building financial models, budgets, forecasts, and more
including Hyperion, Oracle, PeopleSoft, NetSuite, and more
managing financial & business valuations for acquisitions and divestitures in accordance with long term strategic goals
Directed annual budget and three-year plan, quarterly forecasts, and monthly variance analysis processes.
Developed forecasting capabilities and revealed insights to improve operational efficiency and measure product profitability.
Developed financial planning and analysis function for $200M+ revenue private equity staffing firm
Directed Treasury operations and integrated treasury impacts into long term planning and modeling.
Developed and maintained a comprehensive strategic business model to reflect the impact of monthly financial performance, economic, weather and other factors on the outlook of the business
Enhanced FP&A capabilities, as well as budgeting and long-term strategic planning capability
Administered Hyperion Planning environment and migrated to Cloud Solution while enhancing workforce planning module and expanding the ad hoc reporting and analysis function.
Established financial planning and analysis function for $1B+ revenue private transportation company.
Implemented Hyperion Planning Cloud Solution and consolidated first-ever detailed annual budget for 180 operating divisions of the organization.
Developed process for sales and margin reporting, as well as snapshot of key metrics for tracking progress towards strategic objectives.
Developed M&A Strategy and processes for evaluation of targets, due diligence, and acquisition integration.