Director of Finance and Data Analytics

• Jun 2023 - Present

Non-Profit Controller and CFO

• Jul 2022 - Jun 2023

Manage financial reporting, planning and operations for a portfolio of non-profit clients Led programs and initiatives that increased net assets for one client by 25% on a $4 million budget in just one year. Produce monthly financial reports and provide recommendations to management for improving financial operations. Help automate client reporting using Reach Reporting’s integration with Quickbooks Online. Manage financial reporting, planning and operations for a portfolio of non-profit clients Led programs and initiatives that increased net assets for one client by 25% on a $4 million budget in just one year. Produce monthly financial reports and provide recommendations to management for improving financial operations. Help automate client reporting using Reach Reporting’s integration with Quickbooks Online.

Principal Financial Analyst

• Nov 2017 - Jun 2022

Prepare and monitor the $200 million annual budget for Customer Resiliency. Review and manage the work of a summer intern and Rotation Program associate. Manage the transition of the forecasting process from manual Excel files to OneStream and Google suite products. Develop a bottoms up revenue model for new digital and debt settlement company recoveries to forecast a new source of revenue. Prepare and monitor the $200 million annual budget for Customer Resiliency. Review and manage the work of a summer intern and Rotation Program associate. Manage the transition of the forecasting process from manual Excel files to OneStream and Google suite products. Develop a bottoms up revenue model for new digital and debt settlement company recoveries to forecast a new source of revenue.

Principal Analyst - Financial Planning & Analysis

• Apr 2014 - Nov 2017

Administer the Adaptive Insights financial planning and budgeting system 2014 Snagajob MVP - Accountability Prepare monthly rolling revenue and expense forecasts for each business unit Work with business unit leaders to determine and monitor relevant revenue drivers and KPI’s Develop new revenue model for the eCommerce business unit Prepare monthly forecast review decks for C-level executives and Board of Directors Lead monthly review meetings with… Show more Administer the Adaptive Insights financial planning and budgeting system 2014 Snagajob MVP - Accountability Prepare monthly rolling revenue and expense forecasts for each business unit Work with business unit leaders to determine and monitor relevant revenue drivers and KPI’s Develop new revenue model for the eCommerce business unit Prepare monthly forecast review decks for C-level executives and Board of Directors Lead monthly review meetings with business unit leaders to discuss forecast and budget updates Show less Administer the Adaptive Insights financial planning and budgeting system 2014 Snagajob MVP - Accountability Prepare monthly rolling revenue and expense forecasts for each business unit Work with business unit leaders to determine and monitor relevant revenue drivers and KPI’s Develop new revenue model for the eCommerce business unit Prepare monthly forecast review decks for C-level executives and Board of Directors Lead monthly review meetings with… Show more Administer the Adaptive Insights financial planning and budgeting system 2014 Snagajob MVP - Accountability Prepare monthly rolling revenue and expense forecasts for each business unit Work with business unit leaders to determine and monitor relevant revenue drivers and KPI’s Develop new revenue model for the eCommerce business unit Prepare monthly forecast review decks for C-level executives and Board of Directors Lead monthly review meetings with business unit leaders to discuss forecast and budget updates Show less

Controller

• Nov 2009 - Apr 2014

Prepare monthly financial statements and analyses for senior management Manage all financial operations of the business, including treasury, accounts receivable and payable Manage, prepare and file sales tax returns Prepare and monitor $15 million annual budget Prepare weekly cash flow forecasts and analyses Supervise and review work performed by the Business Process Coordinator Prepare monthly financial statements and analyses for senior management Manage all financial operations of the business, including treasury, accounts receivable and payable Manage, prepare and file sales tax returns Prepare and monitor $15 million annual budget Prepare weekly cash flow forecasts and analyses Supervise and review work performed by the Business Process Coordinator

Accountant III

• Aug 2008 - Nov 2009

Prepared annual and semi-annual financial statements filed with Commonwealth of Virginia, as well as monthly financial statements for use of senior management Prepared, monitored, and maintained a $16 million budget for the department Supervised and reviewed the work performed by three account clerks Assisted internal and external auditors in performing their duties Administered the National School Lunch Program, including filing applications for reimbursement Prepared annual and semi-annual financial statements filed with Commonwealth of Virginia, as well as monthly financial statements for use of senior management Prepared, monitored, and maintained a $16 million budget for the department Supervised and reviewed the work performed by three account clerks Assisted internal and external auditors in performing their duties Administered the National School Lunch Program, including filing applications for reimbursement

Senior Associate

• Aug 2005 - Aug 2008

Member of the audit team for Genworth Financial, Inc., a financial services company with greater than $110 billion in assets and operations worldwide Responsible for performing control and substantive testwork for the HQ processes, including financial reporting, debt, treasury, and payroll In-charge senior for the closing balance sheet audit resulting from the 2007 sale of Genworth’s employee benefits group to Sun Life for $650 million Responsible for supervising and… Show more Member of the audit team for Genworth Financial, Inc., a financial services company with greater than $110 billion in assets and operations worldwide Responsible for performing control and substantive testwork for the HQ processes, including financial reporting, debt, treasury, and payroll In-charge senior for the closing balance sheet audit resulting from the 2007 sale of Genworth’s employee benefits group to Sun Life for $650 million Responsible for supervising and reviewing work performed by first and second year associates Show less Member of the audit team for Genworth Financial, Inc., a financial services company with greater than $110 billion in assets and operations worldwide Responsible for performing control and substantive testwork for the HQ processes, including financial reporting, debt, treasury, and payroll In-charge senior for the closing balance sheet audit resulting from the 2007 sale of Genworth’s employee benefits group to Sun Life for $650 million Responsible for supervising and… Show more Member of the audit team for Genworth Financial, Inc., a financial services company with greater than $110 billion in assets and operations worldwide Responsible for performing control and substantive testwork for the HQ processes, including financial reporting, debt, treasury, and payroll In-charge senior for the closing balance sheet audit resulting from the 2007 sale of Genworth’s employee benefits group to Sun Life for $650 million Responsible for supervising and reviewing work performed by first and second year associates Show less