Experience

NextRoll

• United States
• Marketing Services
• 200 - 300 Employee

• FP&A Director

  • Aug 2021 - Sep 2023

  San Francisco Bay Area FP&A team lead. Lead for annual/quarterly planning process. Leader for NextRoll Corporate FP&A team, responsible for NextRoll consolidated financial planning; Core, G&A, and R&D FP&A.

• Financial Planning and Analysis Senior Manager

  • Feb 2020 - Jul 2021

  San Francisco Bay Area Leader for Core FP&A team, responsible for NextRoll consolidated financial planning. - Strategic and long-range planning - Lead for annual/quarterly planning process - Manage team of analysts responsible for Anaplan data and model maintenance, company-wide headcount, and NextRoll reporting

• Financial Planning and Analysis Manager

  • Jun 2018 - Jan 2020

  San Francisco Bay Area FP&A Business Partner for AdRoll, the largest global business unit that includes a global team focused on providing scaled Martech solutions to leading DTC marketers and a long tail of B2C advertisers. - Annual planning, managing monthly close processes, budget tracking - Monthly and quarterly board-level reporting packages and rolling forecast updates - Manage team of Analysts



Innovative Interfaces

• United States
• Software Development
• 100 - 200 Employee

• Finance Manager

  • Jan 2017 - Jun 2018

  San Francisco Bay Area Financial planning and analysis for software company specializing in library automation software that serves libraries in 66 countries globally. - Financial forecasting, budgeting, analysis, and reporting - Financial modeling and scenario planning - Forecasting and tracking hosting/AWS expense



Humana

• Brazil
• Professional Training and Coaching

• Associate Finance Manager

  • Jan 2016 - Oct 2016

  New York City Metropolitan Area Financial planning and analysis for US branches and managed care programs for $500 million In-Home division of Humana At Home. - Financial forecasting and analysis - Long-term planning and budgeting - Financial modeling and reporting

• Financial Analyst

  • Aug 2014 - Dec 2015

  New York City Metropolitan Area



ICON Investments

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Senior Associate

  • Sep 2012 - Jul 2014

  New York City Metropolitan Area Corporate accounting and financial operations for a $4 billion publicly traded equipment leasing company that also manages an external BDC company. - Consolidating and reporting US GAAP financial statements - Researching and implementing technical accounting guidance - Budgeting and financial analysis



Ernst & Young

• China
• Accounting
• 700 & Above Employee

• Assurance Senior

  • Sep 2010 - Aug 2012

  New York City Metropolitan Area Financial statement audit for media & entertainment and technology/software clients. Significant international experience. - Auditing GAAP financial statements - Risk assessment - Sarbanes-Oxley 404 internal controls testing

• Assurance Staff

  • Sep 2008 - Aug 2010

  New York City Metropolitan Area