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Work Background
ExelonManager - IT Project Finance and Procurement
Apr. 2023Remote• Create and own tracking models to best forecast based on site delivery and implementation dates.
• Proactive monitoring and tracking of IT portfolio investments to maintain enterprise-wide visibility in alignment with budgets.
• Maintain and enhance relationships with Finance, Business Units and IT partners. Communicate status • Meet with revenue leaders to discuss updates.
LiveRampSenior Financial Analyst - Revenue FP&A
Nov. 2022 - Apr. 2023San Francisco, California, United States• Participate in the monthly/quarterly close update, budget variance analysis, and forecast update
• Meet with revenue leaders to discuss updates
• Reviewing revenue by accounts, reporting to sales reps, investigating variances, and troubleshooting with billings team
• Develop, track, and report on key operating and financial metrics
• Assist in ARR automation project • Provide a source of insightful ad-hoc business analytical support
Gallagher BassettFinancial Planning and Analysis Manager
May. 2022 - Oct. 2022Rolling Meadows, Illinois, United States• Manage four P&Ls representing approx. $60M in annual revenue in US, UK, AUS, and NZ.
• Run annual budget cycle owning the components for Revenue, OpEx, CompEx, and OH.
• Hold monthly meetings with CFO, Controller, and management teams to give financial results updates and other topics to enhance business performance.
• Run monthly close results preparing for monthly business review meetings.
• Run ad hoc projects specifically focused on enhancing profitability and margin analysis with extra focus on utilization rates and KPIs.
ComcastSenior Financial Analyst, FP&A
Mar. 2022 - May. 2022Denver, Colorado, United States• Daily and Weekly report creation and distribution.
• Project manager working to create efficient reporting process to recognize ad volumes and revenues against budget and forecasting models.
• Workforce and capacity planning for management reporting.
• FP&A for Effectv resource management for sales and operations department.
R1 RCMCommercial Finance Manager, FP&A
Sep. 2021 - Mar. 2022Chicago, Illinois, United States• Complex invoicing creation and validation. • Manage outsource team (four) for report creation, implementation, and cash validation. • Cash forecasting and planning for end-to-end clients. ($1.4B annually in Revenue)
• Delivered financial oversight and advice to corporate stakeholders. (Directors/Operations)
• Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
Associated BankLead Financial Analyst, FP&A
Sep. 2017 - Sep. 2021Green Bay, Wisconsin, United States• Create reporting and modeling and forecasting processes using large data sets for detailed analysis including forecasting, capacity modeling, and rate predictions. • Analyzed financial data and variances in collaboration with Executive Management. • Presentations and reporting to inform EVPs and financial teams on growth possibilities. • Competitor data analytics to develop business investment strategy and drive growth.
Alta ResourcesSenior Financial Analyst, Sales
Jan. 2017 - Sep. 2017Neenah, Wisconsin, United States• P&L management for sales program using Nielsen/Workday/Salesforce.
• Sales analytics to promote growth using data modeling and analysis.
Manitowoc Police DepartmentPolice Officer
Sep. 2015 - May. 2016Manitowoc, Wisconsin, United States• Full-time sworn in patrol officer working midnights.
• Enforced laws and monitored traffic to protect citizens from criminal acts. • Took calls based on demand and completed necessary reporting based on needs.
BMO Harris BankSenior Financial Analyst, Compliance
Mar. 2014 - Mar. 2015Milwaukee, Wisconsin, United States• Conduct compliance audit and committee meetings with management to discuss risks. • Developed and implemented control policies aligned to regulatory agencies.
SII InvestmentsManager - Finance/Compliance/Analytics
Dec. 2010 - Nov. 2013Appleton, Wisconsin, United States• Executed regulatory remediation and audit remediation deliverables.
• Led executive level meetings to discuss regulatory and industry trends and changes.
Thrivent FinancialSenior Financial Consultant
Aug. 2009 - Dec. 2010Appleton, Wisconsin, United States• Boosted revenue by determining optimal products for each client and presenting solutions. • In-depth financial planning for individuals and small businesses with ongoing adjustments.
ChaseFinancial Advisor
Oct. 2008 - Jul. 2009Larsen, Wisconsin, United States• Identified compatible investment opportunities through in-depth analysis and comparison. • Helped individuals and families build and execute wealth management strategies.
MetLifeAgency Sales Director
Jan. 2006 - Sep. 2008De Pere, Wisconsin, United States• Growth of existing agency to expand footprint and markets.
• Manage P&L to ensure full profitability of branches and that budgets are met.
• Analyzed sales performance, coverage, and KPI reports to illustrate findings.
MenardsSenior Pricing Analyst/Project Manager
Jul. 2000 - Dec. 2005Germantown, Wisconsin, United States• Inventory control analysis and logistics for multi-location implementation
• Managed inventory analysts and sales team to hit sales and revenue forecasts.
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