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Work Background
PCS WirelessDirector of Finance
Mar. 2022Florham Park, New Jersey, United StatesLead the development, refinement, and automation of the numerous company models, managing over $1 billion in annual revenue across five major Lines of Business (LOBs) and multiple departments and products. Collaborating with stakeholders, Data Science Teams, and IT teams, they significantly improved reporting efficiency by over 50%, automating monthly performance packages for senior leadership. Developed Finance Transformation strategies and lead company wide optimization effort to drive efficiencies and better business partnering between business unit leaders and finance. Lead numerous cost saving initiatives that drove approx. $5M in annual savings. Lead company wide budgeting and forecasting efforts.
VerizonSenior Manager - FP&A
Aug. 2021 - Mar. 2022Basking RidgeGuides the overall strategic and tactical direction for the Investment Segment FP&A team and delivery of all financial planning & analysis for the Investment Segment Senior Leaders including: sales quotas/targets, transformation/enhancing the monthly revenue and KPI performance reviews, drive value added decision support that identify opportunities for growing revenue and profitability while investigating areas for cost efficiencies and provide oversight of all aspects of the development and communication of executives reviews for Actuals, Business Plan, Commitment Views and Best Views.
VerizonSenior Manager - Commercial Finance
May. 2019 - Aug. 2021Basking Ridge, New JerseyCurrently responsible leading a team for all Standard/Promotional Pricing for Fixed Internet Connections in the SMB space & Non Standard & Promotional Pricing for wired/fixed internet products in the commercial market space for the Verizon Business Group encompassing over all B2B products including Fios, DSL, Business Digital Voice, BlueJeans, Private IP, Ethernet, Advanced Communications (UCaaS), Security, CPE (Network Hardware) and Professional Services. Lead the transformation of the business case/acquisition models process and oversaw the re-design of the promotional case review process.
VerizonManager - FP&A Revenue and Capital Planning
Jun. 2017 - May. 2019Basking Ridge, New JerseResponsible for the Revenue and Capital Planning function for the Consumer Product Group in the Verizon Consumer Group. Managed Consumer Product Solutions Revenue Budgets for both Consumer Wireline & Wireless Product portfolios encompassing over 40 Products, including FiOS, totaling approximately $4B of annual revenue in 2018/$5.4B of annual revenue in 2019, contributed towards an annual growth rate of 45% in 2018 and oversaw the development of their annual investment plan and cashflow analysis.
Quest DiagnosticsSr Financial Analyst - Revenue Analytics
Oct. 2015 - Jun. 2017Madison, New JerseyMember of the Quest Diagnostic’s Leadership Development Program
Generates and Reviews key Weekly and Monthly Requisition Volume Reporting and Volume Analysis to Senior Leadership.
Implemented and developed a regional automated “Test Mix Analysis” Dashboard. Developed key Day+10 Regional Performance files that integrated data from across various groups (Clinical Franchises, Pathology and Professional Lab Services, HealthPlans, Sales Operations, Government Affairs, Strategy, Pricing, Regional Finance) to construct an overall understanding of Revenue Performance that delivers meaningful insights to Senior Leaders in the Finance Organization and Senior Leadership.
Owns Lab to Billing reconciliations that are critical to revenue recognition and analytics. The lab to billing reconciliations are a key element of the control environment that ensure the completeness of Revenue.
Supplies other Senior Leadership members with market specific insights (Monthly Physician Office Data, Clinical Franchise Trends, etc), standard analytics (Price and Volume Mix, Revenue by Payor,Attrition/Acquisition/Major Win/Loss Analysis, Productivity Analysis, Revenue Day and Calendar Shift Impact Analysis), and other overall market dynamics, trends and occurrences. Participated in Quarterly Forecast/Monthly Outlook Discussions and Submissions with Regional Finance Directors/Managers.
Participated in Budgeting Discussions and Submissions with Regional Finance Directors/Managers
Created and implemented a Volume Projection model used in Forecast/Budget discussions as well as Key Day+10 Regional Performance Files. Created and implemented a Volume Database used to correct Revenue Day calculations in order to more effectively report financial results to internal customers.
Dun & BradstreetFinancial Analyst - Revenue Recognition
Apr. 2014 - Oct. 2015Short Hills, NJEnsures appropriate revenue recognition treatment on all contracts over $250K, as well as compliance with documentation requirements and external/internal policies, with complete independence.
