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Manager Financial

Norwalk, CT
August 01, 2020

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Sr. Project Manager

PM who takes ownership of project implementations from concept through postproduction support. Extensive 3rd party vendor management experience, keeping all parties involved on track. Strong stakeholder engagement and relationship development.

Business Analysis /Requirements & full breadth of testing

Vendor Management

Waterfall and Hybrid Implementation Methodologies

Schedule Tracking & Reporting

Business Process Improvements


HomeServe USA, Norwalk, CT 2016 – Dec 2018

Sr. Project Manager

Responsible for financial conversion from Great Plains ERP to Oracle EBS and automation of Vendor (contractor) Invoices into Oracle AP

Improved C-Level project visibility via the introduction of an Executive PMO Dashboard

Worked to ensure the 3rd party RFP was created on time

Implemented Vindicia’s CashBox billing system to support invoicing with 4 external vendors

Automated payment application for invoicing

Worked with Payment vendor to migrate ACH billings from proprietary system to Chase Paymentech and implemented Fraud Check processes for NACHA compliance, increasing annual billing success rate by $800+K

Created requirements for automation of consumer refunds via a Terms and Conditions review

Created requirements for new installment calculation rules to ensure accurate invoicing

Affinion Group, Stamford, CT 2000 – 2016

Director of Financial Systems and Control/ PM /Operations (2012 – 2016)

Managed changes to the project scope, project schedule, and project costs, escalated to steering committee and stake holders as needed

Excellent organizational skills, able to simultaneously and effectively prioritize and gather requirements for multiple initiatives

Identified and created data requirements; mapped data across systems and technology platforms and verified that data had been successfully migrated from one system to another

Created and reconciled requirements from multiple groups to ensure all functional areas were accounted for and traceable back to the business objectives

Created reporting requirements for internal & external reporting

Responsible for interpreting business needs and translating them into application requirements and use case functionality

Created functional business requirements and documented those requirements in a language that can be understood by both IT and the business.

Created the Quality Assurance process and created UAT cases

Created documentation for maintenance of complex data for the associated line of business, created and maintained comprehensive project documentation

Performed data mining and analysis in support of process definitions for the purpose of identifying opportunities for process improvement

Responsible for the management of consulting engagements

Worked with application developers to create prototypes, test functionality and verify outputs with the business

Guided the business in the development of test plans and worked with database, technical and operational analysts to ensure successful testing, training and deployment

Provided additional training to the business on enhancements and/or defect fixes through personal discussion and documentation

Coordinated efforts of users, vendors, and other team members to determine root cause of the issue and lead the resolution process

Contributed to continual process improvement and innovation, supporting effective delivery of solutions

Developed dashboard reporting to ensure SLAs were not slipping and identified billing leakages and highlighted root cause analysis. Implemented processes to mitigate, resulting in accelerated billings and overall improvement by 20%

Director of Financial Systems and Control / PM / Accounting and Financial Systems 2003 – 2012

Implemented ERP, Lawson Financials 15% under budget and 1.5 months ahead of schedule via reduction of consulting spend and simplified requirements

Created requirements and implemented GAAP forecast with less than 3% unexplained variances, resulting in significant reduction in time spent on variance analysis

Created requirements for cash forecast process and database from order entry to receipt that tracked all billing movements with less than 1% variance, also included detailed variance explanations

Improved Revenue recognition process and accelerated revenue $2.6M via a change from monthly recognition to daily

Created requirements and automated a manual accounting process for merger with a web-based membership company by integrating into existing financial process, leading to a revenue acceleration of $1.5M based on terms and conditions

Created weekly membership revenue flash reporting requirements and process used to validate the integrity of the close process and provided senior management with current trends and updates

Implemented Hyperion Financial Management under budget

Created requirements and implemented SOX controls and procedures in the area of membership revenue, bank reconciliations and membership adjustments. Ensured IT compliance with SOX policies and procedures

Led consolidation of membership cash application and accounts payable to shared service in Franklin, TN

Project Manager 2000 – 2003

Created Requirements and Implemented proprietary Billing and Financial Sub-ledger after fraud event

Created requirements for algorithms used for billing, accounts payable, accounts receivables, and revenue recognition

Created requirements and implemented a business and system processes to detect system processing issues via the use of contra accounts

Created end user documentation and provided training for all newly implemented processes

Created requirements for new system roles to correct segregation of duties issues

Create requirements for detection of over refunds


Prudential Real Estate and Relocation Services

1990 - 2000

Business Analyst

Internal Audit Operations

Accounts Payable Supervisor

Relocation Billing Analyst


BS, Marketing, Marist College, Poughkeepsie, NY

Scrum Master Certified SMC

Credential Id 74803

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