New York, New York, United States
I have 20+ years of repeated successes spearheading high-profile projects, navigating complex financial landscapes, and developing innovative solutions to complex challenges to support expansion efforts and meet financial objectives. I have proven expertise in operational scaling, strategic financial planning, leadership development, and risk mitigation to drive sustainable growth. Skills & Achievements include: Business Growth & Scalability •Led the design and implementation of Oracle to scale a business from inception to 23 separate state jurisdictions in <1 year, routinely processing over 500M transactions from the platform. •Collaborated with data to design and build the process for accurately filing and paying taxes in 23 separate jurisdictions with the ability to easily add jurisdictions. •Launched an offshore BPO unit to support growth and scaling of the business saving significant costs. Strategic Planning & Execution •Developed and deployed the first workforce planning model to accurately forecast headcount operational costs for the business while scaling from 40 employees to over 1,000. •Integrated a multi-million-dollar acquisition with complex operational challenges in <1 year taking the business from inception to multiple millions in revenue. •Led the execution of one the largest changes in banking accounting rules through direct collaboration and influencing conducted with the industry and public officials including the senate and congress. Team Building & Leadership •Built an Accounting and Finance function (20+ people) from the ground up, hiring all talent with disciplines including financial reporting, FP&A, procurement, risk and controls, and taxes. •Formed new Policy, M&A, and Accounting Analytics functions while working remotely through the Covid Pandemic, spearheading talent acquisition, handling multi-million-dollar budgets, and negotiating contracts. •Directed an experienced team (~70 people) that addressed sophisticated and ambiguous technical accounting issues impacting profit and loss for multiple industry sectors requiring interaction with stakeholders and the Securities and Exchange Commission. Risk Assessment & Mitigation •Established the first process workflows for procurement to mitigate counterparty exposure risk. •Performed the first assessment of risk across the enterprise and developed the first risk controls matrix to address the risks identified. •Designed and implemented novel hedging strategies to manage foreign currency risk exposures in over 100 countries preserving millions in profit.
• Partnered with Commercial and Product teams to align financial forecasts with product initiatives. • Conducted comprehensive budget vs. actual reviews to ensure financial accuracy and accountability. • Developed and implemented daily, weekly, and monthly performance reporting frameworks, enhancing decision-making processes. • Leveraged data analytics and business intelligence to drive strategic insights and optimize revenue forecasting.
• Spearheaded the restructuring of FP&A and Marketing Finance teams, achieving substantial cost savings for Fanatics Betting and Gaming. • Directed daily operations, including financial statement preparation, budgeting, and forecasting, ensuring accurate monthly performance reporting. • Managed Gaming Taxes and Revshare Reporting, enhancing operational efficiency and strengthening partnerships with key stakeholders.
• Spearheaded the accounting department's expansion into 19 states, driving rapid business growth at Fanatics Betting & Gaming. • Built a high-performing team of 15 professionals across various disciplines, enhancing departmental capabilities. • Assisted in developing the company's first valuation, forecast, and financial models, contributing to strategic planning and financial alignment.
• Provided strategic direction for a talented team in technical accounting and M&A finance operations at Meta. • Conducted accounting due diligence for M&A and investments, ensuring informed decision-making. • Developed an extensive accounting policy library covering critical topics like leases and revenue recognition.
• Led technical accounting and research initiatives at FASB, managing a team of 70 professionals. • Engaged with external stakeholders to facilitate high-profile meetings, addressing contentious rule variations. • Collaborated with the FASB Chairman on strategic initiatives, driving impactful changes across various industries.
• Provided technical accounting guidance to global industrial and capital firms, focusing on derivatives and foreign exchange. • Developed hedging strategies to mitigate foreign exchange risks, enhancing profit preservation during long-term contracts. • Led technical accounting for GE's treasury during a significant acquisition, achieving $90M in profit and loss preservation.