Director of Finance

• Aug 2023 - Present

Director of Finance

• Mar 2022 - Present

• Drive financial planning, budgeting, forecasting, and reporting functions. • Establish standardized policies and procedures to ensure compliance with GAAP and regulatory requirements. • Manage stakeholder and financial institution relationships, securing savings of 2.5% • Enhance data integrity to optimize financial reporting and facilitate strategic decision-making. • Implement financial modeling techniques to enhance actual verification and forecasting accuracy. • Drive financial planning, budgeting, forecasting, and reporting functions. • Establish standardized policies and procedures to ensure compliance with GAAP and regulatory requirements. • Manage stakeholder and financial institution relationships, securing savings of 2.5% • Enhance data integrity to optimize financial reporting and facilitate strategic decision-making. • Implement financial modeling techniques to enhance actual verification and forecasting accuracy.

Finance Manager

• Aug 2020 - Mar 2022

• Directed the preparation and monitoring of actuals against budget, overseeing a total P&L.• Conceptualized and executed monthly cash forecasts, leveraging precise AR/AP tracking to achieve efficiency gains.• Prepared comprehensive financial statements and reports with detailed analyses and commentaries for management.• Curated presentations for quarterly worldwide forecasting meetings, providing key financial insights to C-suite executives.• Cultivated relationships across the organization, including Legal, IT, Treasury, and key stakeholders.• Orchestrated monthly close process, reviewing and approving vendor invoices, billings, and expense reports for accuracy and timeliness.• Ensured adherence to GAAP guidelines and implemented internal controls for accurate financial reporting. Show less

Senior Financial Analyst

• Aug 2018 - Jul 2020

• Developed a financial model that enhances forecasting and budgeting accuracy, resulting in a 75% efficiency improvement.• Assisted with monthly Worldwide P&L budget and forecast, encompassing payroll, headcount, projects, and expenses.• Conducted quarterly S-box testing to ensure compliance with SOX standards and internal controls.• Interacted with external auditors during quarterly audits, ensuring comprehensive documentation is provided.• Mentored and developed a high-performing team of three, fostering a culture of continuous learning and growth. Show less

Finance Analyst

• Aug 2017 - Jul 2018

• Streamlined IT expenses by consolidating and reallocating resources to multiple agencies within TBWA.• Collaborated closely with the IT team to ensure accurate monthly IT forecasts.• Supported the monthly close process by efficiently processing invoices, billings, account reconciliations, and journal entries.• Improved accounts receivable turnover through meticulous management of inter-company aging reports and proactive collection efforts.• Addressed AP/AR conflicts and provided accurate accounts for corporate consolidation and reporting. Show less

Financial Analyst

• Aug 2014 - Jan 2016

• Accurately tracked and forecasted revenue averaging $60M annually, collaborating with CFO, Controller, and Directors. • Assisted in preparing quarterly management presentations for $100M global revenue. • Developed and analyzed monthly financial forecasts and provided commentaries on variances over 5%. • Supported monthly, quarterly, and annual financial close through journal entries, inter-company balance confirmation, and organized documentation. • Analyzed client accounts, leading to $200K in additional revenue recognition within 4 months. Show less

Accountant / Operations Manager

• Sep 2011 - Sep 2013

• Compiled comprehensive quarterly and annual financial statements. • Prepared documentation for company taxes and audits, ensuring compliance and accuracy. • Managed critical financial functions including A/R, A/P, and Payroll accounts. • Conducted monthly bank statement reconciliations, ensuring precise and up-to-date financial records. • Developed and implemented strategies to enhance customer loyalty and expand customer base. • Compiled comprehensive auction sales report, providing valuable insights for analysis and decision-making. • Produced high-quality catalogs to showcase auction products, captivating potential buyers. • Efficiently processed shipping and maintained meticulous paper and electronic filing systems. • Cultivated strong relationships with consignors, fostering trust and collaboration. • Orchestrated monthly auction events, consistently generating revenue surpassing $150K. • Coordinated viewing events for over 200 guests, ensuring a seamless and exceptional experience • Diligently monitored inventory counts to maintain accurate stock levels and minimize discrepancies. • Generated and maintained detailed sales invoices, ensuring accurate and timely documentation. Show less