Experience

Unqork

• United States
• Software Development
• 200 - 300 Employee

• Senior Director, Strategic Finance

  • Sep 2023 - Present

• Director, Strategic Finance, Operations

  • Feb 2022 - Sep 2023

  • As the financial owner of the Unqork Digital P&L, ensured that revenue, margin, & EBITDA remained within budget• Improved the services line of business which had previously generated significant negative margins to consistently generating positive margins within 1 yearo The development of the gross margin model enabled a P&L view for every customer & project, both for historical & forecasts, as well as quantified the impact to the Company’s overall financials• Established & continually updated the Unqork Digital rate card to ensure the profitability on all projects remained above target• Updated & presented the monthly operational finance package to the executive team• Developed the initial utilization scorecards & analysis to provide improve visibility and accountability within the Unqork Digital organization Show less

• Senior Manager, Financial Planning & Analysis

  • May 2020 - Feb 2022

  • As the first Strategic Finance hire, established the initial financial infrastructure, modeling, & monthly review cadence to provide each department leader with the necessary insights to understand and analyze the health of the businesso As part of the first annual budget process built a bottoms up budget to allocate resources that align with the company’s goals and objectives• Successfully helped lead the Company to a $2B Series C Valuation as the primary finance point of contacto Developed the organization’s first ARR database for historical analysis & forecasting scenarios• Established the Sales Finance function including model generation for key metrics inclusive of the initial capacity model, productivity analysis and monthly reviews of bookings & ARR forecastso Continually tracked the health of the Sales organization based on numerous KPIs both at the organizational and vertical level• Created & presented the executive monthly financial package and updated the financial sections in the quarterly Board of Director & Investor decks Show less



Foursquare

• United States
• Software Development
• 300 - 400 Employee

• Manager, Financial Planning & Analysis

  • May 2018 - Apr 2020

  • Built a model leveraged by the Head of Engineering to analyze numerous AWS pricing proposals for Hosting Services over the next 3-5 yearso Ensured the models accurately captured the current state as well as the impact of potential future events inclusive of migration, new products, growth & engineering efficiencies. o Presented the various pricing proposals from AWS with my recommendation to the CFO & CEO. Recommendation was subsequently selected and the model was utilized to receive approval from the Board of Directors• Own and maintain various AWS related models, reporting, and processes requiring collaboration with a number of engineering teams to accurately forecast monthly & quarterly spend within 3% of actual spend• Developed a monthly process & model for the Marketing Team to accurately forecast the quarterly spend of a $6M annual budget• Owned the monthly revenue forecast of 5 different business lines totaling $100M+ annual revenue leveraging various sales and retention metrics• Performed pipeline analyses for our various business lines to inform our level of risk of hitting our quarterly targets• Jointly lead the annual budget planning process with the various department heads to ensure the Company meets financial benchmarks using a zero-based budgeting approach• Assisted in the preparation of the quarterly board decks and company QBRs, including the calculation of forecasts & KPIs• Hosted the Annual Company Talent Show/Holiday Party attended by the entire company of 300+ employees, which was utilized as the most influential source to boost company morale and improve retention Show less

• Finance Manager

  • Aug 2016 - May 2018

  • Fully-owned the monthly close process & annual audit with limited resources and head count• Established the monthly billing & revenue recognition process for our Media, Measurement, & Enterprise products through the use of various Salesforce reports to ensure timely and accurate invoicing• Coordinated with the Brand Partners and Account Managers to modify the required information in our Insertion Orders and Salesforce Opportunities to improve reporting and streamline the invoicing process• Developed a model and process to calculate monthly commission expenses from international revenue partners based on specified agency targets, country, taxes, and specific products sold• Designed an automated model to calculate monthly revenue for all API & SDK customers based on usage for a $25M+/year business• Implemented an invoice revisions process that required buy in from the Sales Team to complete a form that would populate a list of revision requests, ensuring all requests were captured and documented, as well as provided additional insights into the causes of revision requests• Lead the implementation & integration of a new AR collections tool with our ERP & CRM allowing us to significantly decrease our DSO and reduce headcount required for operations• Consistently worked closely with the Sales Department to understand the entire sales process for each product to document as part of the annual audit• Built out and ramped up a new accounting team consisting of 1 new manager and 2 new staff in addition to the legacy senior accountant Show less

• Senior Associate, Finance

  • Nov 2014 - Jul 2016



Cleary Gottlieb Steen & Hamilton LLP

• United States
• Law Practice
• 700 & Above Employee

• Partnership Accounting Senior Accountant

  • Jan 2014 - Nov 2014

  • Owned the process of calculating and preparing partner distribution payments in accordance with partnership agreements and international regulations • Worked effectively with the Human Resources, Tax and Accounts Payable departments, as well as other accounting departments in various office locations globally sharing necessary information and ensuring proper accounting treatment. • Maintained, improved, and created procedure and policy documentation on all Partnership Accounting activities and responsibilities Show less



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Auditor

  • Sep 2013 - Jan 2014

  Clients:•Warner Music Group•MacAndrews & Forbes•Planned the annual audit for the entire team by coordinating testing, timing, and staffing to maximize efficiency while staying within budget•Oversee and review the work performed by staff accountants, while still creating an empowering work environment•Obtain an understanding of the client's business processes as well as revenue streams.•Assumed ownership and effectively managed diverse financial processes, completing the necessary test work properly and timely to meet specified deadlines.•Created and maintain strong client relations with various departments for each client to gather essential information and documents in an efficient fashion.•Performed analytical procedures to gain a greater understanding of the relationship between various accounts.•Assumed the responsibility as a member of the Albany Alumni Bench to strength alumni relations as well assist in the organization of alumni events.•Continually participate in new hire recruiting events aiding in bringing in the top candidates and helping new hires assimilated to the firm. Show less

• Staff Auditor

  • Sep 2011 - Aug 2013

  Clients:•Warner Music Group•Forbes Media LLC•Hovensa LLC•ENI S.p.A.•MacAndrews & Forbes•Brooklyn Basketball Holdings, LLC•Obtain an understanding of the client's business processes as well as revenue streams.•Assumed ownership and effectively managed diverse financial processes, completing the necessary test work properly and timely to meet specified deadlines.•Created and maintain strong client relations with various departments for each client to gather essential information and documents in an efficient fashion.•Performed analytical procedures to gain a greater understanding of the relationship between various accounts.•Assumed the responsibility as a member of the Albany Alumni Bench to strength alumni relations as well assist in the organization of alumni events.•Continually participate in new hire recruiting events aiding in bringing in the top candidates and helping new hires assimilated to the firm. Show less



University at Albany, SUNY

• United States
• Higher Education
• 700 & Above Employee

• Teacher's Assistant

  • Aug 2010 - May 2011

  •Responsible to educate 3 separate classes of approximately 35 students each on a weekly basis. •Reinforced the course material in a relatable manner that engaged the students. •Allocated ample time of availability to all students to enable a maximized learning experience. •Responsible to educate 3 separate classes of approximately 35 students each on a weekly basis. •Reinforced the course material in a relatable manner that engaged the students. •Allocated ample time of availability to all students to enable a maximized learning experience.



First National Bank LI®

• United States
• Banking
• 200 - 300 Employee

• Bank Teller

  • Jun 2009 - Jan 2010

  •Assisted numerous small businesses conduct their daily financial transactions. •Work along with customers to find solutions to a variety of financial scenarios as well as offer other services provided. •Assisted numerous small businesses conduct their daily financial transactions. •Work along with customers to find solutions to a variety of financial scenarios as well as offer other services provided.