Experience

Craneware

• United States
• Hospitals and Health Care
• 200 - 300 Employee

• Director, US Finance & Operations Analytics

  • Feb 2022 - Present

• Manager, Finanical Planning & Analysis

  • Jan 2019 - Feb 2022

• Sr. Financial Analyst

  • Aug 2018 - Jan 2019



Change Healthcare

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

• Sr. Financial Planning Analyst

  • May 2017 - Aug 2018



GL Homes

• Real Estate
• 300 - 400 Employee

• Sr. Financial Analyst

  • 2015 - 2016

  FPA support for operations and sales. Analyzed financial data and projected future revenue and expeditures. Key duties included community profitablity projections, budget management, monthly flash reporting, and ad-hoc executive reporting. FPA support for operations and sales. Analyzed financial data and projected future revenue and expeditures. Key duties included community profitablity projections, budget management, monthly flash reporting, and ad-hoc executive reporting.



Citrix

• United States
• Software Development
• 700 & Above Employee

• Sr. Financial Analyst

  • 2010 - 2015

  Finance business partner supporting the Americas Sales team. Prepared annual plan and rolling forecast for operating expenses, actual to forecast variance analysis, and headcount management. Finance business partner supporting the Americas Sales team. Prepared annual plan and rolling forecast for operating expenses, actual to forecast variance analysis, and headcount management.



JM Family Enterprises, Inc.

• United States
• Motor Vehicle Manufacturing
• 700 & Above Employee

• Sr. Financial Systems Analyst

  • 2007 - 2009

  Financial systems analyst. Liaison between Finance and IT. Converted reporting requirements of finance team into IT processes to facilitate achieving desired results. Implemented projects to streamline redundant financial databases and improve efficiency of data collection. Assisted in process improvement for reporting and consolidation process. Financial systems analyst. Liaison between Finance and IT. Converted reporting requirements of finance team into IT processes to facilitate achieving desired results. Implemented projects to streamline redundant financial databases and improve efficiency of data collection. Assisted in process improvement for reporting and consolidation process.



Nortel Networks

• Telecommunications
• 700 & Above Employee

• Sr. Financial Analyst

  • 2000 - 2007

  Ensured compliance with Revenue Recognition based on the percent complete method. Prepared and analyzed annual budgets, earnings change analysis, and trend analysis. Assisted in preparation of commercial negotiations for project proposals. Ensured Sarbanes-Oxley (SOX) compliance through quarterly testing of internal controls. Key contributor to a 5-year, retroactive restatement of company’s financial statements. Ensured compliance with Revenue Recognition based on the percent complete method. Prepared and analyzed annual budgets, earnings change analysis, and trend analysis. Assisted in preparation of commercial negotiations for project proposals. Ensured Sarbanes-Oxley (SOX) compliance through quarterly testing of internal controls. Key contributor to a 5-year, retroactive restatement of company’s financial statements.



Franklin Templeton

• United States
• Financial Services
• 700 & Above Employee

• Fund Accounting & Financial Reporting

  • 1995 - 2000

  Oversaw daily activities and supported all tasks performed to meet daily pricing deadlines for reporting Net Asset Value (NAV). Audited and reviewed financial statements, semi-annual, and annual reports for 60 mutual funds. Collaborated with Tax Department to ensure compliance with various tax and regulatory rules. Prepared and submitted various filings to the Securities and Exchange Commission. Oversaw daily activities and supported all tasks performed to meet daily pricing deadlines for reporting Net Asset Value (NAV). Audited and reviewed financial statements, semi-annual, and annual reports for 60 mutual funds. Collaborated with Tax Department to ensure compliance with various tax and regulatory rules. Prepared and submitted various filings to the Securities and Exchange Commission.