Experience

Amino Health
• Sweden
• Wellness and Fitness Services
• Vice President of Finance And Operations

  • Jun 2023 - Present


PlushCare

• United States
• Wellness and Fitness Services
• 100 - 200 Employee

• Senior Manager Business Operations

  • Jan 2022 - May 2023

• Finance Manager

  • Oct 2020 - Jan 2022



Landed

• United States
• Software Development
• 1 - 100 Employee

• Finance Lead

  • Feb 2019 - Oct 2020

  San Francisco Bay Area



RealtyShares

• United States
• Investment Management
• 1 - 100 Employee

• Senior Finance Associate

  • Aug 2017 - Jan 2019

  San Francisco Bay Area •Developed and implemented an enterprise-wide financial model to automate the servicing of the firm’s active investment portfolio (over $400mm AUM with monthly volume of 20,000 transactions) •Utilized SQL database to streamline reporting and develop business intelligence around the company’s treasury operations •End-to-end process owner for a $40 million revolving credit facility and provided strategic insight to reduce cost and streamline operations •Projected the company’s available… Show more •Developed and implemented an enterprise-wide financial model to automate the servicing of the firm’s active investment portfolio (over $400mm AUM with monthly volume of 20,000 transactions) •Utilized SQL database to streamline reporting and develop business intelligence around the company’s treasury operations •End-to-end process owner for a $40 million revolving credit facility and provided strategic insight to reduce cost and streamline operations •Projected the company’s available investment capacity based on a dynamic model which forecasted future balance sheet utilization •Produced various reports and presentations used by senior management and the board of directors •Analyzed the company’s daily liquidity by modeling the cash burn rate, revenue projections, and restricted and unrestricted cash positions •Managed all external relationships with the company’s primary banking and lending partners •Led the onboarding of an external fund administrator •Supervised the investor servicing team and managed the flow of funds between sponsors and investors •Oversaw servicing platform enhancements resulting in expedited investor distributions Show less



Pacific Gas and Electric Company

• United States
• Utilities
• 700 & Above Employee

• Business Finance Analyst

  • May 2017 - Jul 2017

  San Francisco Bay Area •Responsible for analyzing and coordinating 2 & 5 year strategic plans for the Safety & Health line of business through understanding the budgetary needs, creating custom financial models, and communicating with leadership •Advised executives and senior leadership on opportunities and efficiencies within their $100 million expense and capital budget to reach affordability targets based on cost analysis •Built and managed relationships with executives and senior management through monthly… Show more •Responsible for analyzing and coordinating 2 & 5 year strategic plans for the Safety & Health line of business through understanding the budgetary needs, creating custom financial models, and communicating with leadership •Advised executives and senior leadership on opportunities and efficiencies within their $100 million expense and capital budget to reach affordability targets based on cost analysis •Built and managed relationships with executives and senior management through monthly meetings to explain budget variances and forecast •Developed financial models and verified financial data in benchmarking exercises for the Safety & Health line of business

• Business Finance Associate Analyst

  • Mar 2016 - Apr 2017

  San Francisco Bay Area



Bloomberg LP

• United States
• Financial Services
• 700 & Above Employee

• Analytics

  • Jul 2014 - Mar 2016

  San Francisco Bay Area • Collaborate with financial professionals to develop an operative understanding of investment management workflows and apply expert product knowledge to streamline unique investment strategies, including improving the efficiency of the research process by advising on optimal process design. • Support all steps of the investment research process by creating custom financial and quantitative models, researching economic and industry intelligence, and conducting portfolio analytics and returns… Show more • Collaborate with financial professionals to develop an operative understanding of investment management workflows and apply expert product knowledge to streamline unique investment strategies, including improving the efficiency of the research process by advising on optimal process design. • Support all steps of the investment research process by creating custom financial and quantitative models, researching economic and industry intelligence, and conducting portfolio analytics and returns attribution. • Build, manage and maintain mutually beneficial, strategic relationships with a range of investment professionals, technology professionals and client services personnel, resulting in stronger connections, enhanced product traction among clients and greater revenue security and growth opportunity. Show less