Functional Skills
Financial Modeling
Certifications
CPACertified Public Accountant
Sector Experience
Financial Services
Healthcare
Technology
Big 4 Accounting
Top Consulting Firms
Experience
Virgo Strategic
Management Consulting
Consultant
1/2018 - Present
Partnering with founders across various industries to enhance their companies' analytical capabilities used to evaluate and enhance profitability, budgeting and planning, capital allocation processes, and financial controls.
AppNexus
Other
Senior Manager, FP&A
7/2014 - 12/2017
• Managed a team of 3 people responsible for developing annual budgets and quarterly forecasts (cost base in excess of $300M), setting and measuring profitability targets, preparing monthly presentations for the Board of Directors, and evaluating key growth initiatives.
• Designed key elements of new strategic planning framework based on collectively defined criteria in an effort to seamlessly link long-term strategic goals with desired financial outcomes.
• Designed key elements of new strategic planning framework based on collectively defined criteria in an effort to seamlessly link long-term strategic goals with desired financial outcomes.
Disney-ABC Television Group
Other
Senior Financial Analyst
1/2013 - 7/2014
• Promoted to a newly developed role responsible for determining the financial viability of new projects and acting as the primary strategy liaison to the executives at Disney’s headquarters in Burbank, CA.
• Managed a $30M budget for Program Operations, Graphics, and Advertising which included developing financial and strategic business plans for future campaigns, forecasting, and analyzing results.
• Managed a $30M budget for Program Operations, Graphics, and Advertising which included developing financial and strategic business plans for future campaigns, forecasting, and analyzing results.
Deloitte
Accounting
Audit Senior
9/2010 - 1/2013
• Built financial models to test forward looking revenue, operating income, and cash flow sensitivities to various market scenarios.
• Engaged in dialogue with clients to investigate issues arising from the audit process, delivered comments on financial statements, and communicated conclusive audit findings through internal and external presentations.
• Engaged in dialogue with clients to investigate issues arising from the audit process, delivered comments on financial statements, and communicated conclusive audit findings through internal and external presentations.