Experience

Gong

• United States
• Software Development
• 700 & Above Employee

• VP, FP&A | Biz Ops | Data Analytics

  • Aug 2023 - Present

• VP, Finance Planning & Analysis

  • Feb 2021 - Aug 2023



LinkedIn

• United States
• Software Development
• 700 & Above Employee

• Sr. Director, FP&A - LinkedIn Learning Solutions (LLS) + Glint

  • Jul 2019 - Feb 2021

• Director, FP&A - Online & North America Talent Solutions

  • Oct 2018 - Jul 2019

• Senior Finance Manager

  • Mar 2017 - Oct 2018

• Finance Manager

  • Oct 2014 - Mar 2017

• Senior Financial Analyst

  • Jul 2013 - Oct 2014



Abbott Diabetes Care

• Alameda, CA

• Sr Financial Analyst

  • Mar 2012 - Jul 2013

  • Supported Retail Sales for Abbott Diabetic Care. Accrued Rebates for all customers under Managed Care and AOB (Assignment of Benefits) channels. All claims were compared to the accruals ensuring all contracted plans were accurately forecasted. • Worked closely with the Marketing team of contracted channels, analyzing historic trends of utilization of Abbott Diabetic Division products and market data to accurately forecast the rebate amount for the year by contracted… Show more • Supported Retail Sales for Abbott Diabetic Care. Accrued Rebates for all customers under Managed Care and AOB (Assignment of Benefits) channels. All claims were compared to the accruals ensuring all contracted plans were accurately forecasted. • Worked closely with the Marketing team of contracted channels, analyzing historic trends of utilization of Abbott Diabetic Division products and market data to accurately forecast the rebate amount for the year by contracted customer. • Assisted the marketing team with the implementation of SalesForce, a new tool to track Rebate accruals for each customer. Provided helpful guidance to accurately calculate the Rebates per month as each customer had a different contracted price. • Led the month end activity of tying out Product Cost for ADC Retail ensuring each system (Essbase, IDEA and SAP) reported the same number. • Supported the implementation of a new P&L tool to assess Net Sales and Margin from winning of a possible new customer over a 3-5 year contract. Show less • Supported Retail Sales for Abbott Diabetic Care. Accrued Rebates for all customers under Managed Care and AOB (Assignment of Benefits) channels. All claims were compared to the accruals ensuring all contracted plans were accurately forecasted. • Worked closely with the Marketing team of contracted channels, analyzing historic trends of utilization of Abbott Diabetic Division products and market data to accurately forecast the rebate amount for the year by contracted… Show more • Supported Retail Sales for Abbott Diabetic Care. Accrued Rebates for all customers under Managed Care and AOB (Assignment of Benefits) channels. All claims were compared to the accruals ensuring all contracted plans were accurately forecasted. • Worked closely with the Marketing team of contracted channels, analyzing historic trends of utilization of Abbott Diabetic Division products and market data to accurately forecast the rebate amount for the year by contracted customer. • Assisted the marketing team with the implementation of SalesForce, a new tool to track Rebate accruals for each customer. Provided helpful guidance to accurately calculate the Rebates per month as each customer had a different contracted price. • Led the month end activity of tying out Product Cost for ADC Retail ensuring each system (Essbase, IDEA and SAP) reported the same number. • Supported the implementation of a new P&L tool to assess Net Sales and Margin from winning of a possible new customer over a 3-5 year contract. Show less



