Experience

Access Point Financial

• Financial Services
• 1 - 100 Employee

• Senior Analyst of Portfolio Management & Compliance Reporting

  • Jul 2013 - Present

  Manages portfolio performance and compliance. Manages portfolio performance and compliance.



Wolters Kluwer, TAA North America US Small Firms

• Financial Services
• 100 - 200 Employee

• Financial Analyst - FP&A

  • Jan 2013 - Jun 2013

  CCH Small Firm Services is a software company specializing in Tax Software development • Forecasted Software Development, IT Technology, and Global Shared Services groups • Tracked capital projects: employee hours and costs, capital plans, and depreciation schedules • Monthly reporting on actual to forecast expense analysis, headcount, capital, fixed assets, and non-controllable and controllable costs • Special Projects included: office relocation move analysis, plan to capitalize software development costs after troubled product launch, cost reduction, and sales kickoff presentation Show less



Starwood

• North America Financial Analyst - FP&A

  • Feb 2011 - May 2012

  • Forecasted and budgeted $150+ million in fee income and $3+ billion in revenue. Responsible for North America Franchise revenue and expenses from 30 corporate cost centers. Prepared and loaded the forecasts into HFM / Hyperion and maintained excel reporting.• Liaison between finance and departmental cost center / business leaders• Financial planning and analysis and modeling• Compile North American stats for analyzing and reporting on key drivers and metrics• Track cost center actual, updated forecasts, and variance analysis• Monitor and reconcile GL detail, balance sheet accounts, and recognized deferred income• Calculate liquidated damages to potentially recover revenue from terminated license agreements• Reconcile revenue accounts and maintain balance sheet accounts• Responsible for daily, monthly, and annual month end processes and deadlines• Deposit incoming checks and provide coding for allocations• Audit royalty rate comparisons between forecasts and different systems• T&E Gatekeeper Show less

• Financial Analyst - FP&A

  • Apr 2006 - Feb 2011

  • Plan and coordinate financial data for senior management and ad hoc reporting• Preparation of cost center annual budgets, quarterly forecasts and accruals• Complete analysis of budget variance reports• Maintenance of General Ledger • Review and analysis of employee expense reports• Managed the coding and approval of 6-10k invoices per year totaling between $30-50 million annually and reconciled vendor accounts• Completed analysis of headcount salaries over various cost centers Show less

• Legal Billing and Finance Coordinator

  • Dec 2003 - Mar 2006

  • Processed high volume of invoices for payment • Analyzed and tracked expenditures • Assisted in preparation of annual budget and monthly forecast for the Legal Department