Description
Strong Financial Analyst with emphasis in FP&A and strategic planning. Highly committed to process improvement and providing accurate, timely financial analyses to drive management decisions, goals, and profitability. Successful career within various global industries prior to consulting. Consulting Projects Senior Financial Analyst, Thomson-Reuters (formerly West Publishing) 2004 - 2017 * Enhanced, implemented and managed Westlaw Legal Online Royalty Analysis' monthly, quarterly and annual processes, analytics and reporting for financial results, reducing royalty expense from a 2004 budget of 60 million USD to a spend of less than 40 million USD in 2017 (annual savings while annual revenue increases) with an overall Legal revenue stream of 3.4 billion USD * Managed Westlaw Legal Online Royalty annual budget, re-plan, forecast iterations, variance processes * Developed and managed financial presentations for contract negotiations, partnering with Legal team * Lead ad-hoc reporting initiatives for deep dives, initiatives, and analytics as needed * Successfully partnered with the Royalty Department and Strategic Licensing to drive initiatives * Legal Royalties Audit Lead for all internal, external, and client audits and information sharing initiatives * Team partner building Legal Online policies & procedures deck on internal website with links to detailed information, descriptions, and forms * Partnered with Sales Tax Department to automate functionality for requesting and documenting forms * Volunteered for various projects, initiatives, and the annual Giving Campaign Senior Accountant, Financial Analyst, ConAgra (via Ajilon Finance) 2003 - 2004 * Lead all aspects of G/L accounting and monthly reporting for global markets * Managed variance analysis and financial package for executive team * Created and reported headcount, backlog, intercompany, A/R aging, account reconciliations * Developed and managed financial tools for marketing team for use with new product launches Senior Financial Analyst, United Healthcare 2002 - 2003 * Developed and delivered all standard and ad-hoc monthly financial reporting and analysis * Utilized expert technical skills for report writing, visual basic, macros, advanced formula functionality Financial Analyst, HealthEast Care System 1999 - 2002 * Functioned as Home Care Controller * Managed financial reporting, analytics, and budget with linked accountability to department managers * Lead McKesson HBOC Implementation Team and developed benchmarking processes * Owned and built solution to properly pay employees when system limitations were not legal Director of Finance & Administration, American Research Corporation 1998 - 1999 * Developed and managed financial package to Board of Directors * Implemented new accounting system and created internal reporting * Collaborated with executive team and executed corporate financing via Executive Rights Offering * Owned Forecast to Sales Plan initiative Directed Cash Management - A/P, A/R, collections * Managed CapEx, vendor & banking relationships, benefits plans, managed payroll, tax forms Current Consulting & Earlier Career History
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