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Work Background
Senior Analyst, Group Planning
Todd CorporationSenior Analyst, Group Planning
Jun. 2023 - Jul. 2024Wellington, Wellington Region, New Zealand · On-siteNatural Gas upstream and downstream business that is globally diversified into solar energy, property, minerals, and healthcare. • Rebuilt the Todd Group 10-year outlook model to organize complex multi-division data into a reliable, easy-to-audit, user-friendly, planning and forecasting tool • Strategize with group planning, finance, and treasury teams as well as major divisions to determine optimal business scenarios • Capture precise financial operations within the planning model, including production, ETS movements, and tax forecasting, then audit variances to steer strategic business decisions • Assist with macro-level data collection for valuation of assets, treasury functions, banking models and divisional scenario assumptions
eCommerce & Program Director
Remote Coding BootcampeCommerce & Program Director
Dec. 2022United States, HonoluluTechnology Talent Development and Consulting Firm • Strategic Leadership: Develop and execute comprehensive e-commerce strategies to enhance user experience and drive online sales. Analyze market trends, customer behaviors, and competitive dynamics to identify growth opportunities and inform strategic decisions. • Program Management: Oversee the entire lifecycle of e-commerce programs, from planning and execution to optimization. Manage cross-functional teams across marketing, technology, and product development to ensure seamless project delivery. • Financial Oversight: Provide financial insights and strategic recommendations to guide business focus. Manage operational finances including AR/AP processing, payroll, reconciliation, and foreign currency hedging. Develop and present monthly/quarterly forecasts, annual budgets (ACP, AOP), and long-term financial plans to support decision-making across all departments. • Project Management: Handle project lifecycle financing and logistics for traffic-generating publication projects, ensuring timely and accurate execution. Lead the Remote Coding Bootcamp training program and oversee software development and data analytics consulting services. • Data-Driven Optimization: Monitor performance metrics and leverage data to drive continuous improvement in e-commerce strategies. Implement new technologies and platforms to enhance digital capabilities and maintain a competitive edge. • Cross-Functional Collaboration: Work closely with senior leadership and stakeholders to align e-commerce initiatives with broader business objectives. Facilitate the integration of DEI and CSR policies and procedures to foster a culture of inclusion and corporate responsibility. • Reporting and Compliance: Produce accurate, timely financial reports, conduct internal audits, and manage annual tax returns. Ensure compliance with financial regulations and company policies.
Senior Business Analyst
Newnentaiken CorpSenior Business Analyst
Mar. 2018 - Jun. 2023United States · RemoteCorporate ESG consultation services. • Manage global remote work projects spanning from March 2018 until present. • Provide financial insights and strategic recommendations to better direct business focus and design • Manage revenue, cost of sales, cash flow, working capital, operating efficiency and leverage, processing, payroll, and reconciliation of foreign currency transactions • Responsible for the initiation, planning, execution, monitoring, and closure of renewable energy corporate development and traffic generating publication projects for clients • Own development, presentation, and implementation of monthly/quarterly forecasts, ACP, AOP, and 5-year financial plans to project long term growth and support decision making across all departments • Produce accurate, timely monthly/quarterly/annual financial reports, internal audits, and annual tax returns • Integration of ESG components into financial statements, creation of renewable energy models, and production of valuation reports for corporate clients. • Assist with the facilitation of HR, technical training programs for modeling and data visualizations, and team management in accordance with company policies.
Senior Financial Controller
The Walt Disney CompanySenior Financial Controller
Dec. 2016 - Mar. 2018Orlando, Florida Area12-month Consulting Position, extended on client's request. Hired through HTC Global Services (Ciber Global HTC) as the IT Department Controller for Disney Vacation Club Technology & Assistant with Disney Cruise Line Technology. • Managed and maintained financial spreadsheets for capital and expense budgets/forecasts, consolidated department financials, automation of key reports, and identified spending trends. • Presented analysis of operating costs, accruals, and forecasts to senior leadership, prepared cash flows, and collaborated with project and functional managers to review and update budgets. • Assisted with new department and project controller training, resource allocations and time accounting for projects, and the processing of SOWs, POs, and invoices. • Served as liaison between project development teams, finance, and technology for Disney Vacation Club and Disney Cruise Line technology departments.
