Business Partner Financial Transformation and Planning

Paul F. Dalbo ******@*****.*** 919-***-****

www.linkedin.com/in/paul-dalbo Apex, NC 27502

Summary

Finance Management Leader

Financial Planning & Analysis Robotic Process Automation Cost Optimization & Resource Allocation Results-oriented finance leader with extensive experience driving organizational transformation, operational excellence, and strategic growth. Lean Six Sigma Green Belt certified, drives lean organizational structures to eliminate inefficiencies to optimize financial performance. A proven transformative change agent reinventing business models and finance teams. Recognized as a collaborative business partner leveraging an engineering background to bridge gaps between finance, operations, and IT. Adept at integrating cutting-edge tools, implementing shared services, and streamlining processes to scale sustainable growth. Passionate about cultivating high-performing teams and growing a culture of continuous improvement driving measurable value. AREAS OF EXPERTISE

● Transformational Leadership

● Lean Six Sigma Green Belt

● Shared Service Model

Implementation

● Capital Expenditure Management

● Financial Modeling

● Mergers & Acquisitions

● IT and Finance Integration

● ERP Implementation

● Dashboard development

● Mentoring & Development

● ASC 606 & ASC 842 Standards

● Data-Driven Decision-Making

● Cash Flow Optimization

Technical Proficiencies: RPA, Alteryx, Oracle Fusion, SAP, Auditboard, Smartsheet, Agile, Lean Manufacturing KEY HIGHLIGHTS

● Duke MBA and Strategic Visionary: Proven ability to inspire teams, break down barriers, and drive organizational success through innovative strategies.

● Digital Transformation Leader: Experience with industry giants such as IBM, Dell EMC, Celestica, Extreme Networks, OpenText, and RealPage, leveraging expertise in process and technology innovation.

● System Implementations Expertise: Skilled in prioritizing and delivering transformative solutions, including RPA (Automation Anywhere & UiPath), Alteryx, Trintech (close), LeaseQuery (ASC 842), RevPro

(ASC 606), OneSource (Tax), ADP WorkforceNow, HighRadius (A/R), and PriceFX (AI margin increases).

● ERP Implementation Leadership: Successfully supported requirements development, UAT, and GoLive execution for SAP (Dell EMC) and Oracle Fusion (RealPage).

● IBM Achievements: Directed two Fixed Assets regionalizations and centralized all U.S. ledger processes.

● Dell EMC Transformation: Streamlined finance processes by transitioning support functions to India.

● Aerospace & Defense Leadership: Executed improved controls strategy and $1B Honeywell M&A.

● Data Center Management: Developed model to recover internal IT Cloud and Engineering Services.

● Global Finance Manufacturing and Private Equity: Extensive international experience, managing five controller reports and optimizing financial outcomes including international transfer pricing models. Page 1 4

PROFESSIONAL EXPERIENCE

RealPage, Dallas, TX 2023 – 2024

Vice President, Finance Transformation

Direct a team including the Director of Finance Transformation, Global Payroll, and Accounts Payable, driving strategic initiatives across key financial operations. Established a high-performing automation team in India, Alteryx developers and PowerBI/VBA macros expert, delivering scalable solutions to streamline processes. Partnered with CrossCountry Consultants to automate Procure-to-Pay (P2P) processes, significantly reducing cycle times and increasing operational efficiency and controls.

● PowerBI Dashboards: Designed and implemented dashboards for AP Aging and Finance Transformation Savings Tracker, providing actionable insights and improving financial visibility.

● Global Payroll Optimization: Built a business case to migrate the Philippines payroll system to Sprouts, enhancing controls and labor efficiency. Led work plan and timeline development for GoLive (Dec/Jan).

● Accounts Payable Transformation: Transitioned AP operations to India, eliminating a U.S. based team

(5 FTEs) and partnered with CrossCountry consultants to streamline P2P processes/reduce cycle times.

● Automation Achievements: Deployed Alteryx forecast model uploads saving 3,300 hours annually.

● ERP Implementation Support: Played a critical role in the Oracle Fusion implementation, overseeing requirements development and UAT testing to ensure a seamless transition. OpenText, Waterloo, Ontario 2022 – 2023

Vice President, Finance Transformation

Led a team including Senior Director, Director, Data Analytics Specialist, and Program Managers to deliver high-impact initiatives. Conducted evaluations of treasury management systems and processes to integrate and align with acquisition requirements effectively. Developed an ESG compliance strategy to address evolving reporting requirements, identifying SEC reporting tools (Workiva) and carbon accounting tools (Persefoni).

● Global Mandate Execution: Accelerated the integration of the Micro Focus acquisition by driving global finance process automation, system redesigns, and functional updates.

● Vendor Cost Savings: Negotiated a $146K reduction in vendor implementation fees for RAR SAP development, ensuring cost-effective deployment.

● Revenue Recovery Initiative: Expanded L3 credit card bank data processes, reviving a project halted in 2020 to generate annual savings of $150K.

● Robotic Process Automation (RPA) Implementation: Led the rollout of UiPath across the enterprise, negotiating a 29% reduction in Year 1 license costs ($42K) and establishing governance and funnel intake models for consistent application across development teams.

