Managed a $5B asset & equity portfolio for middle market commercial lending business Served as financial advisor & subject matter expert in all aspects of budgeting, forecasting, investment strategies & reporting with full P&L and BS accountability.

Senior Finance role spanning 8 years providing leadership to $1B Information Technology and $1B Corporate Functions. Coordinated with regional and global planning team to roll out target operating model. Off-shored back office support to bring efficiency and cost reductions. Implemented PeopleSoft ABM as activity based costing system. Directed and managed all budgeting, forecasting and reporting for a $400M Shared Services Organization.

Led Ace’s overall budgeting and forecasting process for over $3B in annual sales and $100M in bottom line profit. Partnered with various financial and operational leaders to ensure that the Company’s financial objectives and strategic initiatives were achieved.

Directed and managed planning & forecasting process of AT&T Global Network representing $1B in revenue and $100M P&L.