Summary of Qualifications
Results-driven Director/Vice President of Finance & Operations with proven
track record of developing and implementing comprehensive financial
reporting, planning and analysis functions. Excels at delivering timely,
value added analytical support for corporate, business unit and
operational leaders to execute financial strategy and drive business
performance. Demonstrated ability to work across all levels of an
organization to build process, gain consensus and meet evolving needs of
the business.
Key Competencies
. Budgeting / Forecasting . Financial Modeling .
Strategic Planning
. Competitive Analysis . Performance Metrics . Working Capital
. Contract Pricing / Negotiation . Client Service . Internal
Controls
. Policies & Procedures . Management Reporting . Board
Presentations
Professional Experience
Consultant, Financial Planning & Analysis/Special Projects, New York, NY
2007- present
Engaged on projects focused on reporting, analysis, finance transformation
and process reengineering. Continually exceeds client expectations resulted
in continuous project work and repeat clients.
(Detailed Consulting Engagement list is attached.)
Director, Compensation Planning & Analysis, Geller & Company, New York, NY
2006-2007
. Dedicated consultant to Bloomberg, the company's premier account.
. Led a team of four in successfully managing the annual compensation
plan of $1.2 billion.
. Partnered with external consultants in analyzing employee benefit cost
and plan structures (medical, dental, life insurance and 401(k) plan)
and in compensation redesign project.
. Re-engineered complex compensation models and on-line compensation
system. Resulted in greater accuracy and reduced time to produce
annual plan and significantly improved reporting.
Director, Finance & Operations, Computer Generated Solutions, New York, NY
2004-2005
. Spearheaded division initiative to identify and implement best
practices in finance and operations.
. Conducted an extensive review of: the company's software and
professional services billing; revenue recognition policies; request
for proposal; contract pricing and renewal process; and all third
party vendor contracts. Resulted in 15% decrease in number of billing
errors, 30 day reduction in time to bill, increased revenue and a
significant reduction in days in accounts receivable.
AON Consulting, New York, NY 1997-2003
Vice President, Financial Planning & Analysis- HR Outsourcing Division
(2001-2003)
. Oversaw $200 million high growth division driving efficiencies through
the use of competitive analysis, performance metrics, benchmarking,
operational analyses and project reporting.
. Led acquisition tracking and seamless integration of financial
planning/reporting post acquisition.
. Supported SVP Sales with RFP process, pricing and profitability
studies. Resulted in negotiation of multi-million dollar, multi-year
outsourcing contracts.
. Utilized solid accounting foundation to mange the divisions close
process, P&L and Balance Sheet analysis, Sarbanes-Oxley compliance
effort and support timely completion of the annual audit.
AON Consulting, New York, NY (Continued)
Vice President, Financial Planning & Analysis- ASI Solutions Incorporated
(2000-2001) (Promotion)
(ASI was acquired by Aon Consulting in 2001)
. Directed periodic forecasting, annual budget and long-term planning
process during the company's explosive growth where revenues increased
from $18 million to $80 million and number of employees grew from 100
to 1,000.
. Prepared Board of Director's presentations and reports, wrote
Management Discussion and Analysis sections of the 10K, 10Q and Annual
Report.
. Appointed key member of ASI Solutions Incorporated merger team. Led
financial analysis and served as liaison with acquiring company,
bankers and attorneys. Resulted in sale of ASI Solutions Incorporated
to AON Consulting.
Manager, Financial Planning & Analysis, ASI Solutions Incorporated (1997-
2001) (Promotion)
Senior Financial Analyst, ASI Solutions Incorporated (1997)
. Developed and successfully implemented the company's business planning
and financial reporting process post IPO.
. Created and managed rolling quarterly forecast process, annual plan
and multi-year projections.
. Conducted monthly business reviews focused on revenue, operational
costs, headcount and capital requirements to support operational
leaders. Provided variance analysis and written commentaries.
. Led the due diligence and analytical efforts for the company's
investment related activities. Resulted in the successful completion
of two acquisitions including securing $25 million in bank financing.
Robert Half International, Inc. Jericho, NY
1996-1997
Reuters America, New York, NY
1990-1995
Financial Manager, Transactions Products (1994-1995) (Promotion)
Senior Financial Analyst, Transaction Products (1992-1994) (Promotion)
Senior Financial Analyst, Corporate Finance (1991-1992) (Promotion)
Financial Analyst, Corporate Finance (1990-1991)
Education
Master of Business Administration, Corporate Finance and Investments,
Adelphi University, Garden City, NY
Bachelor of Business Administration, International Business, Hofstra
University, Hempstead, NY
Professional Affiliations
Financial Women's Association of New York- Board Member 2000-2006
Financial Executives Networking Group
Computer Skills
Advanced skills include: Excel (Lookups, Pivots), Word, PowerPoint, Access,
SAP, JDE, Hyperion and PeopleSoft
Consulting Engagements
Financial Transparency Reporting Project, National Grid, Brooklyn, NY
05/10-present
. Currently leading long term reporting project (2 year potential)
during the utility company's finance transformation process.
. Scope includes: recommendations on maintaining and enhancing current
reporting and decision support functions during a phase out of legacy
systems; defining end state reporting requirements; project
management; and collaboration with project stakeholders and technology
leads.
Master Data Management Project, Colgate Palmolive, New York, NY
04/09-12/09
(Repeat Client)
. Finance lead for chart of accounts phase of SAP master data management
project.
. Successfully worked across multiple areas (Governance Board, regional
finance directors, and technology group) to standardize worldwide
chart of accounts.
. Established process and procedures for managing the chart of accounts
in accordance with legal, regulatory, tax and reporting requirements.
. Wrote accounting policy. Resulted in setting new standards company
wide.
Campaign Finance Management, Avon Products, New York, NY
01/09-03/09
. Covered maternity leave for a Senior Finance Manger.
. Performed financial and statistical review on completed marketing
campaigns.
. Modeled scenarios for potential marketing campaigns.
Master Data Management Project, Colgate Palmolive, New York, NY
09/08-12/08
(Repeat Client)
. Finance lead for allocation phase of SAP master data management
project.
. Performed extensive research and analysis on existing worldwide
allocation process and made recommendations for new process. Project
resulted in setting new policy worldwide.
Corporate Planning & Analysis, Scholastic, Inc., New York, NY
02/08-06/08
. Reviewed, evaluated and standardized financial analyst positions.
. Established consistent monthly process for accounting close, reporting
and analytics package.
Direct to Consumer Marketing, Sirius Satellite Radio, New York, NY
09/07-12/07
. Provided interim financial and quantitative support during the peak
selling period.
. Evaluated potential sales campaigns to determine NPV and ROI.
. Supported sales and marketing executives in preparing annual plan.
Managed data from strategy through final plan submission.
Corporate Budget and Planning, Colgate Palmolive, New York, NY
04/07-09/07
. Directly reported to the Vice President, Budget and Planning of a
$15.3 billion consumer products company covering an extended maternity
leave.
. Duties include: preparation of quarterly financial analysis packages
for senior management, Board of Directors and investor relations to
support quarterly earnings release and conference call. Monthly
estimates, business reviews, financial write-ups, evaluation of actual
and projected performance and other key metrics.