FP&A Manager

Accountable for consolidated forecasting, executive reporting, and FP&A systems across four business units and corporate functions, with deliverables to the CFO and CEO. Owns the monthly S&OP forecast, including automated Alteryx consolidation, source-level controls, variance analysis, executive memo preparation, and review-deck development.

Built integrated actuals, budgeting, and forecasting models and automated business-unit rollups, saving two days each month. Leads finance systems work as Planful Super Admin and finance lead for NetSuite Planning & Budgeting, redesigned 13-week cash-flow forecasting, created board initiative tracking, developed sales and pipeline trackers, and builds Claude-based automation and quality-control workflows.

Built weekly enterprise volume forecasts and monthly retention and IoT forecasts with forecast accuracy exceeding 96%. Automated senior-management reporting through Power BI dashboards and redesigned the retention forecast by integrating three data sources into a single dynamic process.

Created an Alteryx workflow that reduced Salesforce-entry processing from two days to approximately 30 minutes, earning the 2Q 2023 Key Priorities Award. Built an Executive Leadership Committee output file that consolidated five legacy files into a single source of truth and received the 4Q 2022 Win as One Award.

Managed federal and state tax compliance for AT&T entities, including more than 4,000 annual report filings. Advised legal and planning teams on entity structure and state tax law while supporting complex corporate tax operations.

Led a nine-month hCue implementation that consolidated four corporate record systems across AT&T, DirecTV, and Time Warner. Automated more than 4,000 annual filings, saved over 25 hours monthly, completed implementation two months early, recovered a $2 million unclaimed cash refund, and delivered multiple recognized process and cost improvements.

Led property-tax planning, appeals, and negotiations for major AT&T entities. Negotiated a 12% exemption increase with the South Carolina Department of Revenue, contributing to a $1.2 billion unit-value reduction and more than $3 million in tax-liability savings.

Secured significant assessment reductions through state appeals, including a $1.7 million reduction in Missouri assessed fair market value and a $602,000 Oklahoma tax-liability reduction through a depreciation-floor appeal.

Prepared state and local tax returns, journal entries, and reconciliations in compliance with GAAP and SOX requirements. Managed multi-million-dollar tax payments and property-tax activities across all 50 states.

Supported accurate reporting, payment administration, and reconciliation processes for a large, complex corporate tax environment.

Master of Business Administration (MBA).

Bachelor of Arts in Economics.