Experience

Roadz

• United States
• Information Technology & Services
• 1 - 100 Employee

• Director of Engagement

  • 2019 - Present

  Palo Alto, California



Boston Harbor Consulting

• United States
• Software Development
• 200 - 300 Employee

• Engagement Project Manager

  • 2018 - 2019

  Boston, Massachusetts



Lytx, Inc.

• United States
• Software Development
• 700 & Above Employee

• Senior Financial Analyst

  • 2016 - 2017

  San Diego, California - Partnered with key business owners to support budget and forecasting cycles. - Analytics around business initiatives to provide ROI and risk assessments. - Streamlined capital expenditure reporting to increase visibility into balance-sheet.



MarcomCentral

• United States
• Software Development
• 1 - 100 Employee

• Manager of Financial Planning Analysis

  • 2016 - 2016

  Solana Beach, CA - Revamped budget and forecast model. - Increased workflow efficiencies and maximized visibility into key business metrics - Sales compensation plans for new fiscal year integrating business performance goals with commission structure.



Verizon Networkfleet

• United States
• Truck Transportation
• 1 - 100 Employee

• Professional Service Consultant

  • 2014 - 2015

  San Diego, CA - Develop products to maximize fleet intelligence - Provide fleet data analytics and stream-lined solutions for consumers - Engage in consultative services designed to optimize telematics solution

• Financial Planning Analyst

  • 2010 - 2014

  San Diego, CA - Prepare and delivered monthly financial statements - Provided variance analysis around income statement and balance sheet accounts - Managed budget and forecast modeling - Planned for Revenue, operating expenses, capital expeditures, accounts receivable, cash - Collaborated with Accounting team including journal entry prep, general ledger accounts, bad debt, fixed assets, month/year-end close and ERP systems - System integration and management, including Microsoft GP and Oracle

• Lead Billing Analyst

  • 2007 - 2010



Aboslute Medical Care, P.C.

• Office and Systems Manager

  • 2006 - 2007



Kio Yamato Optics

• Billing and Operations Specialist

  • 2005 - 2006