Functional Skills

Financial Modeling
Financial Planning & Analysis (FP&A)
Accounting Software Implementation
Data Modeling
Data Visualization / Reports

Software Skills

PowerBI
Microsoft Excel
Microsoft Excel Macros
Tableau

Sector Experience

Healthcare
Manufacturing
Financial Services
Business Services
Technology

Languages

English
Spanish
French
Italian
10
hours

Avg Response Time

25
years

Years of Experience

4/17

Member Since


Experience

 
Palmyra-Eagle Area School District Finance
Business Manager
04/2019 - Present
Government grants, Finance & Reporting, IT, Transportation, Food Service. Goals, policies, procedures, budgetary controls, financial & grant reporting strategic guidance, planning, and analysis.

Congruex/White Construction Finance
VP of Finance
12/2017 - 03/2019
Management, coordination and implementation of operational budgets and strategic plans. Lead the company’s financial and IT efforts to create policies and procedures that make the operation more efficient. Make budgets and financial forecasts and models of the company’s operation in the future. Report to corporate offices on financials, variation analysis and key performance indicators.

FranHold LLC Corporate Strategy & Development
CFO and Management Consultant
03/2017 - 12/2017
Management of the financial and operations area of a franchise. Management and financial consulting.

TriLinc Global Finance
Sr Financial Analyst and Modeling Consultant
09/2016 - 03/2017
Created a model of the organization's funds and general partner.

State of Wisconsin Investment Board Finance
Financial Processes Consultant
04/2016 - 09/2016
Created a model to manage the Incentive and management fees for 187 funds.

World Council of Credit Unions Corporate Strategy & Development
Financial Analysis and BI Systems Manager
06/2014 - 04/2016
Created an entire reporting system, developed applications to improve budgeting, implemented expense reporting programs and restructured accounting to optimize performance.

McHenry SD 15 Other
Bilingual Instructor
08/2007 - 08/2014
• Planned instruction, supervised, managed productivity and motivation, reconciled conflict in large groups of people and assessed their performance. Improved knowledge and skills of trainees.
• Managed systems for tracking large amounts of data and created materials for instruction.
• Maximized performance and minimized conflict in a culturally diverse environment

PAO International (Disney/Mattel Licensed Products) Corporate Strategy & Development
CFO/Operations Director
11/2001 - 08/2006
Supervised accounting, production, operations and administration of the organization. Improved performance and doubled the company's? profitability while increasing sales by 1/3rd.

Unilever Corporate Strategy & Development
Financial Analysis and BI Manager
03/1998 - 10/2001
Improved company profitability by at least 20% for a Unilever division through financial analysis, Excel model creation and application development as well as business intelligence tools.