Experience

Flywire

• United States
• Software Development
• 700 & Above Employee

• Senior Finance Manager

  • Mar 2023 - Present

• Finance Manager

  • Sep 2021 - Mar 2023



Dow Jones

• United States
• Online Media
• 700 & Above Employee

• Finance Manager

  • Apr 2021 - Sep 2021

  • Brought in to focus on dynamic financial modeling, reporting, and business partnering for Factiva & Newswires B2B Businesses ($300MM+ revenue and $100MM+ in direct expense)• Rebuilt finance infrastructure including building financial models from scratch (8+ models), reworking close/forecast process, and collaborating with business partners to understand needs/reimagine reporting• Assessed market size for newly updated Factiva product focused on accounting and consulting firms• Oversaw the day to day and development of 1 analyst who assisted in regular reporting/modeling• Created ad hoc financial models to quantify impacts of price changes/product updates on in-year revenue, ARR, churn, CAC, ARPU, etc.• Assisted in building presentations for senior leadership around the trajectory the B2B products Show less

• Senior Financial Analyst

  • Jan 2019 - Apr 2021

  • Built and implemented lifetime value model for WSJ subscriptions which was used to estimate profitability of acquisition cohorts, allocate investment efficiently, and to establish maximum acquisition cost by channel• Finance lead for launch of MarketWatch subscription product (Oct 2020), provided financial modelling for initial business case, led monthly forecasting and weekly reporting post product launch• Managed budgeting/long-term forecasting (3 year) for WSJ Individual Subscription & Students ($120MM+)• Maintained 2-3 revenue and 4 expense models within excel and uploaded month forecasts into SAP, inputs come from the collaboration with 8+ teams on a monthly basis• Involved in the implementation of a new ERP system (SAP) and helped to train other team members• Created and implemented 5+ excel models which the wider finance team use on monthly and ad hoc basis Show less

• Financial Analyst

  • Aug 2017 - Jan 2019

  • Maintained 3 revenue models on a monthly basis which had revenue streams of subscription and advertising• Created a bottom-up budget through a 4-month process for WSJ Professional Membership which included revenue forecasting ($100MM+), expense forecasting ($30MM+), and expense allocation• Presented a weekly scorecard to 50+ team members where weekly subscription/advertising revenue and volumes were compared to the most recent forecast



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Summer Analyst

  • Jun 2016 - Aug 2016

  • Member of the Foreign Exchange Settlements Team • Assisted in the settlement of 600,000+ trades totaling upwards of $3.5T on a monthly basis • Collaborated with 4 other interns to present a group project to senior level leadership • Engaged in networking events with senior leadership on a weekly basis • Member of the Foreign Exchange Settlements Team • Assisted in the settlement of 600,000+ trades totaling upwards of $3.5T on a monthly basis • Collaborated with 4 other interns to present a group project to senior level leadership • Engaged in networking events with senior leadership on a weekly basis



Bridgepoint Insurance Group, Inc.

• United States
• Insurance
• 1 - 100 Employee

• Intern

  • May 2015 - Jul 2015

  • Organized 300+ current customers’ data into the marketing tool Zywave • Reviewed potential customer data to ensure most current contact information • Attended weekly meetings to discuss firm strategy for upcoming weeks • Organized 300+ current customers’ data into the marketing tool Zywave • Reviewed potential customer data to ensure most current contact information • Attended weekly meetings to discuss firm strategy for upcoming weeks