations.
Joined US Finance Leadership Team through acquisition. Assigned to team of 3 to assume responsibility of Senior Finance Director – North America during 5-month candidate search to fill position. Absorbed 3 direct report employees with an additional 5 second tier reports during this time. Worked with senior services executives to implement Dynamics PSA software along with managing integration of this system into Navision. Named finance point-of-contact for merger of Comparex USA. Play critical role in full and partial acquisitions to align accounting policies and create efficiencies. Develop financial reporting and close processes for Software Life Cycle and Transformational Services lines of business. Create proactive reporting to analyze forecasts and customer profiles.
Worked directly under Executive Director of Finance. Developed and maintained US budget while tracking Actual versus Budget on an expense category and cost center level. Managed monthly accounting processes with German colleagues. Worked interdepartmentally to ensure operations and finance had their requirements met. Created sales quotas while developing reporting for GP by account and service line to ensure full visibility for sales staff. With General Manager, developed finance reporting to provide clarity in the differences between P&L, budget, and internal financial reporting. Projected recurring and future GP recognition to develop accurate net new quotas for sales team. Partipated in global accounting and finance initiatives with representatives from 30+ different countries.
Accepted opportunity to remotely establish finance department for Factor 75 while working directly under COO. Developed internal accounting procedures while terminating relationship with existing outsourced accounting firm. Discovered over twenty financial adjustments that needed to be made to secure proper financial statements. Assisted in changing delivery and production schedules resulting in a savings of $10,000 per week. Assumed responsibility for procurement, developed new systems for procuring and tracking inventory in excess of $15,000 per week. Managed weekly accounts payable of $150,000 and accounts receivable consisting of over 4,000 transactions per week.
Hired as project accountant for projects in Wake and Johnston counties. Within 1 month assumed financial responsibility for all operations in Roanoke, Virginia. Responsible for forecasting and creating budgets on a company scale as well as contract specific budgets. Created 15 monthly invoices for county Work Force Development Boards through use of Oracle Financial Systems. Coordinated with board to modify budgets as needed.