9
years

Years of Experience

7/17

Member Since


Big 4 Accounting
Top Consulting Firms

Experience

 
Anaplan Start-Up
FP&A Contractor
04/2017 - 07/2017
• Supported Marketing & Customer Success organizations by providing variance analysis for expenses
• Worked on ad hoc projects to improve reporting of financial and non financial metrics

Jiff Inc Start-Up
Sr. FP&A Manager (Contract)
10/2016 - 02/2017
• Worked with Customer and Operations teams to identify areas for improvement of gross margin
• Led 2017 budget process by working with Executive team and other department leaders
• Supported acquisition process by preparing and submitting relevant documents to Castlight Health and preparing related SEC filings

Prosper Marketplace Start-Up
Finance Manager
04/2015 - 04/2016
Expense lead responsible for the monthly tracking and reporting of operational expenses distributed to Prosper’s Executive Team and Board of Directors. Expenses managed included headcount, operational, and capital. Worked with HR to maintain headcount forecast for entire company.

Twilio Start-Up
FP&A Manager
12/2012 - 03/2015
First dedicated FP&A hire responsible for forecasting revenue, maintaining the corporate budget and tracking non-financial business metrics. Implemented and owned corporate budgeting and monthly FP&A reporting process. Acted as a business partner for seven departments to help them spend their budget efficiently.

Herbalife International Corporate Strategy & Development
Sr. Analyst Strategic Planning
06/2010 - 08/2012
Collaborated with Sales & Marketing, Finance, Operations, and Information Technology to drive global strategic projects.

Duff & Phelps Other
Sr. Associate
01/2008 - 03/2009
Estimated the Fair Value of intangible assets such as film libraries, television broadcast licenses, advertising relationships, and patents as a member of the Technology, Information, Communications, and Entertainment Industry group within Duff & Phelps’ Valuation Advisory service line. Gathered data from multiple sources to create complex valuation models and produce a final deliverable report for the client and its auditor.

Deloitte Other
Sr. Associate
07/2006 - 01/2008
Estimated the Fair Value of various businesses and intangible assets for financial reporting and tax purposes. Participated in the Audit Review process for Deloitte’s audit clients. Accomplishments include:
• Being selected by Practice leadership to lead an Audit Review team.
• Participated in numerous valuations in the media, entertainment, healthcare, and construction industries