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Management Sales

Location:
Bethany, Connecticut, 06524, United States
Posted:
January 03, 2017

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**** ******

Bethany, CT ***** * 203-***-**** * *********@*****.***

SUMMARY

Positive and commercially focused professional with demonstrated accomplishments in Strategic and Business Planning, Financial Planning and Analysis, Sales Operations and Client Services in firms with complex reporting and functional structures. I focus on building active relationships through different levels of management, and across functional areas, to achieve business objectives.

PROFESSIONAL EXPERIENCE

AVIVA INVESTORS, New York, New York Apr 2010 – Mar 2016

Aviva Investors is a global asset manager with expertise in real estate, fixed income, equity, multi-asset and alternative investments. Assets under management are approximately $427 billion. Aviva Investors is the investment management division of Aviva Group PLC.

Director of Planning and Delivery - Global Business Development

Served as the administrative/finance business partner to the Global Business Development Team. Responsible for the development, administration and execution of the rolling three-year business plan, including collaborative challenge and support of all Sales, Marketing, Client Relations and Product teams.

Directed communication cross functionally (Finance, Strategy, Human Resources, Change Management, Compliance, Facilities and Investment Management) to build comprehensive business plans including expansion into new markets, retrenchment from markets and new product launches.

Advised business leaders by directing, analyzing and interpreting management information reports, translating data into actionable information.

Directed financial planning and analysis work in support of proposed and planned initiatives.

Took a critical lead role in sales and expense forecasting, budgeting ($65m budget), variance analysis as well as modifications to incentive plans.

Prepared formal and ad-hoc presentations in order to communicate business direction to specific audiences across the business including senior management and boards of directors.

Worked with Compliance and Finance to ensure controls and KPI’s were in place and followed.

Created a comprehensive sales productivity model used for planning, forecasting, sensitivity analysis and variance metrics.

Directed process improvement initiatives for sales operations resulting in a 30% reduction in sales pipeline entry time and improved user interfaces.

Improved monthly and quarterly reporting delivery times by 20%.

JANUS CAPITAL GROUP, New York, New York 2002 – 2010

Janus Capital Group Inc. is a global asset management firm serving individual investors and institutional clients. The International division operates via 12 offices in Europe, Asia-Pacific and the Middle East.

Vice President of International Client Relations Jan 2007 - Apr 2010

Responsible for delivering exceptional interactions externally with non-US clients as well as internally with other functional areas. Challenged to address and improve a sub-optimal and geographically dispersed functional area characterized by poor morale, inconsistent skills sets and misaligned expectations.

Improved client satisfaction and reduced onboarding issues by 38% by revising and implementing new processes for all non-US Client Relations’ staff.

Restructured department resulting in a 47% improvement in KPIs.

Division sponsor to drive implementation of Salesforce.com. Delivery was done on time and within budget.

Senior Director of Strategic Operations Jan 2005 - Jan 2007

Responsible for defining and implementing the strategic plans for Janus International. Reported to the CEO of Janus International.

Directed all financial planning and analysis work in support of initiatives and oversight of P&L.

Communicated, explained and advocated for the International business strategy and tactics to Denver-based support areas and management.

Acted as primary resource for product needs and assessment including the decision to launch new funds, analysis and approval to close funds.

Presented regular updates to the fund Board of Trustees.

Director of Business Strategy and Analysis Mar 2002 – Jan 2005

Communicated strategic, operational and financial analyses to all International employees, including senior management. Developed, interpreted and communicated all levels of corporate profitability to senior management.

PANOLAM INDUSTRIES, Shelton, Connecticut Apr 1999 – Jan 2002

Panolam Industries manufactures thermally fused melanine panels, decorative surfaces, and high pressure laminates that are used in commercial, institutional, and residential projects across the US and Canada.

Assistant Treasurer

Responsibilities included oversight of the cash management function, financial modeling and analysis and debt portfolio management.

ANSAC, Westport, Connecticut 1991 – 1999

ANSAC operates as the sales, marketing and logistics arm for three leading producers of natural soda ash in the United States. ANSAC is the largest soda ash exporter in the world.

Director of Finance Jan 1997 – Apr 1999

Responsible for $550+million in annual international accounts receivable including setting credit limits, financial statement analysis, country risk management/evaluation and foreign exchange management.

Manager of International Credit and Banking Relations Jan 1993 – Jan 1997

International Credit Analyst Sep 1991 – Jan 1993

EDUCATION

M.S., Financial Management, Fairfield University

B.S. Business Administration and Management, Southern New Hampshire University



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