Wealth & Worth Within, LLC

Fractional CFO consulting and advisory firm serving group practice owners, interior designers and certified financial planners to drive profitability, improve cashflow, and increase owner's personal wealth. Our firm is focused on projections, growth planning, goal setting, and cashflow management with a focus on balancing short vs long-term investments while meeting the owner's personal financial goals. We take a comprehensive financial planning approach and work with your existing bookkeeping and accounting team to collaborate and coming together to ensure everyone is align to the company's goals. 
We know and understand that you got into business to do what you love and numbers might not be your favorite topic but you understand the importance of utilizing the data to make informed decisions. We are here to guide you, provide professional financial perspective, analyze the trends and collaborate with you on the critical business decisions.

Founder & CEO

Intel Corporation

Finance Manager Leadership role responsible for optimizing investments in resource allocation and spending for Business Management Group, Commissions and People HR support teams. Managing a team of 4 finance analysts setting goals/direction for accomplishing results, promoting an inclusive culture primed for collaboration and developing top finance talent.

Sales & Marketing Senior Finance Manager

Leadership role responsible for optimizing all internal and external hiring support operations in a growing Greater America (USA, Canada and Latin America) Talent Acquisition team. Driving leadership alignment across directors, budget/spending management, LinkedIn license assignments, organizational health, ensures the organization operates in a productive and collaborative environment across teams. Vendor recruiter team account, staffing management handling process improvements, escalations, KPIs, recruiting services, cross-organization alignment and communication.

HR Talent Acquisition Operations Manager

Responsible for strategic finance support of display, sensor, touch and stylus ecosystem health. Focus on enabling support of Client Computing and Internet of Things business units. Display and sensor roadmap strategies long-term.

Supply Chain Finance Specialist

Responsible for strategic support of $43M spending budget. Delivered $3.5M in savings terminating contracts that didn’t align to the primary focus areas. Drove contract negotiations and analysis to meet hardware revenue goals through app enabling. Shifted point of influence through timely resource management improving financial impact. Supported investment decisions that enable new technologies to be adopted by developers when writing their applications and scale through the ecosystem. Focus on supporting deals in the gaming and consumer market segments. Create deal structure to deliver a high return investment portfolio while directly supporting contract negotiations.

Sr. Strategic Financial Analyst

Responsible for the direct PnL support of a software business with $31M in revenue at Intel. Drove the acceleration of the revenue ramp for a new product line by 2 quarters. Primarily focus on forecasting, tracking and reporting monthly financials of the full profit and loss statement. Created financial NPV metrics and pricing structures that helped accelerate revenue ramp in a new product line. Developed a full business plan including the competitive analysis and pricing for a new product. Ramped down an organization of 90 people once the disinvestment decision was made and help drive closure to financial and business activities in the group. Implemented a revenue deferral policy for the business and defined application of multiple element arrangements policy for projects across software and hardware groups. Successfully integrated a new European distributor that helped grow sales in that geography. Identified an incentive program error that once corrected saved $100K in 2014. Additionally responsibilities included defining business metrics, supporting the sales team, engaging with distributors across various geographies and managing rebates.

Senior PnL Financial Analyst

Responsible for the direct FP&A support of two hardware businesses of $27M and $78M spending budgets. Drive 521hours/year of time saved process improvements through several projects.Primarily focused on  forecasting, tracking and reporting monthly financials. Partner with management and provided support articulating financial value when requesting funding and in critical funding decisions. Assessed impact of financial investments for new opportunities and help prioritize competing investment prospects. Successfully integrated to Intel a 180 people organization that came through an acquisition. Drove cash savings initiatives efforts that saved $2.06M in 2012. Drove initiative to streamlined weekly reporting process and standardized the format across several groups in the organization.

Financial Planning Analyst

Meta (Facebook) Accelerator Financial Coach

ClientJoy

Business gifting as a service company focus on "Making gratitude easy" for their teams, providing end to end support with excellent customer service and exception quality while supporting the local economy.
Responsible for shift in strategy from B2C to B2B. Manage the delay finance operations of the business. Create new supply chain strategy by partnership with fulfillment warehouse. Influenced new payment terms with suppliers from 0 to net 30. Implemented new accounting and finance processes to improve cash flow and PnL management. Shifted profitability in gross margin and bottom line within the first 6mo.

Fractional CFO

Tuality Healthcare

Handled contract negotiations for healthcare insurance carriers to build hospital internal and external network. Audited our facilities for compliance and developed sustainable relationships with our existing providers.

Provider Relations & Contracts Specialist

Managed the financial assistance program for the entire hospital.
Processed over 125 patient applications for medical charity in a month.
Designed more efficient, usable financial assistance forms to streamline processes and reduce patient frustrations.
Managed an average patient account load of 120 per day; collecting up to $45,000 per month on outstanding accounts and assisting patients with billing inquiries.

Financial Assistance Program Manager

Results-driven professional who values building lasting relationships. Natural born leader with a mission to empower people to take control of their finances. Lifelong learner and entrepreneur who is building a business helping people/businesses improve their financial outlook. Women champion, helping close the confidence and wage gap through thoughtful coaching/mentoring.

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