Director, Financial Planning & Analysis

• Jan 2021 - Present

Promoted to report directly to CFO. Leads global budget process and consolidation across multiple legal entities and four countries. Acts as a thought leader, deriving strategic insights from financial information to drive decisions. Manages team of 2 Senior FP&A Analysts and 1 Business Intelligence Associate - role expanded to include management of data analytics and KPI development for Innovation Space business.

Manager, Financial Planning & Analysis

• Sep 2018 - Jan 2021

Built FP&A function and processes from the ground up. One of two principal owners of long-range corporate model and key contributor to $60m series B capital raise. Strategic leader on financial decisions related to covid-response, specifically around short-term cash management and ongoing negotiations. Led translation of expansion models into operating models for Warsaw and Tokyo centers, both launched in 2020, and onboarded controllers in each location.

Senior Financial Analyst, FP&A

• May 2018 - Aug 2018

Formerly PeopleFluent, a privately-held, $100M+ HRM SaaS company, acquired May 31, 2018 Key contributor to revenue, billings and cash forecast models for a subscription-based, software company. Role has expanded to include Revenue Operations, developing dashboard reporting in Salesforce and integrating a planning system (Host Analytics) with NetSuite. Formerly PeopleFluent, a privately-held, $100M+ HRM SaaS company, acquired May 31, 2018 Key contributor to revenue, billings and cash forecast models for a subscription-based, software company. Role has expanded to include Revenue Operations, developing dashboard reporting in Salesforce and integrating a planning system (Host Analytics) with NetSuite.

Senior Advisor - Global Assurance & Transformation

• Feb 2017 - May 2018

Focused on creation and development of the Sarbanes-Oxley (SOX) reporting function. Role shifted to SOX after Finance Transformation, a team chartered with unifying the Dell and EMC Finance organizations, was incorporated into GAT. Joined Finance Transformation in Feb 2017 in a role focused on efficient organizational design.

Principal Financial Analyst - Enterprise Products/R&D Integration

• May 2016 - Feb 2017

Hand-picked to manage KPI reporting and expense integration for Enterprise Products/R&D Dell Integration work stream, specifically focused on developing a fiscal year expense baseline and identifying and achieving cost synergies.

Senior Financial Analyst - Information Infrastructure Products FP&A

• Jul 2014 - May 2016

Senior Financial Analyst, July 2014 - May 2016 Financial Analyst, March 2012 - July 2014 Promoted into R&D-centric, FP&A role acting as a liaison between R&D divisions and corporate FP&A for annual plan, goal, and forecast cycles. Simultaneously volunteered to become a super user and functional lead for EMC’s company-wide SAP implementation and subsequent upgrade. Senior Financial Analyst, July 2014 - May 2016 Financial Analyst, March 2012 - July 2014 Promoted into R&D-centric, FP&A role acting as a liaison between R&D divisions and corporate FP&A for annual plan, goal, and forecast cycles. Simultaneously volunteered to become a super user and functional lead for EMC’s company-wide SAP implementation and subsequent upgrade.

Finance Training Program (FTP)

• Jul 2010 - May 2012

Completed 4 MBA-level courses sponsored by EMC executives, working in groups with international participants to present recommendations to upper management.

Associate Financial Analyst - Unified Storage Division

• Jul 2010 - Mar 2012

Acted as a business partner to the VNX product team - managing the R&D forecast, reporting and financial close.

Accounting Assistant

• Jan 2010 - Jul 2010

GE Water Financial Management Program (FMP) Co-op

• Jan 2009 - Jun 2009

Prime Brokerage Strategy and Marketing Co-op

• Jan 2008 - Jun 2008

Sales and Marketing Co-op

• Jan 2007 - Jun 2007