Bio
Credentials
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Leading Innovative Change
UC Berkeley Executive EducationDec, 2021- May, 2026
Experience
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United States
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Software Development
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700 & Above Employee
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Senior Director, Strategic Planning
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May 2024 - Present
-Detail strategic implications and growth opportunities to the business-Build and drive a culture of competitive insights across the organization-Lead high performing teams for market intelligence, competitive intelligence, and strategic planning functions
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Director, Strategic Insights
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Jan 2022 - May 2024
- Transformation of strategic functions including market intelligence, competitiveintelligence, and strategic planning to drive key business insights- Build platform for easy access to data and insights for executive stakeholders- Act as consultant to executive stakeholders- Present to executives and large teams with competitive context to drive business
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Sr. Manager, Market Intelligence & Analysis
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Mar 2019 - Jan 2022
- Collaborate and align as a partner and shared resource for stakeholders across theorganization to deliver market research and data- Conduct analysis, modeling, and research related to current and potential markets,competitors, industries, business models and more- Create ‘source of truth’ in market sizing and growth forecasts for software businessunit used in market and competitor benchmarking- Improve efficiency and ensure consistency in repeatable tasks through processdefinition and automation
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Lead Analyst, Global Market Intelligence
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Oct 2018 - Mar 2019
- Directly responsible for creating standard reporting to track, measure, and report performance of market areas using primary and secondary market research- Solid understanding of financial data using income statements and earnings releases to benchmark core business- Regularly prepare and/or give presentations including project updates and results to management, including executive levels of the organization
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Senior Financial Analyst, Business Analytics & Performance Reporting
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Jun 2016 - Oct 2018
- Deep understanding of management Profit & Loss drivers- Owner of source of truth for financial management reporting used by analyst community- Provide executive management insights into actual results including variance analysis- Adhoc projects including M&A, predictive analysis, new company integration, and divisional performance- Lead companywide reporting updates and implementation timelines
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Sales Operations Analyst
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Aug 2013 - Jun 2016
- Annual planning of multi-billion corporate bookings and revenue plan- Lead sales team forecast calls to review CRM sales opportunities and manage risk - Create and maintain complex financial models- Provide executive management with topline revenue results - Design and implementation of key metrics for distributor business
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United States
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Aviation and Aerospace Component Manufacturing
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700 & Above Employee
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Team Lead, Senior Account Specialist & Contract Administrator
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Oct 2009 - Aug 2013
- Manage repair program of government equipment from requests for proposal, contract management, and return shipment including entries into SAP- Forecast quarterly revenue for department- Cost analysis and reporting on repair programs- Develop and maintain operational metrics and key performance indicators- Responsible for training, mentoring, and work flow management of team
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Senior Customer Account Coordinator
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Oct 2007 - Oct 2009
- Validate customer and government purchase orders against standard contract terms- Create and edit sales orders, credit memos, and warranties in SAP- Work directly with program management, contract management, master scheduling, inventory, and shipping to ensure customer schedules and requirements are met- Facilitate companywide user group training meetings
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Customer Service Associate
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May 2005 - Oct 2007
- Validation, acceptance, and incoming and outgoing order entry of customer purchase orders- Provide detailed sales reports to marketing and sales representatives- Creation of policies and procedures to streamline work processes- Development, testing, implementation, and go live of SAP system
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Education
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Institute of Management Accountants
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Mount Mercy University
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