Abbott Diagnostics Division

• Lake Forest, IL

• Sr Financial Analyst

  • Jun 2009 - Mar 2012

  • Autonomously led the month end activities ensuring that monthly figures were completed accurately to forecast and all variances were promptly communicated. • Consolidated IBP (Integrated Business Planning) files, along with providing supporting charts, to better illustrate the key risks/opportunities for the Division. • Participated in the One Month Lag Elimination Project, ensuring close activities were performed accurately and met all Division deadlines. This led to an effective… Show more • Autonomously led the month end activities ensuring that monthly figures were completed accurately to forecast and all variances were promptly communicated. • Consolidated IBP (Integrated Business Planning) files, along with providing supporting charts, to better illustrate the key risks/opportunities for the Division. • Participated in the One Month Lag Elimination Project, ensuring close activities were performed accurately and met all Division deadlines. This led to an effective accelerated close for all ADD sites across the world. • Travelled to European Sites (Germany and Ireland) to assist the International Finance teams with the completion of Update/Plan (future year forecast). • Supported the ADD Division Symphony/CCI Project by providing process flowcharts detailing the Operations and QA Accounts and Departments mapping from KGL to SAP. • Responsible for the preparation of the 2010-2012 Update/Plan Divisional Vice President Review book and the consolidation of the Operations & QA P&L, Headcount, and Balance Sheet forecast schedules. In addition, coordinated the timely submissions of the Entity Plan/Update. Show less • Autonomously led the month end activities ensuring that monthly figures were completed accurately to forecast and all variances were promptly communicated. • Consolidated IBP (Integrated Business Planning) files, along with providing supporting charts, to better illustrate the key risks/opportunities for the Division. • Participated in the One Month Lag Elimination Project, ensuring close activities were performed accurately and met all Division deadlines. This led to an effective… Show more • Autonomously led the month end activities ensuring that monthly figures were completed accurately to forecast and all variances were promptly communicated. • Consolidated IBP (Integrated Business Planning) files, along with providing supporting charts, to better illustrate the key risks/opportunities for the Division. • Participated in the One Month Lag Elimination Project, ensuring close activities were performed accurately and met all Division deadlines. This led to an effective accelerated close for all ADD sites across the world. • Travelled to European Sites (Germany and Ireland) to assist the International Finance teams with the completion of Update/Plan (future year forecast). • Supported the ADD Division Symphony/CCI Project by providing process flowcharts detailing the Operations and QA Accounts and Departments mapping from KGL to SAP. • Responsible for the preparation of the 2010-2012 Update/Plan Divisional Vice President Review book and the consolidation of the Operations & QA P&L, Headcount, and Balance Sheet forecast schedules. In addition, coordinated the timely submissions of the Entity Plan/Update. Show less



Abbott Global Pharmaceutical Operations

• Gurnee, IL, USA

• Financial Analyst

  • Jun 2007 - Jul 2009

  • Prepared the 2008 Humira Tax Schedule for Corporate Tax displaying year to date activities till September with minimal supervision. Laid out all Humira activities from the receipts of units into inventory to sales and destruction out of inventory. Showed the margin transactions in dollars related to the unit activities. Tax Schedule was reconciled to the ledger accounts with variance under 1%. • Prepared inventory schedules for various products such as Humira, Kaletra, Tarka etc… Show more • Prepared the 2008 Humira Tax Schedule for Corporate Tax displaying year to date activities till September with minimal supervision. Laid out all Humira activities from the receipts of units into inventory to sales and destruction out of inventory. Showed the margin transactions in dollars related to the unit activities. Tax Schedule was reconciled to the ledger accounts with variance under 1%. • Prepared inventory schedules for various products such as Humira, Kaletra, Tarka etc. displaying the balance on hand at each month close. Utilized the model to book margin amortized every month. • Identified and compared deferred margins between Inter-company Sales to Domestic Division report and GPO ledgers. Communicated any sort of variances with AI and GPO divisions to make necessary month end adjustments. • Prepared quarterly schedule for AI displaying Humira Domestic and International Sales for Royalty payment calculations. • Responsible for preparing the yearly plan and update for domestic deferred margin by products and by sourcing entity and submit it to AI Entity planning. Show less • Prepared the 2008 Humira Tax Schedule for Corporate Tax displaying year to date activities till September with minimal supervision. Laid out all Humira activities from the receipts of units into inventory to sales and destruction out of inventory. Showed the margin transactions in dollars related to the unit activities. Tax Schedule was reconciled to the ledger accounts with variance under 1%. • Prepared inventory schedules for various products such as Humira, Kaletra, Tarka etc… Show more • Prepared the 2008 Humira Tax Schedule for Corporate Tax displaying year to date activities till September with minimal supervision. Laid out all Humira activities from the receipts of units into inventory to sales and destruction out of inventory. Showed the margin transactions in dollars related to the unit activities. Tax Schedule was reconciled to the ledger accounts with variance under 1%. • Prepared inventory schedules for various products such as Humira, Kaletra, Tarka etc. displaying the balance on hand at each month close. Utilized the model to book margin amortized every month. • Identified and compared deferred margins between Inter-company Sales to Domestic Division report and GPO ledgers. Communicated any sort of variances with AI and GPO divisions to make necessary month end adjustments. • Prepared quarterly schedule for AI displaying Humira Domestic and International Sales for Royalty payment calculations. • Responsible for preparing the yearly plan and update for domestic deferred margin by products and by sourcing entity and submit it to AI Entity planning. Show less