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Work Background
Robert Half for Panorama Education FP&A CONSULTANT
Sep. 2024 - Dec. 2024RemoteProvide expertise in Adaptive Insights and OfficeConnect. Assist in consolidating budget files. build out reporting and manage any changes within the system. Assist with tasks to support the FY25 Operating Plan development period.
Key Accomplishments:
•Facilitated the development of EBITA and other non-GAAP reporting needs for management reporting.
•Developed variance analysis reports that helped shorten turnaround time after the accounting period has closed.
•Helped review and make adjustments for Cash Flow model to get back in balance. Review and improve assumptions in the model to improve forecast.
CarParts.comSr Financial Analyst
May. 2023 - Mar. 2024California, United StatesCorporate Financial Reporting and Business Partner for Demand Planning, Sourcing, Data Science, and Marketplaces for Amazon and eBay. Optimize and create tools and reports that leverage Adaptive Insights for maximum productivity and effective reporting.
IntappSenior Financial Analyst
Jul. 2021 - May. 2023Palo Alto, California, United StatesGlobal Headcount Management, Corporate Reporting, and Adaptive Insights Administrator. Collaborate with HR Operations, Budget Owners, and Finance Business Partners to manage headcount in Adaptive Insights and Workday HCM. Update and maintain the Adaptive model as needed. Ensure Adaptive Planning and NetSuite in sync. Provide training to personnel for best practices. Create tools that leverage Adaptive Insights for maximum productivity and effective reporting.
[24]7.aiSenior Financial Analyst
Jan. 2021 - May. 2021San Jose, California, United StatesCollaborated with Marketing team for Expense Management and development of FY22 (Apr21-Mar22) Operating plan. Adaptive Planning support for optimizing budget management and variance reporting. Created cost models for IT projects. Key Accomplishments:
•Reviewed Adaptive Planning level attributes to align with the current organization and developed dynamic web reports for variance analysis.
•Financial Analysis support for IT/IS projects for contract renewal and cost of movement to Cloud and Hybrid models.
NateraSenior Financial Analyst
Mar. 2019 - Dec. 2020San Carlos, CAManaged highly dynamic operational budgets for Research and Development in the rapidly growing Genetic Testing industry. Finance support for Research and Development budgets exceeding $90 Million annually. Key Accomplishments:
•Commended by CFO for transition to Adaptive Insights for 2020 Operating Plan cycle. Able to quickly iterate and presentations were well organized, clear, and concise.
•Rapidly deployed new automated reports for excel and web optimizing the implementation of Adaptive Insights and OfficeConnect Software. Moved from Excel based reporting to dynamic dashboards and data connectivity.
A10 NetworksSr Financial Analyst
May. 2014 - Jun. 2018San Francisco Bay Area•Spearhead comprehensive analysis and development of Profit & Loss, Balance Sheet, and Cash Flow Financial Statements. Build, maintain, and continuous improvement for bookings, backlog, revenue, and margin tracking, analysis, and forecasts. Leverage proficiency with Oracle, Advanced Excel, Salesforce, and Adaptive Planning OfficeConnect tool to bolster automation for Financial forecasts. Develop and maintain Adaptive Discovery business intelligence dashboards and coordinate revenue tracking responsibilities. Key Accomplishments:
•Achieved reduction in processing time by over two days per month and oriented forecast preparation prior to earnings call. Process and template selected for presentation at Adaptive Live Trade Show breakout session.
•Served as a leading member of the team that earned an Innovation Award for Best Sales and Revenue Analytics.
•Recognized for driving first quarterly profit and generating new profits and higher revenue streams.
Trim FinanceFounder & Fractional CFO | Trim Finance
Jan. 2012Helping fast-growing businesses gain clarity and efficiency through fractional CFO services, focusing on agile financial planning, real-time forecasting, and financial systems integration. I transform financial data into actionable insights, optimizing tech stacks and operations to drive smarter decisions and sustainable growth.
Conceptus (Now part of Bayer Healthcare, LLC)Senior Financial Analyst
Oct. 2006 - Nov. 2013Mountain View, CA•Expense management for Medical Device Marketing and Sales Organization maintaining high-volume budgets in excess of $50M for over 25 departments and directed annual operating plan development. Manage Marketing expense and ROI models for evaluating advertising programs. Design Sales Incentive Compensation Programs. Develop models and process Sales Commission Payments. Built out financial models and performed dynamic revenue forecasts. Reconciled balance sheets and generated cash flow statements. Engaged with board of directors to address reports regarding international revenue versus plan and prior including currency fluctuations and grouped by region. Created sales operations reports and executed innovative training efforts to elite teams of professionals. Key Accomplishments:
•Forged strong relationships with IT leaders to develop excel-based tool connected to ERP system to bolster variance analysis and streamline $75K in operating expense savings.
•Deployed dynamic advertisement campaigns and maintained foreign currency hedging contracts and reconciliation.
•Received certificate of recognition from marketing for supporting budget and improving variance accuracy.
SolectronProgram Manager
Sep. 2003 - Oct. 2006Milpitas, CA•Served as team lead for six sigma Kaizen events and monitored process improvement projects. Managed startup of IBM asset recovery project including building sales/revenue models, cost of sales, & operating expenses to develop a Profit & Loss model. Maintained metrics and ensured strict compliance to customer contracts. Supervised 45 professionals across multiple departments to achieve shared business objectives.
SchlumbergerFinancial Analyst
Jun. 2000 - Jul. 2002San Jose, CA•Managed month end close for two product lines with revenue exceeding $30 million annually including: Revenue Recognition, P&L statement preparation, 12 month rolling forecasts, journal entries, cross charges, budgets, fixed asset analysis, account reconciliation, accruals, and numerous ad hoc reports as requested by supervisor for audit team during due diligence divestiture process. •Analyzed project costs for ten engineering departments at a Semiconductor Test Equipment manufacturer with annual expense of $25 million and allocated the charges to the appropriate product lines.
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