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Project Manager Management

Boston, MA, 02108
August 24, 2012

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*** *** ****** ? Newton, MA ***** ? 781-***-**** ?



Driven finance professional with MBA and 15 years of corporate finance and

big 4 consulting experience. Demonstrated leadership in all aspects of

corporate financial management across numerous industries. Proven track-

record leading finance and business operations teams, interdepartmental

projects, coupled with international experience. Results oriented with

business acumen and strong analytical and inter-personal communication

skills. Versed in audits, internal controls, regulatory compliance, and

contract management.

Financial Modeling ? Financial Planning ? P&L Management ? Budgeting &

Forecasting ? Project Management Macro-economic analysis ? Acquisition Due

Diligence & Integration ? Strategic Planning ? Cost Alignment

Process Improvement ? Sarbanes-Oxley (SOX) ? Cash Management ? Competitive

Analysis ? Operations


Master of Business Administration (MBA)

University of California, Paul Merage School of Business, Irvine, CA

June 2006

Finance, with Honors - Beta Gamma Sigma, GPA: 3.87

Bachelor of Business Administration (BBA)

College of William and Mary, Tyler Business School, Williamsburg, VA

May 1997

Concentration: Finance


Citrix Systems, Inc., Cloud Platforms Group, Bedford, MA

March 2007 - May 2012

Publicly traded (NASDAQ: CTXS), global leader in application delivery

infrastructure, virtualization, networking, cloud technologies, on-demand

access applications and online services with revenues over $2.2 billion.

Senior Finance and Operations Manager

. Finance lead of Cloud Platforms Group for M&A due diligence, modeling,

reporting and integration.

. Lead all aspects of global business finance integration efforts of

five acquisitions totaling $800 million (Ardence, XenSource,

ThinGenius, VMLogix,; including balance sheet and P&L

accounting, cash management, A/R, A/P, order-to-cash, procure-to-pay,

vendor and license management, and setup of operating structure;

collaborate with corporate counterparts globally as well as external

valuation teams.

. Manage global team of analysts through month/quarter-end close

process, cash management, financial reporting, planning, expense

analyses, and SFAS86 capitalization reviews consistent with GAAP


. Manage division's operating and capital budgets; develop annual

operating plan in excess of $100 million and maintain rolling

forecasts utilizing Hyperion Work Force Planning, SAP ECC & BW


. Collaborate with division's executives and other functional groups

(marketing, R&D, product management, sales) in a matrix structure as

key business partner to formulate growth strategies and long-range


. Create and publish month-end reporting package, financial dashboards

and KPIs, quarterly business review, and board presentations; present

to Investor Relations; recommend corrective measures to executive


. Build multi-year financial models; evaluate P&L implications of

pricing and/or product change and impact on gross margin in conformity

with software revenue recognition rules (SOP 97-2) and VSOE standards.

. Prepare pro-forma analyses including impact of embedded platform

business unit(s) divestiture, off-shoring ROI, and cash flow models to

assess impairment status of R&D intangibles.

. Review business contracts including NRE, OEM, royalty, SOW and service


. Develop relationships with internal auditors, treasury, tax and legal

teams and liaison with external auditors on valuation analyses, tax

reviews of acquired entities and Sarbanes-Oxley (SOX 404) compliance


. Drive and support company-wide global projects and initiatives;

including, strategic Start-up Accelerator Investment Incubator, and

enterprise-wide profitability reporting project.

. Chosen member on a select team to spearhead business finance

development program across the company

James Hardie Industries N.V., Strategic Planning, Mission Viejo, CA

July 2005 - February 2007

Publicly traded (NYSE ADR: JHX), multi-national building products

manufacturer of fiber-cement technology with revenues in excess of $1.5

billion and operations in Asia, Australia, Europe and North America.

Financial Analyst

. Managed and analyzed annual operating budget plans of four divisions

including James Hardie Building Products (JHBP - US), Canada, Retail

and R&D across 100 cost centers - totaling $170 million.

. Served as key interface with Hub Finance Directors and Plant

Controllers in development of annual capital budget, rolling P&L

forecasts, 3-5 year financial plans and quarterly reporting


. Prepared variance, trend and risk analyses of SG&A, MG&A, R&D and

headcount for U.S. entity's month-end close and quarterly reporting

package; formally presented business results to Divisional CFO.

. Conducted financial valuation on capital expenditure requests (CER) of

up to $100 million in support of 10 manufacturing plants for

strategic, maintenance and regulatory compliance related investments;

assessments involved development of flexible models subject to

corporate IRR hurdle rates.

