Experience

Union Square Play
• United States
• Education Management
• 1 - 100 Employee
• Manager, Corporate Finance

  • Aug 2021 - Present


Digitas North America

• United States
• Advertising Services
• 700 & Above Employee

• Manager, Client Finance

  • Jul 2017 - Nov 2020

• Senior Financial Analyst

  • Aug 2015 - Jul 2017

  While working at Digitas LBi of New York, I have the opportunity to work as the Senior Financial Analyst with over 5 different clients. I assist with the development and tracking of forecasts, cash flow projections and comprehensive account supervision. In partnering with Senior team members, I am able to highlight key issues and provide resolutions for negative exposure items that may negatively impact profitability. My successes are attributed to implementing various processes to better support business needs, while leading client and regional staff meetings to manage financial metrics. • Manage the day to day financial responsibilities of several accounts totaling $50 million in revenue• Partner with Senior Leadership and account teams to ensure that all financial obligations are met with due diligence• Review account performance through reporting to aid in preparation for revenue recognition during month end close • Support account teams with all financial deliverables by preparing client facing reports including accruals and reconciliations • Conduct in-depth analysis of data for upper management by delivering monthly, quarterly, and annual forecasting roll ups• Assess various impactors to profitability to provide expertise on maintaining gross margin of above 50%



ShopKeep

• United States
• 1 - 100 Employee

• Account Executive, Sales

  • Jan 2015 - Jul 2015

  • Significantly impacted the growth of ShopKeep by expanding the use of the product to over 25,000 subscribers • Developed and fostered relationships by consulting with over 70 business owners monthly, ensuring their resources are tactful • Educated clients on how ShopKeep is a superior application providing efficiency, ease of use, tracking of sales, and COGS • Managed a high level of client demands by guaranteeing clients are provided with the utmost customer experience • Significantly impacted the growth of ShopKeep by expanding the use of the product to over 25,000 subscribers • Developed and fostered relationships by consulting with over 70 business owners monthly, ensuring their resources are tactful • Educated clients on how ShopKeep is a superior application providing efficiency, ease of use, tracking of sales, and COGS • Managed a high level of client demands by guaranteeing clients are provided with the utmost customer experience



McCann Torre Lazur

• Germany
• Medical Equipment Manufacturing

• Associate Business Analyst

  • Jun 2014 - Jan 2015

  • Collaborated with Account teams to manage internal and client-facing financial reports to directly report to Senior Management • Managed $10 million of pharmaceutical business to yield maximized revenue and healthy cash flow of accounts receivable • Created data models in excel to monitor forecasts versus actual performance, ensuring that all deliverables remain within scope • Performed in depth analysis of the overall fiscal state of each account to drive continuous improvement in financial performance • Led weekly meetings with Internal teams to provide guiding advice on how to achieve healthy margins



The Ayco Company, L.P. at Goldman Sachs

• Financial Analyst

  • Jun 2013 - May 2014

  • Provided comprehensive financial counseling to 70+ corporate executives and high-net-worth individuals through financial modeling • Partnered with Investment Sales team to create marketing material to present to clients to further support all aspects of the sales process • Gathered data including but not limited to mortgages, property and casualty insurance, market performance, and compensation plans • Managed asset allocations by researching market opportunities in line with achieving financial goals and overall investment objectives • Created income tax projections and prepared tax returns by solving for the utmost tax efficiencies



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Client Relationship Manager

  • Sep 2012 - May 2013

  • Developed and managed marketing strategies geared toward high-net-worth individuals to enhance business development • Acted as a liaison for current and future business prospects by communicating sales opportunities to Senior Account Executives • Advocated changes to current processes by implementing a comprehensive business plan to enhance business opportunities • Serviced brokerage accounts through analysis of investment opportunities, involving opportunity cost analysis and return projections • Created investment reports to support financial advisors in their recommendations to create income-enhancing strategies



Memorial Sloan-Kettering Cancer Center

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Physician Office Assistant Intern

  • May 2012 - Aug 2012

  • Collaborated with doctors by prepping practice sessions and investigating necessary data, ultimately creating a smooth patient flow. • Scheduled new visits for patients by retrieving supporting documentation to support the clinical team. • Provided phone coverage and clerical support by serving as a liaison between patients, family, and clinical team. • Organized databases encompassing ongoing research to assist doctors in developing new protocols. • Collaborated with doctors by prepping practice sessions and investigating necessary data, ultimately creating a smooth patient flow. • Scheduled new visits for patients by retrieving supporting documentation to support the clinical team. • Provided phone coverage and clerical support by serving as a liaison between patients, family, and clinical team. • Organized databases encompassing ongoing research to assist doctors in developing new protocols.



WPP

• United Kingdom
• Advertising Services
• 700 & Above Employee

• Tax Compliance Intern

  • Mar 2011 - Feb 2012

  • Prepared domestic, corporate, and federal tax returns for federal/state purposes with a comprehensive focus on accounting concepts. • Maintained organizational chart for over 300 entities under parent company WPP, verifying all new mergers and acquisitions. • Generated commercial rent and earn-out payments on monthly, quarterly, and annual time frames. • Reviewed and analyzed legal documents associated with commercial real estate ventures to determine ownership for tax treatment. • Developed earnings and profits studies for foreign entities in the group. • Generated commercial rent and earn-out payments on an annually and quarterly basis.