Herndon, Virginia, United States
• Experienced Corporate Finance leader adept at aligning workforce, capital, and financial resources with strategic objectives to drive sustainable, long-term growth for technology and telecom enterprises • Impactful manager and collaborative teammate who has developed exceptional teams that leverage scalable technology and agile processes toward optimal financial support across the enterprise • Insightful analyst proficient at discovering underlying business trends within complex data and providing actionable executive recommendations • MBA, CMA, CSCA Specialties: • Annual Budgets and rolling monthly forecasts • Long-term Strategic planning • Financial Modeling and Valuation • Operational Performance Management • Executive, Board and Investor Reporting • Global Business Decision Support • Industry and Competitive Analysis • Capital restructuring • Mergers, Acquisitions, Divestiture Analysis • Managing diverse professionals and teams • Foreign currency exchange rates • Market & Cost-based Pricing • Activity Based Costing & Profitability • Treasury and Risk Management • Selection & roll-out of reporting & planning tools • MS Excel, Powerpoint, Access, Cognos TM1, Prophix, Qlikview
• Directed the Long-Range Strategic Planning, Annual Budget, and Quarterly Forecasting processes that supported over $200M in recurring revenue growth and +8% Compound Annual Growth Rates in Operating EBITDA over the past 10 years • Instrumental in the successful $1.8B international bank loan covenant renegotiation that enabled Iridium’s development and launch of its $3B NEXT generation satellite constellation network • Managed capital restructuring projects including raising $1.65B in Term Loan financing, a $360M High-yield debt issuance, and a $220M common and convertible preferred stock financing • Supported successful execution of Government contracts exceeding $1B in revenue over 12 years • Teamed with Sales, Marketing and Billing Operations to implement pricing and policy changes that added >$20M in incremental recurring annual Revenue and EBITDA • Presented key performance indicators and metrics within monthly executive operational reviews • Provided quarterly Board of Director reporting & quarterly/annual Investor Relations support • Developed annual corporate objectives • Architected employee bonus and equity compensation plans • Assessed Business Development opportunities for mergers, acquisitions, and investments • Implemented and maintained planning, analysis, and reporting modules in Prophix financial software
Expanded scope in 2009 to lead financial operations team of 49 Employees supporting $9B Revenue and $0.9B Expense: • Merged FP&A and Sales Operations teams to improve linkage between operational metrics and financial performance in support of 31 Sales Branches & 1,000+ Sales employees • Streamlined processes to enable 25% annual headcount re-deployments or reductions • Provided predictive planning, insightful analysis and decision support toward improved product mix, recurring revenue growth and SGA expense reductions • Partnered with Executives toward driving double-digit annual sales productivity gains • Collaborated on governance, key performance indicators and a balanced scorecard dashboard to improve accountability and results • Initiated Analyst Scorecards focused on minimizing forecast variances and aligning with Sales objectives Expanded role in 2008 to manage 22 Employees supporting $4B Premier Sales Channel and Marketing FP&A • Merged multiple sales segments to form a U.S. Enterprise Sales force managing >5,900 accounts • Integrated Product and Customer planning methodologies to streamline budget processes • Supported Hyperion Planning system implementation for budgeting automation and control • Presented monthly financial results to senior Sales, Marketing and Finance Executives • Championed cross-training program that averaged >60 attendees for 18 sessions to provide positive exposure to strong performers and to share best practices across business units Initially managed a team of 3 Analysts supporting integration of Cybertrust into Verizon Business: • Established management P&L reporting process in 90 days for a $250M Security Solutions Business Line consisting of 900+ employees in 190 cost centers delivering 100 products. Successfully integrated Treasury and Risk Management functions to drive departmental synergies. Constructed a forecasting and scenario modeling database in Cognos TM1 leveraging Essbase, SAP and other data sources.
• Supported CFO by managing team of 5 responsible for FP&A, Treasury and Risk Management • Provided analysis and due diligence supporting >$600M in mergers, acquisitions & dispositions • Negotiated and managed $50M line of credit as part of a corporate re-capitalization • Led valuation project toward privatizing 12 Ubizen subsidiaries enabling $1M+ annual savings • Integrated legacy insurance plans into a global program with improved coverage and 5% savings • Centralized global banking functions to streamline cash reporting and working capital management
• Launched enterprise-wide TM1 performance management system for FP&A, tax, executive and investor reporting with operational KPI’s, metrics trending and multi-company multi-currency consolidations • Delivered financial support for sales of non-core business lines that raised >$20M • Contributed to 2-yr integration yielding $20M in cost synergies while maintaining double-digit growth • Developed cash flow sensitivity models to support international tax optimization study
• Led annual consolidating budgets, short-term rolling forecasts & long-range capital planning for fast-growing information security company eventually consisting of 50 legal entities operating in 9 currencies • Automated complex forecast calculations and allocations to reduce annual budget cycle by over 50% • Performed all US and international cash management functions in support of the Corporate Controller
• Developed pricing and profitability models supporting product, geographic and channel expansion • Designed and presented capital business cases for Executive and Board approval • Built Visual Basic Pricing tool in Excel utilizing MS Access to query billing codes