Professional Documents
Culture Documents
Strategy Development
Corporate Governance
Project Management
Multi- Currency Environments
Process re-engineering
SOX Procedures & Compliance
M&A, Divestment Accounting
Financial Systems (ERP,EPM)
CAREER ACCOMPLISHMENTS
Delivered financial solution to a publicly traded multi-national company, re-aligning the business with the organizational goals,
resulting in significantly reduced close times, increased financial visibility and value-added analysis across functional and
geographical areas.
Generated service revenue in excess of $1 Million.
Increased professional development through Executive MBA Program at Drexel University focusing on areas of strategic
planning, marketing, economics, statistics, M&A finance, and managerial/financial accounting.
Streamlined global accounting processes and reporting environment, enhancing the quality of financial information and reduced
monthly close cycles on average of 80% while at Viasys, Motorola and BetzDearborn.
Reduced global planning and forecasting timelines approximately 70% on average at Viasys and BetzDearborn.
Successful launch and re-design of legacy global reporting environments into worldwide performance management systems
while at Viasys Healthcare and BetzDearborn.
Delivered EPM solution on time and under budget by approximately 20% and 15% of total budgeted costs respectively.
Reduced integration period for 5 major acquisitions at Viasys, which improved realization of cost synergies in excess of $1
million.
Developed and implemented financial controls and SOX Compliance procedures covering multiple aspects of the financial
organization. Resulting in a reduction of audit and consulting fees by approximately 10% while at Viasys.
Successfully negotiated 3rd Party professional services and maintenance contracts reducing costs in excess of $400K at Viasys.
Initiated and directed accounting procedures related to foreign, domestic capital investments, and equity accounting.
PROFESSIONAL EXPERIENCE
INDEPENDENT CONTRACTOR
2014 - CURRENT
PROVIDING STRATEGY, BUSINESS AND TECHNOLOGY CONSULTING
Provide guidance linking strategy to functional value drivers and performance management.
Established project management organizational framework related to enterprise performance management initiatives.
Developed case-by-case materials linking technological investment priorities
Provided functional expertise to clients related to accounting, finance, and business planning.
Developed business process enhancements related to financial planning and analyses.
Reviewed sales strategies, proposals and assessments related to prospective client goals.
Provided guidance and organization of management and statutory reporting.
DELOITTE CONSULTING
2013-2014
WORLDS LEADING CONSULTING ORGANIZATION
MANAGER, FINANCIAL TRANSFORMATION, STRATEGY & OPERATIONS CROSS INDUSTRY SECTORS
Established project management organizational framework related to enterprise performance management initiatives.
Developed firm wide methods and tools linking strategy to functional value drivers and performance management.
Developed materials linking technological investment priorities to core enterprise performance methodologies.
Provided functional expertise to clients related to accounting, finance, and business planning.
Developed process enhancements related to financial planning and analyses.
Developed proposal content for large high-profile publicly traded companies.
Functional reporting lead for global performance management initiatives, involved developing training materials related to SEC
and Management reporting.
DRIVER6, INC.
2011-2013
LEADING BUSINESS TECHNOLOGY SERVICES FIRM
SENIOR MANAGER, EPM DELIVERY AND SALES SUPPORT
Financial consulting for Enterprise Performance Management for large publicly traded multi-national organizations.
Led the assessment of organizations internal and external financial environments focusing on financial metrics and business
processes.
Developed roadmaps to successfully deliver closed-loop environments linking business strategy to financial performance and
technology solutions.
Developed value-driven strategies, processes and tactics to deliver financial relevant, timely and accurate financial information.
Led business development activities generating revenues of approximately $1 million.
Managed projects for large publicly traded, multi-national consumer and industrial products companies.
Established and prioritized organizational goals and processes to increase communication across functional and geographic
areas.
SUN BEAR/PENUMBRA SOLAR
2010 - 2011
Solar Panel Manufacturing Start-up Company
Chief Financial Officer
Coordinated of all financial activities related to financial information, forecasts and road show presentations.
Negotiated and reviewed banking relationships and consulting service contracts.
Established a transparent corporate governance framework encompassing treasury functions and applicable risk analysis
strategies.
Developed what-if economic modeling scenarios based on current and forward-looking economic conditions.
Established an environment with good corporate governance and transparency maintaining and developing relationships with
executive committee, potential investors, foreign governments, and technical partners.
BUCKEYE PARTNERS BREINIGSVILLE, PA
2009 - 2010
$1.9 BILLION OIL & GAS PIPELINE TRANSPORTATION COMPANY
Senior Manager, Accounting Shared Service Center
Managed a team of 6 to 8 Individuals, responsible for all aspects of the shared services group including performance,
recruitment, skills development, and maintenance of the JDE financial Modules.
Established centralized project and change management procedures and controls related to data governance JDE transaction
systems and related support systems used in the production of consolidated management and statutory reporting.
Spearheaded and implemented process improvements within shared service center which included transactional and technical
accounting associated with payroll, payroll benefits, general accounting and financial reporting. Coordinated these activities
with company affiliates.
Spearheaded the development and implementation of financial close calendars and procedures for the financial planning and
analyses, management and regulatory reporting in compliance with Sarbanes-Oxley.
Supported and redesigned aspects of the financial planning, analysis and reporting efforts including monthly and quarterly
internal and SEC reporting, forecasting and budgeting as appropriate.
Led efforts and implemented compliance programs establishing compliance with GAAP; IFRS, FERC, and other regulatory
reporting. Such as compliance procedures associated with FAS 158 benefit, pension, post retirement accounting.
Achieved close time reductions of approximately 30%.
SAP/BUSINESSOBJECTS/CARTESIS NORWALK, CT
2007 - 2008
$16.9 BILLION FINANCIAL SOFTWARE SOLUTIONS COMPANY
Senior Financial Systems Consultant
Provided sales consulting while pursuing Executive MBA at Drexel.
Analyzed prospective clients financial, operational and IT strategic plans and developed prototype Enterprise Performance
Management solutions addressing critical business issues.
1994 - 1996
Led efforts in developing controls and audit programs related to Net Asset Value and daily pricing of close-ended and openended defined asset funds
Developed procedures to test the validity of stated fund objectives for fund offerings
Developed reporting testing procedures and to identify record date of underlying securities held within the defined asset funds,
which led to key decisions regarding redemption and termination of fund offerings
TECHNOLOGY PROFICIENCY
Hyperion, Cognos, Excelsius
SAP LC, BPC, EIS, SAP BOFC and ECCS
EDUCATION BACKGROUND
Executive MBA from Drexel University, Philadelphia, PA, June 2009, 3.88 Cumulative GPA.
BS Accounting, Magna cum Laude, Fairleigh Dickinson University, Rutherford, NJ
Completed the Creative Center for Leadership Management course in San Diego (Rated Top 5 in Country)