Experience

Vividly

• Software Development
• 1 - 100 Employee

• Director of FP&A and Operations

  • May 2022 - Present

• Trade Finance Director

  • May 2021 - Present

  * Build and secure long-term executive relationships with clients whilst providing guidance to help them maximize value* Co-develop and lead implementation matters specific to customers, includes creating internal training curricula and schedules * Train clients on proper usage of trade promotion management tool including deductions, reconciliation, broker commissions, accruals, and audit * Recommend business strategies based on Cresicor data insights that will help drive your client to achieve growth, profitability, and competitive success * Gather and share solution requirements with internal teams that address future client needs * Develop and maintain an internal network across customer’s organization, facilitating workshops on best known practices catalyzing organic growth * Ensure timely and successful delivery of reporting and solutions according to the client's needs and objectives



Studio Lovivo

• United States
• Marketing Services

• Finance Operations Lead

  • May 2020 - May 2021

  * Oversee day-to-day operations and act as overarching business manager of the organization. * Build out Pro Forma financial statements and price structures for the multi-faceted business plans, track sales trends, monitor cost analysis, and establish KPIs to reach ongoing company goals. * Manage labor, payroll, and oversee company resources on a regular basis. * Contract creation and negotiation while coordinating sales and deliveries for all vendor relations. * Coordinate logistics for delivery and fulfillment of food goods and retail products. * Develop client finance processes and oversaw revenue and profit/loss management to create balance sheet, GL, and income statements to assess the overall health of the business.



Ogilvy

• United States
• Advertising Services
• 700 & Above Employee

• Regional Finance Manager

  • May 2018 - Jun 2020

  * Oversee regional finance operations and liaison between Finance, Sales, Project Management, Resourcing and Account Delivery teams. * Support the VP of Finance in reviewing client proposals, Statements of Work (SOWs), and overarching MSAs in order to negotiate client contracts with suppliers, consultants, and legal counsel. * Responsible for project forecasting and producing client P&L’s monthly while guiding the client engagement teams on sales metrics and continued account growth. * Act as an advisor to our client account teams for all commercial matters related to budget, billing, collection, WIP, direct expenses, and profitability. * Work with the New Business team with the creation of client proposals and pricing strategies. * Assist with staff plan resourcing and project budgeting in SAP BPC for fully executed SOWs. * Manage the freelance requisition for the organization along with the VP of Finance. * Review and approve all client-related travel and expense reporting while tracking project OOP spend.



OMD USA

• United States
• Advertising Services
• 700 & Above Employee

• Manager, Finance Operations

  • Jul 2016 - Apr 2018

  * Oversee the entire month-end close process by preparing the financial statements, monitoring account budgets and issuing internal adjustments to revenue forecasts via journal entries. * Analyze the profitability and project budgets of 25 client accounts (17 among the S&P 500) with the annual gross billings of $1.5B+ and $55M+ in revenue * Manage detailed variance analysis of revenue and commissionable media billings on a monthly, quarterly, & YOY basis while working with a team of Corporate Accountants and Budget Project Managers to adjust forecasts of project costs and KPI benchmarks. * Assess contract agreements and participate in client fee negotiations by building staffing plans, project utilization, and labor timesheet reconciliations for all departments and business units. * Readily prepare and compile finance documents for year-end Audit inquiries by ensuring Sarbanes Oxley (SOX) compliance with revenue recognition and GAAP for internal controls. * Work alongside VP of Finance, Regional Finance Director, Corporate Accounting, and Sales Account Leadership on existing clients and new business needs with ad-hoc projects/requests. * Acted as interim Finance Director throughout the duration of the hiring and onboarding process of the current Regional Director.



FCB Global

• United States
• Advertising Services
• 700 & Above Employee

• Client Finance Manager

  • Aug 2015 - May 2016

  * Manage a team of 3 Business Analysts by instituting daily processes to assist with their preparation of client billing, AR/WIP reports, job code creation, budget management, and resolving account discrepancies when necessary. * Monitor agency account budgets, track employee hours, record vendor spending, and generate financial reports to calculate the revenue recognition of 7 large-cap clients with $32MM+ in annual gross revenue. * Support the Corporate Controllers with customer contract revisions and the Accounting Manager by preparing journal entries and necessary GL adjustments to resolve any balance sheet discrepancies for the month-end close. * Prepare monthly financial documents and quarterly revenue projections by running Hyperion ERP reports and building out project system data using the SAP BI tool. * Present revenue calculations and project status updates in monthly Balance Sheet meetings to the Finance Directors and department VPs alike.



