Experience

AAA Digital Marketing

• United States
• Advertising Services
• 1 - 100 Employee

• Co-Owner

  • Oct 2014 - Present

  I have been working with businesses to execute on world-class digital marketing strategies. Our team of highly experienced marketers are focused on getting clients the highest return on marketing spend and get the most out of their marketing budget. I have been working with businesses to execute on world-class digital marketing strategies. Our team of highly experienced marketers are focused on getting clients the highest return on marketing spend and get the most out of their marketing budget.



Websense

• Manager, Sales Operations

  • Aug 2012 - Jan 2015

  •Support day to day operations and forecasting for Executive Suite, 3 Sales VP’s, 22 Directors, and their reps, with collaboration from two analysts.•Work with Sales Management to create quotas for the fiscal calendar for North America and Asia Pacific regions, for reps as well as overlay sales engineers and channel account managers in these territories.•Train sales employees to understand their compensation plan.•Project lead, liaison between IT and Sales to develop specialized Salesforce.com reporting useful for sales management objectives: pipeline generation, install base accuracy. Show less

• Manager, Finance

  • Jan 2009 - Aug 2012

  •Support EVP of Sales in creating our 2012 BOD plan and received an MVP award at our annual sales conference for my accomplishments.•Build strategic financial models to analyze best practices for sales generation, promotional campaigns, compensation plans, customer retention strategies, pricing, product mix, channel strategy, sales productivity, and billings and revenue forecasting for Executive decision making.•Support sales and marketing initiatives and create presentations for EVP of Sales, 6 VP’s and 30 directors I support in North America, LATAM, APAC, and Worldwide Small Business regions.•Create and maintain dashboard to give CFO bi-weekly visibility into the billings, revenue, OEM, Contra Revenue, MDF, Attainment, Pipeline and ROI for all aspects of sales.•Support channel operations department in setting global sales margins for resellers as well as analyze all global pricing initiatives. •Support sales operations in quota setting and compensation analysis.•Support EVP of Sales and CFO by developing and managing global sales budget of approximately $65M in annual expense. Show less



Williams Lea, Inc.

• Senior Financial Analyst

  • Aug 2006 - Dec 2008

  •Completed US management reports for CFO, including 100 page monthly financial reporting pack featuring a 12 page hand written explanation regarding financial and operational results. •Prepared annual budget, quarterly forecasts, and monthly mid-month forecasts •Treasury analysis: led a transition to a new bank, reducing Williams Lea’s banking fees by over 30%; established new bank relationships in Mexico, Canada, Brazil, and Argentina to accommodate expanding business. Treasury role: daily cash analysis, investment of interest, wire transfer approval, review AP and payroll positive pay, monthly cash reconciliation, annual statement of cash flows forecast for the budget, and maintained a positive relationship with our five bank representatives •Performed month-end activities: reviewed P&L data for accuracy, worked with corporate overhead department heads to understand variances •Functional Business Objects System IT Administrator: maintained system, interfaced with Peoplesoft, developed and provided training sessions on budgeting and reporting to regional finance teams across the country •Cross-trained new financial analyst in all functions listed above Show less



SIRVA

• United States
• Real Estate
• 700 & Above Employee

• Financial Analyst/Internal Auditor

  • Jul 2004 - Aug 2006

  •Established and maintained weekly dashboard (scorecard) that encompasses Moving Services’ Commercial Driver operations, financial performance, and statement of cashflows and presented results during weekly meeting to the CEO and senior leadership team. •Assisted with reports including Board of Directors presentations, Form 10-K, and Executive Sales Summaries •Audited 300 improperly managed Allied Van Line Customer Incentive Accounts, reconciled the ledgers, and determined payout to the appropriate agent, customer, or corporate account. Tracked and presented weekly progress to the Allied Agency Association •Attended the 2005 SIRVA Leadership Summit for my contributions in assisting SIRVA, Inc. in becoming Sarbanes-Oxley 404 Compliant by testing and delivering clear, accurate reports of findings and agreed upon action plans for over 300 internal operational, financial, and IT controls throughout the US and UK •Completed Audit Committee goals; specifically an international fraud investigation, and post-investment evaluations Show less