Lead the Finance team in the development of a new reporting tool, including the creation of a new reporting package, and the creation of a formal budget process.
Provide financial leadership and direction to the business unit in the development of strategic initiatives, including: ROI, NPV, IRR, and ROI.
Lead the development of the Finance department, including the development of a new reporting process, metrics, analysis, and coaching, mentoring, and performance reviews.
Develop and implement best practices, including the development of a new Finance&operational dashboard, and key performance indicators (KPIs).
Served as a key member of the senior management team to develop and implement a new business model for the technology group.
Lead financial planning and analytics team through development of new business model, training and mentoring of staff. Provide guidance to the sales team on the development of new products and services.
Senior Vice President
San Marcos High School
Led the financial operations of the company, including analysis, reporting, and strategic direction. Responsible for the development of the annual budget and quarterly forecasts.
Oversee the financial operations of the company including: budgeting, strategic planning, and decision making. Support the CFO in the development of the company's strategic plan.
Provide financial leadership and support for the development of new business and marketing initiatives. Manage the maintenance of the accounting and HR systems, including the creation of a new legal entity.
Provide financial support to the CEO, CFO, and COO in the development of new business opportunities, including acquisitions, divestitures, and investments.
Provide leadership and direction to the business unit in the development of the Finance and accounting intranet. Also, responsible for the creation and maintenance of the financial models.
Manage the development of a new financial and operational accounting system. This includes the creation of a new chart of accounts, and the creation of a new corporate consolidation system.