Licensed Insurance Agent and Senior Account Manager

Accomplished Finance leader with expertise in financial strategy, budgeting, forecasting, and quantitative analysis. Possesses exceptional core finance and leadership skills cultivated in diverse settings, including roles in large public accounting firms and, more recently, at a small company navigating the complexities of M&A.

WORK EXPERIENCE

Manager of Financial Planning & Analysis

Software Company

Oct 2021- Present

Financial Strategy

• Served as a strategic business partner to the Chief Financial Officer (CFO) & Chief Technology Officer (CTO) in Product, Engineering, and G&A (including HR, Legal, M&A, FP&A, and Accounting)
• Created monthly scorecards to understand key variance drivers and project the impact on financials
• Developed a 5 year, $20 million, financial plan to remediate Security issues across the company ensuring compliance with parent company audit in 2023
• Implemented a monthly financial review cadence with senior leadership to assess budget-to-actual performance
• Presented to the CFO and CEO to secure approval on the proposed plan
• Developed comprehensive business cases for strategic areas of the organization, assessed financials and risk factors, provided critical insights to senior leaders for informed decision-making on the pursuit of new sales and internal projects

Budgeting & Forecasting

• Led the product roadmap and product strategy process during the Annual Operating Plan (AOP) which spanned over 3 months
• Collaborated closely with engineers and product owners to craft a viable product roadmap that harmonized seamlessly with Company and staffing capacities
• Analyzed contractor spend to reduce spending run rate by $2M
•  Partnered with product owners to forecast new revenue based on budgeted product improvements, Total Addressable Market (TAM), and the Serviceable Addressable Market (SAM) in each business segment
• Partnered with senior leadership to create budgets that met G&A, R&D, SaaS Operations, Security departmental needs while aligning with financial targets and changing technology needs such as Artificial Intelligence
• Developed forecasted financial statements including the balance sheet, cash flow, and income statement on both a GAAP & Cash basis
• Played a pivotal role in creating monthly, quarterly, and annual reporting packages (using Workday Adaptive and Office Connect to leverage their functionalities) and presentations presented to the board of private equity owners and more recently to key executives of Company’s parent company
• Created and managed a detailed 12-month cash forecast which included forecasted capital expenditures and created a business cash flow plan, an essential measure of success for Company

M&A Integration

• Supported the development of Proforma Financial Statements for the new business and Company as a whole prior to acquisition
• Enabled the transition from private equity reporting (Cash basis) to GAAP reporting and forecasting
• Integrated reporting from Workday Adaptive to Oracle for quarterly submission to parent company
• Restated 2021 and 2022 expenses and headcount in Workday Adaptive to comply with GAAP standards
• Led the FP&A efforts for the reduction in force (RIF) by partnering with Senior leadership to meet Company’s spending targets and determined severance and operational risk of departing resource

Quantitative Analysis

• Led the financial modeling for Company’s 5-year strategic financial plan that informed the AOP targets for the 2023 and 2024 fiscal years
• Collaborated with executives and senior leaders to define and monitor Key Performance Indicators (KPIs) for specific business areas, ensuring that the KPIs were both measurable and actionable
• Examples include tracking SaaS Operations Uptime through JIRA, assessing Product Net Promoter Score (NPS), and gauging Engineering Productivity
• Analyzed actuals during month-end close (utilizing NetSuite data) in partnership with accounting and projected results across expense accounts and departments
• Developed and maintained complex financial models to simulate various scenarios and provide data-driven recommendations to senior management
• Examined historical deal data extracted from Power BI spanning from 2021 to 2023, analyzing the percentage discount applied to each deal in conjunction with price increases to discern sales trends for core revenue products
• Analysis resulted in the decision to bundle and provide discounts for products with decreasing new sales and escalating year-over-year discounts
• Conducted a comprehensive analysis of data center spend (leveraging CloudHealth reporting) to identify operational efficiencies and implement cost-cutting measures

Personal & Team Growth

• Managed and led a team of two resources
• Developed these resources by thoroughly reviewing and offering constructive feedback on both deliverables and performances
• Mentored and coached team members through dedicated time spent on imparting new concepts, reinforcing fundamentals, and facilitating monthly and quarterly feedback sessions
• Collaborated with accounting to accelerate the monthly close review and forecast cycle, ensuring adherence to stringent parent company
• Presented and communicated actionable insights to executives during key financial meetings

Big Four Firm

Senior Consultant

Oct 2018- Sept 2021

• Served as a strategic business advisor to senior leadership for clients in the Healthcare/Life Science and Energy Service industries
• Advised ~40 executives on investment and pricing strategies such as value-based pricing, time and materials, and one-time investments to meet the client’s budget needs while maximizing engagement margin
• Presented and communicated actionable insights to executives for key global financial meetings which required international travel and travel across the US
• Leveraged data to uncover underutilized support areas within market offerings to expand offerings to clients
• Prepared and reviewed multiple project plans and budget versus actual to actively manage staffing and engagement economics
• Managed opportunities for clients within the Salesforce CRM database
• Utilized SAP S/4 Hana and SAP Analysis for Office to analyze and gain insight on data
• Provided cross-functional collaboration between clients, technology, account management, operations, sales and financials
• Led and executed account planning for a global account with 69M in revenue and 90 projects
• Led a team of eight US and international resources across two accounts and developed these resources through reviewing financial updates, deliverable’s and evaluating performance
• Created financial models for project teams prioritizing time sensitive deadlines to ensure firm and client satisfaction

Big Four Firm

Senior Associate (Started as Associate)

Sept 2015- Sept 2018

• Provided audit client services to private clients with a primary focus in the real estate industry
• Acquired a comprehensive understanding of clients’ business, processes, and operations
• Performed substantive audit procedures over various balance sheet and income statement accounts
• Analyzed financial statements for material misstatements and provided feedback to clients on financial reporting
• Created discounted cash flow models to analyze the accuracy of clients’ valuations of properties
• Managed, mentored and delegated tasks to first year associates, off-shore teams, and interns on all engagements

EDUCATION

Local University

Master of Business Administration (MBA), Degree in Finance Summa Cum Laude

2020- 2022

State University

Bachelor of Science In Accounting Cum Laude

2011- 2015

SYSTEM SKILLS, CERTIFICATIONS, & INTERESTS

Certified Public Accountant

SOFTWARE SKILLS

• Workday Adaptive, NetSuite, Oracle, Power BI, Tableau, Qlik, Microsoft Office Applications, Salesforce