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Financial Manager

Mesa, AZ


Work Experience

Financial Manager

American Express, Phoenix, AZ


  • Enhanced and improved monthly P&L reporting to include supplier level detail and provided detailed variance analysis on a global, regional, and market level
  • Implemented additional financial modeling to enhance forecasting of commissionable revenues
  • Trained two new managers to support supplier relations team in global and regional roles
  • Proactively enhanced reporting tools that reduced ad-hoc reporting time requirements by up to 50% while improving report accuracy
  • Supported multiple internal and external audit requests including Department of Justice and PWC

Financial Analyst

American Express, Phoenix, AZ


  • Maintained 150 Million+ North American supplier revenue forecast, enhanced processed to include supplier
  • sales forecasts, internal supplier yield performance while reducing forecasting process time by over 25%
  • Designed and implemented weekly ROI forecasting tool and improved overall forecasting process for preferred travel supplier incentive program.
  • Designed and developed key MicroStrategy report in support of proof of concept
  • Developed Point of Service (POS) data code scorecard & report for POS data code project that impacts pricing, chargeback's, noncompliance fees, and relationships with external credit card issuers

Contract Specialist/Procurement Analyst

U.S. Navy, Ridgecrest, CA


  • Created and maintained detailed cost tracking and cost estimating spreadsheets used for creating project estimates, monitoring labor and material contracts budgets and spend variance on multimillion dollar service contracts
  • Conducted in-depth cost and price analysis on multiple contractor proposals; saved over $800,000 during negotiations on program support services contract
  • Worked with Business Financial Managers (BFM's) to resolve SAP Purchase Request (PR) issues
  • Created and improved various ad-hoc reports that provided increased insight into contract spend and individual and organizational workload for senior management
  • Researched new software system, assessed functionality, developed business processes and tools to successfully integrate the new multi-billion dollar procurement vehicle and software system into existing highly automated environment


Master of Business Administration in Financial Management and Markets

W. P. Carey School of Business at Arizona State University, Tempe, AZ


BS in Business Management

Brigham Young University, Provo, UT


Additional Information

  • Forecasting
  • Variance Analysis
  • SQL, Access, & Excel
  • Financial Variance Modeling
  • Oracle, Essbase & TM1
  • Contract Specialist
  • Process Improvement
  • Audit Support
  • Statistical Modeling
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