Delivered detailed financial reporting on balance sheets and private investments. Ensured data accuracy and regulatory compliance across internal systems. Partnered with internal teams to implement process improvements. Maintained regular communication with clients, delivering insights and resolving inquiries.

Led resolution of billing issues across departments to improve customer satisfaction. Managed end-to-end billing processes and cultivated relationships across all organizational levels. Promoted a data-driven environment focused on issue prevention and billing accuracy.

Serve as a strategic partner to area leadership, supporting financial operations across a portfolio of 100+ accounts generating $50M+ in annual revenue. Lead monthly financial reporting, including P&L statements, balance sheets, variance analysis, and account reconciliations. Conduct trend analysis and develop financial forecasts to support data-driven decision-making. Prepare and deliver executive-level financial presentations to Regional Vice Presidents and senior leadership. Create and maintain key financial metrics and dashboards to enhance operational visibility and accountability. Develop and implement process improvements and financial procedures to drive efficiency and standardization. Produce ad hoc financial reports and strategic insights in response to evolving business needs.

Oversaw financial performance through P&L analysis and reporting for assigned contracts. Delivered quarterly business reviews (QBRs) with customized financial and service metrics. Monitored service delivery for break/fix and supply services.

Streamlined back-office support activities by efficiently preparing order documents for major Xerox accounts, enhancing service delivery and client satisfaction. Coordinating and processing new device orders. Managed documentation, device orders, quote preparation, and scheduling. Ensured data consistency across multiple systems and service orders.