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Work Background
GladlyDirector of Financial Planning and Analysis
May. 2024United States
GladlySenior Financial Planning and Analysis Manager
Aug. 2023 - May. 2024
GladlyFinancial Planning and Analysis Manager
Nov. 2022 - Aug. 2023
ZendeskRevenue Operations Manager
Dec. 2021 - Nov. 2022Madison, Wisconsin, United States
Sonic Foundry Inc.Financial Planning and Analysis Manager
Feb. 2020 - Dec. 2021Madison, Wisconsin, United StatesSEC quarterly and annual reporting preparation of financial statement, disclosures, and footnotes. Integrate adoption of ASC842 and manage ASC606 revenue recognition internal process. Develop and implement mainstreamed budget process, prepare reports and analyze and communicate metrics and results to senior leadership team. Manage and implement process automation improvements through strategic project planning and execution. Collaborate with senior leadership team to achieve business objectives and prepare appropriate business proposals and operating practices.
Sonic Foundry Inc.Senior Accountant
Apr. 2019 - Jan. 2020Madison, Wisconsin AreaCorporate Accounting. Month end close for domestic and international entities. Financial consolidation preparation. Sales and use tax filing. Budget to Actuals variance analysis. Process improvements.
Altra Industrial MotionGeneral Ledger Accountant- Shared Services
Dec. 2017 - Apr. 2019South Beloit, IllinoisGeneral ledger support to domestic entities. Tagetik consolidation software systems administrator for domestic and international entities. Integration, implementation of acquired entity into consolidation application and accounting workflows/close consolidation process. Domestic and international training on consolidation application including budget process, general user functions, reporting, and workflow capabilities. Inter-company balancing. Assist with monthly financial consolidation. Participation in audits. Implement process improvements.
University of Wisconsin Medical FoundationAccountant
Jun. 2015 - Dec. 2017Madison, Wisconsin AreaCapital asset management, financial statement consolidation, month-end close, personal property statements, annual survey completion, budget preparation, and Peoplesoft ERP upgrade lead of phase 1 implementation.
Wisconsin Department of Health ServicesFinancial Specialist
Oct. 2013 - Jul. 2015Madison, Wisconsin AreaAudited purchase cards and patient cash, accounts payable and receivable functions, provided cashiering assistance to patients, and trained administrative assistance staff.
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