I am a customer-focused and results oriented FP&A professional with strengths in:

• Leadership, Building Exceptional Teams, and Establishing Strong Business Partner Relationships
• Financial Planning, Budgeting & Forecasting, Financial Analysis, and Strategic Decision Support
• Management Accounting, Performance and KPI Reporting, and Process Improvement

Professional Experience

Wavsys – Consultant at Zayo Group, LLC – Remote

T-Mobile, Inc. – Bellevue, WA

March 2015 – March 2022

Senior Director, FP&A – Enterprise Technology Solutions (ETS) – Product & Software Engineering

• Finance leader in support of $3B Enterprise Technology Solutions business unit.
• Advise CIO and Sr. Leadership on annual and long range plans, monthly forecasts, and key business trends, by providing actionable insights and analyses.
• Successful integration of financial teams, processes, and reporting after merger with Sprint.
• Transformation of financial performance reporting through creation of dynamic dashboards using automation, SQL database and data visualization software.
• Govern, fund, forecast and plan for $1B+ capital expenditure and project portfolio

T-Mobile, Inc. – Bellevue, WA

January 2012 – March 2015

Director, FP&A – Integrated Planning

• Responsible for the consolidation of the Enterprise plan and forecast in US GAAP and IFRS.
• Collaborated with functional business leaders to incorporate latest initiatives and trends into weekly Enterprise Outlook, annual and long range plans.
• Produced weekly SLT management, cash flow and KPI reporting and assisted with creation of quarterly Board of Director presentations.

T-Mobile, Inc. – Bellevue, WA

October 2009 – January 2012

Senior Manager / Director, EIT Finance ▪

• Managed the team responsible for the planning, forecasting and reporting of the EIT budget (~$1B).
• Provided financial analysis, decision support and ad hoc analysis to the CIO and Business Partners on key initiatives.
• Led external benchmark assessments and “Save for Growth” efforts to reduce spending and drive operational efficiency.

Self-Employed

September 2008 – October 2009

Finance and Accounting Consultant

• Consulted with small businesses owners, assisted in daily finance and accounting operations.

Fountainhead Mobile Solutions (formerly PDA Verticals Corporation) – Redmond, WA

May 2005 – June 2008

Director, Finance and Operations

• Responsible for the financial integrity of a small, privately-held technology company, including all aspects of accounting and finance.
• Directed daily operations, including Customer Service, Distribution, Purchasing and Sales.
• Performed various marketing functions, including offer development, collateral design, and e-mail marketing campaigns.

AT&T Wireless Services (Formerly Cingular) – Redmond, WA     

August 1993 – April 2005

Senior Accountant / Finance Manager

• Member of initial core management team responsible for creating the Mobile Multi-Media Services (MMS) division within AT&T Wireless Services.
• Partnered with all levels of management to build business and operational plans to support revenue growth of $50 million to almost $1 billion over a 3-year period.
• Led the team responsible for the Corporate deployment of Oracle Financial Systems.
• Coordinated the Corporate month-end close processes.

Continental Savings Bank (Home Street Bank) – Seattle, WA     

August 1992 – August 1993

Cash Manager

• Monitored and maintained regulatory reserve and liquidity requirements.
• Reviewed short-term rates daily to make informed borrowing and investing decisions.
• Prepared weekly and monthly management reports, i.e. cash projections, liquidity requirements, cost of funds, etc.
• Maintained relationships with local commercial banks, the Federal Reserve Bank and the Federal Home Loan Bank.

Advent International Corporation – Boston, MA    

June 1989 – December 1991

Accountant / Cash Manager

• Responsible for the daily cash management of 20 Venture Capital funds.
• Coordinated the short-term investment activity for the funds. Organized the safekeeping of all securities in preparation for SEC audits.
• Produced quarterly and yearly financial statements (P&L, Balance Sheet and Cash Flows) for 9 funds.

Education

Master of Business Administration ( MBA )           

Seattle University, Seattle, WA – 1998

Bachelor of Science Degree in Finance, Summa Cum Laude        

Bentley University, Waltham, MA – 1989

Professional Affiliations / Community Involvement

• Certified Management Accountant (Inactive)
• Past-President and Board Member, Riverview Educational Foundation
• Alumni, Delta Sigma Pi, International Business Fraternity (Co-Ed)

Primary Language: English
Secondary Language: N/A

Industries this mentor is knowledgeable in: Accounting, Computer Software, Executive Office, Financial Services, Information Services, Information Technology, Telecommunications, Wireless