Dynamic, vision-driven financial professional with a passion and substantial experience in financial planning, forecasting and analysis who directs all financial and strategic planning and reporting objectives including performance metrics, strategic planning, competitive analysis, M&A support, forecasting, reporting and analysis. |
PROFESSIONAL PROFILE
Dynamic, vision-driven financial professional with a passion and substantial experience in financial planning, forecasting and analysis who directs all financial and strategic planning and reporting objectives including performance metrics, strategic planning, competitive analysis, M&A support, forecasting, reporting and analysis.
AREAS OF EXPERTISE
* Financial reporting and analysis for a fortune 100 company
* Establishment of internal reporting and analysis requirements to assist business in understanding performance.
* Design and build metric based reporting
* Lead and manage the development of an annual strategic plan
* Development and review of financial models in support of potential business transactions
* Formulation, justification and management of capital budgets.
* Competitive intelligence program analysis
* Evaluation of business capabilities for business and product profitability measurement
* Mid-Year and periodic forecasting
* Implementation of productivity improvement initiatives
* Business cases and ROI analyses
* Strategic Business Planning
* Assessment of Risks and Opportunities
* Ability to contribute as a team player and interface with professionals on all levels
* Advanced knowledge of financial planning, forecasting, P&L and balance sheets
* Identification of cost improvement opportunities
* Resource allocation maximization
* Budgeting, Forecasting Reporting/Analysis
* Managerial decision reporting and summaries
* Business analysis and reporting
* Cost of Service Studies
SELECTED ACCOMPLISHMENTS
* Provided accurate and timely reporting and analysis of Financial Services, Finance, PR, HR, CEO, B2B financial statements.
* Establishment of West Area financial services metrics based reporting.
* Managed $300 million in annual operating budgets.
* Board of Director for 25 cellular partnership markets.
* Formulated, justified and managed $2 million in capital budgets annually.
* Facilitated cross-functional team for competitive intelligence program analysis
* Increased operating cash flow by an expected $10 million by leading team effort to reduce expenses and customer “churn” while increasing revenues by “up-selling” and “cross selling” of services.
* Increased operating cash flow by nearly $500K as a result of recommending changes to existing rate structures.
* Saved approximately $5 million annually by analyzing alliance partners’ financial statements and suggesting improvements to business plans.
EXPERIENCE
VERIZON WIRELESS (GTE) 1997-10/2006
Manager, Financial Services/Finance, Irvine, CA (2001-Present)
Develop and manage $300 million in annual departmental budgets. Led identification of key financial services risks and opportunities. Trained the management team regarding their impact on bottom line.
* Provided business analysis through the use of financial modeling for credit scoring, churn prediction and financial services decisions.
* Provided month end reporting and analysis for both financial services and bad debt.
* Prepared incremental and fully loaded costing estimates for use in regulatory proceedings.
Director, Finance and Operations, Austin, TX (2000-2001)
Provided financial oversight to regional president, four directors and other managers in a business unit covering a population of 4.6 million. Developed 2001 operating budget totaling $253 million. Supervised a staff of 27 responsible for financial analysis, cash management practices, inventory and store profitability. Led identification of key business risks and opportunities.
* Responsible for revenue and subscriber planning and analysis for the Central Texas Region.
* Assembled and evaluated non-standard business pricing.
Manager, Carrier Alliances, Alpharetta GA (2000)
Led team of four focused on negotiating roaming relationships with over 2000 carriers. Managed three member audit team who analyzed wholesale minutes and rates for cost saving opportunities.
* Saved over $20 million by negotiating a reduction in roaming rates charged by smaller carriers.
* Saved over $5 million in net expense through audit team’s reconciliation of billed and switched minutes, and negotiating settlements.
Manager, Industry Relations, Alpharetta GA (1997-2000)
Conducted quarterly meetings with over 75 alliance partners. Participated in development of partnership budgets totaling approximately $300 million. Prepared strategic analyses of limited market portfolios for the potential sale of company’s interests.
* Added revenues of $250K by negotiating asset sale.
* Sold wireless assets of $1.5 million by negotiating with major communications company.
* Saved over $2 million annually by negotiating management agreements along with cell and switch sharing opportunities.
COMMNET CELLULAR, Englewood, CO 1993-1997
Director, External Affairs
Conducted benchmarking analysis. Managed relationships with 100 partner telephone companies in nine states. Participated in development of product, pricing, promotion, and distribution. Managed switch and cell share agreements.
RYE TELEPHONE, Colorado City, CO 1988-1993
Assistant General Manager
Oversaw $1.5 million budget and 25 employees. Performed acquisition/merger analyses and negotiations. Analyzed financial reports, budgets, and separation studies vis a vis the rate structure.
ADDITIONAL RELATED EXPERIENCE
Regulatory Manager
Testified on financial and public policy matters before public utility commissions in Colorado, Illinois, Iowa, Nebraska and New Mexico.
* Wrote some of first tariff’s assessing carriers access fees along with billing and collection charges.
Rate and Tariff Analyst
Developed and updated general exchange tariffs, and tariffs dealing with unbundling of end user equipment/wiring for this “tier two” telephone company. Analyzed financial and statistical data.
* Wrote some of first tariffs deregulating telephone and inside wiring.
EDUCATION
Golden Gate University, San Francisco, CA
MBA, Management / Finance
California State University at Chico, Chico, CA
BS, Business Administration |
