Summary: Seasoned professional with concentrations in Finance, Analytics, Human Resources, Project Management, Leadership, Coaching and Mentoring. Strong ability to build Strategic Partnerships and Relationships internal and external to the organization.

Professional Strengths:

•Business Objects

•Information Technology (IT)

•Tableau

•Management Reporting

•Business Management

•Operating & Capital Expenditure Budgets

•Change Management

•Policy Development

•Financial Analysis

•Project Management

•Financial Reporting Administration

•Strategic Planning Performance Development

•Government Policy and Operations

•Team Leadership & Development

•Human Resource & Benefit Management

•Internal Operational Audits

Professional Experience:

Mondelez International, Wilkes-Barre, PA

Reporting Analyst (Business Insights & Solutions) 2018-Present

Continuously build strategic partnerships and relationships with stakeholders.

Manage stakeholder projects for greater visibility into the business and manage related KPI’s.

Build and manage stakeholder dashboards using Tableau and Business Objects.

Manage and coordinate Business Objects and SAP requirements with IT partners.

Go to person for problem solving and analysis of reconciliation and reporting.

Retail Analyst-Canada (Business Insights & Solutions) 2016-Present

Built audit check points into reports for quality control of excel templates and reporting results.

Designed new approaches in excel models to streamline complex formulas for ongoing reports.

Built strong internal partnerships across lines of business with multiple stakeholders.

Go to person for problem solving and research of report discrepancies.

TMG Health, Inc., Jessup, PA 2009–2016

Finance Manager (Customer/Support/Ancillary Services/Appeals & Grievance Departments)

Developed detail oriented financial analytic tools used by upper management, corporate executives and directors in measuring financial and non-financial metric measurement of performance.

Improved management reporting process by establishing new reporting standards and time frames for management analysis.

Developed plug and play operating budget models for multiple departments and corporate finance distribution.

Managed $50M+ annual budgets. Maintained between 2%-5% under budget margin annually.

Managed project teams associated with annual budgets and preparations for annual enrollment.

Developed all financial and non-financial reporting analytics and metrics.

Spitz Consulting, Riverside, CA 2007-2008

Watson Pharmaceuticals, Inc.

Senior Finance Manager/Consultant (IT/Shared Services Department)

Project Management-Managed 5-10 IT and infrastructure project plans and performance in various stages of completion.

Managed Independent Contractors associated with project plans.

Developed departments’ financial reporting and budget variance analysis.

Managed compliance of operation center’s contracts and renewals.

Worked closely with management in developing departmental processes and standard operating procedures.

Spitz Consulting, Riverside, CA 2005-2007

Alpine Development Group, Palm Desert, CA

Finance Manager/Consultant

Responsible for consulting on business operations and efficiencies.

Provide executive management with reporting and financial analysis to support financing and loan requirements.

Project Management-Job costing for various phases of project development and design cost analysis information systems for executive management.

Develop Estimates at Completion (EAC) for critical timelines for project completions.

Defense Contract Audit Agency (DCAA), Long Beach, CA 2001– 2005

Auditor

Managed Project Audit teams.

Responsible for financial/cost containment auditing of various defense contracts in Southern California for government agencies (Naval operations and NASA).

Sustained over $1 MM dollars in audit findings due to errors in contractors cost accounting records and assumptions.

Responsible for developing audit work plans.

Project Management-Prepare, maintain, and report on work plans with key milestones, timelines, and expense budgets for each major audit.

Family Service Association of Wyoming Valley, Wilkes-Barre, PA 1998–2000

Controller/Business Manager

Project Management-Managed all Y2K transitions including scoping out and implementation of new hardware, networking, backup/file storage/retrieval, and compliant software.

Managed staff of five (5).

Management of financial operating and capital expenditures and budgets.

Management of Human Resources and Payroll Operations.

Prior Work Experience:

Fleet Bank, Scranton, PA 1994-1998

Business Relationship Analyst

Jewish Federation of Wyoming Valley, Wilkes-Barre, PA 1992 –1994

Controller/Business Manager

Sallie Mae, Wilkes-Barre, PA 1987–1992

Account Specialist

Marko Associates, Toms River NJ and Pittston, PA 1985-1987

Transportation Analyst

Education:

Master of Business Administration

Main Courses included Finance, Business Strategy, Risk Management and Business Management

Wilkes University, Wilkes-Barre, PA

Bachelor of Science

Main Courses included Accounting and Economics

King’s College, Wilkes-Barre, PA

Computer Skills:

Advanced proficiency in using Excel spreadsheets, MS Word, PowerPoint, MS Project, Visio, and various accounting packages.

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