Project Clients & Past Employers

• The Walt Disney Company - Disney Mobile & WDIG (mobile wireless business unit and internet division of a major entertainment company)
• Western Union (a global leader in money transfer & message services with over $7.1B in annual revenue)
• CB Richard Ellis (a global commercial real estate firm with annual revenue over $6.0B and 29,000 employees worldwide)
• Robinsons-May (a division of the May / Federated Department Stores; a retailer with operations nationwide)
• Telmar Network Technology ($300M annual revenue, telecom equipment manufacture and service company)
• Paragon Biomedical ($60M annual revenue, clinical trial management services operator to the healthcare industry)

Functional Finance & Accounting Experience

Financial Reporting & General Accounting
• Prepared, consolidated and presented to CFO, GM and Senior Management monthly, quarterly and year-end profit & loss forecasts and variance analysis for entertainment company division and business unit.
• Hands on and supervisory accounting manager experience with commercial real estate company in Facility & Property Management Operations. Prepared monthly / quarterly / annual financial statements for Senior Management and Client review. Managed all financial accounting aspects of Client's US South-East region real estate portfolio and oversaw an annual expense budget of $39M. Improved ME close procedures (automation of recurring journal entries and reversals) to reduce the monthly close process.
• Presented weekly and monthly earnings forecasts to CFO and Controller for national retailer. Achieved savings of $250K by identifying risk exposures of inventory obsolescence and expense over run of department managers' forecasts. Saved $100K by reviewing REA documents and recognizing rent overpayments of leased properties. Managed all property accounts including budget preparation totaling over $25M in annual expense.
• Responsible for internal and external financial reporting for telecom equipment manufacturer, including monthly financial packages and executive summaries for Executive team. Responsible for quarterly covenant calculations. Collaborated with CFO to create quarterly Board presentations and notes.
• Assisted in the monthly and quarterly closing process for medical client; prepared financial statements, accruals and fixed asset schedules, performed bank and g/l account reconciliations, improved intercompany interest revenue translation schedules and updated weekly productivity flash analysis and charts.
• Directed year-end closing process for a variety of companies, and assuring the accuracy of data and integrity of reporting.
• Created, consolidated and reviewed weekly, monthly and quarterly cash flow reporting and analysis for a variety of organizations to monitor cash position and needs.
• Extensive experience in preparing monthly financial reports, forecasts, statements, variance analysis, executive narrative, and presentation materials.

Financial Planning & Analysis
• Finance team leader - prepared, consolidated, facilitated and presented the strategic plan, annual operating plan and monthly forecasts in accordance with organization objectives for a variety of companies. Reviewed budgets / forecasts, analyzed and explained major variances and submitted recommendations for corrective action, as required.
• Performed financial and business analyses, including, but not limited to, sales analysis (sales drivers, online direct vs. indirect sales), NPVs (value estimation of potential projects), ROIs, promotion strategies (BOGO, limited edition, bundle services) and retail strategy (retail channels).
• Oversaw headcount and overall labor budget, forecast and reporting for entertainment company business unit. Collaborated with VPs to identify labor needs and scaling of permanent full time employees as business expanded.
• Managed entertainment business division overall shared-services expense infrastructure to support GMs and their strategies for growth. Developed annual budget, prepared monthly forecasts, and provided variance explanations of monthly allocated expenses.
• Maintained on-going analysis of fixed and variable costs, and made recommendations of staff reduction and data center relocation that will lead to operating savings for telecom equipment manufacturer in FY08.

Internal Controls & Process Engineering
• Identified new business segment and recommended proposals (bundle service, security message, value proposition) to reach targeted customers for money transfer division. The segment to contribute ~$1.5M in annual revenue to the business.
• Established start up business unit monthly forecast processes, internal controls and procedures.
• Developed an Excel log to track and control gift certificate inventory to reduce fraud for retailer operations.

M&A Analysis and Post Acquisition Finance/Accounting Integration
• Pre Acquisition - assisted CFO in the review of M&A activity: due diligence & comprehensive business analysis.
• Post acquisition - performed pro forma analysis: cash flow and P&L for covenant coverage and review by bankers. Assisted in the mapping of charts of accounts and the implementation of forecasting and closing procedures.

Financial Modeling
• Co-developed a mobile service business model and overall financial P&L during initial start-up phase. The model includes market share strategy, metric assumptions - ARPU (revenue), CPGA (customer acquisition expense), CCPU (fixed and variable expenses) and administrative expense (labor and allocations). Finance lead for Marketing, Customer Care, Accessories, Inventory Obsolescence, Labor and Allocations components of the business.
• Created flexible monthly financial P&L and departmental expense forecast models with scenarios and sensitivity analysis.
• Defined accessories market for mobile business unit. Recommended licensee vs. vertical model to reduce inventory exposure. Created accessories P&L model and assisted in contract negotiations in acquiring accessories partner.
• Developed cost and pricing models of ethnic competitors' locations for pricing strategies to compete in local markets.
• Established a bottoms-up, 13-week rolling cash flow model to monitor cash needs on a regular basis for telecom equipment manufacturer.
• Extensive experience in building and refining budget and forecast models for various types of businesses.

Systems Expertise: Selected Detail

Excel
• 2003 Excel Expert Certification. Advanced Level User including, pivot tables, graphing presentations (charts, trend lines, axis scales, multiple charts), usage of analytical tools (like Goal Seeker, Solver and tracing dependents), formula building (IF, And/Or, V-Lookup, etc.), shared data (linking and embedding) and customization of toolbars.

PowerPoint
• Proficient Level User including, creating slide masters, working with templates and layouts, inserting objects (pictures, symbols, charts), creating graphs and organization charts, working with embedded and / or linked objects, slide transition and animation as well as creating and running slide shows.

Other
• Working experience with the following packages: Hyperion Essbase (basic usage including database inquiries, report generation, exports to Excel, and organization structure), SAP (basic usage including data research, report generation and module navigation) and Maconomy (report generation, menu navigation, exports to Excel, and search functionalities).

Education & Credentials

• Purdue University - Krannert School of Management, MBA
• University of Southern California - Marshall School of Business, BS, Business Administration