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Work Background
Director, Revenue and Subscriber Forecasting
Charter CommunicationsDirector, Revenue and Subscriber Forecasting
Nov. 2022 - Dec. 2024Stamford, Connecticut, United States
Sr Manager, Marketing and Revenue
Charter CommunicationsSr Manager, Marketing and Revenue
Jan. 2020 - Jun. 2021Stamford, Connecticut, United StatesManage financial planning in support of the strategic vision of the company, conducting thorough analysis to contribute to the development of innovative growth strategies. Prepare and present reports to executive teams that outline improvements across all revenue streams to deliver a sustainable competitive advantage. Evaluate financial operations and recommend revenue generations processes that leverage company strengths to increase profits. • Deliver annual budgets and quarterly forecasts for 28 million subscribers nationwide used for C-level reporting: complete model activity, evaluating additions / reductions at Legacy company-level, transition to new pricing, and migration from traditional video packages to IPTV packages. • Manage Apple TV Device and Revenue Forecast; distribute targets to sales channel leaders to assist Alliance Management regarding direct reporting to Apple; provide Revenue targets accounting for customer returns and scrapped devices and partner with BI to identify any gaps in reporting. • Prepare monthly variance analysis and distribute to group leaders; analyze variances to provide detailed explanations and update quarterly forecasts accordingly. • Partner with Residential Revenue Team, assisting in the compilation of forecasts and providing ad hoc data to answer questions for C-level reporting. • Work diligently to improve transparency and consistency by standardizing financial methodologies on revenue and cost drivers through buy-in and negotiations.
Manager, Marketing and Revenue
Charter CommunicationsManager, Marketing and Revenue
Jun. 2018 - Jan. 2020Stamford, CTManage financial planning in support of the strategic vision of the company, conducting thorough analysis to contribute to the development of innovative growth strategies. Prepare and present reports to executive teams that outline improvements across all revenue streams to deliver a sustainable competitive advantage. Evaluate financial operations and recommend revenue generations processes that leverage company strengths to increase profits. • Deliver annual budgets and quarterly forecasts for 28 million subscribers nationwide used for C-level reporting: complete model activity, evaluating additions / reductions at Legacy company-level, transition to new pricing, and migration from traditional video packages to IPTV packages. • Manage Apple TV Device and Revenue Forecast; distribute targets to sales channel leaders to assist Alliance Management regarding direct reporting to Apple; provide Revenue targets accounting for customer returns and scrapped devices and partner with BI to identify any gaps in reporting. • Prepare monthly variance analysis and distribute to group leaders; analyze variances to provide detailed explanations and update quarterly forecasts accordingly. • Partner with Residential Revenue Team, assisting in the compilation of forecasts and providing ad hoc data to answer questions for C-level reporting. • Work diligently to improve transparency and consistency by standardizing financial methodologies on revenue and cost drivers through buy-in and negotiations.
Sales Analyst
Charter CommunicationsSales Analyst
Nov. 2016 - Jun. 2018Stamford, CTAscertained pain points and gained an in-depth understanding of sales strategies to create streamlined system solutions. Consolidated data and metrics utilizing a holistic view of profitability across dimensions for analysis by market segments, products, geographies, credit quality, channels, vintages, balance types, and risk ratings. • Managed corporate reporting for residential bulk activity; compiled / distributed daily reports that included reductions by Legacy and reason for disconnecting as well as net gains. • Prepared and delivered presentations on a monthly basis to SVP that detailed YOY impact for direct sales, community sales, and bulk net gains; researched and explained causes for YOY decreases. • Completed corporate reporting for residential direct sales; managed/distributed daily, weekly, and monthly reports for company wide sales activity (included forecasts and variance analysis for both actual vs. budget. • Established metrics/reporting for new incentive programs introduced through the Direct Sales Group such as a direct incentive to sales rep for acquiring customers from a competitor.
Business Analyst, Commercial Services
Charter CommunicationsBusiness Analyst, Commercial Services
Jul. 2014 - Nov. 2016Tampa/St. Petersburg, Florida AreaAnalyzed financial information, gathering, monitoring, and evaluating data to provide recommendations to improve the business results. Reviewed financial operations to monitor trends (positive / negative) including labor costs, productivity, revenues, expenses, and financial ratios, and prepared narrative, quantitative, and statistical data in budget forms, schedules, and reports. • Served as Project Manager for enterprise billing service code conversion; determined population of customers with either dedicated access or metro ethernet and utilized Salesforce to determine contracted bandwidth speed for each customer. Provided semiweekly progress reports to senior leadership teams. • Managed project for annual video services rate increase for hospitality customers; oversaw planning process and establish timelines, in addition to leading a staff of three, completing research activities, and coordinating testing of automated rate increase tool (utilized by billing system). • Drafted reports and performed analysis to assist management in decision making process and identify deficiencies in business operations (technical performance, contract labor, service calls, and work orders). • Completed monthly revenue assurance testing, determining that multiple services were improperly included with residential revenue; reclassified to appropriate commercial accounts. • Researched / reconciled tax variances from billing system conversion and identified mapping issues. • Analyzed contract labor to create a dynamic pricing model for management to utilize during negotiations.
Staff Auditor
CBIZ MHM, LLCStaff Auditor
Nov. 2012 - Jun. 2014Tampa/St. Petersburg, Florida Area• Audit and related services to a variety of clients in a wide range of industries including health care, governmental and commercial corporations 1. Served as the in-charge auditor for a physician owned clinic (30 physicians) 2. Assisted two staff members on the engagement. 3. Performed testing for the equity sale of the clinic to Florida Blue at year end. 4. Drafted the financial statements. • Responsibilities in audit performance, assisting in the development of other staff, and interacting with all levels of client personnel.
Staff Auditor
BKD LLPStaff Auditor
Jan. 2010 - Aug. 2012Tulsa, Oklahoma Area• Audit and related services to a variety of clients in a wide range of industries including health care, governmental and not-for-profit entities • Responsibilities in audit performance, assisting in the design and implementation of audit approaches, interacting with all levels of client personnel and preparation of audit reports. • Served as the in-charge auditor for health care clients. Responsibilities included the following: 1. Planning the engagement 2. Review internal control documentation to determine and walkthrough key controls 3. Assigning work paper sections amongst the staff 4. Reviewing staff workpapers 5. Assisting the partner/manager in the finalization of the audit.

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