Finance Leader

• Jan 2020 - Present

* Financial lead for Product Development, Marketing, and Human Resource teams* Manage, execute, and analyze forecasts, budgets, P&Ls, and key drivers of the business* Prepare financials and margin analysis for senior management to aid decision making* Responsible for weekly product reporting to identify sales, order, and quote trends and provide insightful analysis* Perform strategic analysis to determine impact of product assortment decisions and cost saving initiatives for long range planning* Execute month-end close process in conjunction with Accounting team * Partner with functional leaders to understand operations, determine needs, and identify process improvementsSignificant Accomplishments* Partnered with Product Development to project revenue and margins for new products and prepare post-mortem analysis on new product launches* Improved communication between Finance and the Product Group by delivering updated financial forecasts and results* Streamlined and improved reporting accuracy by line of business, brand, and channel for the Product Group Show less

Senior Financial Analyst

• May 2019 - Dec 2019

Financial Analyst

• Nov 2016 - May 2019

* Manage operating expense forecasts, budgets, P&Ls, and key financial drivers of the business * Prepare monthly forecasts for major operating expenses such as employee salaries/benefits, travel, marketing, selling, and administrative functions * Responsible for reporting and variance analysis of SG&A expenses for US and Canada segments of business * Execute month-end close process in conjunction with Corporate Shared Services Accounting * Manage monthly apparel commissions process for Independent Sales reps Significant Accomplishments * Successfully managed a forecast and budget of $22 million in SG&A expenses for US and Canada segments of business * Streamlined monthly forecast process by developing dynamic forecast models and reporting tools to improve forecast accuracy and control expenses * Led a cross-functional team to improve management of the company’s multi-million dollar demonstration bicycle fleet Show less

Sales & Finance Administrator

• Mar 2016 - Sep 2016

* Created detailed sales reporting to analyze sales deductions and product distribution to improve profitability * Managed accounts receivable by creating detailed aging reports and working with customers to resolve issues and expedite payments * Managed fulfillment of Amazon orders according to strict Amazon policies and procedures to optimize sales and minimize chargebacks * Collaborated with sales force to provide product specifications, marketing material, and samples to potential clients * Delivered excellent customer service to ensure customer satisfaction and a positive brand image Significant Accomplishments * Gained valuable insight working across all business aspects of a startup company, including finance, sales, marketing, business development and customer service Show less

Senior Financial Analyst/Financial Analyst

• Jan 2008 - Mar 2015

* Managed, executed, and analyzed forecasts, budgets and capital expenditures for the Technology and Facilities organizations of a leading education company * Collaborated with program management and internal business partners to develop comprehensive strategic plans and forecasts * Responsible for monthly reporting and variance analysis of expenses and capital expenditures * Supervised a junior financial analyst by setting task objectives and providing performance feedback * Trained a third-party shared services team to assume responsibility of month-end close activities and then managed the overall month-end close process * Frequently praised for ability to build strong relationships with internal and external business partners * Analyzed and prepared financial models to evaluate major projects and initiatives * Managed capital investment process to ensure compliance with Corporate guidelines Significant Accomplishments * Developed project tracking and reporting for a major technology initiative involving multiple ERP systems and an international project team * Successfully managed a forecast and budget of $30 million dollars in expenses for Shared Facilities organization; acted as the lead finance partner and established a track record of clear communication and sound follow up Show less

Senior Process Analyst, Merchandising Assurance

• Jun 2004 - Jun 2006

* Established partnerships to improve organizational effectiveness, leading to many repeat requests for additional audits and process improvement recommendations * Led audits of merchandising processes and presented results to senior management * Recommended process improvements designed to address inventory problems and increase guest satisfaction * Frequently commended on the job and in reviews for building relationships needed to establish credibility of new department * Managed development of a dashboard reporting tool, which provided performance measures with strategic importance to the company * Trained more than 100 managers on a dashboard reporting tool Significant Accomplishments * Recognized for ensuring internal Target Merchandising teams complied with detailed policies and procedures for audits, Six Sigma Methodology, and Target-specific guidelines * Co-led Six Sigma hurricane preparedness project, leading to new inventory requirements for distribution and stores tasked with hurricane readiness Show less

Financial Analyst, Financial Leadership Program

• Jan 2001 - May 2004

* Collaborated with Program Management, Engineering, and Finance organizations to develop accurate and detailed government proposals * Organized cost estimates and successfully managed proposal process in order to meet strict government deadlines * Participated in the negotiation of favorable terms and conditions of government contracts * Provided excellent customer service to program managers through timely and accurate financial updates and analysis associated with multi-million dollar programs * Represented company in a professional manner as a member of the Lockheed Martin campus recruiting team Significant Accomplishments * Completed the Lockheed Martin Financial Leadership Program, including four job rotations within the Finance Organization in the areas of Financial Accounting, Business Management, Pricing, and Contracts Show less