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Work Background
ElasticField Finance Manager
Dec. 2023Seattle, Washington, United States
TwilioFinance Manager - GTM
Mar. 2022 - Dec. 2023Seattle, Washington, United StatesTrusted finance business partner to 5 sales VPs. Managed full stack P&L for NAMER and global sales teams, including deal desk management, revenue forecasting, and management of 800+ HC and $150M Opex annually. Managed a global team of four analysts covering more than 1100 highly complex deals and $1.8B in revenue annually while maintaining strict profitability targets. As a manager, provided deal oversight, reviewed and approved large deal escalations, approved custom contract language and credit memo requests. Provided strategic deal insight, and partnered frequently with sales, legal and deal operations teams to recommend innovative deal structures to secure key accounts. Ran numerous projects to enable data-driven decision making in areas where leadership previously had limited or no visibility and developed analysis across segments to identify areas of opportunity and risk.
AmazonSenior Financial Analyst
Jan. 2020 - Mar. 2022Seattle, WashingtonServed as strategic financial partner to director of NA New Seller Success (NSS) team, consisting of sales, marketing and technology development groups responsible for recruiting and developing more than 200K new 3P sellers annually to Amazon.com and generating $10.2B in annual revenue. Managed a team of two analysts to deliver scalable, dynamic models to forecast business metrics, including revenue, new seller launches, seller engagement and development, HC and OpEx needs, marketing and tech infrastructure spend. Developed twice-annual large-scale strategic operating and financial plans, 3-year plans, and quarterly guidance plans while providing controllership of 350 variable headcount and $75MM annual operating budget. Partnered with tech development, economics, and data science teams to produce financial models, and proof-of-concept studies for new business opportunities utilizing live experiments and incremental revenue attribution studies, and co-authored papers for presentation to leadership. Evaluated feasibility and provided finance insight and approvals for headcount and OpEx investment opportunities for high-visibility strategic programs while maintaining strict productivity standards. Forecast and manage annual NA cross-channel marketing budget for three teams totaling $17MM annually and developed new tool to track expenses and determine ROI by category and campaign to inform decision making at leadership level. Partnered with multi-disciplinary teams of business intelligence, FP&A, tech, economics and marketing to support end-to-end funnel analytics.
NestléFinancial Analyst - Supply Chain
Jun. 2019 - Dec. 2019Solon, OHAs a Supply Chain Financial Analyst, I ensured that fixed distribution expenses are accurately documented and reported for 5 ambient distribution centers. I helped distribution center managers meet or exceed savings and productivity goals by gathering pertinent business data and developing monthly forecasts to guide their decisions. I leveraged strong forecasting skills to create and administer annual budgets. I monitored, analyzed, and reported on new business line acquisitions while integrating new products into the company’s distribution network. Identified opportunities to increase efficiency and to reduce waste while serving as a key member of the Logistical Excellence Review team. Key Accomplishments:
• I managed a budget covering $110MM in expenses and saved approx. $1.5MM year-over-year.
• I maintained a forecasting accuracy rate of at least 97% after creating a KPI dashboard to regularly update distribution center managers.
Nestlé Professional North AmericaFinancial Analyst
Mar. 2018 - Jun. 2019I led cross-functional teams and assisted senior management by training and orienting new employees. I liaised with the Marketing Department and approved trade activities for 600+ accounts. I also achieved or exceeded sales targets by effectively collaborating with 50+ sales representatives and brokers. I reviewed, approved, and reported on trade spending and created accruals for each division’s marketing promotions. As well, I evaluated marketing tactics and provided key insights to improve future performance.
Key Accomplishments:
• I approved trade deals exceeding $75K.
• I met profitability targets and trade savings goals for the Gross Proceeds of Sales (GPS) division with total sales of approximately $300K.
• I composed profit and loss, as well as other account summaries for trade opportunities worth $100K+. • I helped the Sales Department save $500K+ in trade annually by restructuring and simplifying its financial business model for dispensing partners. • I trained 100+ brokers and sales representatives on a self-created standard operating procedure for the trade request and renewal process during webinars.
• I streamlined the trade request process between the Sales, Sales Finance, and Trade Finance team.
• I mentored, managed, and supervised peers and interns during the 2018 and 2019 Nestle Finance and Control Internship program.
global XReal Estate Development Analyst
Jun. 2017 - Mar. 2018Cleveland, OHIn this position, I managed real estate development activities for all of the company’s assets. I implemented measures to acquire new business, performed financial feasibility analyses, developed pro forma statements, and underwrote re-development projects. I created investment packages to be audited or reviewed by an internal committee. I collected information and presented development opportunities to external development and franchise partners, external management groups, and construction groups.
Key Accomplishments:
• I secured a $3MM Tax Area District Grant for a $40 MM historic hotel project in Atlanta, GA.
• I procured 10-year, 50% tax abatement for $13MM historic rehabilitation project in Cleveland, OH.
• I oversaw construction and redevelopment projects and submitted applications for various public incentive programs.
global XProject Manager
Mar. 2008 - Jun. 2017Cleveland/Akron, Ohio AreaIn this role, I reviewed and approved all project-related proposals and contracts. I conducted thorough research of real estate markets and audited pertinent information to ensure that transactions were completed appropriately.
Key Accomplishments:
• I managed $25MM in historic real estate acquisitions
• I managed 700K sq. ft. of commercial real estate distributed across three states. I oversaw in-house and off-site marketing efforts by performing ad hoc analyses and other activities related to ensuring the company’s financial health. Reconciled corporate credit card and bank accounts and resolved employee expense issues. I designed and produced print and digital marketing materials. I represented the organization at trade shows and event sponsorships.
Key Accomplishments:
• I coordinated travel for 20+ employees distributed across 6 different national offices.
• I managed accounts payable, accounts receivable, and financial records for 25 legal entities.
• I prepared, tracked, and maintained IRS Forms 1099 and 1096.
SG MorrisInside Sales Assistant
Jan. 2006 - Dec. 2008
Harbor Light HospiceAdminsitrative Assistant
Jan. 2005 - Dec. 2006
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