Aug 2021 – Dec 2022 · 1 yr 4 mos

• Primary Finance Business Partner to the CMO organization
• Responsible for guiding the organization’s strategic long range plan, annual plan and short term budget execution.
• Trusted extension of the CMO leadership team for strategic global goal alignment and execution.
• Partner closely with CMO leadership to evaluate financial impact and budget affordability of resource tradeoffs between workforce and marketing programs in short and long term planning.
• Collaborate cross-functionally across global sourcing, accounting and operations teams to drive operational alignment and excellence for Marketing spend management and execution.

Aug 2019 – Aug 2021 · 2 yrs

• - Primary Finance Business Partner to the CMO organization

Aug 2017 – Aug 2019 · 2 yrs

• Primary Finance Business Partner to the EVP of Product Marketing; promoted to Chief Marketing Officer.
• Drove a successful integration of processes and cross-team relationships to consolidate Product and Corporate Marketing organizations.

Jun 2016 – Aug 2017 · 1 yr 2 mos

• Primary Finance Business Partner to the EVP of Product Marketing, responsible for financial planning and analysis and annual planning.
• Optimized budget management and execution through consolidation of processes and implementing BudgetForce for execution.

Sep 2013 – Jun 2016 · 2 yrs 9 mos

• Responsible for managing the Marketing Cloud Marketing Department budget execution, workforce planning, and financial planning and analysis.
• Own the monthly, quarterly, and annual close processes, variance analysis, forecasting, reporting, and development of the annual operating plan for the Marketing Cloud Marketing Department.
• Led the ExactTarget Marketing Department integration efforts for Salesforce.com accounting policies and processes, as well as the sourcing software and policy training and implementation, for the marketing department post acquisition.
• Prepared the structure and training to support the implementation of Salesforce’s budgeting tool, BudgetForce, to further align organizations post acquisition.

Sep 2012 – Sep 2013 · 1 yr · Indianapolis, Indiana Area

• Provided financial and operational analytical expertise to internal and external clients through newly established routine modeling and non-routine analysis.
• Daily focus was placed on communicating and serving the customers’ ad hoc analytical needs and budget support.

Jul 2011 – Aug 2012 · 1 yr 1 mo

• Led business capture teams to build cost estimates and analyze impacts of bid assumptions and decisions.
• Selected to support a strategic pursuit valuing $630M by leading the program office estimate compilation and analysis and supporting the competitive price to win analysis.
• Directed a national team of five peers to release quarterly documents supporting Raytheon’s pricing tool.
• Tested new features of Raytheon’s pricing tool as a member of a national continuous improvement team.

Jun 2009 – Jul 2011 · 2 yrs 1 mo

• Personal and Team Leadership Development
• Enhanced leadership and communication skills through leading and contributing to various cross-functional teams nationwide for capstone projects and presentations to the senior leadership team.
• Strengthened business and leadership acumen by attending quarterly team building and leadership sessions.
• Financial Planning and Analysis Analyst
• Interpreted financial metrics, supported internal review support, operating plan analysis and month close execution for business operations of $617M bookings, $577M sales, $82M profit, and $77 M cash.
• Improved process management of the key financial metrics through Six Sigma with an estimated cost savings of $25k per year.
• Pricing and Estimating Analyst
• Led and assisted new business pricing effort and analysis on proposals ranging from $.7M to $220M.
• Completed compliant cost documents and facilitated fidelity in the bid estimates and overall submittal.
• Operations Finance Analyst; Taiwan and International Patriot Program
• Analyzed program data for monthly operations reviews, weekly labor forecasting, and efficiency analysis.
• Leveraged partnerships within the cross-functional team to provide cost and schedule analyses.
• Supply Chain Finance Analyst
• Performed labor, material, other direct cost, and labor and overhead rate analysis on supplier quotes, then prepared proposal reasonableness documents; in one case saving Raytheon ~$215k, or 25%, on a quote.
• Fostered work relationships to become a trusted reference for financial consultation.

May 2008 – Aug 2008 · 3 mos

• Created an inventory worksheet and schedule to project monthly Profit and Loss.
• Assisted in month-end close: account reconciliations, operating income and accounts receivable/payable analysis.