Strategic Business & Financial Management Consultant
Greater New York City Area
Strategic Business & Financial Management Consultant
Greater New York City Area
Analytical and accomplished business & financial management consultant with extensive experience driving financial projects and analyses, budget development, risk analysis, and benchmarking. Demonstrated ability to leverage research and consulting skills to ensure optimal corporate financial performances and mitigate variances.
Adept at maintaining adherence to strict Generally Accepted Accounting Practices (GAAP) principles and Sarbanes-Oxley (SOX) compliance standards; knowledgeable in standard project life cycles (SDLC and RAD). Expert presentation, communication, and organizational skills; proven ability to project financials and evaluate results.
Strong technical skills; proficient in Microsoft Office Suite, MS Project, Lotus Notes, Clarity, PeopleSoft, MRI, Oracle, Hyperion, Khalix, Crystal Reports, and Ariba.
Core competencies include:
** Financial Planning & Analysis
** Financial Project / Program Management
** Cost Reduction & Avoidance
** Budgeting & Cash Flow Optimization
** Detailed Financial Models / Trends
** Financial Reports / Presentations
** Cost-Benefit / Variance Analyses
** Process Redesign & Change Management
** Team Building & Leadership
** Staff Coaching & Development
(Management Consulting industry)
September 2008 — Present (11 months)
Spearhead development of financial models and in-depth analyses to facilitate management’s decision-making abilities regarding corporate systems, IT, and legal concerns. Leverage expertise in financial strategy, variance analysis, accounting / reporting, budgeting / planning, and general ledger and ERP systems to effectively advise client on optimal business processes. Develop, forecast, and oversee divisional budgets. Analyze finances and risks for client projects; present status reports and financial projections to project managers and directors.
Selected accomplishments:
• Successfully developed and implemented complex project and financial analyses, operational expense models, divisional chargebacks, and IT asset expense assessments by creating and utilizing pivot tables, internal data sources, and financial applications.
• Implemented financial reporting standards throughout business unit and developed processes and procedures to streamline financial forecasting.
(Privately Held; 5001-10,000 employees; Insurance industry)
April 2001 — February 2008 (6 years 11 months)
Developed budgets, conducted quarterly forecasts and variance analyses, established financial benchmarks, and generated cost-savings / cost-flow assessments. Produced monthly financial packages, including metrics, actual / budget / forecast figures, and expenses; delivered monthly financial and operational review presentations to senior management teams.
Selected accomplishments:
• Restructured Regional Group Offices’ budget and reporting process and established aggressive cost-saving measures to generate an annual savings of $1.5M in operating expenses for the division.
• Effectively managed 4 regional home office corporate cafeterias; developed budgets, directed finances, tracked P&L, and reported quarterly financials; realized $100,000 in annual savings, boosting customer revenues while reducing the overall subsidy.
(Public Company; 5001-10,000 employees; Q; Telecommunications industry)
May 2000 — March 2001 (11 months)
Drove quality network improvement initiatives and project management responsibilities; maintained consistent focus on regulatory compliance and quality control. Created detailed engineering packages; managed build-out of all collocation for central offices.
(Public Company; 1001-5000 employees; Telecommunications industry)
August 1999 — May 2000 (10 months)
Supported planning and project management for new router systems to streamline operations and enhance organizational efficiency. Developed schematics and provisioned network equipment.
Investing, public speaking, participating in various political and social forums, new venture collaboration, tennis, sailing, and snowboarding.
Public Relations Society of America