Experience

Analyst Intelligence

• United States
• Software Development
• 1 - 100 Employee

• Consulting Advisor - Financial Solutions

  • Nov 2021 - Present



Bloomberg

• United States
• Financial Services
• 700 & Above Employee

• Head of Finance Transformation & Automation, FP&A

  • May 2020 - Aug 2021

  New York City Metropolitan Area



Geller

• United States
• Financial Services
• 100 - 200 Employee

• FP&A Manager, Financial Systems

  • Aug 2018 - May 2020

  New York, New York

• Senior Financial Analyst, FP&A

  • Jun 2017 - Aug 2018

  New York, New York



International SOS

• Singapore
• Hospitals and Health Care
• 700 & Above Employee

• Senior Financial Analyst, FP&A

  • Jan 2016 - Jun 2017

  Greater New York City Area Senior analyst for a $1B+ medical and travel security services firm in the Americas regional operations. Primarily responsible for the coordination and consolidation of the region’s corporate financial planning. In charge of managing and supporting the sub-regional FP&A activities amongst the analyst community to drive financial operations and results. • Finance regional supervisor for the consolidation of our data center’s network +30M project reporting to CFO • Developer of LRF… Show more Senior analyst for a $1B+ medical and travel security services firm in the Americas regional operations. Primarily responsible for the coordination and consolidation of the region’s corporate financial planning. In charge of managing and supporting the sub-regional FP&A activities amongst the analyst community to drive financial operations and results. • Finance regional supervisor for the consolidation of our data center’s network +30M project reporting to CFO • Developer of LRF models for the tracking of capital metrics for all the region’s data centers • Architect of the Americas business case template to assess the financial impact of all executive board’s capital projects • Owner of a sub-region’s P&L and related month-end closing along with respective planning activities • Leader in automation-enhancement projects including financial reporting, payroll processes, and month-end analysis • Support month end account reconciliations and validate consistency between financial systems for month end close • Instructor of several excel training sessions to bring strong work-enablement across all employees in the company • Regional finance lead to the HR and IT regional departments in support of strategies, modeling, and budgeting Show less



HD Supply

• United States
• Wholesale
• 700 & Above Employee

• Financial Analyst, FP&A

  • Jul 2014 - Oct 2015

  San Diego, California Supervised the financial planning, strategic analysis, budgeting, and forecasting of capital expenditures for a $2+Billion industrial wholesale distributor. Finance lead for multi-million dollar capital expenditure initiatives for infrastructure, equipment, distribution centers and information technology that enhance and improve our network capacities to sustain business growth and profitability. • Established capital goals through financial guidance and collaboration with… Show more Supervised the financial planning, strategic analysis, budgeting, and forecasting of capital expenditures for a $2+Billion industrial wholesale distributor. Finance lead for multi-million dollar capital expenditure initiatives for infrastructure, equipment, distribution centers and information technology that enhance and improve our network capacities to sustain business growth and profitability. • Established capital goals through financial guidance and collaboration with cross-functional leaders • Liaised with cross-functional departments to evaluate the financial feasibility and profitability of capital and operating projects • Developed and maintained the tracking and reporting of capital expenditures along with the annual budget and quarterly forecasting process • Responsible for the month end, quarter end, and year end close capital process • Devised numerous sensitivity & pro forma models to assess the financial impact of business initiatives • Facilitated and coordinated monthly & quarterly council meetings with C-level executive leadership to review capital targets and results • Identified and interpret assigned general ledger results to implement cost reduction initiatives • Examined P&L results and conduct variance analyses to recognize areas of improvement • Assembled quarterly audit financial performance for independent audit agencies • Instructor for a finance business simulation provided to upper level mgt in a 2 day FNFM course

• Financial Analyst, Sales Analytics

  • Jun 2012 - Jul 2014

  San Diego, California Oversaw and managed the planning of annual sales plans, industry targets, and recurring forecasts. Main priorities included sales and pipeline analysis, product category research, and scenario analysis related to key performance drivers. Served as the primary lead for P&L analysis, compensation performance, territory alignment and goal setting processes for 300+Million industry segments. • Accountable for providing P&L guidance and synthesizing financial information for the sales… Show more Oversaw and managed the planning of annual sales plans, industry targets, and recurring forecasts. Main priorities included sales and pipeline analysis, product category research, and scenario analysis related to key performance drivers. Served as the primary lead for P&L analysis, compensation performance, territory alignment and goal setting processes for 300+Million industry segments. • Accountable for providing P&L guidance and synthesizing financial information for the sales team • Formulated scenario analysis and projections related to the sales pipeline, product demand, and trending actuals to plan • Performed business cases and forecasts on modified field territories and evaluated the implications to annual sales targets • Maintained the hospitality and healthcare month end industry decks with sensitive financial data and KPIs for VPs and the CEO • Analyzed historical trends and financial assumptions to forecast and prepare sales presentations • Secured the goal setting process for development of annual sales plans • Comprehensive sales compensation SQL database administrator for the company's sales force • Spearheaded the inception of new performance reporting and continuous analytical tools across every industry segment • Prioritized and supported the sales regional teams by engineering, producing and delivering automated reporting in SAP BI/BW, BPC, Excel and Access • Incorporated BI broadcasts and Access databases to support weekly and monthly revenue targets • Managed finance interns and served as a mentor throughout the internships • Recognized with 3 outstanding performance awards • Produced various financial trainings currently being used in HDSFM



Paramount Real Estate Investments

• Real Estate
• 1 - 100 Employee

• Financial Database Administrator

  • Sep 2010 - Feb 2011

  San Diego, California