Budget and financial planning involve managing the preparation and continuous monitoring of an organization's annual operating and capital budgets. I have held numerous positions with profit-and-loss responsibility and the broader budget management responsibility. I have also been involved in mentoring companies on their budgets and financial planning. The case studies below show examples of my budgeting accomplishments.​

• Consultant
• General Manager

<

>

APPTIO
Consultant

PROBLEM: Apptio sold cost transparency solutions to fortune 500 IT departments. However, the application required budget information to benchmark against actual costs. Most IT departments still budgeted and forecasted in Excel spreadsheets, typically not in the same roll-up as needed by Apptio's cost transparency solution. 
SOLUTION: I would analyze the IT department's current budgeting and forecasting processes and make recommendations on changes to their processes that could be implemented through the automation of their BNF process in Apptio. I would then implement a custom solution within the Apptio platform (PaaS) to automate the data collection, roll-up, review, and approval of budgets and forecasts (typically re-forecasting monthly). Then final budget and subsequent forecasts would be imported into the Apptio cost transparency solution for an analysis of their actual spending by an application's total cost of ownership.

AVI-SPL
GENERAL MANAGER

PROBLEM: When I took over the branch office, there was no place to budget and subsequently no way to track the financial progress of the branch. 
SOLUTION: As part of an ERP solution I developed, I was able to have all pipeline sales estimates, as well as work-in-progress, and actuals existing in one system, allowing me to analyze where the office was over-spending.