Experience

Zapier

• United States
• Software Development
• 700 & Above Employee

• Financial Planning and Analysis Manager

  • Sep 2022 - Present

  Remote - Develop financial models to accurately project short and long-term growth in Annual Recurring Revenue. - Work closely with department leaders to develop annual budgets and forecasts. - Leverage BI tools to model the customer journey and interpret important metrics like churn and net revenue retention. - Assist with the development and management of Zapiers annual headcount plan. - Analyze financial results and provide detailed commentary to stakeholders. - Perform ad hoc… Show more - Develop financial models to accurately project short and long-term growth in Annual Recurring Revenue. - Work closely with department leaders to develop annual budgets and forecasts. - Leverage BI tools to model the customer journey and interpret important metrics like churn and net revenue retention. - Assist with the development and management of Zapiers annual headcount plan. - Analyze financial results and provide detailed commentary to stakeholders. - Perform ad hoc analysis to better understand customer activity (churn, credit card declines, country/currency analysis).

• FP&A Team Lead

  • Nov 2020 - Sep 2022

  Phoenix, Arizona, United States



SaaSOptics (Is now Maxio)

• United States
• Software Development
• 1 - 100 Employee

• Product Manager

  • Sep 2019 - Nov 2020

  Greater Atlanta Area - Gathered, managed, and prioritized customer requirements. - Developed business cases for new products, as well as improvements to existing products. - Worked cross-functionally to ensure business cases and customer satisfaction goals are met. - Demonstrate technical product knowledge as well as domain expertise in relation to SaaS analytics, data, and reporting. - Developed the company's long-term financial model as well as the management teams KPI tracker



Salesloft

• United States
• Software Development
• 700 & Above Employee

• Senior Financial Analyst

  • Nov 2018 - Sep 2019

  Greater Atlanta Area Partnered across departments to perform financial and statistical analysis of key operational, sales and marketing, and financial initiatives; assess financial returns; and make recommendations accordingly. Coordinated with the accounting team to establish and maintain strong communication and operating rhythm Took a leading role in the detailed development and deployment of departmental budgets, as well as long-range strategic, financial, and cash flow plans / forecasts Analyzed… Show more Partnered across departments to perform financial and statistical analysis of key operational, sales and marketing, and financial initiatives; assess financial returns; and make recommendations accordingly. Coordinated with the accounting team to establish and maintain strong communication and operating rhythm Took a leading role in the detailed development and deployment of departmental budgets, as well as long-range strategic, financial, and cash flow plans / forecasts Analyzed operating and financial results to spot trends and opportunities and develop alternatives for improvement and action, with an emphasis on providing specific answers to the “why?” Served as a dedicated business partner to executive management and department heads in developing, owning, managing and measuring business cases, key performance indicators, and financial models Led the development of the SalesLoft's Series D Investor Deck, as well as the accompanying Data Room

• Business Analyst

  • Dec 2017 - Nov 2018

  Greater Atlanta Area Met with decision-makers, systems owners, and end-users to define/document business, financial, and operations requirements and systems goals, and identify and resolve systems and process issues. Evaluated project feasibility and developed ROI analysis to assist with project prioritization. Performed root cause analysis on business issues and process challenges to help identify and prioritize solutions. Developed practical working knowledge of ways business users leverage existing… Show more Met with decision-makers, systems owners, and end-users to define/document business, financial, and operations requirements and systems goals, and identify and resolve systems and process issues. Evaluated project feasibility and developed ROI analysis to assist with project prioritization. Performed root cause analysis on business issues and process challenges to help identify and prioritize solutions. Developed practical working knowledge of ways business users leverage existing systems and processes. Performed data gathering tasks, synthesis - develop solutions, project/strategy planning, and data utilization. Made recommendations to improve the effectiveness and efficiency of existing systems. Led & managed data augmentation, clean up and data quality issue resolution in Salesforce. Organized a cross-functional team, to stand up a data warehouse, and implement a business intelligence tool

• Financial Systems Analyst

  • Apr 2017 - Dec 2017

  Greater Atlanta Area Manage and improve the customer-related software tools that make the finance department work efficiently, provide the company with accurate and timely info, and help us interact efficiently with other departments and customers. Continually work on improving and automating the processes, policies, and controls related to these tools. Manage the subscription management platform to bill customers efficiently, as well as to calculate Revenue, Deferred Revenue, and related accounts according… Show more Manage and improve the customer-related software tools that make the finance department work efficiently, provide the company with accurate and timely info, and help us interact efficiently with other departments and customers. Continually work on improving and automating the processes, policies, and controls related to these tools. Manage the subscription management platform to bill customers efficiently, as well as to calculate Revenue, Deferred Revenue, and related accounts according to GAAP. Coordinate with the Sales, Revenue Ops, Support, and Customer Services departments to make sure our billing and commissions calculations processes are working effectively with those departments’ processes. Track metrics on recurring revenue in Salesforce.com and provide in-depth analysis on them using Excel and Google Sheets. Implement new financial systems pertaining to GL accounting, customer billing, revenue recognition, and analysis. Assist with other accounting functions including the month-end close.



Crown & Caliber

• United States
• Retail
• 1 - 100 Employee

• Staff Accountant

  • Feb 2016 - Apr 2017

  Atlanta, Ga Creating daily reports on key metrics using web technologies such as Ruby on Rails, AngularJS, and c3.js to develop an interactive reporting dashboard. Assisting in month-end closing, including depreciation, pre-paid entries, and accruals. Reconciling bank accounts and company credit cards. Liaising with accounting system vendors and consultants as necessary. Managing full cycle accounts payable. Preparing 1099 and 1098 forms. Entering AR sales invoices into our accounting… Show more Creating daily reports on key metrics using web technologies such as Ruby on Rails, AngularJS, and c3.js to develop an interactive reporting dashboard. Assisting in month-end closing, including depreciation, pre-paid entries, and accruals. Reconciling bank accounts and company credit cards. Liaising with accounting system vendors and consultants as necessary. Managing full cycle accounts payable. Preparing 1099 and 1098 forms. Entering AR sales invoices into our accounting system. Processing ADP payroll. Preparing ad hoc reports and analysis for management review. Coordinating accounting requests from other departments. Liaising with our partnering fraud detection company and customers flagged as fraudulent. Capturing orders from our order management system after approval from our partnering financing company. Working closely with the sales department to ensure all watches for approved orders are still available. Show less



1Path

• United States
• IT Services and IT Consulting
• 200 - 300 Employee

• Junior Accountant

  • Jun 2014 - Feb 2016



Georgia State University

• United States
• Higher Education
• 700 & Above Employee

• Resident Assistant

  • Aug 2012 - May 2014



InComm Payments

• United States
• Financial Services
• 700 & Above Employee

• GL Accounting Intern

  • Mar 2012 - May 2014

  Atlanta



GUESS?, Inc.

• United States
• Retail Apparel and Fashion
• 700 & Above Employee

• Sales Associate

  • Nov 2011 - Jun 2012

  Buford, GA



Sears

• United States
• Retail
• 700 & Above Employee

• Sales Associate

  • Nov 2011 - Mar 2012

  Lawrenceville, GA