. Developed financial models including DCF and multiples valuations,

revenue forecasting, break-even, payback, contribution margin and

sensitivity analyses.

. Employed continuous improvement practices to annual budget process,

including successfully streamlining cycle time by 50% (from 6-to-3

mo); led post-mortem process to identify and implement enhancements.

. Performed competitive analyses with emphasis on strategic business

drivers, product and channel mix, valuation multiples (trading &

transactions), debt structure, and M&A activity to establish benchmark

measures and assess new market opportunities.

. Executed strategic projects across multiple business segments through

broad market research, qualitative and quantitative due diligence and

modeling; assessed feasibility of new product(s) introduction.

. Served as liaison between corporate and business units in planning,

budgeting, forecasting and reporting.

. Researched and analyzed sector macroeconomic indicators and industry

data including U.S. Census, NAHB, and Freedonia to validate

assumptions and gauge market share, trends, sales forecast and gross

margin in preparation of management reports, board dashboards,

business reviews and MD&A.

MACOTH, Inc. (Massachusetts Commercial & Trade House), Costa Mesa, CA

February 2002 - June 2005

Privately held exporter of proprietary food ingredient technology to the

Eastern European markets; primary markets include Russia, Baltic States,

Ukraine and Poland.

Finance manager

. Developed pro-forma financial models and managed cash flow and working

capital activity.

. Conducted gap analysis of key business drivers and operating trends to

quantify risks and assess export opportunities in local markets in B2B


. Supported management in evaluating, analyzing and improving

operational results.

. Drafted and reviewed business documents in preparation of product


Lucent Technologies, Lucent Worldwide e-Services (SPG), Cambridge, MA

August 2000 - October 2001

World leading service provider in communication network solutions; Software

Products Group (SPG) chartered with convergent billing system

implementations to telecommunication market.

Project Consultant

. Implemented Arbor/BP enterprise billing software and performed

software upgrades, installations,

conversions, configurations of financial modules and system tuning in

multi-tier client/server environment.

. Produced comprehensive Implementation Planning and Analysis (IPA)

documents, customer needs analysis

and developed complex configuration models, process mappings and

prototype solutions.

. Led formal client seminars on financial modules configurations,

testing and maintenance procedures.

Fidelity Investments, Fidelity Employer Service Co., Merrimack, NH

May 1999 - August 2000

Largest mutual fund Company in the U.S. and provider of financial,

investment management, retirement, brokerage and benefits administration


Financial Systems Project Manager

. Managed team of 10 on highly visible end-to-end testing of core

financial and interface systems utilizing

the Fidelity System Design Methodology (FSDM); resulting in

operational cost reduction of over 35%.

. Led process improvement initiatives including new client

implementation methodology to automate

internal business processes and developed management reporting tool

that was adopted by the QA division.

. Facilitated JAD sessions of cross-functional teams to resolve

integration and development issues.

PricewaterhouseCoopers L.L.P, Financial Management & Analysis, Washington

DC May 1997 - May 1999

Big 4 consulting firm with industry-focused assurance, tax and advisory

services for public and private clients in four key areas: corporate

accountability; risk management; integrated strategic change and process


Management Consultant

. Developed cost benefit analyses for the National Aeronautics and Space

Administration (NASA) on capital assets depreciation methods in

compliance with GAAP, FASB, and FMR regulations.

. Prepared comprehensive cost benefit analysis, Return on Investment

(ROI) and payback models for deployment of US Marine Corp's HR ERP


. Served as liaison with the Air Force and Navy's finance and accounting

services (DFAS) in an automation project of Department of Defense's

multi-billion dollar integrated Defense Cash Accountability System.

. Performed pre-audit analysis and reconciliation of all PP&E schedules,

including subsidiary, G/L and roll forwards, for the US Mint end of

year reporting; project completed under budget and ahead of schedule.


Software/Databases: SAP (R/3, ECC), Business Warehouse (BW) Analyzer,

Hyperion 9+ (Planning, Financials, Work Force Planning, Web

Analysis Studio), SalesForce (SFDC), Crystal Reports, Great

Plains, GoldMine (sales forecasting tool), Business Objects

(data mining and reporting tool), TM1 (multi-dimensional

OLAP tool), SPSS, Minitab, MS Office, SQL, Oracle, Arbor/BP

(enterprise billing solution software)

Research Tools: Capital IQ, TheMarkets, Reuters Knowledge, LexisNexis, Dun

& Bradstreet, Investext Plus, Business Source Premier,

Edgar, Hoover's Pro, Thomson Research

Certifications: NASD Series 6, 63 Certified (Non-Active)

Foreign Languages: Fluent in Hebrew and Russian

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