Experience

Cognigy

• Germany
• IT Services and IT Consulting
• 100 - 200 Employee

• Financial Planning and Analysis Manager

  • Sep 2022 - Present

  •Created due diligence packages for potential investors •Designed sales commissions payout process •Implemented automated reporting of financial statements (P&L, Balance Sheet, Cash flow) •Maintained and improved budget and forecast financial models •Reporting and analysis of business metrics for Leadership Team and Board of Directors (financial and SaaS) •Created due diligence packages for potential investors •Designed sales commissions payout process •Implemented automated reporting of financial statements (P&L, Balance Sheet, Cash flow) •Maintained and improved budget and forecast financial models •Reporting and analysis of business metrics for Leadership Team and Board of Directors (financial and SaaS)



Wacom Technology Corp.

• United States
• Computer Hardware Manufacturing
• 200 - 300 Employee

• Senior Business Financial Analyst

  • Nov 2015 - Aug 2022

  •Interact with the Europe sales and marketing teams to forecast revenue for distribution and eStore channels•Prepares annual budget based on strategic plans and operating guidelines•Perform monthly P&L variance analysis, including sales, profitability and operating expense comparisons to budget, forecast, prior year, and industry standards. Development of countermeasures when necessary•Monitor ongoing performance metrics for the strategic plan including all Key Performance Initiatives (KPIs)•Monitor product inventory levels and assist in product transition and end-of-life liquidation strategies•Provides continual monitoring of the advertisement and promotional spend and prepares monthly and ad hoc reporting of the spend vs. budget•Prepares return on investment and market analysis of marketing campaigns related to current year strategic initiatives Show less

• Financial Analyst

  • Aug 2013 - Nov 2015

  •Annual budget variances reduced by 40% through establishing partnerships with sales and marketing teams•Enhanced inventory tracking by providing key performance indicators which identify channel accounts with inventory risk•Provided sales forecasts utilizing market trends, promotional activity, and inventory levels thus increasing forecast accuracy by 20%•Introduced ROI analysis on marketing & sales programs resulting in savings of $500k annually



ESI an MKS Brand

• Machinery Manufacturing
• 700 & Above Employee

• Financial Planning Analyst

  • Sep 2011 - Aug 2013

  •Implemented a zero based budget for division forecasts leading to expenses being under budget for five consecutive quarters. •Analyzed I.T. capital projects and identified $1.5 million in savings. •Provided product analysis, which includes NPV and IRR, to determine profitability and prioritization of new projects. •Initiated process changes that ensured freight costs are listed on all quotes resulting in increased transparency. •Acted as controller for product divisions as well as prepare, analyze, and maintain financial P&Ls, monthly/quarterly forecasts and ad hoc reports. Show less



Muir Medical Group

• Finance Intern

  • Jan 2011 - Jun 2011

  •Provide cost/benefit and pricing analysis to aide in purchasing and contract decisions •Generate and develop excel templates to provide support for audits and reconciliations •Created an investment policy which established guidelines and procedures for investable capital •Processed invoices and checks and input them into QuickBooks accordingly •Provide cost/benefit and pricing analysis to aide in purchasing and contract decisions •Generate and develop excel templates to provide support for audits and reconciliations •Created an investment policy which established guidelines and procedures for investable capital •Processed invoices and checks and input them into QuickBooks accordingly



IBF Venture Conferences

• Intern

  • 2011 - 2011



Phi Delta Theta

• Chapter President

  • 2007 - 2008