Experience

Color

• United States
• Public Health
• 300 - 400 Employee

• Finance

  • May 2021 - Present



AG Group Consulting

• Financial Business Consultant

  • Jun 2020 - May 2021

  - Designed and implemented company-wide, fully scalable FP&A reporting system and strategic planning/forecasting tools that efficiently identify cost drivers by business unit, customers and products, from fragmented and disparate information sources, in support of strategic and operational initiatives that assure the efficient operation of the day-to-day Finance business function. - Manage financial operations, reporting to key stakeholders, lenders, and investors. - Designed and implemented company-wide, fully scalable FP&A reporting system and strategic planning/forecasting tools that efficiently identify cost drivers by business unit, customers and products, from fragmented and disparate information sources, in support of strategic and operational initiatives that assure the efficient operation of the day-to-day Finance business function. - Manage financial operations, reporting to key stakeholders, lenders, and investors.



eHealth, Inc.

• United States
• Insurance
• 700 & Above Employee

• Manager, FP&A

  • Oct 2015 - Aug 2020

  - Finance business partner responsible for providing strategic OpEx guidance and oversight to the heads of Sales, Marketing, R&D and G&A. - Led and developed FP&A team responsible for all aspects of Headcount, OpEx and CapEx planning, short-term and long-range, including developing annual operating plans and quarterly forecasts; monitored actual spending vs. forecast, and provided management reporting and analytics. - Finance business partner responsible for providing strategic OpEx guidance and oversight to the heads of Sales, Marketing, R&D and G&A. - Led and developed FP&A team responsible for all aspects of Headcount, OpEx and CapEx planning, short-term and long-range, including developing annual operating plans and quarterly forecasts; monitored actual spending vs. forecast, and provided management reporting and analytics.



Apple

• United States
• Computers and Electronics Manufacturing
• 700 & Above Employee

• Finance at Apple

  • Aug 2014 - Oct 2015

  - Collaborated with Global Supply Managers, Operations, Marketing, Engineering and Services to continuously drive down costs for New and Sustaining products. - Tracked product cost through various new product stages and led the process to document and close the cost reduction action items by partnering closely with cross functional groups. - Presented to Senior Management at product cost reviews on a regular basis and led key discussions including key drivers for product cost movement. Show less



Cisco

• United States
• Software Development
• 700 & Above Employee

• Financial Business Manager - Supply Chain Finance

  • Apr 2011 - Aug 2014

  - Partner with senior management and finance teams to create annual Headcount, Equipment, IT & Capital expense budgets - Develop monthly financial reporting and analysis to provide insight to business partners on results and to meet corporate financial reporting requirements including providing actual, monthly and YTD financial results vs. forecast and budget.- Distill and aggregate insights that predict and explain key movements & risks.

• Finance Business Manager - US Service Provider Sales & Service Finance

  • Apr 2008 - Apr 2011

  - Managed financial and business operations for sales & service account teams. - Responsibilities included forecasting, capital and operations management, process design and improvement, sales incentive modeling and decision support for AT&T, Cisco’s largest account.

• Senior Financial Analyst - US & Canada Sales & Service Finance

  • Apr 2006 - Apr 2008

  - Forecasted bookings (weekly/monthly/quarterly) for US & Canada Theater- Prepared Bookings, Market Segment, Discount and Top Customer information for WW monthly metrics review.Provided support and process leadership to team as a technical resource for multiple systems: SFDC, Business Objects, Excel.



Hewlett Packard Enterprise

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

• Marketing Operations Analyst

  • Dec 2004 - Apr 2006

  - Drove implementation and utilization of Marketing Resource Management tool across organization. - Analyzed marketing data and surfaced and communicated issues and opportunities. -Created metrics dashboard that led to an understanding of key drivers and enabled organization to best target marketing program spend and optimize ROI. - Drove implementation and utilization of Marketing Resource Management tool across organization. - Analyzed marketing data and surfaced and communicated issues and opportunities. -Created metrics dashboard that led to an understanding of key drivers and enabled organization to best target marketing program spend and optimize ROI.