Experience

LastPass

• United States
• Software Development
• 500 - 600 Employee

• Senior Financial Analyst

  • Sep 2022 - Present



Anitian

• United States
• Computer and Network Security
• 1 - 100 Employee

• Senior Financial Planning Analyst

  • Nov 2020 - Aug 2022

  Owner of 3 financial statement forecasts and long-term forecast model Reported directly to the CFO Led budget planning with budget owners, became trusted partner to advise on budget and headcount requests Provided monthly variance to budget analysis for upper management with a focus on cash runway Owner of monthly/quarterly SaaS KPI reporting for board and during series B fundraising Owner of 3 financial statement forecasts and long-term forecast model Reported directly to the CFO Led budget planning with budget owners, became trusted partner to advise on budget and headcount requests Provided monthly variance to budget analysis for upper management with a focus on cash runway Owner of monthly/quarterly SaaS KPI reporting for board and during series B fundraising



Mitek Systems

• United States
• Software Development
• 300 - 400 Employee

• Senior Financial Analyst

  • Apr 2019 - Nov 2020

  • Primary owner of operating expense and COGS forecasts. Built annual and long-term expense plans/forecasts. As the expense subject-matter expert made recommendation for cost-saving product enhancements to senior management. • Established myself as a trusted advisor to budget owners and managers to maintain accurate expense forecasts and advise on budget requests. • Provided monthly variance to budget analysis with for upper management. • Expanded sales analytics reporting by introducing SaaS-relevant metrics while streamlining existing reporting to make process faster and more accurate. • FP&A systems ownership and administration including month-end close process in forecast software



ChiroTouch

• United States
• Software Development
• 100 - 200 Employee

• Financial Analyst

  • Mar 2016 - Apr 2019

  -I developed and regularly produced reporting measuring customer and revenue churn and monthly recurring revenue across product lines as business transitioned from a license model to a SaaS model. -Assisted CFO in creation of annual budget. -I developed and regularly produced reporting measuring customer and revenue churn and monthly recurring revenue across product lines as business transitioned from a license model to a SaaS model. -Assisted CFO in creation of annual budget.



VOXX•DEI, LLC (Previously Directed Electronics)

• United States
• Computers and Electronics Manufacturing
• 1 - 100 Employee

• Senior Financial Analyst

  • Jan 2015 - Dec 2015

  Senior Financial Analyst with an emphasis on sales analytics and operations. Reported on key performance metrics to senior management with deeper analysis and commentary to explain business performance. Worked with Sales and Operations departments to plan $100K sales promotions, including SKU mix and pricing, and measured effect on margins versus plan. Created complex models of customer and channel-specific rebate programs to measure effect on profitability. Analyzed sales data to make recommendations to Sales Leadership team on strategic planning of personnel, product lines, and pricing. Create sales quotas and manage sales compensation for independent sales force.



DJO

• United States
• Medical Equipment Manufacturing
• 700 & Above Employee

• Sales Analyst II

  • Jun 2011 - Jan 2015

  Analyze and identify trends in data to look for opportunities for growth and identify at risk business. Work with sales leadership to develop revenue projections, manage sales targets, and create sales quotas. Work with marketing department to establish sales goals and track progress of individual product sales. Management of all revenue reporting for the Surgical business unit. Financial analysis and forecasting. In-depth analysis on product pricing projects. Analyze and identify trends in data to look for opportunities for growth and identify at risk business. Work with sales leadership to develop revenue projections, manage sales targets, and create sales quotas. Work with marketing department to establish sales goals and track progress of individual product sales. Management of all revenue reporting for the Surgical business unit. Financial analysis and forecasting. In-depth analysis on product pricing projects.



Pasha Automotive Services

• Operations Analyst

  • Jun 2008 - Jun 2011

  Develop month end departmental financial performance projection presentations for upper management. Perform return-on-investment projections for capital equipment purchases. Labor planning and budgeting for the Processing Department. Track efficiency and performance of sub departments within processing department and report to operations manager. Develop month end departmental financial performance projection presentations for upper management. Perform return-on-investment projections for capital equipment purchases. Labor planning and budgeting for the Processing Department. Track efficiency and performance of sub departments within processing department and report to operations manager.