ROLES

•CFO

•Finance Manager

•Manager of Reporting and Analytics

•Sr. Financial Analyst

FUNCTIONAL EXPERTISE

•Finance Team Management

•Reporting and Report Development

•Multi-unit consolidations

•Accounting Practices

•Month-End Close

TECHNOLOGY

•JD Edwards

•Hyperion Financial

•PeopleSoft

•Cognos

PROFESSIONAL EXPERTISE

•Team Building and leadership

•Budgeting and Forecasting

•Building Cross-functional Relationships

SUMMARY

Strengthening connections between finance, operations and IT. Senior Finance Manager with extensive experience in FP&A and managing finance and accounting teams. Expert budgeting, forecasting and analytical skills, and broad experience developing reporting to drive accountability and results. A valued leader recognized for problem-solving abilities and building partnerships across functional areas.

EDUCATION

Master of Business Administration, Tulane University

Bachelor of Business Administration, Millsaps College

PROFESSIONAL PROFILE

FedEx – IT Finance Manager 2018 – 2018

Finance and Forecast Management for Board-level IT initiatives totaling $45M

Year-long consulting engagement as budgeting and forecasting lead with dual reporting to IT and Finance

Created comprehensive financial analysis tools tracking plan v spend over three-year project lifecycles

Standardized financial reporting and forecasting across multiple cost centers

Wright Medical Technologies – Senior Financial Analyst 2016 – 2017

Finance business partner to IT, managing all budgeting, forecasting, capital planning and financial statement generation and analysis for $34M, 180 member global operation

Partnered with Project Management Officer to build portfolio management tool tracking project lifecycles planning, forecasting, project prioritization and multi-year scenario modeling

Created monthly CFO and IT Director reporting presentations strengthening connections between the IT teams operational activities and financial impacts

Self-Employed – Finance and Accounting Consultant 2014 - 2016

Private financial consultant for a variety of small business organizations and start-ups. Client engagements included serving as interim controller and accounting manager, producing financial statements, analysis and forecasts

American Home Shield (ServiceMaster) – Manager of Reporting and Analytics 2010 - 2014

Responsible for budgeting and management of $38M annual expense plan, providing CFO and VP Sales with actionable reporting to manage the efforts of 120 member national sales force

Built and led a team of six analysts responsible for daily, weekly and monthly recurring and ad hoc reporting on financial performance, industry KPIs, field operations, quota achievement and internal commissions

Designed and directed a 40% geographic expansion of national sales team by creating a territory fit model weighting and ranking metrics that included YOY sales trends, market opportunity, historical capture, sales volume, and regional product awareness

Employing a pipeline model, designed business analysis for $140M revenue channel creating a shift in the understanding of sales drivers and resulting in a re-orientation of compensation incentives to achieve monthly and quarterly goals

Team lead for IT requirements gathering, documenting usage of over 700 existing front end office reports. The project was a key element of a planned systems migration to collate data fields and make recommendations for restructuring and consolidation. Functional areas included customer service, call-center operations, sales and marketing

Merry Maids (ServiceMaster) – Financial Analyst III 2009 – 2010

Senior Financial Analyst for $80M franchise and branch service operation

•Re-designed monthly reporting process to support 4-day close

•Managed annual budgeting process supporting over 70 branch operations

•Created innovative monthly service report-card analysis providing comparative operational activity metrics at regional/branch levels to support VP decision-making

Commercial Data Corporation – Finance Consultant 2006 - 2009

Performed daily accounting and month-end close, multiple monthly bank reconciliations and on-going review

Restructured G/L reporting to create company and product-level profitability analysis

•Internal audit to investigate and resolve multi-year accounting issues & inter-company and bank reconciliation concerns

Metropolitan Inter-Faith Association - CFO / VP of Operations 2003 - 2006

CFO and Operations Manager responsible for all non-service related functions and business activities; managed accounting, finance and reporting for this non-profit service provider, including budgeting, modeling & forecasting, and administration of all governmental agency funding, program income and private contributions

•Developed daily cash monitoring tools; created and delivered a program of Board presentations to successfully communicate potential cash-flow issues resulting in early and effective action to avert fiscal instability

•Initiated and conducted a financial and operations audit of an underperforming high-profile outreach program. Based on my analysis, the Board and Executive Director gave authorization to discontinue participation at the end of the contract term, successfully transitioning program management to like-minded local partners

•Reduced administrative overhead in FY2007 by $200,000 (20%) through strategic reductions in staffing and the migration in-house of payroll processing

•Eliminated corporate debt and balanced the operating budget

Discovery Alliance Clinical Trials Management, Mobile, Alabama – Financial Consultant 2002 - 2003

Engaged by this $4M, multi-unit professional service provider to identify the source of cash flow issues, developing a successful plan to lead the company back to solvency and position it long-term to secure investor capital. Addressed revenue concerns by designing a multi-year cash-flow model reliably predicting contract revenues and expenses, enabling ownership to profitably re-negotiate the terms of many of its then-current and all subsequent service agreements

THOMAS-WALKER-LACEY, INC. (T-W-L Stores), Canton, Mississippi 1994 – 2001

CFO 1997 – 2001 Controller 1994 – 1997

Managed accounting, finance, reporting, insurance, benefits, regulatory compliance & warehousing and distribution operations for wholesale operation and regional retail chain of 44 Variety Stores

•Met management's need for sales and inventory movement data by purchasing and project-managing the installation of a integrated general ledger/point-of-sale based inventory management system

•Designed and implemented an innovative inventory counting process, assembling and training an in-house team reducing annual store payroll expense by $120,000 (7%)

•Created pro forma income statements and cash flow forecasts for retail operations, conducting successful funding negotiations with shareholders and lending institutions

•Revised and successfully renegotiated franchise agreements between parent company and its subsidiaries to expedite repayment of subsidiary debt to improve corporate cash flows

•Addressed employee turnover issues by reorganizing management structure of warehousing operation and reduced operating overhead by 20% through outsourcing and the creation of flextime positions

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