Experience

Sonatype

• United States
• Software Development
• 400 - 500 Employee

• Senior Financial Analyst

  • Mar 2021 - Present

  Washington DC-Baltimore Area



Domtar

• United States
• Paper and Forest Product Manufacturing
• 700 & Above Employee

• Financial Business Analyst

  • Sep 2019 - Mar 2021

  Raleigh-Durham, North Carolina Area • Supported sales and marketing teams as financial analyst, handling ad hoc requests for things like new pricing, material specs, volume changes, new product inquiries, and business performance trends. • Created 19 personalized dashboards in ERP system for sales reps, improving information accessibility and data visualization. Developed standardized reports for monthly reviews with senior leadership of reps in their region. • Managed price agreement approval process, collaborating with… Show more • Supported sales and marketing teams as financial analyst, handling ad hoc requests for things like new pricing, material specs, volume changes, new product inquiries, and business performance trends. • Created 19 personalized dashboards in ERP system for sales reps, improving information accessibility and data visualization. Developed standardized reports for monthly reviews with senior leadership of reps in their region. • Managed price agreement approval process, collaborating with sales reps, providing agreement-specific P+L information for approval, and ensuring accurate pricing for customers within one business day. • Updated and maintained pricing tool used by entire sales team, streamlining pricing processes and enhancing efficiency Show less



Genworth

• United States
• Insurance
• 700 & Above Employee

• Finance Development Program

  • Jul 2016 - Aug 2019

  Raleigh-Durham, North Carolina Area •Acted as finance business partner for Marketing and Sales departments. Responsible for preparing and presenting monthly reports encompassing spend analysis, budget tracking, and forecasting with audience up to executive level. •Collaborated directly with cost center owners to assess the impact of requested expenses, maintain continuous budget matching, reconcile invoices, and forecasted future spending. •Responsible for creating POs for two departments, ensuring clear spend approval… Show more •Acted as finance business partner for Marketing and Sales departments. Responsible for preparing and presenting monthly reports encompassing spend analysis, budget tracking, and forecasting with audience up to executive level. •Collaborated directly with cost center owners to assess the impact of requested expenses, maintain continuous budget matching, reconcile invoices, and forecasted future spending. •Responsible for creating POs for two departments, ensuring clear spend approval, adherence to signed SOWs, and meticulous budget tracking throughout the lifecycle of the purchase orders. •Prepare and track monthly analytics of travel expenses and promotional spend, down to individual sales rep level. Proactively communicating overages with regional managers to ensure budget compliance. Show less



Genworth

• United States
• Insurance
• 700 & Above Employee

• Finance Intern- Investment Tax Department

  • May 2015 - Aug 2015

  Richmond, VA •Created tax return workpapers for 14 life insurance companies to reconcile investment income on the Form 1120-L Schedule B.