Experience

OAR Management, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Accountant

  • Dec 2021 - Present



Chamberlain Group

• Software Development
• 700 & Above Employee

• Finance Manager

  • Jun 2013 - Dec 2014

  Primary responsibilities include providing financial structure and guidance to Product and Program Managers for new product development. • Generated and maintained analytical capital and resource investment models that measure financial results including ROI for new products. • Assessed and developed new product pricing and costing structures for new products. • Evaluated customer and marketing promotions including line reviews and new products. • Developed and implemented processes to ensure controls over pricing, promotions, and discounting decisions. • Implemented and compiled monthly customer sales and margins, profitability by product line and model, and analysis on mix. • Developed materials, trained and led other finance personnel in support of new product development projects. Show less



Newell Brands

• United States
• Manufacturing
• 700 & Above Employee

• Finance Manager - Marketing Finance

  • 2010 - Jun 2013

  Financial support for marketing, research and development and shared marketing services of the Writing and Creative Expression business unit.• Collaborated with the Product Managers on product pricing decisions, marketing analysis and brand initiatives.• Developed, maintained, and enhanced analytical models to measure financial results and brand development including marketing ROI.• Provided financial analysis of monthly results and preparation of monthly and quarterly presentations • Analyzed product and customer mix, promotions, new products, and line reviews. • Assisted with the strategic planning, budgeting and forecast process.• Provided financial structure and guidance to Product Managers for new product development.• Supervised staff of two. Show less

• Sr. Financial Analyst - Marketing Finance

  • 2008 - 2010

  • Provided reporting and analysis of business unit results by brand and category.• Maintained and evaluated investment opportunities, pricing exceptions, and product and channel financial performance.• Provided monthly cost center spending, to highlight variances to budget, trends and maintain spending tracker to monitor spend.• Analyzed post audits of new product and promotional launches.• Month-end closing responsibilities related to marketing and research and development spend accruals. Show less

• Sr. Financial Analyst - Trade Programs

  • 2007 - 2008

  Maintained and ensured accuracy for the calculation, control, and reporting of customer programs.• Supported the accounting and reconciliation of various customer trade programs, including volume and growth rebates, advertising, flex spend and other discounts and allowances.• Maintained and tracked all program components of customer contracts. • Reviewed with sales and legal teams and recommended changes to annual customer contracts.• Developed sales forecasting and mix analysis. • Monthly end closing duties related to sales adjustments. Show less



Conagra Brands

• United States
• Food and Beverage Services
• 700 & Above Employee

• Sr. Financial Analyst - FP&A

  • 2003 - 2007

  Preparation of annual strategic and operating plans, quarterly results presentations, and monthly reporting. • Managed the preparation of annual strategic plan including compilation and analysis of revenue, product contribution margin, and income for twenty plus brands. • Oversaw preparation of annual Operating Plan including consolidation of plant fixed expenses and departmental administrative budgets. • Collaborated with cross-functional departments on the development of annual administrative budgets. • Coordinated the quarterly presentations including consolidation and analysis of itemized income statements by brand, compiling and analyzing key performance indicators including revenue, gross margin, and income by brand. • Reviewed and analyzed monthly and ad-hoc reporting including comparisons of actual versus plan results, brand performance, and departmental selling, general, and administrative spending by functional group. Show less



Leo Burnett

• United States
• Advertising Services
• 700 & Above Employee

• Sr. Financial Analyst - FP&A

  • 2001 - 2003

  Supervised the collection, translation, and consolidation of financial statements for over 200 operating units in over 84 countries.• Reviewed and analyzed actual results versus forecast and budget for significant fluctuations by region and market.• Collaborated with International Finance Directors to provide variance explanations on office performance to be included in the monthly and quarterly management discussion and analysis.• Relied upon to thoroughly review for accuracy and completeness the presentation package for senior management.• Adapted skills to the reporting package and improved production time by one week resulting in more timely distribution of reports to senior management. Show less

• Associate Analyst

  • 1999 - 2001

  Assisted the Accounting Manager and Director with the management of the financial relationship with clients, as well as manage the profitability of the account, including revenue projections, staffing plans, estimating non-billable expenses, and development and calculation of client compensation for both existing clients as well as new business.• Ensured accurate and timely client billing and revenue recognition per audit requirements.• Monitored and analyzed agency overhead and assessed the indirect costs pools throughout the course of the year and completed analysis to determine actual and budgeted overhead rates.• Finance lead in a twelve month long project working along with technology department and consultants in the development of a new web-based financial management reporting tool that enables a more timely distribution of reporting and provides more analytical capabilities. Show less

• Staff Accountant

  • 1997 - 1999

  Prepared job costing reports and pricing estimates for agency fee projects. Responsible for the accuracy and timely distribution of profitability reports. Extensive work with computer software and databases, worked with technology department on updating and maintaining systems