Senior manager, FP&A

• May 2023 - Present

FP&A Manager

• Jan 2023 - May 2023

Senior Financial Analyst

• Jul 2021 - Dec 2022

• Supported key diligence activities, including creation of the long-range plan, to help close a $10M Series A round with Insight Partners• Collaborate with department heads to produce the annual budget and quarterly forecasts• Standardized the monthly, quarterly, and annual reporting process for presentation to C-suite and Board of Directors, inclusive of typical SaaS metrics• Partnered with sales team to develop the CRM, which enabled more accurate, meaningful, and timely reporting allowing the team to take actions from key learnings• Performed an in-depth competitor analysis to determine best positioning within the industry• Created pricing cards, sales calculators, and discounting approval matrices • Served as a chief of staff to the CFO and CEO – joined C-Suite meetings and supported leadership by capturing key takeaways and ensuring follow ups were completed Show less

Senior Financial Analyst - FP&A Team Lead

• Jul 2020 - Jun 2021

Financial Analyst

• Aug 2018 - Jul 2020

• Create and maintain a five-year, three statement, operating model consolidating twelve entities with multiple scenario functionality and intricate industry and geo-political trend sensitivities• Coordinate with senior management and across departments to produce annual budget for entire organization • Conduct all financial analysis and manage due diligence in connection with capital raising efforts • Prepare monthly, quarterly, and annual reports and presentations for senior management, the board of directors, and other stakeholders• Selected and implemented a financial consolidation, forecasting, and budgeting software to streamline and enhance monthly financial reports with advanced KPI tracking, value-add charts, and an array of analytics Show less

Staff Accountant

• Jul 2017 - Jul 2018

• Developed an automated system for reporting indirect taxes across nine entities in fifteen states • Performed month end tasks such as; bank reconciliations, inventory reconciliations, and revenue analysis • Worked with independent auditors for conclusion of annual audit with no findings• Responsible for billing $7mm of monthly revenue, ensuring timely payment, and solving discrepancies

Accounting Intern

• May 2016 - Aug 2016

• Created, maintained, and presented a $45,000 relocation budget to the senior management committee • Processed company invoices in Sage, obtained approval to pay, and cut checks on a timely basis • Reconciled and recorded month end entries, bank accounts, and payroll • Created, maintained, and presented a $45,000 relocation budget to the senior management committee • Processed company invoices in Sage, obtained approval to pay, and cut checks on a timely basis • Reconciled and recorded month end entries, bank accounts, and payroll

Investment Analyst Intern

• Jan 2015 - Jul 2015

• Created quarterly presentations used by founder and president in presentations with over 300 clients • Utilized Morningstar to analyze investment portfolios of various mutual funds • Researched potential investment and growth strategies based on clients’ risk tolerance and time horizon • Created quarterly presentations used by founder and president in presentations with over 300 clients • Utilized Morningstar to analyze investment portfolios of various mutual funds • Researched potential investment and growth strategies based on clients’ risk tolerance and time horizon

Intern

• Jul 2012 - Aug 2012

• Kept records of over 3000 international shipments accurately in Excel • Entered data from reports into the records in preparation for a federal audit • Kept records of over 3000 international shipments accurately in Excel • Entered data from reports into the records in preparation for a federal audit