Jupiter, Florida, United States
Ambitious professional with 11 years of experience in corporate FP&A, strategic finance, and treasury in private equity backed and publicly traded companies ranging from technology to healthcare and energy. Strengths include executive business partnering, forecasting, budgeting, variance analysis, financial modeling, business case analysis, storytelling, and cash management.
• Responsible for achievement of quarter end and intraday cash and balance sheet targets to improve investor relations while maintaining compliance with various covenant conditions; Developed 12 month planning capability and delivered weekly updates to the CFO; reduced forecast error by 95% to +/- $5mm •Lead cash operations team of 8 including the transition to an offshore model with 5 FTEs located in India; championed a one team mentality based on transparency, trust, and effective business partnership; improved interdepartmental relations and reduced the “silo effect” • Supported various bank engagements for debt and equity offerings; thought leader and partner to the treasurer with a focus on optimizing the capital structure of both Delek and Delek Logistics • Provided a critical flex capability in support of ad hoc projects, internal executive communications, and management of key personnel gaps
• Designed and operationalized all critical FP&A functions including business partnering, reporting, forecasting, variance analysis, and annual planning at all levels of the business • Created first end to end model of the business by identifying key KPIs and their interdependencies allowing instantaneous variance analysis, forecasting, and scenario modeling • Served as a strategic thought leader for a major overhaul of the business aimed at increasing EBITDA by 30%; identified opportunities for continuous patient engagement, centralized on demand admissions, and technological maturation; reduced pre-breakeven cash burn by 80%
• Finance business partner to the Sr. Director, Client Services FP&A responsible for driving delivery of contact center COGs AOP across all domestic, Latin American, Canadian, and retail client P&Ls; delivered consolidated monthly close and forecast variance analysis • Continuously optimized Customer Solutions Hyperion reporting environment through a period of extreme growth and fundamental change in the business; created or expanded capabilities to provide actionable and insightful decision support • Represented Customer Solutions in pricing exercises for new business • Provided customer service excellence in high visibility/ high impact ad-hoc asks reaching all levels of the company • Partnered with internal stakeholders to develop and present business cases to senior executives
• Finance business partner to the Chief Security Officer responsible for delivering at or under budget performance for physical and cyber security P&Ls; managed labor, non-labor and capital spends; lead forecasting, planning, and budgeting activities; developed business cases for major initiatives • Provided financial leadership for a cross functional team including representatives of IT operations, accounting, and vendor partners to successfully deliver under budget performance for the multi-million dollar telecommunications business • Supported IT FP&A organization by delivering numerous timely, high impact, high visibility ad-hoc projects including benchmarking analytics, creation of training materials for new hires, rapid development of Hyperion based reporting tools, and numerous projects in conjunction with Asurion accounts payable and procurement groups
• Evaluated revenue deferral methods and corrected errors leading to the immediate recognition of a significant quantity of revenue • Managed the evaluation and redesign of revenue stream analytics which enhanced the accuracy of information reported, produced new financial metrics for internal customers, and allowed non-financial personnel an intuitive way of understanding complex financial concepts • Integrated Oridion products, personnel, and financial information with Patient Monitoring analytics following the acquisition of Oridion in June 2012 • Completed ad hoc financial reporting and accounting tasks including monthly reconciliations of balance sheet accounts