Experience

MeridianLink

• United States
• Software Development
• 400 - 500 Employee

• Corporate Finance Manager

  • Feb 2023 - Present

  MeridianLink is a SaaS company providing digital lending software solutions. Work cross-functionally to develop and build reliable finance processes. Partner with business leads to build AOP and update monthly forecast. Complete P&L, highlight main variances, provide narrative and mitgation to adhere to budgetary guidelines. Partner with business leads, HR team and finance team to ensure accuracy of headcount reporting. Partner with finance team to standardize, streamline processes and to increase the reliability and efficiency of the reporting tools. Assist with the preparation of board decks to provide narrative for the variances to forecast and propose mitigations to meet company's financial objectives. Show less



LT Foods Americas

• United States
• Food & Beverages
• 1 - 100 Employee

• Financial Planning and Analysis Manager

  • Mar 2022 - Jan 2023

  Lead a team of two direct reports to partner with key stakeholder to help drive strong financial performance. Work with cross functional business leads to build financial framework developping data driven analysis. Improve the budgeting and planning of the various departments by providing clear and concise explaination of budget vs. actual variances. Established processes for Costing and Pricing of new products. Improve the reporting for the analysis of COGS and revenue to explain the variances budget vs. forecast. Present to the Board the consolidated Financial analysis to explain the story behind the numbers. Show less



Thales

• France
• IT Services and IT Consulting
• 700 & Above Employee

• Principal Financial Analyst

  • Jun 2015 - Mar 2022

  Pricipal Financial Analyst role: Cross functional partnering managing Critical Programs P&L budgeting & Forecasting (multy-year, yearly and monthly). - Developed and implemented Accounting & Finance Processes. - Completed Consolidated Cash Forecast report. - Train new hires and assist them to ensure work scope is completed accurately & in a timely manner. - Manage complex longterm contractual obligations - Complete Audit reviews. - Provide Risk and Opportunity analysis to ensure meet yearly revenue, AGM and cash forecast. - Review month end Revenue, Cost and AGM. Senior Financial Analyst responsibilities: - Partner with business leaders to assess Actual vs. Budget and Forecast for various departments. * Mitigate over / under labor absorption. * Ensure continuous direct employees headcount accuracy for key departments. * Improve and automate Actual vs. Budget BPC reports. * Provide Mitigations for actual overrun vs. Budget. - Lead Consolidated CAPEX Budgeting & Forecasting reporting to CFO. * Developed several SAP CAPEX Automated reports. * Developed automated BPC depreciation forecast report. * Lead monthly CAPEX Board meetings with CFO & directors. - Completed several ad hoc projects. - Partner with business leaders to provide reliable R&D budgeting and forecasting. Show less



TeleCommunication Systems, Inc.

• Telecommunications
• 300 - 400 Employee

• Senior Financial Analyst

  • Nov 2008 - Jun 2015

  • Create and analyze reports for VP and directors (Revenue / gross margin forecast and variances to actual on a Weekly / Monthly / Quarterly basis during weekly sales forecast meeting). • Calculate Quarterly Commission pay out to account managers based on revenue & standard GM. • A/P manager backup. • Develop and manage models related to monthly financials, scenario analysis and ad hoc analysis as needed (historical numbers / trend / future projection) • Reconcile invoiced revenue vs. shipments (monthly) and resolve/ research any discrepancies. • Assist controller with the G/L trial balance and month end closing. • Report to VP on a weekly basis month to date invoiced revenue & booked award numbers. • Report to directors on a monthly basis revenue / backlog / Salesforce.com open opportunities & variances. • Various financial relevant ad hoc projects such as: o Reconcile booked programs in Oracle vs. Salesforce.com booked awards and investigate any discrepancies. o Reconcile Salesforce.com opportunities to revenue / GM forecast. o Actual vs. standard cost analysis o Create & improve reports in Discoverer working with IT. o Account Managers analytical reports regarding Trend / Historical data and analyze, explain variances. o Perform investigations as needed of data sources in order to ensure accuracy. My tasks are completed in a timely manner & are accurate. Thrive to provide the most up to date and relevant data, analyze it & interpret it in a clear & coherent format. I have offered to work on additional projects & assisted management with ad hoc financial reports as requested. Show less



Commerce Technologies

• United States
• Business Consulting and Services
• 1 - 100 Employee

• HR / Accountant Supervisor

  • Nov 2007 - Nov 2008

  • Performed any tasks related to A/P and A/R, including bank and account reconciliation using Quick Books. • Prepared payroll for 7 employees. • Completed year end closing and assisted the CPA with the Tax return preparation. • Performed any tasks related to A/P and A/R, including bank and account reconciliation using Quick Books. • Prepared payroll for 7 employees. • Completed year end closing and assisted the CPA with the Tax return preparation.



Singapore Airlines

• Singapore
• Airlines and Aviation
• 700 & Above Employee

• Accounting Officer

  • Mar 2004 - Jun 2008

  • Joined firm as an Accounts Receivable Clerk, rapidly promoted to Accounting Officer handling A/R & A/P. • Performed credit card billing, invoicing, bank reconciliation. • Reviewed and approved accounts payable invoices. • Liaised with the audit vendor, sales/marketing departments and collection staff on audit invoices and reconciled payments to audit vendor. • Performed ad-hoc tasks and other duties or projects as required by the department head. • Joined firm as an Accounts Receivable Clerk, rapidly promoted to Accounting Officer handling A/R & A/P. • Performed credit card billing, invoicing, bank reconciliation. • Reviewed and approved accounts payable invoices. • Liaised with the audit vendor, sales/marketing departments and collection staff on audit invoices and reconciled payments to audit vendor. • Performed ad-hoc tasks and other duties or projects as required by the department head.