Zócalo Group

• Advertising Services
• 1 - 100 Employee

• Financial Analyst

  • Oct 2014 - Aug 2015

  * Provide financial oversight on client accounts and partner with the CFO to ensure agency plans and financial goals are attained each and every closing period. * Assist CFO with plan development, re-forecasting, and financial reporting of income projections, staff utilization, and agency expenses. * Manage client billings process and WIP reports to ensure agency compliance with client contracts in PeopleSoft software. * Present client contract wins, new business pipeline, and agency revenue projections to the global finance directors call each month. * Manage and train finance interns to generate PeopleSoft reports, reconcile monthly credit card statements, create expense reports, monitor vendor POs, and to properly code accounts payable. * Generate finance training docs and update tutorials on expense reports and time entry to review with all of the agency’s new hires. * Work with corporate accounting team to provide insight and recommendations on software improvements for more efficient time entry, and accurate budgets, and detailed AR/AP reporting.



The Society of Thoracic Surgeons

• United States
• Health, Wellness & Fitness
• 1 - 100 Employee

• Accounting Assistant

  • Jun 2014 - Oct 2014

  * Summer contract; responsible for accounts payable transactions and receivable invoicing, cash application and deferred accounts for all 6,800 surgical members of the Society’s cardiothoracic database. * Prepare budget account reconciliations and review investment portfolio analysis for Controller. * Create G/L entries and monitor chart of accounts to ensure 501c3 compliance with STS policies. * Summer contract; responsible for accounts payable transactions and receivable invoicing, cash application and deferred accounts for all 6,800 surgical members of the Society’s cardiothoracic database. * Prepare budget account reconciliations and review investment portfolio analysis for Controller. * Create G/L entries and monitor chart of accounts to ensure 501c3 compliance with STS policies.



Centro

• United States
• Advertising Services
• 700 & Above Employee

• Accounts Receivable Specialist

  • Jan 2011 - Apr 2014

  * Oversee the media billing processes and generate 300+ monthly invoices with subsequent reports for 21 regional sales teams which generate over $42MM in annual gross revenue. * Prepare campaign delivery and reconciliation reports to resolve billing discrepancies, issue invoice revisions, and apply cash payments in-line with accounting month-end close. * Create monthly sales revenue report and build account metrics for the FP&A and Sales Executive teams. * Train new AR coordinators and lead team meetings for client calls to review outstanding accounts. * Finance liaison for Advantage product development team to provide insight on billing operations during the production of proprietary digital campaign management software. * Received "Accounts Receivable Specialist Certification" and promoted from AR Coordinator in Sep 2012.



Associated Colleges of the Midwest

• United States
• Higher Education
• 1 - 100 Employee

• Accounting Associate

  • Nov 2008 - Jan 2011

  * Work directly with the Controller and CFO to finance consortium operations and off-campus study programs. * Perform day-to-day accounting activities, including reconciliation of petty cash, credit cards and bank accounts. * Prepare financial statements and budgetary reports in order to carry out regular organizational cost analyses. * The Associated Colleges of the Midwest (ACM) is a consortium of academically excellent, independent liberal arts colleges located in Illinois, Iowa, Minnesota, Wisconsin, and Colorado.



Starcom

• United States
• Advertising Services
• 700 & Above Employee

• Account Coordinator

  • Jun 2008 - Nov 2008

  * Manage the monthly billings of the Allstate digital advertising account, while supervising a team of three AR interns to resolve invoice discrepancies. * Provide marketing campaign review and account implementation using Media Box software. * Process & audit more than $150,000 of billing accounts daily for a total collections of $18MM. *Starcom is one of the world’s largest communications and consumer contact organizations, with nearly 5,800 global media professionals building connections between consumers and brands for hundreds of clients, including many of the world’s most powerful marketers.



University of Colorado

• United States
• Higher Education
• 700 & Above Employee

• Assistant Service Project Manager

  • Dec 2005 - Jan 2008

  Effectively assisted in managing a team of five project assistants to organize reports and carry out service tasks in the architecture and design facilities. Effectively assisted in managing a team of five project assistants to organize reports and carry out service tasks in the architecture and design facilities.



University of Colorado

• United States
• Higher Education
• 700 & Above Employee

• Research Analyst

  • Jun 2005 - Aug 2005

  * Analyzed research data for a $4.5MM landscape development project by consolidating multifaceted written surveys and resourcefully cataloguing the gathered information into an online database. * Analyzed research data for a $4.5MM landscape development project by consolidating multifaceted written surveys and resourcefully cataloguing the gathered information into an online database.