The Henry M. Jackson Foundation for the Advancement of Military Medicine

Financial Planning Budget & Analytics Officer

NTCA–The Rural Broadband Association

NOTE: Voluntarily left job in great standing after a challenging personal year to take an end-of-year hiatus

•	Finance owner of BI360 planning and reporting system (jointly managed with IT)
•	Led and managed the annual budget and quarterly projection processes
•	Owned creation of quarterly board financial presentations for separate entities with distinct financial structures
•	Delivered budget and projection training for end users
•	Managed business continuity/disaster recovery RFP process and corporate insurance administration
•	Reported directly to the CFO

Director of Budgets, Reporting, & Analysis

American College of Radiology

•	Supervised team of 3 senior financial analysts and also had 3 dotted-line analyst reports
•	Oversight of Planful system administration; owned workforce planning within the system
•	Led and managed the annual budget process and monthly, quarterly, & annual financial reporting  
•	Owned end-to-end development of executive/board-level financial presentations
•	Built top-down budget target model

Key Achievement:  Implemented monthly forecast process

Manager FP&A

ATPCO

•	Oversight of Adaptive Insights planning tool administration; owned workforce planning within the system
•	Supervised a senior financial analyst
•	Acted as financial business partner to the Product organization (budgeted annual operating expenses of $18M) and Corporate organizations (combined budgeted annual operating expenses of $23M)

Manager, FP&A

Oracle

•	Acted as financial business partner to the West region of the North America Technology sales organization with budgeted annual cloud & license sales of over $130M
•	Supported the weekly sales forecast process and daily quarter-end sales forecast process
•	Analyzed & recommended compensation plans for new sales employees

Principal Finance Business Partner

Graduate Management Admission Council® (GMAC®)

•	Led and managed the annual budget, mid-year forecast, and annual product profitability analysis processes
•	Delivered standard monthly & quarterly financial reporting for senior management and the Board of Directors
•	Delegated and managed deliverable responsibilities with junior FP&A colleagues 

Key Achievement:  Managed Workday Planning module implementation

FP&A Senior Manager

•	FP&A partner for the Product, Business Operations, Marketing, and Market Development organizations (total of 36 departments with groups in London, India, and Hong Kong) - combined annual budget of $92M in revenue and $33M in expenses
•	Managed preparation of consolidated financial package while providing summary & analysis of monthly financial results to senior leadership team
•	Prepared executive dashboard and presentations for Board meetings
•	Prepared quarterly consolidated cash flow statement

Key Responsibilities/Achievements:
*  Owned/managed annual company-wide product profitability analysis  
*  Core member of Workday Financials implementation team; built custom financial statements within the system

Senior Financial Analyst Manager

Neustar

Senior Financial Analyst II – Sales (2013 – 2014)
•	Provided FP&A support to 6 sales departments with combined annual budget of $86M in expenses and over 250 headcount
•	Prepared quarterly 18-month rolling and monthly in-year expense forecast including sales commission and bad debt expense

Senior Financial Analyst II – Revenue (2013)
•	FP&A partner for multiple lines of service with combined average annual revenue of $80M
•	Built and implemented revenue models for Information Services revenue products
•	Prepared quarterly 18-month rolling and monthly in-year revenue and expense forecast

Senior Financial Analyst II – Consolidated Reporting & Analysis (2009 – 2013)
•	Consolidated and prepared annual board budget presentation as well as annual budget books for executive management team
•	Led efforts to consolidate and prepare weekly CEO staff meeting financial presentation as well as monthly close presentation, President’s report, & board presentation
•	Coordinated the annual financial planning process

Senior Financial Analyst II – G&A (2008 – 2009)
•	FP&A partner for all corporate departments with combined annual expenses of $67M and over 190 headcount
•	Prepared monthly financial packages and presented results to departmental SVPs/VPs on a monthly basis

Senior Financial Analyst II

Smithsonian Enterprises

•	Charged with accountability for preparing annual operating expense budgets, capital budgets, and monthly/quarterly forecasts for all corporate departments
•	Led efforts to analyze consolidated operating expenses, capital budgets, and forecasts
•	Prepared Assessed historical trends and discussed financial goals with CFO and CEO
•	Created monthly consolidated financial presentations and prepared board presentations

Senior Corporate Financial Analyst

Seasoned Finance Professional with FP&A and Accounting Experience

Accomplished and versatile finance professional with significant financial planning & analysis (FP&A) and accounting experience. Areas of expertise:
executive and board-level presentation development/management | process improvement | consolidated financial reporting | budget and forecast process oversight | financial modeling 
Strengths include meeting tight deadlines in a fast-paced environment with competing priorities. 
➡️ Experience with Planful, Adaptive Insights, Workday Financials, Hyperion Essbase & Planning, SAP BPC, BI360, and TM1
➡️ Supervision of staff / coaching of team members
➡️ Financial reporting & analysis -  revenue, expense, headcount, projects, product profitability, capital
➡️ Experience with large & small public companies and non-profit organizations in various industries
➡️ Highly organized, proactive, focused, and passionate about adding value -  strong sense of urgency; bias for action
➡️ Recovering perfectionist with a love of nature, Starbucks hot chocolate, and Border Terriers

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