Project Clients & Past Employers

• Nestle USA ($1B Confection division of the largest food company in the world)
• Nestle Waters North America (The #1 bottled water company in the US)
• The Boeing Company - IDS (Integrated Defense System/Aerospace)
• The Boeing Company - Connexion by Boeing (Wireless broadband connectivity provider)
• Edwards Lifesciences - Corporate Strategy (Leader in cardiovascular treatment products)
• Edwards Lifesciences -Transcatheter Heart Valve Marketing
• Edwards Lifesciences - Corporate Accounting
• Option One Mortgage ($28B annual funding mortgage division of H&R Block)
• O'Neil Product Development (Part of the Dover Corporation, a $10B diversified industrial goods company)

Functional Finance & Accounting Experience

Business Planning & Analysis
• Managed a $15M cost reduction initiative encompassing projects prioritization, alternative work models, off shoring, outsourcing, automating and eliminating.
• Defined, monitored and validated the industry competitive landscape and market share statistics. Provided business leaders with timely and actionable recommendations.
• Conducted 5 years strategic planning sessions with executives and decision makers.
• Finalized product mix analysis and pricing strategy for new product launch.
• Improved product demand forecast accuracy at the DC level by an average of 8% for 15 product categories.
• Managed cross-functional teams in developing consensus forecasts. Adjusted near term production as necessary to support effective deployment of inventory.
• Quantified factors that impacted demand for Nestle products (i.e., category trend / trade promotions / competitive products / seasonality / retail consumption / distribution channels). Incorporated insights into revised quarterly operation plan.
• Revised chart of accounts and managerial reports in order to integrate budget and actual data into parent company systems in a post merger environment.
• Automated monthly reports and performance metrics in preparation for executive management presentations to external investors.

Financial Modeling
• Extensive experience building, improving and refining budget and forecast models.
• Developed statistical models for consumer behavior in key segments and categories. Analyzed buying patterns of major retailers and class of trade. Designated as primary expert regarding demand for Nestle Confection products.
• Developed complex financial forecast in support of quarterly operation plan and regional pricing strategy. Improved regional ROI with customer segmentation proposal.
• Revamped shared services cost allocation model using driver and activity based costing methodology. Developed pricing model for custom services menu option.
• Developed enterprise revenue targets and cost saving initiatives by benchmarking industry best practices and establishing key performance indicators.
• Created a dynamic forecast model to facilitate company competitive analytics and strategic planning initiatives. Combined internal planning functionalities and external earnings report mechanism.
• Streamlined data analyses into graphical and tubular reports, resulting in better and quicker decision making process for senior management.

Business Systems Implementation
• Implemented divisional Peoplesoft business system for the Boeing Company ahead of schedule and under budget. Initial rollout included Financial, CRM and Enterprise Performance modules.
• Migrated data from a legacy Hyperion Essbase system to a newly implemented SAP Business Warehouse environment. Considerable Fit-Gap and reconciliation analyzes.
• Converted Employee Options and Restricted Stock data from Excel tables to Computershare system in compliance with FAS 123R. Quantified variances between Straight Line and Graded method, as well as reporting using Uniform and Prorated amortization.
• Conducted extensive functional and technical gap analysis and documentations.
• Designated as the divisional SME for Fit-Gap analysis between legacy forecast system (Manugistics) and SAP APO module for Nestle USA.

Systems Expertise: Selected Detail

Microsoft Excel
• Expert Level User including, pivot tables, advanced charting, usage of analytical tools (like Goal Seeker and Solver, defining scenarios and tracing dependents), graphing presentations (charts, trend lines, axis scales, multiple charts), formula building (ISERROR, IF, And/Or, INDEX, V-Lookup), shared data, heavy database linking and customization of toolbars and menus.

Access
• Import data from multiple data sources. Create queries to simplify data structure and ensure data integrity.
• Draw insights from data sets and export results into Excel format for management review.
• Create ODBC interfaces with Oracle/SQL Server tables.

Hyperion Planning & Essbase
• Heavy usage of Essbase to conduct routine and/or ad hoc analysis. Extensive data manipulation including rollup/drilldown, dimensional retrieves, Keep/Remove Only and data suppression.
• Usage of Hyperion Planning module, including database inquiries, report generation, exports to Excel and organization structure review.
• Incorporate Essbase retrieves into overall forecast models to automate AOP processes.

nVision Reports
• Modified and maintained monthly budget vs. actual variance reports. Adjusted management reports based on trees and effective date requirements.
• Journal drilldown for root cause analysis.

Business Objects
• Extensive usage of Business Objects as designated analytical tool at Nestle USA.
• Create multi-dimensions joins using the Group by functions in order to incorporate diverse data source into single analysis.
• Integration with SAP BW data from Supply Chain into Demand Planning analysis

Education & Credentials

• Marshall School of Business, University of Southern California, MBA
• University of California Irvine, BA, Economics