Experience

Lexipol

• United States
• Public Safety
• 200 - 300 Employee

• Head of FP&A

  • Sep 2023 - Present

  Dallas, Texas, United States



Jellysmack

• United States
• Technology, Information and Media
• 700 & Above Employee

• VP of FP&A

  • Feb 2023 - Oct 2023

  Run the global FP&A Team reporting directly to the Chief Financial Officer. Own all financial reporting and analysis along with diligence for new business ventures. Partnering closely with senior executives in supporting critical initiatives. Below listed are my key accomplishments within this role: • Developed clear/scalable reporting processes across eight business lines and $100M+ Annual Revenue. • Promoted accuracy, efficiency, and scale of the FP&A team by implementing… Show more Run the global FP&A Team reporting directly to the Chief Financial Officer. Own all financial reporting and analysis along with diligence for new business ventures. Partnering closely with senior executives in supporting critical initiatives. Below listed are my key accomplishments within this role: • Developed clear/scalable reporting processes across eight business lines and $100M+ Annual Revenue. • Promoted accuracy, efficiency, and scale of the FP&A team by implementing new FP&A and BI Tool • Secured BoD approval on a $70M growth plan post-global restructuring. • Implemented customer-facing pricing tools and strategy for nascent fintech offering scaling to $14M LTM • Hired and developed a team of financial professionals across US and EU for continuous process and performance improvement.

• Finance Director - Strategic Ventures and Special Projects

  • Jan 2022 - Feb 2023



Alkami Technology

• United States
• Financial Services
• 700 & Above Employee

• Client Services Finance Leader

  • Jul 2020 - Jan 2022

  Dallas-Fort Worth Metroplex Created a five-year joint business plan for an eight-figure strategic software acquisition. I developed S1 and roadshow materials for IPO by collaborating with bankers, auditors, and executives. Highlights of my achievements/contributions include: • Generated 2% in gross margin improvement through revamped deferred cost methodology. • Activated over $2.5M of backlog ARR by taking ownership of contract backlog. • Built business case and supported the execution of a new… Show more Created a five-year joint business plan for an eight-figure strategic software acquisition. I developed S1 and roadshow materials for IPO by collaborating with bankers, auditors, and executives. Highlights of my achievements/contributions include: • Generated 2% in gross margin improvement through revamped deferred cost methodology. • Activated over $2.5M of backlog ARR by taking ownership of contract backlog. • Built business case and supported the execution of a new premium learning add-on product driving over $250K in revenue in the first year. • Established detailed KPI reporting around ARR/Users/Product Adoption to support product recommendation strategies to accelerate ARR. Show less



Marriott International

• United States
• Hospitality
• 700 & Above Employee

• Senior Director, B2B eCommerce

  • Oct 2019 - Jul 2020

  Bethesda, MD Directed the digital transformation of Marriott's B2B sales process, as well as conducted financial analysis in support of six completed VC deals totaling $55M in corporate investment. I prepared quarterly BoD materials and annual rating agency presentations. My top achievements during my tenure include: • Increased revenue growth by 28% YoY in direct digital channels (pre-COVID). • Owned digital transformation of B2B eCommerce for meetings and events, while managing a budget… Show more Directed the digital transformation of Marriott's B2B sales process, as well as conducted financial analysis in support of six completed VC deals totaling $55M in corporate investment. I prepared quarterly BoD materials and annual rating agency presentations. My top achievements during my tenure include: • Increased revenue growth by 28% YoY in direct digital channels (pre-COVID). • Owned digital transformation of B2B eCommerce for meetings and events, while managing a budget of $10M+. • Created a due diligence process for a nascent corporate venture capital program. • Directed industry consortium in completing a ~$100M Series B investment into tech start-up, including valuation negotiation and financial modeling of operating model and cap table.

• Director, Corporate Financial Strategy & Analysis

  • Jun 2018 - Oct 2019

  Bethesda, MD

• Senior Finance Manager

  • Mar 2018 - Jun 2018

• Finance Manager

  • Feb 2017 - Mar 2018

  Washington D.C. Metro Area



Amazon

• United States
• Software Development
• 700 & Above Employee

• Senior Financial Analyst

  • Oct 2015 - Feb 2017

  Greater Seattle Area I evaluated market data and operational KPIs to redevelop the business development strategy and drive profitable growth. I coordinated the workflows of 15 finance associates globally. Below listed are my key accomplishments within this role: • Improved Prime Now gross profit by 10% by uncovering excess returns and damage claims in multiple locations. • Conducted independent research into customer adoption trends across 10 city portfolios to inform forward-looking business… Show more I evaluated market data and operational KPIs to redevelop the business development strategy and drive profitable growth. I coordinated the workflows of 15 finance associates globally. Below listed are my key accomplishments within this role: • Improved Prime Now gross profit by 10% by uncovering excess returns and damage claims in multiple locations. • Conducted independent research into customer adoption trends across 10 city portfolios to inform forward-looking business development strategies, while reducing customer churn by 19% by promoting density vs reach. Show less



American Capital

• Financial Services
• 100 - 200 Employee

• Manager

  • Jan 2015 - Oct 2015

  Washington D.C. Metro Area Responsible for five-year capital planning model, executed a $1B share repurchase program, and executed a three-statement financial forecast model for a $300M Fund IPO in 2014. My top achievements within this role are following: • Saved >$10M annual interest expense through two debt refinancings. • Created a Full Three Statement Planning Model for a Public Investment Fund with earnings forecasts within 0.50% of actual results.

• Senior Financial Analyst

  • Jul 2013 - Dec 2014

  Washington D.C. Metro Area

• Financial Analyst

  • May 2012 - Jun 2013

  Washington D.C. Metro Area



S&P Global

• United States
• Financial Services
• 700 & Above Employee

• Financial Analyst - Structured Financial Products

  • Sep 2010 - May 2012

  Washington D.C. Metro Area



U.S. Securities and Exchange Commission

• United States
• Financial Services
• 700 & Above Employee

• Summer Honors Business Intern

  • Jun 2010 - Aug 2010



American University

• United States
• Higher Education
• 700 & Above Employee

• Research Assistant

  • Aug 2008 - May 2010



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Tax Intern

  • Jun 2009 - Aug 2009



Cherry Bekaert

• United States
• Accounting
• 700 & Above Employee

• Tax Intern

  • Jan 2009 - Apr 2009