Experience

Pace® Analytical Services

• United States
• Environmental Services
• 700 & Above Employee

• Senior Financial Analyst

  • Jan 2022 - Present

  Minneapolis, Minnesota, United States -Develop and assist with annual operating budgets, quarterly EBITDA forecasting, monthly Risk & Opportunity analysis, and bi-weekly revenue forecasting. -Finance business partner for Operating GMs and communicate performance to business leaders. -Preparation of monthly board packages and materials for meetings (Excel files, PowerPoint decks) -Capital Expenditure analysis (IRR preparation for new requests; monthly reporting analysis; quarterly review and adjustment compared to EBITDA… Show more -Develop and assist with annual operating budgets, quarterly EBITDA forecasting, monthly Risk & Opportunity analysis, and bi-weekly revenue forecasting. -Finance business partner for Operating GMs and communicate performance to business leaders. -Preparation of monthly board packages and materials for meetings (Excel files, PowerPoint decks) -Capital Expenditure analysis (IRR preparation for new requests; monthly reporting analysis; quarterly review and adjustment compared to EBITDA attainment). -Ad hoc analysis to evaluate opportunities for improvement as needed. -Prepare annual incentive compensation calculations. -Back up for monthly commissions calculations. Show less



CWT

• United States
• Travel Arrangements
• 700 & Above Employee

• Senior Financial Analyst

  • 2017 - 2020

  Greater Minneapolis-St. Paul Area -Dedicated analyst for high value global client, analyzing individual country settlements (52 separate countries) on a monthly basis for accuracy before sending to client. Audit settlements on a 6 month rotating basis to ensure proper pricing and coding for contracted transactions and ad hoc charges. Communicate with country contact to resolve discrepancies, and with client on follow-up inquiries after submission. -Finance business partner for global business line by providing timely… Show more -Dedicated analyst for high value global client, analyzing individual country settlements (52 separate countries) on a monthly basis for accuracy before sending to client. Audit settlements on a 6 month rotating basis to ensure proper pricing and coding for contracted transactions and ad hoc charges. Communicate with country contact to resolve discrepancies, and with client on follow-up inquiries after submission. -Finance business partner for global business line by providing timely consolidated reporting and analysis, monthly variance analysis, MD&A, forecasts and budgets. ~130 FTEs; $25M total budget -Finance contact for global business client with dedicated travel staff. Prepare ~$16M annual travel budget; quarterly forecasting using multiple fee structures based on specific countries; monthly/quarterly meetings with client and CWT Program Managers. -Monitor and investigate aging receivables, monthly journal entries; ad hoc analysis Show less



Pearson

• United Kingdom
• Education
• 700 & Above Employee

• Financial Analyst

  • 2006 - 2017

  Bloomington, MN Financial Analyst, 2011-2017 *Oracle Project Analyst - track $46 million project plan focusing on capitalization versus expense. Work hand-in-hand with Project Management to develop annual project budget, quarterly forecasting, monthly budget variance analysis. Business Case preparations: work with Product Managers to build business cases for new products. Gather prior version historical costs and sales; project new version development costs and revenues. Input data into a specialized… Show more Financial Analyst, 2011-2017 *Oracle Project Analyst - track $46 million project plan focusing on capitalization versus expense. Work hand-in-hand with Project Management to develop annual project budget, quarterly forecasting, monthly budget variance analysis. Business Case preparations: work with Product Managers to build business cases for new products. Gather prior version historical costs and sales; project new version development costs and revenues. Input data into a specialized template I co-designed, which is presented to the Leadership Team. Annual NRV analysis: determine which products have enough projected revenue to support scheduled amortization. Write off or write down as necessary. Coordinate work and chargebacks across multiple departments and 14 international business units. Monthly financial reporting to management and high level executives. Subject Matter Expert in project accounting for Pearson's worldwide move to single platform. *Cost Center Analyst - financial contact for 22 separate headcount cost centers (200+ employees), plus 17 non-headcount centers. Work with Directors to develop annual budgets for each center; capacity planning. Monthly budget variance analysis; reclass expenses as necessary. Sr Staff Accountant, 2010-2011 Calculate ~$5M-$6M, cumulative, quarterly royalty payments to authors. Calculate monthly commission payroll to sales staff, ~$1M annually. Same continuous duties as Staff Accountant position. Staff Accountant, 2006-2010 Project set up and maintenance in Oracle. Monthly journal entries and accruals. Account reconciliations. Show less



Robert Half

• United States
• Staffing and Recruiting
• 700 & Above Employee

• Contract Accounting

  • 2005 - 2006

  Greater Minneapolis-St. Paul Area



AXA Advisors, LLC

• United States
• Financial Services
• 700 & Above Employee

• Financial Consultant

  • 2002 - 2005

  Greater Minneapolis-St. Paul Area



Wings Credit Union

• United States
• Banking
• 200 - 300 Employee

• Registered Sales Assistant; Accountant

  • 1994 - 2002

  Greater Minneapolis-St. Paul Area