Experience

Various Companies

• Financial Services
• 1 - 100 Employee

• Financial Consultant

  • Jul 2022 - Present



ClearStar, Inc.

• Human Resources
• 1 - 100 Employee

• Senior FP&A Manager

  • Nov 2021 - Jun 2022

  • Focused on budget creation, forecast updates and building out FP&A function for a fast-growing HR integrity technology company projected to generate $48MM revenue FY2022 (59% YoY increase). • Leadership Partnerships: Worked directly with Leadership and PE group on board call presentation and ad-hoc requests. • Budget & Forecast: Led customer level budgets and forecasts (1,500+ customers). • ERP Implementation: Assisted VP of Finance and Controller in providing data and checking accuracy of Oracle NetSuite implementation. Show less



Southern Dental Alliance

• United States
• Dentists
• 1 - 100 Employee

• Financial Planning and Analysis Manager

  • Jan 2020 - Nov 2021

• Senior Financial Analyst

  • Sep 2019 - Dec 2019

  • Focused on M&A activity and corporate performance of 43+ practices in GA, SC and TN generating $67MM revenue PF2019.• Mergers & Acquisitions: Managed communication, relationships and analyzed financial data from internal and external contacts (Current pipeline: 15 locations - $22MM in revenue).• Leadership Partnerships: Collaborated with CEO, CFO, COO and Controller on budgets, forecasts, M&A activity and any ad-hoc requests.• Budget & Forecast: Led 43+ practice level budgets and forecasts (P&L).• Operation Analysis: Partnered with COO and Data Analyst to pinpoint high/low performance reasons at location level.• Implementation/Cost Savings: Completed Doctor compensation audit that identified overpaying. Led to the creation and implementation of a standardized payroll procedure saving SDA an estimated $150K in annual compensation moving forward.• Fee Schedule (Reimbursement): Evaluated implemented and projected fees changes at insurance and location level. Show less



GoHealth Urgent Care

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

• Senior Financial Analyst - Corporate & Operations

  • Apr 2019 - Sep 2019

  • Analyzed corporate and operational performance of 115 centers across six markets with $142MM revenue FY 2018.• Leadership Partnerships: Worked directly with CFO, Director of Finance & Accounting on budgets, forecasts and ad-hoc requests.• Corporate Performance Reports & Presentations: Established trending and trailing corporate expense reports for 15 departments. Presented results monthly to each department head.• PE: Completed scheduled and ad-hoc TPG requests timely.• Balance Sheet & Cash Flow: Partnered with VP Controller to modify 2019 CA balance sheet based on center acquisitions.• Budgeting/Forecasts: Contributed to Corporate budget and five-year forecast (volume, compensation and FTEs).• Operation Management: Evaluated CA market financial and operational results vs budget and forecast, examined significant variances and presented findings to Market President with action plans.• Revenue & EBITDA Management: Trusted to evaluate and present by market down to patient level.• Acquisition Analysis: Produced analysis focusing on potential revenue growth from acquired CA centers.• Implementation/Cost Savings: Assisted in FinPro implementation that drastically cut wait time when running GP reports and eliminated an additional position (Net savings of $63K).• Cross-collaboration: Partnered with accounting, revenue cycle, and operation teams to resolve questionable variances.• Special Project Process Standard: Built expense reclass template for accounting to use as a reference going forward.• Prepared ad-hoc financial analysis and produced requested management reports timely.• Engagement: Nominated as the 2019 Finance Engagement Ambassador based on enthusiasm and work ethic per Finance Director. Show less

• Senior Financial Analyst - Markets

  • May 2018 - Sep 2019

  GoHealth Urgent Care is one of the country's fastest-growing and largest urgent care companies operating over 150 urgent centers in the New York City area, the Portland area, Oregon-Vancouver area, Washington state metros, San Francisco, Hartford and SE Connecticut, Winston-Salem and Charlotte, North Carolina, St. Louis and Springfield, MO, Oklahoma City and Northwest Arkansas. GoHealth Urgent Care is a d/b/a of Access Clinical Partner is a TPG Growth portfolio company.



AB InBev

• Belgium
• Manufacturing
• 700 & Above Employee

• Retail Business Analyst

  • Aug 2016 - Feb 2018

  • Focused on beer portfolio sales performance of 20 small and large retailers in seven states with ~ $600B sales in 2017. • Supported 120 colleagues by developing strategic plans, valuable reporting and presentations to increase sales. • Identified trends and opportunities and presented findings on a weekly, monthly and quarterly basis. • Highlighted positive results to senior leaders, i.e., created and delivered slides showing high-level performance as well as specific sales plans that turned market share loss to market share gain for Circle K in 2017. • Produced month-end performance reviews and recommended plans to wholesalers, i.e., explained cause of sale losses and provided improvement suggestions. • Successfully and independently owned major customer projects by swiftly learning and using multiple data sources, i.e., utilized SQL in Teradata to pull feature share values for presentations to retailers and RVP. • Managed field colleagues’ bonus incentives by calculating rankings, sending out weekly results and resolving any discrepancies. • Supported field team: Collaborated with Flash Foods Key Account Manager to close 6pk 16oz package PTC reduction of $0.50 that drove 40% increase in package sales and 10% increase in total sales. • ROI: Completed analysis was trusted and used to influence major business decisions (often exceeding $100k). Ex: evaluated digital media of select FL accounts with declining Bud Light Rita sales using POS reporting. Media expansion plans pulled due to negative returns saving the company ~$120k. • Key accomplishment #1: built Share/Volume forecast tools for Retailer and Wholesaler partners. • Key accomplishment #2: constructed Excel Macro based tool to quickly pinpoint main gain/loss drivers. • SharePoint Administrator: simplified the site by condensing folders, eliminating old files, and reducing path length; action highly remarked by colleagues. Show less



Aon

• United Kingdom
• Financial Services
• 700 & Above Employee

• Setup Configuration Specialist (SCS) and Pension Administrator

  • Jan 2014 - Aug 2016

  • Maintained and completed website configuration updates for ~67,000 Georgia government employees’ retirement and healthcare benefits with nearly 0 outages. • Utilized graphic interface tools to fix system defects on average within one day. • Implemented a Quality Control test plan to ensure the code had no major defects, resulting in fewer system outages. • Improved website configuration workflow by removing unnecessary testing when changes were already being checked in QA and QC environments. This saved, on average, 16 hours per project and allowed for earlier client delivery. • Obtained needed information for proprietary databases using SQL. • Selected to work on a special project focused on identifying missing Pension payments of National Government employees. ➢ Calculated Pension service and payments using various applications including Microsoft Excel. ➢ Completed internal company data research and calculations with 100% accuracy (2000+ completed). Show less



1847Financial Dallas/Fort Worth (formerly known as Penn Mutual Wealth Strategies)

• United States
• Financial Services
• 1 - 100 Employee

• Summer Financial Intern

  • Jul 2013 - Aug 2013

  Experience gained include learning successful wealth management techniques used to maximize financial gains for client(s) and hands-on sales skills. Experience gained include learning successful wealth management techniques used to maximize financial gains for client(s) and hands-on sales skills.