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Work Background
SomatusSenior Manager, FP&A
Mar. 2023
KandjiFinance Manager
Mar. 2022 - Nov. 2022Assist in managing the entire budget process for a fast-growing global SaaS start-up including compiling and reviewing initial and revised budget requests from executive leadership, revise complete company-wide budget throughout the iterative approval process with the Board of Directors, and ensure the budget is complete in the planning system Build out a complete financial model in google sheets for long term planning including top line planning, headcount planning, software tool drivers, and marketing drivers Build out variance reporting in google sheets by month, quarter, and fiscal year Own the monthly forecasting process including rolling forward headcount data and updating backend variables to ensure actuals are pulling in correctly and forecast is reflected correctly as well Engage in communication and regular meetings with Department Leaders around their budgets and forecasts and actual performance against them Conduct analysis, both regular and ad hoc, around certain financial impacts to ensure budget and forecast are as accurate as possible Prepare ad hoc presentations for leaders to assist with providing information to help with high level decision making Calculate and analyze commissions for all commissions-based employees monthly Prepare monthly analyses around software tools and spend for the CEO and CFO to assist with controlling aspects of cash burn and spend in general Document processes including Budget to Actuals Variance Analysis Process, Commissions Process, and Software Analysis and Update Process
KandjiSenior Financial Analyst
Jun. 2021 - Mar. 2022Assist in managing the entire budget process for a fast-growing global SaaS start-up including compiling and reviewing initial and revised budget requests from executive leadership, revise complete company-wide budget throughout the iterative approval process with the Board of Directors, and ensure the budget is complete in the planning system Lead the implementation of Vena, the company’s planning tool Design and build out templates in Vena to assist with inputting and compiling budget and forecast data Conduct analysis, both regular and ad hoc, around certain financial impacts to ensure budget and forecast are as accurate as possible Own the monthly forecasting process including rolling forward headcount data and updating backend variables to ensure actuals are pulling in correctly and forecast is reflected correctly as well Engage in communication and regular meetings with Department Leaders around the budget Prepare ad hoc presentations for leaders to assist with providing information to help with high level decision making
LimeadeSenior Financial Analyst
Apr. 2020 - Jun. 2021Assist in managing the entire budget process for a public, international company including top line planning, compiling and reviewing initial and revised budget requests from executive leadership, revise complete company-wide budget throughout the iterative approval process with the Board of Directors, and ensure the budget is complete in the planning system Own the monthly forecasting process including rolling forward our vast and detailed forecast file containing all financial statements Provide high level analysis and commentary on monthly shifts in the forecast and variances to the budget for leaders within the Company Maintain analyst projections in our forecast file for monitoring and comparing against actual performance Prepare the monthly reporting for the Board of Directors including building the financial slides Prepare the internal Company meeting slides which include CARR and churn projections Prepare monthly forecasts for each budget owner (Department Leaders) and distribute in a timely manner Engage in communication and regular meetings with Department Leaders around the forecasts and headcount Assist with decision making around resource management, including both personnel and non-headcount expenses Update deals in Adaptive with salesforce data for direct customers, partner customers, upsells, and customer churn and monitor downstream impacts on the CARR and revenue forecasts Manage headcount by updating monthly terms, new hires, and open roles based on high level decision making between Finance, HR, and the relevant departments Review and load the previous month’s actual results in our planning tool, reviewing for any anomalies within the accounting data and working with accounting to correct transactions Update capex and roll forward capex forecast
Work through ad hoc projects including improving the structure of our financial reporting tool
WinshuttleFinancial Analyst
Aug. 2018 - Apr. 2020Bothell, WA● Manage monthly, quarterly, and annual forecasting including updating headcount data, exchange rates, bookings, revenue, and expense forecasts
● Prepare the monthly reporting for the Board of Directors including building the financial slides, and compiling the bookings, sales performance, and services slides for the presentation
● Manage the entire budget process including top line planning, compiling and reviewing initial and revised budget requests from executive leadership, independently building the budget for forecasted administrative and financial expenses, revise complete company-wide budget throughout the iterative approval process with the Board of Directors, and ensure the budget is complete and accurate in our financial systems
● Manage all aspects of Adaptive Planning including formulas, sheets, reports and integration with Microsoft Great Plains; act as the ultimate authority of Adaptive Planning with ownership over the entire budgeting and financial tool
