United States
Managed fiscal planning and revenue forecasting for a $50M+ regional insurance business. • Managed budgets and financial planning for headcount, OPEX, and capital allocation across regional insurance operations. • Reviewed P&L results against budget and forecast, identified drivers such as headcount, and recommended actions that reduced budget variance by 8% through monthly budget reviews and tighter control of operating expenses. • Served as the primary finance partner to regional insurance VPs, providing financial insights on operational performance to support decisions such as vendor strategy. • Led monthly and quarterly close in partnership with Controllership, prepared financial statements, and managed revenue allocations and inter-office transfers across the region.
Led enterprise planning cycles and financial analysis for $1B+ global import supply chain supporting enterprise operations. • Led end-to-end enterprise planning cycles, including AOP, quarterly forecasts, and long-range planning (LRP). • Analyzed import costs, including freight, insurance, and sourcing expenses, assessed supply chain risks, and prepared scenarios to support supply chain decisions and risk reduction. • Managed and developed a team of senior supply chain and financial analysts; achieved 112% of annual team goals. Served as the primary finance partner to regional insurance VPs, providing financial insights on operational performance to support decisions such as vendor strategy. • Drove and implemented content management for actual and forecasting data, as well as forecasting automation; removed manual redundancies in workflows and increased reporting accuracy by 5%.
Oversaw OPEX related cash flow and annual budget planning for $15B+ supporting enterprise-level financial strategy. • Owned SG&A cash flow and OPEX planning; provided strategic variance analysis and reforecasting to optimize enterprise -wide capital allocation. • Managed stock compensation programs for C-suite executives, managing 9 separate programs with varying vesting dates and periods for $1B+ budgeted stock portfolios. • Delivered comprehensive monthly reporting packages and executive financial narratives influencing senior leadership and board discussions. • Collaborated closely with Controlling to ensure accuracy, transparency, and governance across financial reporting processes.
• Oversaw stock options and bonus compensation programs. Setting up budgets, managing actuals and forecast for future years for DTNA C-Level executives. • Managed payout of virtual stock options and monitored eligibility and classifications for employees working on assignments abroad, considering tax requirements, including HYPO tax for employees based on citizenship status. • Led Workday implementation (Compensation Module) from conception and specification to prioritization and completion.
• Orchestrated financial target setting and planning operations for Trucks NAFTA, ensuring alignment with organizational objectives, and conducted monthly monitoring of progress against established targets and plans • Achieved annual savings of over $10M through meticulous analysis and prioritization of projects, optimizing resource allocation and expenditure • Spearheaded the planning, execution, budget oversight, and forecasting for projects pertaining to global powertrain trucks, ensuring adherence to financial guidelines and project timelines • Fostered collaboration among cross-functional teams to synchronize project deliverables and milestones, facilitating seamless project execution and attainment of objectives • Provided extensive support to projects spanning across all plants in the US, Canada, and Mexico, ensuring consistency and efficiency in financial management • Presented project updates and financial insights to executive teams, including the CFO and executive committee, to facilitate informed decision-making • Mentored and provided guidance to other Controllers and Junior Controllers, fostering their professional development and enhancing team performance
• Led finance management and controlling for the MDEG Japan Project with total funding of over $70M and the natural gas engine (NGT) Germany Project, with total funding of over $50M • Coordinated and monitored deliverables across 5 cross-divisional and cross-border teams, ensuring alignment with project milestones and objectives • Led the development of business cases and tracked quality gates, collaborating closely with Procurement and QA teams to conduct periodic planning sessions • Analyzed fluctuating rates for materials and impact on budgeting and forecasting processes to ensure project success and financial stability