Experience

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  The Guild

  • Austin, Texas Area

  • FP&A Lead

    • Sep 2019 - Jul 2020
    • Austin, Texas Area

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  The Optical Society (OSA)

  • Austin, Texas Area

  • Director – Financial Planning & Analysis

    • 2015 - 2019
    • Austin, Texas Area

    Provide decision support to executive management of the leading professional society in optics and photonics. Steer budget, forecast, and reporting processes, and provide financial analysis/modeling capability for new initiatives. Report to Senior Director of Finance. Attend budget meetings with stakeholders to submit annual budget and updated forecasts for the entire organization. Update financial schedules and presentations for governance meetings. Assist in yearly financial audit by reviewing financial statements for accuracy.Key Contributions…Utilized Tableau to develop a monthly financials dashboard to deliver insights to key financial performance drivers and enable C-level staff to visualize and quickly understand “the story.”Developed and delivered cost volume profit analysis for Meetings portfolio; identified areas of focus to maximize income and reduce cost, while enabling C-level staff to make decisions for strategic planning.Devised ROI and scenario analysis that was presented as part of the Meetings team business plan for a potential new conference.Performed benchmarking analysis for the OSA Foundation against similar outside organizations.Designed both Excel and Web-based financial reporting enabling stakeholders to access pertinent data.Steered collaboration effort with software consultant to test and deliver customized forecast templates to fit the requirements of the Meetings team.Collaborated with other members of Financial team to track capital expenditures for building renovation and ensure that WIP and depreciation were correctly recorded.

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  The Carlyle Group

  • Rosslyn, VA

  • Information Technology Finance Manager

    • 2013 - 2015
    • Rosslyn, VA

    Supported expense management, control, and reporting for a multinational private equity, alternative asset management, and financial services corporation. Managed and analyzed monthly global IT reporting and monitored actual results vs. current year budget/reforecast, which allowed IT leadership to remain within budget and accurately forecast trends. Maintained financials for monthly portfolio review, investment table, quarterly business reviews, and various ad hoc requests. Supervised IT financial operations such as invoicing, accruals, and internal staff capitalization to ensure the timely delivery of monthly close process.Key Contributions…Worked closely with IT leadership to develop and maintain annual budget and quarterly reforecast for all firm-wide IT operating expenses and capital projects.Participated in monthly financial review meetings with IT leadership to explain variances, identifyrisks/opportunities, and establish methods for improvement.Implemented improvements to monthly process for timesheet submissions for IT employees and contractors to ensure timely and accurate submission of month-end accruals and capitalization.Managed project and time entry tool for resources, ensuring correct categorization of capital vs. operating expenses.Partnered with IT Data to develop an automated financial database to enable the enhancement of financial reporting and analysis.

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  AOL

  • United States
  • Software Development
  • 700 & Above Employee

  • Principal Financial Analyst

    • 2009 - 2013

    Advanced from senior- to principal-level Financial Analyst with increased responsibility and accountability for an online service and digital media provider. Administered and analyzed global P&Ls by business and provided detailed trend and variance analysis on revenue, expenses, and contribution margin for domestic and international entities. Led monthly financial review meetings with business team executives to assess financial health of the business. Kept senior finance executives updated on weekly OIBDA reflecting current revenue/expense expectations for month/quarter to proactively respond to potential risks and variances.Key Contributions…Collaborated with business team to develop a solid annual budget and update monthly outlook and five-year, long-term planning.Led bi-weekly revenue calls with business teams to discuss updated revenue forecasts and current deals.Created and managed headcount model for 500+ employees, providing insight to current on-board headcount and forecast on future staffing levels.Played a key role in the implementation of overhead and cost allocations for full financial P&L reporting.Designed and maintained non-personnel cost schedules by vendor, ensuring business teams were operating within budget and helping them better understand committed vs. noncommitted monies.Acted as finance support lead in the integration of recently-acquired companies.

  • Senior Financial Analyst

    • 2005 - 2009

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  Genesys Conferencing

  • Reston, VA

  • Senior Financial Analyst

    • 2004 - 2005
    • Reston, VA

    Managed revenue and cost budget models for both Corporate and Europe for a provider of integrated Web, audio, and video conferencing services.Key Contribution…Recognized as “team expert” on newly-implemented Skover, the company’s financial reporting application; ensured accuracy of data entered and reconciliation to ledger system.

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  Accenture

  • Reston, VA

  • Client Financial Management Specialist | Client Financial Management Analyst

    • 2001 - 2004
    • Reston, VA