Experience

Orthofix

• United States
• Medical Equipment Manufacturing
• 700 & Above Employee

• Manager of Financial Planning and Analysis

  • May 2018 - Present



Consultant

• Advertising Services
• 700 & Above Employee

• Sr. Financial Analyst/Sr. SEC Reporting Analyst

  • 2015 - May 2018



Nationstar Mortgage

• Financial Services
• 700 & Above Employee

• SEC Reporting Sr. Analyst

  • 2013 - 2015

  Prepared management’s discussion and analysis, footnotes, and other sections of SEC filings (10Ks and 10Qs). Reviewed earnings releases, scripts, and other quarterly presentations.Performed monthly close duties, responded to auditors questions and requests, provided compliance and other ad hoc reports. Prepared management’s discussion and analysis, footnotes, and other sections of SEC filings (10Ks and 10Qs). Reviewed earnings releases, scripts, and other quarterly presentations.Performed monthly close duties, responded to auditors questions and requests, provided compliance and other ad hoc reports.



Dell Technologies

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

• Financial Analyst Sr. Manager

  • 2012 - 2013

  Financial Controller for the Practices and Solutions Group in the Healthcare organization.Determined rates and pricing for associates and services support, reviewed and approved new deals, extensions, and task orders to maximize profit.Reviewed and approved asset purchases, headcount changes, and invoices to make sure they were in-line with company and organizational goals.Determined forecasts, supplied variance explanations, and tracked and provided guidance for investment spending.

• Financial Analyst Sr. Advisor

  • 2009 - 2012

  Mapped the Perot Systems structure in PeopleSoft to the Dell cost center structure to accommodate structural differences, built the general ledger crosswalk and the PeopleSoft department to Dell cost center crosswalk for system conversion.Approved new departments, managed the reporting structure, and consolidated financials in PeopleSoft to accommodate the monthly P&L upload process.Provided financial details to Dell and auditors, maintained the synergy report, and provided additional ad hoc reports for management.

• SEC Reporting Manager

  • 2003 - 2009

  Prepared, reviewed, and filed timely and accurate financial reports with the SEC.Coordinated indirect teams and worked cohesively with auditors to meet external reporting requirements.Prepared or reviewed annual reports, proxy statements, press releases, and financial data for third party agreement licenses and statutory filings.Assisted with revenue recognition and other technical accounting questions.



Perot Systems

• Sr. Financial Analyst

  • 2000 - 2003

  Corporate reporting position that assisted with the preparation of external financial reports, internal financial reports, and presentations for the CFO, Board of Directors, and other management. Wrote management’s discussion and analysis for SEC filings with input from business management, assisted in the preparation of financial statements, footnotes, and other sections of SEC filings.Updated and maintained the multipager, which was the master consolidated monthly report that included an income statement for every account, updated data for files used by Investor Relations, completed or reviewed financial surveys for the U.S. Census Bureau, and provided other ad hoc internal financial reports.

• Financial Coordinator

  • 1997 - 2000

  Prepared and uploaded forecasts and provided accounting support for more than twenty accounts in the Financial Services and Insurance Group.Established financial projections, tracked results, and provided variance analysis and other ad hoc reports to help operations leaders make decisions.Managed assets, developed invoices, tracked receivables, approved expense reports, determined accruals, prepared journal entries, reconciled balance sheet items, and other month-end close duties.