Functional Skills

Market Research
Financial Modeling
Financial Planning & Analysis (FP&A)
Data Visualization / Reports
Statistical Analysis

Software Skills

APT
Cognos Analytics
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
PowerBI

Sector Experience

Healthcare
Retail
Manufacturing
Business Services
Transportation & Logistics
25
years

Years of Experience

6/21

Member Since


Fortune 500

Experience

 
Self Employed Finance
Business and Financial Analysis, Consultant
01/2021 - Present
Developed several operational report to aid in running the business. Learned and converted those report to Power BI, Created commission model that reduced completion time from four days to thirty minutes. Currently helping with P&L variance analysis, forecasting and G&A account clean up.

Self Employed Other
Property Manager, Vacation Rentals
01/2018 - Present
Own and operate a vacation rental on Palm Beach Island. Advertise listing on two sites; responsible for content, presentation of photos, house rules and all other instructions. Manage calendars; set prices, accept and ensure no double bookings, Frequently communicate with guests and HOA, Clean and stage units, shop and stock supplies, fix small maintenance issues, Prepare and file monthly Tourism Taxes and Federal Self Employment Taxes

Office Depot Marketing
Director Planning and Analytics
04/2012 - 03/2018
Led a team of analysts who provided analytics to support strategic marketing decisions, and prepared annual sales plans and quarterly forecasts for each media type, Guided team to build consistent forecast models, Reconciled forecast variances and made recommendations to increase ROI, Led and reviewed all internal testing and Media Mix Modeling initiatives for stores, online and customers, Managed outside vendor relationships.

National Healing Corporation Finance
Director of Finance for Business Development
03/2010 - 03/2012
Analyzed market demographics and created financial statements (pro- forma) for potential clients that forecasted volumes and operating income of wound care services for the hospital and National Healing, Summarized information and guided sales team to review with clients or spoke directly to hospital’s Finance Team, Reviewed prospects with the VP of Finance and Operations each week, Managed process for West region first year of tenure; all of USA in second.

DHL Finance
Sr. Financial Analyst
08/2007 - 03/2010
Audited large customer contracts to ensure compliance and reported profitability, Analyzed data by shipment trade-lane and provided price recommendations to account reps to improve unprofitable regions in a summarized audit package.

Luxottica Retail Finance
Sr. Manager, Forecasting and Analysis
08/1999 - 08/2007
Promoted four times in a series of progressive roles starting as a Sr. Analyst, measuring tests and reporting on KPIs and moved up through the organization to Sr. Manager, managing people and whole P&L budgets