● Prepare weekly and monthly cash reports for the CFO and Board of Directors
● Prepare various ad hoc financial reports and analyses as requested by the Board of Directors, CEO, or CFO
● Prepare monthly reports for members of the executive leadership team containing Budget to Actuals Variance Analyses and consult with said members regarding the trends in these reports
● Work very closely with Accounting on initiatives and to ensure the proper treatment of revenue and expenses which affect financial reporting
● Support M&A transactions and coordinate the integration of newly-acquired companies into our financial systems
● Leverage Microsoft Great Plains to examine and analyze the transactional detail behind actuals to help with forecasting and planning
● Review purchase orders and act as approving gateway for budgeted (or unbudgeted) expenses
Seattle UniversityFinancial Planning Analyst
Jan. 2017 - Aug. 2018• Work closely with the Chief Financial Officer to prepare and maintain a 3-year and 5-year financial plan used in conjunction with the strategic plan
• Prepare various financial reports, including Over/Under Report and Tuition Report, for the University Budget Office on a routine basis and distribute them to key managers
• Manage the financial reporting capabilities, integrations and overall transition between a legacy chart of accounts and a new chart of accounts and related financial systems
• Build certain financial reports using new financial tools and self-guided training
• Act as liaison for the University Budget Office while working with other financial and IT teams around the transition of the chart of accounts and financial systems
• Assist with designing new Data Marts for future use by a wide group of constituents
• Lead the development and implementation of the reporting and multi-year forecasting modules of the university’s new budget software
• Act as the University Budget Office’s expert in Microsoft Excel and other financial tools
• Design an Organizational Hierarchy for the entire institution utilizing Microsoft Excel and assist with the integration process with the Enterprise Data Warehouse
Starbucksfinancial lease analyst
May. 2016 - Dec. 2016Greater Seattle Area• Review landlord invoices for US and Canada stores and pay or reject pursuant to the terms of the Leases
• Perform tax and insurance reconciliations for US and Canada stores in accordance with the Leases
• Prepare and send rejection or shortpay letters to Landlords
• Communicate with Starbucks partners and landlords to obtain information and documentation to support invoices and reconciliations
Starbucksaccounting analyst
Jan. 2016 - Apr. 2016Seattle, WashingtonPrepare weekly and monthly reports around negative balance receipts, open claims and recently closed claims
Assist in the coordination of a conversion from Oracle 11 to Oracle R12
Assist with SOX control procedures
Assist with customer financial monitoring
Assist with recording pricing data and activity
Starbucksfinancial analyst
Jul. 2015 - Jan. 2016Seattle, WashingtonPrepare weekly and monthly reports around financial metrics and company results and distribute internally
Gather, review and analyze data retrieved from Hyperion and Oracle to support financial reports
Review and validate metrics and various data for monthly Board of Directors memoranda and other reports
Troubleshoot and resolve issues with financial reports, Hyperion and Oracle
Assist with projects regarding rebuilding financial reports
Starbuckssr. paralegal
Aug. 2012 - Jul. 2015Greater Seattle AreaAssist with transactions including mergers and acquisitions and reorganizations
Assist with pre-clearing executive officers and directors for trading company stock
Prepare and file Forms 3 and 4 for Section 16 executive officers and directors
Manage Audit and Compliance Committee matters including preparing for meetings and drafting meeting minutes
Maintain minute books and corporate records for domestic and international subsidiaries
Assist with the preparation and filing of annual reports and license renewals for above-referenced subsidiaries
Prepare annual consents appointing officers and directors and approving other various actions
Provide support to the treasury department including managing ISDA process and maintaining ISDA agreements
Osler Hoskin & Harcourt LLPParalegal
Nov. 2010 - Jul. 2012Manage the Canadian private placement program.
Draft Canadian supplements and blue sky memoranda.
Prepare and file trade reports post-trade.
Maintain corporate minute books and corporate records.
Prepare formation documents for various entity types.
Prepare dissolution documents for various entity types.
Prepare and file annual reports.
Prepare and file UCC forms.
Assist with corporate transactions including preparing closing volumes.
Gottbetter & Partners, LLPLegal Assistant
Jan. 2010 - Nov. 2010Assisted with corporate transactions including mergers and acquisitions.
Assisted with private placements.
Drafted board and stockholder consents and other legal documents.
Managed corporate minute books and corporate records.
Wilson Sonsini Goodrich and RosatiCorporate Paralegal
Mar. 2007 - Mar. 2010Assisted with corporate transactions including venture capital financings and mergers and acquisitions.
Maintained capitalization records.
Drafted board and stockholder consents, share purchase agreements, share transfer agreements, stock option agreements and various other legal documents.
Prepared closing volumes for transactions.
Researched and prepared blue sky memoranda and blue sky filings.
Prepared and filed federal securities filings.
Dorsey & Whitney LLPCase Assistant
Jun. 2006 - Mar. 2007Greater Seattle AreaAssisted with review and coding of documents in the discovery process.
Drafted legal documents.
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