Head Of Finance

• Apr 2022 - Present

Director of FP&A

• Jan 2021 - Apr 2022

FP&A Manager

• Apr 2019 - Jan 2021

Key Functions: - Maintain and improve the financial model done in excel during the first year. - Transition from 80+ tab excel financial model to CPM tool: Workday Adaptive Insights Planning - Act as Project Lead for Adaptive implementation. Worked with implementation partner to build out and automate financial model. - Build out and run annual planning and budgeting processes. - Automate and build out financial reporting, including budget vs actual reporting in Adaptive. - Report on and analyze all contracts. Report on all topline including new bookings, upsell bookings, renewal booking, revenue, ARR, etc. Summarize by regions, product types, etc. - Help in fundraising activates, both debt and equity, by building out data sets and data rooms to potential and existing investors. - Own all investor and banking debt covenant reporting requirements. - Ad Hoc and scenario planning as needed. - Partner with leadership across the business to maintain accurate financial forecast. - Build out topline forecasts including renewal forecast based on current customer base joined with a sales rep capacity plan to deliver on new ACV numbers. - Design and document commissions plans to drive sales behaviors that align with company targets. - Administer commissions plan, currently all managed in excel commission model. - Build domo dashboards. - Manage FPA team and processes.

Financial Analyst

• Feb 2018 - Apr 2019

Key Functions:- Manage FP&A responsibilities for sales organization- Perform financial analysis – Track, analyze, and benchmark on key SAAS sales andfinancial metrics and KPIs such as ARR, gross/net retention, LTV/CAC, etc.- Work with CRO and other sales executives to create models that allow us to accuratelyforecast department financials- Create and maintain annual budget plan- Report on and effectively communicate budget vs actual variance – Help leaders drive totheir numbers by providing real time data and visualizations- Maintain monthly forecast to ensure accuracy in the model- Create and track monthly accruals- Assist in ACV forecasting- Worked on and collaborated with team on investor reporting packages, board reports, and scenario analysis for fundraising efforts. Filed and went through an initial public offering (IPO) in June of 2018.- Use data to tell a story – Proactively look for areas to add value by creating real time analytics and BI dashboards

Senior Commission Analyst

• Oct 2017 - Feb 2018

Key Functions:- Responsible for successful implementation of SPM software- Prior to SPM software, manage and calculate commissions payments in Excel for entiresales organization (300+) on a monthly/quarterly basis, depending on team- Act as the deal desk – Work cross functionally to review all contracts and ensure alignment across organizations- Manage commissions expense and accrued commissions accounts, flux the twoaccounts on a monthly basis- Calculate and prepare commissions journal entries- Work on full retrospect of commissions expense to ensure ASC 606 compliance- Track and report attainment to finance, sales, and executive management- Work with management on creating new commissions plans for all sales teams- Ad hoc reporting and analysis for finance, sales, and executive management in Excel and DomoSaaS sales and compensation professional. As commissions analyst I've proven myself to be very detail oriented and focused. I've demonstrated my ability to work to short deadlines while maintaining a high level of accuracy. I've demonstrated dedication, hard work, the ability to adapt to new circumstances quickly, and communicate clearly and concisely.

Commissions Analyst

• May 2016 - Oct 2017

Key Functions: - Sole system admin for Sales Performance Management system (Obero SPM). - Sole Project Manager responsible for successful Obero SPM software implementation. - Review contracts from closed deals and calculate commissionable contract values. - Manage and calculate commissions payments for the entire sales organization (300+) on a monthly and/or quarterly basis - depending on team. - Manage commissions expense and accrued commissions accounts. Flux the two accounts on a monthly basis. - Calculate and prepare commissions journal entries. - Track and report attainment to finance and sales management. - Work together with finance and sales management on the adjusting/creating new commissions plans for sales teams. - Ad hoc reporting and analysis for finance and sales management.

Accounts Payable - Finance Department

• Aug 2015 - May 2016

Key Functions:- Receive vendor invoices and match to purchase orders and receiving documents (where applicable)- Verify appropriate approval for disbursements- Work with the Treasury team on the timing of payments- Pay vendor invoices- Record and file vendor invoices- Calculate and properly classify expenses by entity and country- Assist in processing employee reimbursements- Other general accounting functionsAs accounts payable clerk I have demonstrated my great attention to detail, professionalism in dealing with vendors, and excellent written and verbal communication skills. I have proven myself efficient in MS Excel and I have the ability to work toward, and meet specified deadlines.

Manager of Training

• Dec 2014 - Aug 2015

Key Functions: - Manage team of 7-10 trainers - Develop content for 4 week new hiring training - Coordinate and execute the on-boarding of all new call center agents in multiple groups - Assist new agents struggling to learn the new hire curriculum - Develop content for all on going training on a weekly or as needed basis - Look for areas of weakness and opportunity to customize and execute additional training - Align training with company goals and customer feedback

Manager of Member Services

• Dec 2013 - Dec 2014

Key Functions: - Work with and manage customer service in the United States and Latin American markets (Mexico, Costa Rica, Guatemala, El Salvador) - Responsible for performance of 400-800+ call center employees - Conduct interviews for potential new hires - Supervises, hires, and trains department Team Leads into future company leaders - Assist in call center hiring processes, including staffing and attrition strategies - Develop strategic department priorities - Identify ways to improve quality, efficiency, and culture - Contact and work with agents and customers to resolve difficult concerns

Team Lead

• Aug 2012 - Dec 2013

Key Functions: - Started as an individual agent but was quickly promoted to Senior Agent, Subject Matter Expert, and Team Lead - Responsible to manage a team of anywhere from 8-15 individuals at any given time - Participate in market strategy for Latin America - Defuse extreme escalated calls and resolve customer concerns that had escalated past an agent, subject matter expert, and senior agent - Manage team's schedule adherence - Call monitor my agents to ensure quality service - Conduct monthly coaching sessions with individual team members - Conduct monthly performance reviews and goal setting sessions - Keep team engaged and excited about the opportunity ahead

Summer Sales Representative

• Apr 2013 - Jul 2013

Worked as a door-to-door sales associate selling year long pest control contracts. Worked as a door-to-door sales associate selling year long pest control contracts.

Customer Care and Account Developement Manager

• Jan 2007 - Apr 2009

Worked as a customer care representative for the Nationwide Insurance office in Layton, Utah. Was responsible to answer phone calls and help customers with whatever they needed. Also responsible for making outbound sales calls to connect potential customers with certified insurance agents. Worked on special projects as needed and given by Owner. Worked as a customer care representative for the Nationwide Insurance office in Layton, Utah. Was responsible to answer phone calls and help customers with whatever they needed. Also responsible for making outbound sales calls to connect potential customers with certified insurance agents. Worked on special projects as needed and given by Owner.