Experience

Wunderman Thompson NA

• United States
• Advertising Services
• 1 - 100 Employee

• VP, Commercial Finance NA

  • May 2022 - Present



MERGE

• United States
• Marketing Services
• 500 - 600 Employee

• Director, Client Finance

  • Mar 2020 - Jun 2022



Kraft Heinz

• United States
• Food and Beverage Services
• 700 & Above Employee

• Associate Finance Manager

  • Jun 2019 - Mar 2020

  o Effectively lead & support team of 5 financial analysts o Lead monthly meetings with internal marketing, package owners, and marketing accounting to review all open projects/budget alignment and any additional outstanding items o Strategic partner to the marketing teams to help manage the budgets of their assigned business unit o Lead and support global process improvement projects (global accrual audit control change; Ariba; account policy refresh) o Assist in annual sales planning and forecast processes by delivering data driven insights to help teams optimize plans and deliver on both Net Sales and Gross Margin objectives o Proactively monitor the spending in financial tools to prevent overspend at the Marketing and consumer incentive level o Partner with P2P/Cash & Banking team to resolve invoicing issues & payment resolutions o Partner with marketing accounting team to ensure company follows KHC accounting policies o Generate activities, purchase orders, and good receipts for the marketing team on a timely basis Show less



FCB Chicago

• United States
• Advertising Services
• 500 - 600 Employee

• Client Finance Manager

  • Sep 2017 - Jun 2019

  o Successfully design and implement client and product specific reporting needs to monitor all client costs o Lead monthly budget calls with clients to review all open projects, billing, A/R, and any additional outstanding items o Maintain & lead all department allocation & utilization files to maintain accuracy on scope building and burn rate of all FCB employees on current & future client scopes o Prepare & lead monthly staffing review with CFO and senior leadership on overall company billability o Lead quarterly agency billability review with President & executive leadership to monitor agency utilization & discuss potential business needs based on overall agency hours consumption o Provide guidance and support to the staff and assist in training, development, mentoring and management of the team o Effectively provide financial guidance to account teams to support client reporting and audit requests o Partners with Account Management, Project Managers, and Finance team leads to ensure client profitability and adherence to company and client processes o Lead month end close process, and provide ad-hoc requests & analysis to senior management o Partner with internal GL team to lead monthly balance sheet meeting to review finances with upper financial management Show less



Mosaic North America

• United States
• Advertising Services
• 700 & Above Employee

• Marketing Operations & Finance Manager

  • Jan 2017 - Sep 2017

  o Create monthly client P&L reports and present to Client Service VP to provide insight into CBU profitability o Maintain & lead Client Service Staff Allocation & Utilization files to maintain accuracy on scope building and utilization of Mosaic employees on current & future programming o Effectively provide financial guidance to client service teams to support client reporting, audit requests, MSA review/revisions, and Pricing analysis o Leads bi-weekly meetings with greater Client Service team to provide financial updates and resolve outstanding discrepancies & billing needs o Lead month end close process, and provide ad-hoc requests & analysis to senior management o Review all client budget & SOWs to provide assistance in pricing strategy Show less



Ogilvy

• United States
• Advertising Services
• 700 & Above Employee

• Senior Client Finance Analyst

  • May 2016 - Jan 2017

  o Effectively provide financial support to client account teams and monitor client budgets on a project basis o Leads weekly meetings with account, studio, and production teams to provide financial updates and resolve outstanding discrepancies o Maintain client revenue files by updating each document with daily changes provided by the account teams o Review associate work of journal entries, monthly reporting, and job reconciliations o Work with Client Finance Director to forecast revenue and determine revenue phasing, assess revenue potential and assign the probability of converting pipeline projects. o Prepare monthly client profitability reports and present to account leads o Review and retention of SOWs to ensure adherence to contract billing policies o Efficiently works with the client to secure a PO or necessary work/payment authorizations, ensure adherence to contract billing policies and workflow procedures, and monitors accounts receivable status and follow-up on aged balances Show less



Zenith

• United Kingdom
• Advertising Services
• 700 & Above Employee

• Supervisor, Client Financial Operations

  • Sep 2013 - May 2016

  o Successfully executes all global billing for Oracle (includes North/South America, Europe, Asia) o Leads training/onboarding for new employees for financial operations o Supports Associate Director with global compliance and implementation of new processes for financial operations o Responsible for payment and/or discrepancy resolution with each of our regions o Conducts quarterly purchase order reconciliations for our two media management systems to ensure accurate billing o Quickly resolves payable issues with treasury team and/or the agency for discrepancy resolution on payment inquiries o Leads weekly status call with Oracle Operations clients to provide deliverables on ZO financial operations o Establish and maintain excellent relationship with clients and vendors o Work with the Operations team to manage upgrades for the budget authorization system o Compile global spend per region to provide Oracle’s projected spend on a monthly basis and co-lead the monthly forecast calls with the Associate Director to provide feedback to the Oracle Operations clients Show less