Provides sales and delivery guidance and support in the development of sales agreements and supporting documentation.
Partners with Sales, Legal, and Product to draft contract/orders over $400K to ensure appropriate compliance within external/internal accounting policies as well as to ensure appropriate revenue treatment.
Partners with Sales, Legal, and Product to review all “zero dollar orders”, trials, proof of concepts, non-billable events to ensure appropriate compliance within external/internal accounting policies and to ensure that all orders free of charge are not a concession.
Partners with senior management to develop and create a “Global Revenue Center of Excellence”.
Responsible for pricing all orders over $500K to appropriate allocate revenue and discounts.
Responsible for discounting analysis amongst all multiple arrangements where the total amount is above $500K dollars to develop an understanding of revenue shifts to report to senior management as well as the development and analysis of input/output into RevPro (discounting software).
Leads project to create a turnkey, fully automated pricing workflow/database from the D&B North America Sales and Marketing, Risk Management Services, and Supplier Management Services pricing book. Responsible for weekly/monthly Linked Orders reports to determine orders that are negotiated together for discounting analysis and multiple arrangement re-pricing exercises. Responsible for creating monthly revenue reconciliation.
Cegedim Relationship ManagementFinancial Analyst II
Aug. 2012 - Apr. 2014Bedminster, NJResponsible for the management of all invoicing, revenue recognition (in accordance with FASB and IASB), finance activities and general reporting including monthly Revenue/Cost accruals, etc. for the Marketing Solutions and Canada BU's.
Worked with Sales and Account Management to create a detailed revenue forecast monthly by account and product.
Worked with the Business Unit Executives on their cost budget and forecasts while providing excellent analysis and suggestions to streamline and improve bottom line performance, and to enhance leadership in their roles during the process.
Worked with Business Unit Executives to identify and report on “Key Performance Indicators” through providing in-depth financial analysis, analytical support via Return on Investment Analysis, Profitability Margin Analysis, Key Process Analysis (to enhance/streamline business processes) and future cash flow projections. Responsible for adding financial support for Cegedim’s “dynamic pricing models” to effectively win business from competitors as well as retain current clients.
Created and maintained a P&L analysis to monitor spending vs budget by reviewing PO's and Labor Requisitions to ensure profitability, maintaining budget goals via in-depth variance analysis.
Responsible for system input to reporting software for budget & reporting software (SAP BO) as well as GL input and consolidations.
Worked through various ad hoc analyses on different business issues.
Monitored cash receipts and AR agings to ensure continued cash flow.
Created and maintained a reporting dashboard to Senior Directors.
Viasource Funding GroupPortfolio Analyst - Asset Management
Mar. 2011 - Aug. 2012Basking Ridge, NJResponsible for the day-to-day ongoing portfolio management of $750M Dollars’ worth of assets (Traded Life Insurance Policies) as securitized investments including but not limited to policy valuations, individual and overall P&L management, strategic cash flow optimization and cash flow structure.
Assisted in management of Sales Team. Guided Sales Team Members to increase quality and quantity of policies purchased based on trend data, market data, and insurance carrier/industry data to meet quotas, increase efficiency, and help increase overall Internal rate of return.
Mentored Sales Team individuals to foster a more effective sales/purchasing environment while educating individuals on the back end procedures and finances that were affected through purchasing of policies/sale of policies.
Palisades Safety & InsuranceAccountant
Sep. 2008 - Nov. 2010Created consolidated statements to analyze expense forecasting as well as to compare to budgeted amounts to year to date actuals.
Assisted in the Expense Package presentation which reflected projected department increases in expenses as well as creating 2011 strategic forecast and budget.
Prepared and maintained Executive Reporting Package with key actual vs budget analysis on AIER, premium and loss, strategic lines of business, return on investments, capital investments, expense ratios as well as revenue and expense performance indicators.
Calculated and created the P&L for Palisades which included creating expense spreadsheets by department detailing various expense lines, i.e. travel and entertainment expense, as well as general and administrative expenses.
Researched and presented all related back up that resulted in any general ledger entry generation and presented all information in a Root Cause Analysis to senior management. Participated in creating, trending and forecasting loss ratios.
Calculated the deferred compensation in accordance with FASB 123R.
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