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Trusted Leader and Innovator

Atlanta, Georgia, United States
February 27, 2018

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Atlanta, GA Cell: 202.***.**** -

High-achieving leader with program guidance, modeling, process improvement and business analytics skills. Willing to take on added responsibilities to provide strong leadership development and guidance.


FP&A, Process Improvement, Model Validation, US GAAP principles, Cash Flow Analysis, PeopleSoft and Essbase, SAP Reporting, Lawson Time Reporting, SOX Controls & Documentation, Revenue Recognition, Lean Implementation, Dating Mining, MS Excel expert, QuickBooks, Quantitative Analysis, Account Reconciliation, Highly Detail-oriented, High level of accuracy, Mac Proficiency, RIO Analysis, SWOT Assessment, Consulting Sales, Engagement Management, Cold Calling, Budgeting, Contracts, and Business Intelligence


Financial Services, Mobile Technology, Software Technology, Technology Hardware and Consulting, Reverse Mortgage, Collections, Manufacturing, Real Estate, and Entertainment & Media PROFESSIONAL EXPERIENCE

06/2006 to Current Consultant

Various Consulting and Short Term Assignments

● Enhanced commission & incentive structure over 300 staff; re-wrote, improved & documented changes

● Eliminated redundant processes and developed $500MM P&L for $2B business leading to smoother sales (analysis and presentation of results, core documentation, & identify bottlenecks in in sub steps)

● Provided enhanced strategic risk guidance & capitalization resulting in optimization & error reductions

● Operated ERP, CRP and client apps to build financial models; Hyperion, AMB (mortgage based system), SAP, Quicken/QuickBooks & keys to moving off manual processes& cleaning system solutions

● Established first time robust, annual forecasts/budgets alongside CFO and Controller

● Managed high volumes of financial activity in a fast-paced, risk-based corporate environment

● Research, analysis and commentary on Dodd Frank and new Banking Regulatory decisions along with recommendations for risk-based capital weighting

● Established procedures for custody and control of assets, records, loan collateral and securities

● Financial Analysis & Process assessment for private executive investor in real estate (strip mall and housing development sites in first and second phase) in Seattle and Dallas markets

● Reporting and analysis for divisions progression prior to acquisition along with due diligence support

● Developed Investor Package & standardized financial/ core operations plans for CEO for capital raise

(private and public investors) and development of Investment Term Sheet data and analysis team

● Resolved outstanding telco revenue and offset prior year bookings and sales by teaming with Program Managers around the country leading to recognition of un-booked revenue (>$30MM) & costs true up

(>$20MM) for Carolinas' regions along with SOX Documentation and Corrective Action measures/modeling

● Resolved contract & distribution disputes and developed financial reporting tools in for bespoke designer Iberiabank--Birmingham, AL (Remote and Onsite)

Generation Mortgage/Guggenheim Partners company – Atlanta, GA SunTrust Bank – Atlanta, GA

Zutaygo and Real Partners – Seattle, Dallas, & LA

Carlyle Group Division – Dallas, TX (KForce)

Privately Held Tax Consultancy with PWC and Others (KForce) MobiAmericas – Miami & Brazil

Ericsson – Atlanta, GA (Robert Half)

Entertainment/Media business

Privately Held Fashion House


09/2010 to 10/2011 Manager Vendor Performance and Audit GE Capital – Alpharetta, GA

● Managed team to operationalize and refine Bankruptcy, Probate and Processes for GE branded private label store/credit card portfolio including audit controls documentation and generation o Updated forecast accuracy by 20 points with 15% collection improvement & reduced complaints

Vendor Performance and call quality ~$30MM revenue (Domestic, India, and Juarez) 09/2006 to 08/2007 Senior Financial Analyst

Cox Communications – Atlanta, GA

● Developed improved program pricing/cost analysis, improving forecast and program payment structure; developed business case for growth opportunities utilizing NPV, Cash Flow, IRR & core value fit

● Identified and enhanced performance against financial plans & forecasts

● Created an analytical framework for identifying and developing financial growth opportunities

● Forecasted operating costs for scheduled projects by strategizing with other departments 06/2003 to 03/2006 Senior Finance Manager (Vice President level) Washington Mutual – Seattle, WA

● Managed 8 directs, operationalized BKO, Probate & Processes for private label card portfolio; managed federally mandated audits, developed integrated dashboard, & outsourced 3 4 of call center volume

● Managed high volumes of financial activity in a fast-paced, risk-based corporate environment

● Synthesized financial and budgetary information to solve problems and develop alternative solutions

● Analyzed budgets, financial reports and projections for accurate reporting of financial standing

● Developed management reports and forecast for Warehouse & Portfolio (>$160B) and associated Net Interest Margin (~$4.0B annum), improving accuracy with balanced risk-based pricing alongside cap markets; improved revenue sharing--grew from $400MM to $900MM

● Evaluated mortgage loan risk based on sound underwriting decisions 02/2002 to 06/2003 Senior Business Analyst

Siemens Ultrasound – Issaquah, WA

● Responsible for WW analysis; improved productivity measurement ($90MM Euro); drove cash optimization through the Asset Management Program ($500MM) and eliminated duplicate KPI's Microsoft server forecast, BI point person to market research firms; Unix competitive finance lead EDUCATION

Bachelor of Science: Accounting, Purdue University Some Graduate level work

Six Sigma Greenbelt

Six Sigma Finance Instructor

Advance Program/Project Management



Founded Nonprofits for Youth and local communities in two states Contributions to Business Media reporting and analyses on limited basis (WSJ, other)

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