ANNETTE TANORI
Scottsdale, AZ ***** 602-***-**** *******@***.*** LinkedIn/AnnetteTanori
FINANCE LEADER
Financial/Forecasting Services Strategy Development Project Management Bottom-up operations leader, skilled at scrutinizing data and making informed data-driven decisions to maximize profits, streamline process efficiency, identify high-ROI solutions, and shift $300M+ business operations in alignment with customer needs. A true connector, bringing collaboration to siloed organizations. Adds 15+ years of strong financial leadership, for private and publicly traded firms, and academic settings. Longevity and quality focused strategist. Conversant in Spanish. à SKILLS: FP&A, Financial Modeling, Forecasting Oversight, Preparing Financial Statements, Annual Budget Development, Revenue/SGA Forecasting, Financial Goal Oversight/Communication, P&L Steering, Cost Savings Initiatives, Data Visualization/Reporting, Process Improvement, Establishing & Monitoring KPIs, Employee Development, Contract Negotiations, Regulatory Compliance Oversight, Team Building, Data Extraction, Vendor Management, Team Communication & Coaching, Quality Assurance Audits, Quality Controlled Processes, Corporate Dashboard Creation,, Software Implementation, RFP/RFQ Specification Planning & Bid Review, Risk Planning à SOFTWARE APPLICATIONS: Advanced MS Excel (Financial Modeling), Custom Financial Forecasting Tool, Space Management / Floor Plan Layout Tool, Constructaware Project Management Software, Tableau, PowerBI EXPERIENCE
UNIVERSITY OF PHOENIX Phoenix, AZ 3/2009 to Present Adjunct Faculty Member, College of Business –Finance & Economics Supplements operations leadership with collegiate thought leader status, teaching best practices and critical thinking.
Boosts awareness of industry and global trends affecting industries, cost of goods, and factors that influence business decisions with carefully developed lessons set to articulate complex financial/economic theories and terminology.
Facilitates courses for 100+ students per term with excellent student and leadership feedback across all sections. SILICON VALLEY BANK (SVB), a division of First Citizen’s Bank Phoenix, AZ 7/2019 to 2/2024 Sr. Operational Excellence Manager, Finance & Chief of Staff Recruited for data analytics skill and strategic financial acumen. Brought non-siloed perspective, with crucial eye on regulatory compliance, data integrity, cross-functional collaboration, and operations leadership from construction to real estate.
Created operational best practices to comply with highly scrutinized Large Financial Institution (LFI) status.
Hand-picked to stay on during year-long transition from SVB, operated as knowledge center for business integration following acquisition.
Owned $15M+ operational and $100M construction budgets across 100+ sites; kept pulse of scope of work.
Provided key data for site selection; supported 15x new office construction projects.
Built predictive financial models leveraging Excel capabilities for forecasting, budgets, and project ROI evaluations.
Shaped departmental strategy and key process playbooks amidst rapid growth; built real estate dashboard to highlight trends, key dates, and critical information to accelerate decision making and control unpredictable protocols. SHEA HOMES Scottsdale, AZ 7/2014 to 7/2019
Sr. Financial Analyst – Master Planned Community Construction Operated as local CFO, to evaluate financial feasibility and profitability for active-adult communities in the Orlando area. Watchdogged operations to identify growth opportunities; oversaw the preparation/distribution of community/regional financial statements (balance sheet, income statement, and cash flow). Maintained pro-formas, including historical, actual, and forecasted financial results.
Modeled financials and influenced sales pivots to achieve targeted $300M+ annual revenue goals.
Secured cashflow and communicated performance shifts through collaborative work with stakeholders and partners. Annette Tanori Operations Leader 602-***-**** P 2
Compiled time-sensitive, accurate quarterly forecasts and annual budgets; informed leadership on implications of business decisions. Calculated key financial metrics (IRR, ROA, ROI) per operations dashboard and assumption changes. ENSEMBLE REAL ESTATE SOLUTIONS Phoenix, AZ 5/2012 to 3/2014 Financial Analyst/Project Manager – Specialty Medical Complexes Prepared economic forecasting models to predict future income and growth potential of $50M+ development projects.
Owned reporting for key programs and took over tenant improvement projects to reduce building vacancy.
Launched 4x, on-time launches for dental offices. Cross trained as construction project manager owning full financial budget preparation, walkthroughs, compliance, general contractor communications, and equipment deliveries.
Scrubbed data to forecast occupancy, financial cost tracking, budgets, and reporting of ongoing monetary changes. MIDFIRST BANK Phoenix, AZ 3/2008 to 3/2012
Project Manager/Financial Analyst – Real Estate Development Accountable for researching, maintaining, and reporting data regarding departmental budgets and historical statistics.
Coordinated with government agencies to secure necessary approvals for construction projects including community impact and lending fairness reports, and DEI assessments for new, local banking centers.
Partnered with real estate broker to negotiate contract terms and estimated budgets for site acquisitions.
Reviewed financial and economic models to forecast future growth trends and demographics for the Arizona market. EDUCATION
Master of Arts (M.A.) in Economics The University of Nevada, Las Vegas – Lee Business School Bachelor of Science (B.S.) in Business Administration (Emphasis: Economics & Finance) The University of Arizona Development Courses Communications, Establishing Rapport & Relationships, Virtual Relationship Building AFFILIATIONS & HONORS
Charter 100 Board Member (Finance & Operations Specialty) Valley Leadership Class 39 Cohort Graduate
Valley of the Sun United Way – Women United Member Girls on the Run Serving Maricopa & Pinal Counties, 5k Race Planning Committee, Member Sandra Day O’Connor Award Winner (Community Involvement and Leadership Recognition) Junior League of Phoenix Former Board Member / Current Member (Executive Director, 1000+ members) Leukemia & Lymphoma Society of Arizona Board Member & Supporter (Events & Fundraising Specialty, $1M+ raised) Joyride Giving Circle Founding Member & Vice President (Nonprofit Fundraising, Yielded Grant Nominations of $100k+)