Advisory Board Member

• Aug 2023 - Present

Director of Finance

• Nov 2022 - Present

Responsible for owning the business financial model, driving strategic planning processes, analyzing growth opportunities, developing pricing strategies, and building investor materials Responsible for owning the business financial model, driving strategic planning processes, analyzing growth opportunities, developing pricing strategies, and building investor materials

Investor

• Dec 2020 - Present

Investor in promising tech startups such as Brex, Didi, Finix, Constructor, Canela Media, Form Energy, Optibus, Noyo Technologies, Forage, Bitwise Industries, and Gerald Technologies Investor in promising tech startups such as Brex, Didi, Finix, Constructor, Canela Media, Form Energy, Optibus, Noyo Technologies, Forage, Bitwise Industries, and Gerald Technologies

Head of Finance and Business Operations

• Jan 2022 - Sep 2022

Led all financial and business operations, including business valuation, product cost analysis, budgeting, accounting, management of receivables and payables, payroll management, cash management, tax compliance, and strategy Led all financial and business operations, including business valuation, product cost analysis, budgeting, accounting, management of receivables and payables, payroll management, cash management, tax compliance, and strategy

Associate Director of Finance

• Dec 2020 - Jan 2022

Supported the evaluation of external pipeline opportunities and created processes to forecast investment activities; also provided FP&A support on resource and headcount planning for the External Innovations organization Supported the evaluation of external pipeline opportunities and created processes to forecast investment activities; also provided FP&A support on resource and headcount planning for the External Innovations organization

P&L Sr. Finance Manager (Programmable Solutions products)

• May 2020 - Dec 2020

Managed the P&L consolidation for budget planning and monthly close processes, oversaw 10K publication reporting, led control processes supporting SOX, and coordinated forecast processes

R&D Sr. Finance Manager (Data Center, Personal Computing, AI and IoT products)

• Oct 2018 - Jul 2020

Partnered with GMs, finance and engineering groups to lead all finance processes (budget planning, project/product prioritization, monthly close, etc.); implemented and maintained strategic execution and efficiency indicators; and ensured effective controls across the organization

Sales Sr. Finance Manager (Personal Computing products)

• Apr 2018 - Dec 2018

Played a central role in partnering across operations, marketing, business planning and finance to develop and deliver meaningful analysis to influence strategic and tactical pricing decisions for deals covering $21B+ in annual revenue, with the goal to maximize ROIs and margins for the business unit and the company

Finance Manager (Augmented Reality products)

• Dec 2015 - Mar 2018

Owned financial analysis support for augmented reality glasses business unit; work encompassed setting business strategy, supporting customer engagements, M&A analysis, enacting cost targets, evaluating targeted pricing, revenue classification, customer credit risk assessment, budget formation and post launch analysis

Strategic Finance Analyst (Business Operations)

• Jan 2014 - Dec 2015

 Restructured over $500M in annual spending and enabled a 33% reduction in product development time by consolidating international sites by 35%, resulting in $90M per year in savings Spearheaded a 10% spending reduction within the $450M/year platform hardware category by leading a group of finance analysts across functional areas including business units and R&D centers to analyze cost savings opportunities Delivered $29M in savings by implementing a new capital tracking system and developing actionable benchmarks that optimized capital resources, resulting in a 50% increase in capital assets utilization Led a team of five employees on an educational service project to Nigeria that taught over 80 participants from seven universities, and produced 19 innovative products addressing issues in farming, energy, hospitality and home security as part of an initiative to put technology resources in the hands of educators, students and inventors Influenced negotiations to outsource microprocessor debug probes while ensuring coordination with the product roadmap, site strategy and manpower, resulting in $11M worth of savings Show less

Sr. Finance Planning Analyst (Personal Computing products)

• Jan 2012 - Jan 2014

 Analyzed spending trends for a 2500+ headcount group across 11 countries; forecasted spending that resulted in a reduction of the average quarterly variance from 11% to 2%; reported variance drivers to senior controllers; and prioritized resource requirements during budget planning cycles  Implemented innovative tools and efficient processes relating to data extraction, financial reporting, legal compliance, and capital asset management that saved 10,270 annual hours Oversaw the allocation of $30 million in annual discretionary spending targets across the super-group; recommended actions that resulted in 8 consecutive quarters of meeting spending target goals Co-launched a corporate wide Financial Planning & Analysis training program for over 75 new employees; served as a planning committee member and as an instructor Partnered with a cross-functional team to identify and calculate qualified Research and Experimentation spending (under Section 41 of U.S. Internal Revenue Code), resulting in $7M worth of additional FY '12 tax savings Show less