● Accounts Receivable Integration: Designed a roadmap to migrate Micro Focus A/R Automation platform (Sidetrade) into OpenText, ensuring seamless integration and improved efficiencies. Extreme Networks, Morrisville, NC 2017 – 2022

Director of Finance Transformation

Spearheaded the global finance transformation agenda, developing comprehensive business cases to secure funding approvals and executing tactical project management to drive enterprise-wide initiatives. Coordinated a multi-year transition to ASC 606 compliance, including three-year financial restatements and variable consideration design. Successfully implemented the RevPro system to ensure adherence to the new standard. Developed multiple Xactly data bridges to streamline commission processes, reducing manual interventions. Spearheaded the digital transformation of the Order-to-Cash process, improving cash collection efficiency and financial performance.

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● Robotic Process Automation (RPA) Implementation: Deployed Automation Anywhere to enhance efficiency across global finance operations, collaborating with IT teams in the U.S. and India to define requirements, oversee automation designs, conduct user testing, and track savings, delivering over

$700K in annual productivity gains.

● Cost Optimization: Negotiated license and implementation fee reductions, achieving $1.5M in savings, including $445K in recurring annual savings.

● Record-to-Report (R2R) Digital Transformation: Led efforts to cleanse data, improve reporting accuracy, and shorten accounting close cycles from 20 days to 7 days, establishing a unified “One Source of Truth” framework.

● Pricing Optimization via Artificial Intelligence (AI): Implemented the PriceFX cloud solution, leveraging AI analytics to enhance margin performance and profitability.

● Cloud-Based System Upgrades: Migrated ADP ProB OnPrem to WorkforceNow Cloud, reducing licensing costs by 50% ($125K) and enhancing system capabilities.

● LeaseQuery Implementation: Achieved compliance with ASC 842 by deploying LeaseQuery and overhauling leasing processes.

● Tax System Automation: Replaced manual tax reporting with the OneSource cloud system, significantly increasing efficiency and accuracy.

Dell EMC Corporation 2010 – 2016

Director of Finance, COE Cloud Services & Data Center, Durham, NC (2015 – 2016)

● Achieved Financial Turnaround: Delivered a surplus to the business for the first time in its 6-year history, demonstrating exceptional financial stewardship and operational efficiency.

● Enhanced Employee Satisfaction: Boosted annual employee survey satisfaction scores by an average of 5 points across five departmental categories, ranking among the highest in the company and reflecting a strong commitment to team engagement and workplace culture. Senior Controller, COE Cloud Services & Data Center, Durham, NC (2014 – 2015)

● Cost Center Optimization: Transformed a $2.5M underfunded cost center into a breakeven operation within one year by strategically balancing resources and SaaS IT service levels.

● Team Expansion and Efficiency: Inherited a team of nine and expanded operations to a shared services model, significantly reducing the cost basis for the business.

● Exceptional Employee Engagement: Elevated employee survey scores by approximately 40 points across all dimensions, achieving an impressive 88-93% satisfaction rate, demonstrating a strong focus on team morale and organizational culture.

Controller 2, Plant Apex, NC & COE Data Center, Durham, NC (2013 – 2014)

● Expanded Financial Leadership: Assumed responsibility for two finance teams, overseeing operations for Cloud/Data Center and Plant Finance, driving cross-functional excellence.

● Innovative Cost Recovery Model: Designed and implemented a consumption-based cost recovery model, optimizing resource utilization and promoting efficiency across operations.

● Shared Service Implementation: Established a shared service framework, delivering FP&A and Fixed Asset management support across multiple sites, enhancing financial transparency and operational effectiveness.

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Controller 2, Apex, NC (2010 – 2013)

● Oversaw $2.5B Manufacturing Operations: Directed the financial and operational strategy of a high-performing manufacturing plant, optimizing processes and driving cost savings.

● Strategic Process Insourcing: Recommended and implemented the in-house return of the drive assembly process, generating $2.5M in annual savings while improving operational control.

● Cost-Saving Innovation: Identified and resolved a label design issue for new products, resulting in an additional $500K in yearly savings.

● Revenue Growth Initiative: Expanded offsite warehousing capabilities, unlocking opportunities to enhance the plant’s revenue footprint and operational scalability. Additional Experience:

Celestica Corporation

Director of Finance & Plant Controller roles. Austin, Texas & Raleigh, NC Insilco Technologies Group, Research Triangle Park, NC Director of Finance and Plant Controller roles

IBM Corporation, Networking Hardware Division, RTP, NC Pricing, Business Planner, Accounting Manager, Ledger Centralization Coordinator, Financial/Cost Analysts IBM Corporation, International Purchasing Office, Poughkeepsie, NY World Trade Accounting Analyst

Infrared Industrial Applications, Poughkeepsie, NY Vice President Operations

EDUCATION

Master of Business Administration,

Fuqua School of Business, Duke University, Durham, NC BS Accounting

State University of New York at Albany, Albany, NY Major: Electrical Engineering, Dean’s List

Syracuse University

CERTIFICATIONS

Six Sigma Green Belt Certification, Raleigh, NC

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