Experience

Anda, Inc.

• United States
• Pharmaceutical Manufacturing
• 100 - 200 Employee

• Senior Finance Manager

  • Jan 2023 - Present



Convey Health Solutions

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

• Finance Manager

  • Feb 2022 - Jan 2023



Sophos

• United Kingdom
• Software Development
• 700 & Above Employee

• FP&A Manager

  • Apr 2021 - Feb 2022



UKG

• Software Development
• 700 & Above Employee

• Finance Business Partner

  • Apr 2017 - May 2021

  Partner with CTO’s office, reporting vice presidents, and directors for strategic and financial planning Full P&L Budgeting and Forecasting o Meet with pillar leaders to understand business needs/ roadmap initiatives o Categorize and analyze software/ hardware business needs o Provide multi-variable, sensitivity budget analysis Responsible for managing, forecasting and reporting headcount and related expenses o Responsible for outside service forecasting, tracking, and reporting o Forecasting and reporting capitalized permanent employee and outside service spend o Act as a liaison with talent team to facilitate new-hire hiring Executive Consulting and Ad Hoc Analysis o Work with CTO’s chief of staff on critical-decision analytics o Provide board-facing slides o Product Roadmap forecast and analysis Show less



Arriva Medical

• United States
• Medical Equipment Manufacturing
• 100 - 200 Employee

• Manager - Financial Planning and Analysis

  • Feb 2014 - Apr 2017

  Responsible for financial reporting and analysis for subsidiary and to parent company. • Report directly to Vice President/ controller • Financial Reporting and Budgeting - Enhanced, automated, and manage five-year full P&L model/ Provide Monthly, quarterly, annual, and five year forecasts/ Responsible for Annual Budget • Engage with company executives - Created, maintain, and populate executive presentation deck/ Act as liaison to parent company for financial reporting • Provide material ad hoc support for executive team as well as other departments - Work with team members in Operations, IT, business development and marketing for ad hoc analysis and projections/ Present findings from analyses to executive team • Month-End Activities - Create P&L schedules and entries for certain COGS and all Revenue items/ Generate and distribute financial deck for U.S. and Philippine Operations/ P&L variance analysis • New Project and Acquisitions - Assist in the launch, and evaluate new product lines/ Performed valuation analysis for potential acquisition/ Oversaw financial component of CRM conversion Show less



Charter Schools USA

• United States
• Education Administration Programs
• 700 & Above Employee

• Senior Financial Analyst

  • Apr 2013 - Feb 2014

  Responsible for the financial management of 7 schools. • Budget Generation - Worked with school principals, internal stakeholders, and vice president of finance to establish budget/ Presented budgets to school boards • Forecasting - Re-forecasted and presented school performance monthly • Expense Management - Responsible for approval and verification of school expenditures • Process Management - Refined and documented processes • Ad Hoc Analysis - Direct work with Vice President of Finance and CFO/ Analysis on school performance and budget deviation • Modeling - Created five-year budget models for charter applications, plausibility analysis, and bond Show less



ADT

• United States
• Consumer Services
• 700 & Above Employee

• Senior Financial Analyst

  • Jan 2011 - Apr 2013

  Responsible for the performance and financial analysis for small business division of ADT. • Revised Reporting Processes and Procedures - Created new reports surrounding different aspects of the sales process/ Revised procedures for internal reporting • Periodic Reporting - Revenue portion for P&L/ Weekly/Monthly/Quarterly/YTD reporting for field • Ad hoc Analysis - Direct work with division Vice President/ Forensic analysis for performance deviation • Budget Generation - Generated budget for all 50 states, Canada, and Puerto Rico/ Worked with all levels of field to generate (100 + Managers) • Assisted in Separation Process - Assisted in the spinoff of the ADT brand and company/ Worked directly with PWC to develop base standards for new company • Forecasting - Provided weekly forecast for the projected end of month performance/ Worked with financial manager to reforecast monthly performance Show less



EducationDynamics

• United States
• Advertising Services
• 400 - 500 Employee

• Analyst

  • Feb 2007 - Mar 2011

  Responsible for the performance and financial analysis of the company including web traffic and call center activity. Provide recommendations to senior management based on analysis. • Financial modeling and reporting• Created and maintained business unit/product line budgets and P&Ls• Forecasting of business and financial performance• Development of reporting processes and procedures • Forensic data analysis• “Data mining” and organization• Client and vendor analysis• Sales performance monitoring and customer reconciliation• Tracking, development and analysis of call center, financial and marketing KPIs• Development and management of complex Excel-based financial models• Automation of processes to improve overall efficiency• Facilitated the sale of Education Connection to Education Dynamics by organizing and presenting historical financial and performance data. Show less

• Marketing and Operations Manager

  • Oct 2006 - Feb 2007

  Directed the organization's overall operational procedures with a focus on the sales sector, managed all marketing campaigns and a call/contact center.• Supervised and advised 21 business developers• Process integration• Account Management



Kaplan

• United States
• Education Administration Programs
• 700 & Above Employee

• Academic Advisor

  • Jan 2006 - Oct 2006

  Provided comprehensive advocacy to students and adjacent departments. The Academic advisor position is an account management and retention position. • Project leader for a 400 person cohort• Developed strategies for student retention and support• Monitored student progress and status

• Admissions Advisor

  • 2005 - 2006