Graduate Teaching Assistant

• Aug 2009 - Dec 2010

Supported two professors teaching marketing and economics courses to undergraduates by providing feedback and explaining subject concepts to students, researching outside materials pertaining to classroom topics, grading assignments and examinations, formulating test questions, and contributing to the formation of the curriculum. Supported two professors teaching marketing and economics courses to undergraduates by providing feedback and explaining subject concepts to students, researching outside materials pertaining to classroom topics, grading assignments and examinations, formulating test questions, and contributing to the formation of the curriculum.

Financial Planning Analyst (Intern)

• May 2010 - Aug 2010

- Assisted the preparation of the FY 2011 budget for the $2bn grossing Network Power division by conducting financial projections, trend analysis and data compilation - Created monthly reports that presented the division’s financial performance and corresponding employee bonus compensation; reports were presented to the CFO and business unit presidents - Developed a dashboard that accurately compared and reported the financial performance of the division’s business units to senior management Show less

Business Consultant

• Sep 2007 - Jul 2009

- Developed a financial model for an anti-malarial project leading to the introduction of an innovative anti-mosquito lotion; conducted market research and developed a marketing plan for a successful regional market launch as part of the President’s Malaria Initiative goal to reduce malaria mortality by 75% through 2015 - Launched and managed a regional radio campaign to improve citizen awareness of best practices that covered health, business and agricultural topics, helping improve the lives of over 285,000 citizens; responsibilities included content development, hosts recruitment and capital procurement - Provided consulting services in marketing, accounting, organization, information technology, human resources, and management to over 400 individuals - Directed a scholarship program, which rewarded 28 underprivileged girls in 8 schools for two consecutive years - Coordinated the delivery of 200 computers from North America to local institutions by cultivating relationships with US and Senegalese government officials, NGOs, and Peace Corps Volunteers - Organized the distribution of mosquito nets provided by the President's Malaria Initiative (PMI) in a region with over 1 million inhabitants Show less

Senior Associate

• Feb 2006 - Sep 2007

- Developed training guidelines to align new and current associates on systems usage, trading policies, and recommended actions to address infractions; reduced reporting time by 15% - Evaluated risk within tens of thousands of cash and margin account activities in over 50 branches, ensuring those accounts were in line with the SEC and NYSE regulations, as well as in-house policies - Provided detailed and accurate account information of risk items to directors, vice presidents, branch managers, financial consultants, lawyers, auditing firms and other interested parties - Provided financial consultants with accurate margin account information, and calculations based on dynamic daily trading activity - Collaborated with a variety of internal departments in order to resolve complex client inquiries on account discrepancies and trade/security errors - Computed margin requirements by employing industry knowledge of various security/derivative instruments and understanding of multiple equity/option investment strategies Show less

Field Artillery Surveyor (Team Leader)

• Aug 1999 - Aug 2007

- Led a team of four in completing 60+ combat logistics patrols and field artillery survey missions in Iraq during Operation Iraqi Freedom (OIF II), resulting in the bestowment of the Army Commendation Medal - Instructed over 100 soldiers on common soldiering and occupational-specific tasks in group and individual settings; results included 10+ promotions including those of 3 direct reports. - Supervised regular inventory audits and maintenance of team’s 80+ equipment, weapons, and vehicles worth over $1.5M; achieved 100% accountability over 6 years - Recipient of Global War of Terrorism (Service and Expeditionary Medals), National Defense Service Medal, Armed Forces Reserve Medal with M Device, Army Service Ribbon and Non Commissioned Officer Ribbon - Coordinated simulated battle scenarios for over 60 KFOR (Kosovo Force Protection) deploying soldiers - Effectively directed surveyors in survey procedures and techniques including PADS (Position & Azimuth Determining System) operations in over 25 missions Show less

Executive Team Leader (Intern)

• Jun 2005 - Aug 2005

 Effectively managed a $60 million a year store including managing various departments such as human resources, assets protection, guest services, logistics and the sales floor  Strategically and prolifically implemented a sales driven plan that addressed inventory problems  Provided training and on-the-job support for 75+ store employees  Effectively managed a $60 million a year store including managing various departments such as human resources, assets protection, guest services, logistics and the sales floor  Strategically and prolifically implemented a sales driven plan that addressed inventory problems  Provided training and on-the-job support for 75+ store employees