Senior Financial Analyst
DardenSenior Financial Analyst
Mar. 2014 - Aug. 2014HIRED THROUGH RANDSTAD HOLDING LTD Business Analytics & Report Management Office • Ran, Modified, and Automated Reports for FSE Look Forward & Look Back, Weather, New Restaurant Openings, 13 Week Labor, Brand Delivery, Corporate Side-by-Side P&L, 3 Brand Labor Analysis, Tip %, & Bottom Quartile Labor & Prime Cost • Altered macros and Microstrategy reports for sale of Red Lobster Concept • Built & automated margin reports using MS Excel & Microstrategy for each concept/brand • Built a statistical exception analysis model for KPI metrics: Lunch, Dinner and Total Sales & Guest Counts, Labor Productivity, Wage OT, Cash O/S, FOH & BOH Expenses, Table Turns, and Ticket Times • Validated new software to display correct KPI data on concept dashboards using Microstrategy reports and excel • Assisted with statistical determinations for KPI exceptions and built models to identify outliers from over 1,500 locations • Performed a restaurant industry and economic analysis focusing on new competition and rewards programs
Valuation Analyst
Adhikari InternationalValuation Analyst
Mar. 2012 - Aug. 2012United States, ChicagoMiddle Market M&A company • Starting with the Early Discussion phase of M&A through Financing • Buy and Sell side for strategic buyers and sellers with hard and soft synergies • Valuations focused on maximizing value for both parties • Model acquirer and target DCF, deal assumptions including various corporate structure and financing scenarios, closing balance sheet, pro forma model, comparable and precedent transactions • Primarily modeling responsibilities with some exposure to NDA, CIM, and the Due Diligence Check & Report • Utilization of the Business ValueXpress proprietary valuation software • Automated online versions of multi-tiered software packages for New Terminal Value product
Management Consultant
Towers ProductionsManagement Consultant
Feb. 2012 - Mar. 2012Greater Chicago AreaTelevision Production Company • Prepared monthly and rolling twelve-month forecast model based on upcoming and probable production contracts • Tracked cost and forecast variance by analyzing and interpreting probabilities of unfavorable or unknown variables • Oversaw weekly cash flow forecasting model and assisted in weekly cash flow management to ensure sufficient funds were available to cover monthly expenses • Interviewed department managers to identify cross-department issues in cost estimates and communication • Performed financial statement due diligence and make recommendations directly to chief executives • Reported to board members on corporate COGS, operational cost variances and accuracy of financial statements • Successfully recommended implementation of a cross-department ScheduALL software program and the relocation of the home office, increasing efficiency and margins to prevent a bankruptcy situation
Financial Advisor
Edward JonesFinancial Advisor
Jun. 2011 - Aug. 2011Kapolei, Hawaii, United StatesFINRA Series 7, FINRA Series 66
Investment Analyst
EJW Arbitrage Group LLCInvestment Analyst
Feb. 2010 - Dec. 2016United States, HonoluluBoutique investment company. • Starting with the Early Discussion phase of M&A through Financing • Creation of pitchbooks and pitch decks • Buy-side focused for strategic and financial buyers with hard and soft synergies • Communicate and create relationships with buyer and seller • Use acquirer and target financial statements to produce DCF • Integration of deal assumptions such as purchase price, forms of consideration, sources and uses of cash, goodwill/PPA, and various scenario options including financing options, synergies, takeover premium, and cash consideration to create a closing balance sheet • Creation of the pro forma model, pro forma DCF • Perform accretion/dilution analysis, and sensitivity analysis of assumptions • NDA, CIM, Modeling, Due Diligence Check & Report, DPA • Analysis pertaining to revenue forecasts, comparable company and precedent valuations, capitalization, transaction structure and cost, and FMV adjustments. • Assisted with the creation of a variety of other models: operational, LBO’s, startup / e-commerce, real estate, renewable energy - solar, ESG integration, regression analysis, and monte carlo simulations. • Developed risk/return models for commodity futures spreads in the energy markets • Developed documented policies and procedures as necessary
Financial Analyst
Ideas in Motion LLCFinancial Analyst
Aug. 2008 - Feb. 2010Kenosha, WIPrivate hedge fund specializing in arbitrage techniques • Research & analysis of hedging & arbitrage strategies regarding duel listed equities • Publicly announced merger & acquisition risk analysis & arbitrage potential • Due diligence with ETF portfolio managers regarding long/short leveraged ETF pairs • Researched closed-end fund (CEF) holdings & weighted sector mirroring for discount arbitrage • Performed in depth corporate financial statement and industry ratio analyses
Financial Representative
Northwestern MutualFinancial Representative
Mar. 2008 - Aug. 2009Crystal Lake, ILInternship • Produce clients through warm leads via telephone and face-to-face meetings • Solicit whole and term life insurance policies to clients and potential clients • Review client budgets and long-term goals to assist in personal financial planning • Life, health, and long term care insurance licenses
Network Security Manager
US Marine CorpsNetwork Security Manager
Dec. 2000 - Dec. 2008Camp Lejeune, NCNetwork Security Manager • Oversaw network security operations. • Implemented security protocols and responded to security incidents. • Managed network access and user accounts. Certification Authority Workstation (CAW) Operator (0652) • Managed PKI systems and issued digital certificates. • Ensured secure electronic communications. • Maintained certification authority workstations. Defense Message System (DMS) Specialist (0653) • Managed secure messaging systems. • Ensured the security and integrity of sensitive communications. •Supported communication protocols and standards. Data Network Specialist (0651) • Installed, configured, and maintained data networks. • Troubleshot network issues and ensured network availability. • Managed network infrastructure and supported user needs. IT Helpdesk / Network Support Admin • Provided technical support to end-users. • Troubleshot hardware and software issues. • Maintained user accounts and ensured smooth IT operations. • Managed daily network operations and routine maintenance. • Ensured network availability and performance. • Supported various IT and network systems. Locations • Twenty-nine Palms, CA • 2FSSG Camp Lejeune, Jacksonville, NC • Camp Fox, Kuwait • JTF-HOA Camp Lemonnier, Djibouti, Africa
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