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Work Background
TiltVP of Finance
Jun. 2022Denver, Colorado, United States
Vertical KnowledgeDirector of Finance
Sep. 2021 - Jun. 2022
Vertical KnowledgeFinancial Planning and Analysis Manager
Aug. 2019 - Sep. 2021FP&A Manager of a revenue-generating software and technology start-up
Financial modeling specialist • Responsibilities include: management of bookings, revenue, cash, headcount, Invoicing and AR, board reporting • Current fiscal year planning • 1-5 Year model creation and forecasting
Proficient in Salesforce • Daily use as a forecasting and pipeline management tool • Leverage system customizations for manual reporting as well as custom field and calculated field creation • Working toward Salesforce Admin certification
Proficient in Netsuite • Planned, managed and navigated ERP migration from Quickbooks to Netsuite • Dashboard and KPI creation • Regular use of financial reporting capabilities
Loan Covenant management and maintenance • Fixed Charge Cover Ratio • Max Leverage Ratio • Quick Ratio
Recapitalization, Investment Bank, and Private Equity facilitation and relationship management.
Akamai TechnologiesFinancial Analyst II
Oct. 2018 - Aug. 2019Greater Boston Area
PerkinElmer, Inc.Principal Financial Analyst
Aug. 2018 - Oct. 2018Waltham, MassachusettsCommercial DAS business analyst
PerkinElmer, Inc.Senior Financial Analyst
Aug. 2016 - Aug. 2018Waltham, MA-Daily responsibilities include: maintaining all revenue and orders reporting in order to track and forecast the Informatics business unit’s performance, review and approval of quotes submitted by the sales team, develop key performance indicators and ad hoc analysis.
-Develop and manage individualized P&L statements for the various business units within Informatics -Present monthly breakdown to Informatics leaders of department's performance and changes to revenue forecasts.
-Experience with VSOE, Non-VSOE and percent complete revenue recognition -Daily use of Microsoft Excel, Salesforce, Tibco Spotfire and monthly use of Microsoft Powerpoint, SAP, Netsuite and Hyperion Financial Management
Hilco GlobalFinancial Analyst
Jul. 2015 - Aug. 2016Dedham, MA-Valuation of mid-market companies seeking asset-based lending, cash-flow lending and prospective acquisitions
-Develop financial models in order to forecast the Net Orderly Liquidation Value which provides lenders and Private Equity with a risk-adjusted value that’s safe to lend against
-Work primarily in Excel using advanced functions such as VLOOKUPs, Pivot Tables and nested IF functions as well as Microsoft Access, BlueBeam, Monarch and Able2Extract for data manipulation
-Models include in-depth trend analysis to identify strengths and weaknesses in the company’s business strategy as well as extensive forecasting of revenue and liquidation scenarios
Extensive use of Trial Balance, Borrowing Base Certificate, Perpetual Inventory, General Ledger, Cash Flow, P&L and Income Statements when developing models and determining company value
JPMorgan Chase & Co.Mutual Fund Analyst
Apr. 2011 - Jul. 2015Newark, DE-Involved with clearing, trading and settlement of mutual fund transactions as well as cash/position reconciliations
-Partnered with the various fund families in order to process all client-impacting corporate actions as well as all dividend and capital gain distributions
-Monitored queues in MFRSWeb for client trade rejects, researched the cause and updated system parameters allowing the client to trade or returned explanation to account representative as to why the trade wasn’t valid
-Maintained and established new with the various fund families, which dictated all trading parameters as well as their setup for client trading
-Lead for development of Sub TA and 12b-1 billing system and implementation
-Developed Master Billing template in Excel which incorporated Web Queries as well as Macros to pull the required data from various sources with the goal of enhancing efficiency and eliminating errors -Responsible for overall team procedure documentation and testing
-Mastered BCS Mainframe, DST Vision, Business Objects, Bloomberg, MFRSWeb, Microsoft Access at the intermediate level and Microsoft Excel at the advanced, professional level.
-Received the IB T&O Excellence Award, which recognizes exceptional performance, and overall excellence that exceeds normal job responsibilities. -Daily Microsoft Office use included Excel Pivot Tables and VLOOKUPs to assist in cash and share account reconciliation as well ass Access relational databases to assist with large data comparisons.
-Utilized Excel for UAT scripting and testing to assist programmers with new platform development.
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