Experience

Ellevest

• United States
• Financial Services
• 1 - 100 Employee

• COO & CFO

  • Jul 2022 - Present

• VP of Finance

  • Feb 2020 - Jul 2022



Simple Health

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• VP Finance

  • May 2017 - Jan 2020

  • Head of finance, accounting, people operations and business intelligence functions; supported the launch of a new subscription vertical (birth control) and helped scale the company from 15 to 100+ employees in two years • Led financial modeling, analysis, due diligence and legal process for fundraising (e.g. $21M Series B equity & debt financing), new partnerships (e.g. supply chain and M&A opportunities) • Provided analysis and strategic support for new product launches, unit economics optimizations, improvements to LTV/CAC • Oversaw quarterly OKR planning, organizational design and people operations strategies Show less



SpinMedia Group, Inc.

• United States
• Online Media
• 1 - 100 Employee

• VP Finance

  • Jun 2015 - Jan 2017

  • Led the due diligence process and transition planning for the sale of all company assets to Prometheus Global Media LLC and CPX Interactive LLC• Oversaw all Finance, Accounting, Human Resources, Legal and Facilities operations• Responsible for all financial reporting, forecasting and budgeting, treasury management, investor relations and regulatory compliance• Provided financial analysis and recommendations for fundraising and new business opportunities

• Director, Finance & Strategy

  • Aug 2014 - Jun 2015

  • Responsible for all financial planning, analysis and reporting, accounting process improvement, sales and operations analysis

• Manager, Finance & Strategy

  • Jul 2013 - Aug 2014

  • Responsible for creating and implementing standardized reporting and financial tools to support strategic decision-making for all departments including Sales, Ad Operations, Editorial and HR



SDI Media

• United States
• Translation and Localization
• 700 & Above Employee

• Finance Manager

  • Mar 2013 - Jul 2013

  • Responsible for the management and consolidation of the Company’s Annual Operating Plan, cash forecasting, and valuation analysis of new business opportunities for 25+ international entities with combined annual revenue of $150M+

• Financial Analyst

  • Aug 2011 - Mar 2013

  • Developed financial models to project return on investment and value for over 15 international expansion, acquisition and joint venture opportunities• Forecasted the Company's liquidity and revolver borrowing needs by analyzing seasonal working capital requirements and planned capital investments



Looneo

• France
• IT Services and IT Consulting

• Community Manager

  • Nov 2010 - Apr 2011

  • Moderated user comments for relevance and appropriateness on the community website of an international brand • Translated articles from French to English • Moderated user comments for relevance and appropriateness on the community website of an international brand • Translated articles from French to English



Express Scripts

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Financial Analyst

  • Jul 2009 - Aug 2010

  • Prepared billing reporting for $40 million in manufacturer pharmacy rebates quarterly for 13 clients • Conducted payment allocation analysis by plan and by product between dollars billed and collected • Prepared billing reporting for $40 million in manufacturer pharmacy rebates quarterly for 13 clients • Conducted payment allocation analysis by plan and by product between dollars billed and collected



The Walt Disney Company

• United States
• Entertainment Providers
• 700 & Above Employee

• Undergraduate Associate

  • Sep 2008 - Apr 2009

  • Supported preparation of company-wide financial statements, Annual Report, and Proxy Statement• Helped prepare Depreciation Expense and Advertising Footnote disclosures for SEC filings• Recorded consolidation journal entries and maintained GAAP compliance of the journal entry log

• Summer Associate

  • May 2008 - Aug 2008

  • Provided monthly cause-of-change analysis on the P&L for four profit centers• Conducted by-title analysis of distribution expenses• Updated Cash Flow schedules for quarter close and Annual Operating Plan



WellPoint, Inc

• United States

• Accounting and Reporting Intern

  • May 2007 - Aug 2007

  • Prepared monthly forecast-to-actual variance explanation reports • Collected stop loss data and benefit information for actuarial and financial analysis • Performed headcount reconciliations • Prepared monthly forecast-to-actual variance explanation reports • Collected stop loss data and benefit information for actuarial and financial analysis • Performed headcount reconciliations