Experience

Happy Cabbage Analytics

• United States
• Software Development
• 1 - 100 Employee

• CEO and Co-Founder

  • Feb 2019 - Present



One Medical

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Senior Manager, Strategic Finance

  • Jan 2020 - May 2020

• Manager, Strategic Finance

  • May 2018 - Jan 2020



Salesforce

• United States
• Software Development
• 700 & Above Employee

• Manager, Finance and Strategy

  • Feb 2018 - May 2018

  Led financial strategy and analysis for Salesforce Premier, overseeing an annual budget of over $600 million in expense and $1 billion in revenue for an organization with over 3,000 employees. Managed the fiscal planning process by working with executives to set financial targets and then coordinating across global finance, strategy, recruiting, product, operations, and business teams on the best strategy to achieve those targets. Cultivated a team of analysts to partner… Show more Led financial strategy and analysis for Salesforce Premier, overseeing an annual budget of over $600 million in expense and $1 billion in revenue for an organization with over 3,000 employees. Managed the fiscal planning process by working with executives to set financial targets and then coordinating across global finance, strategy, recruiting, product, operations, and business teams on the best strategy to achieve those targets. Cultivated a team of analysts to partner effectively with business executives, develop advanced real-time budget models, analyze and predict financial metrics, and maintain fiscal control. Mentored cross-functional team members on usage of analytics tools such as R and SQL to perform automated and advanced financial analysis and reporting.

• Senior Financial Analyst

  • Feb 2017 - Jan 2018

  Supported budgeting and consolidations for Salesforce Premier. Partnered closely with business leaders to help inform, advise, and influence business decision making and strategic development. Evangelized and lead the adoption of the R programming language throughout Salesforce Finance by hosting training, writing technical documentation, fostering use cases with individual teams, and implementing proof of concept projects. Engineered R Shiny applications on Salesforce… Show more Supported budgeting and consolidations for Salesforce Premier. Partnered closely with business leaders to help inform, advise, and influence business decision making and strategic development. Evangelized and lead the adoption of the R programming language throughout Salesforce Finance by hosting training, writing technical documentation, fostering use cases with individual teams, and implementing proof of concept projects. Engineered R Shiny applications on Salesforce Heroku to visualize financial data. Investigated methods for connecting to enterprise data systems with R in order to expedite financial data processing, and refine prediction models. Created and implemented advanced calculation models to facilitate real-time budgeting and decision making, allowing business leaders to seamlessly manage expense in a live environment. Developed and executed statistical analyses on financial ROI of role based investment. Presented findings to finance and business leadership in order to influence meaningful business change through data analysis. Mentored a team of high performing entry level analysts, focusing deeply on technical, business partnering, and leadership development.

• Financial Analyst

  • Oct 2015 - Jan 2017

  Supported budgeting for the Customer Success Group, managing an annual budget of over $400 million and the financial needs of a high growth organization with over 2,000 employees. Utilized Excel/VBA and Oracle Hyperion to forecast the impact of different business scenarios including technological investment, outsourcer transitions, and offshore hiring. Performed ad-hoc analysis on customer data using Excel/VBA, SAP, and R to provide metrics and reports for CEO and executive… Show more Supported budgeting for the Customer Success Group, managing an annual budget of over $400 million and the financial needs of a high growth organization with over 2,000 employees. Utilized Excel/VBA and Oracle Hyperion to forecast the impact of different business scenarios including technological investment, outsourcer transitions, and offshore hiring. Performed ad-hoc analysis on customer data using Excel/VBA, SAP, and R to provide metrics and reports for CEO and executive planning conversations, product strategy personnel, and marketing teams.



Analysis Group

• United States
• Business Consulting and Services
• 700 & Above Employee

• Analyst

  • Aug 2014 - Oct 2015

  Assisted consulting experts in quantitative and qualitative analysis to inform business strategy and perform litigation valuations in economic, financial, and healthcare related matters. Developed Excel/VBA based sales forecast models for healthcare asset, insurance, equity, and patent valuations. Designed, launched, and managed web-based market research surveys including A/B testing of brand/logo responses and conjoint analyses to assess consumer value of trademarks, software… Show more Assisted consulting experts in quantitative and qualitative analysis to inform business strategy and perform litigation valuations in economic, financial, and healthcare related matters. Developed Excel/VBA based sales forecast models for healthcare asset, insurance, equity, and patent valuations. Designed, launched, and managed web-based market research surveys including A/B testing of brand/logo responses and conjoint analyses to assess consumer value of trademarks, software features, and pricing. Extracted, cleaned, and analyzed data from large health insurance claims databases (over 100 million records) to inform consumer impact of healthcare plans and economic burden of specific diseases. Worked 50+ hours per week on projects with team members to meet hard deadlines. Show less Assisted consulting experts in quantitative and qualitative analysis to inform business strategy and perform litigation valuations in economic, financial, and healthcare related matters. Developed Excel/VBA based sales forecast models for healthcare asset, insurance, equity, and patent valuations. Designed, launched, and managed web-based market research surveys including A/B testing of brand/logo responses and conjoint analyses to assess consumer value of trademarks, software… Show more Assisted consulting experts in quantitative and qualitative analysis to inform business strategy and perform litigation valuations in economic, financial, and healthcare related matters. Developed Excel/VBA based sales forecast models for healthcare asset, insurance, equity, and patent valuations. Designed, launched, and managed web-based market research surveys including A/B testing of brand/logo responses and conjoint analyses to assess consumer value of trademarks, software features, and pricing. Extracted, cleaned, and analyzed data from large health insurance claims databases (over 100 million records) to inform consumer impact of healthcare plans and economic burden of specific diseases. Worked 50+ hours per week on projects with team members to meet hard deadlines. Show less



Reed College

• United States
• Higher Education
• 500 - 600 Employee

• Student Senator

  • May 2013 - May 2014

  Served in a paid position as a student body senator for one year. Drafted policy dealing with substance use, social interactions, campus facilities, and academic ciriculum. Served on a variety of committees working with administrators, faculty, and students to help mantain the colleges function and plan ensure the financial, social, and academic stability of the college. Helped manage student body budgets in excess of $100,000 a semester.

• Scene Shop Associate

  • Sep 2010 - May 2014

  College job working in the theater department scene shop. Experience with wood working, metal working, electrical work. Supplemented by coursed in performance technology and design.



Wolf Trap Foundation for the Performing Arts

• United States
• Performing Arts
• 100 - 200 Employee

• Technical Theater Intern

  • May 2013 - Aug 2013

  Summer internship working for the Wolf Trap opera company. Woodworking, metal working, stage running. Refined my skills in carpentry, creativity, and how to follow directions while using power tools. Summer internship working for the Wolf Trap opera company. Woodworking, metal working, stage running. Refined my skills in carpentry, creativity, and how to follow directions while using power tools.



Hospital Gineco Obstetrico Enrique Sotomayor

• Guayaquil, Ecuador

• Database Developer

  • Jun 2011 - Aug 2011

  Volunteer position helping to develop and implement a digital neonatal record system for patients within the neonatal intensive care unit (NICU). Worked with doctors and administrators in a spanish speaking environment to develop a system that would best meet the clinical needs of the NICU. Learned the basics of Microsoft Server, Access, and MySQL. Volunteer position helping to develop and implement a digital neonatal record system for patients within the neonatal intensive care unit (NICU). Worked with doctors and administrators in a spanish speaking environment to develop a system that would best meet the clinical needs of the NICU. Learned the basics of Microsoft Server, Access, and MySQL.