Key responsibilities in support of the GTM organization:- Provide data-driven insights to the CRO and all levels of sales leadership- Facilitate weekly forecast calls & projections- Support of the QBR cadence - Developing and monitoring sales KPIs- Headcount and capacity planning- Territory optimization/segmentation- Quota development and assignment- Analytics and ReportingKey responsibilities as the leader of the company’s incentive compensation program:- Commission plan design and administration- Bonus plan design and administration- Expense modeling and forecasting- Design and development of ad-hoc SPIFFs to drive incremental growth- Ensure accurate and on-time payment of earned incentivesKey responsibilities as a part of the Finance & Strategy leadership team:- Act as the intermediary between finance and the GTM organization- Set monthly/quarterly/annual bookings targets- Forecasting & financial reporting- Assist with M&A activities- Support strategic initiatives and measure ROI- Continuous monitoring of performance relative to financial goals- Data governance

Working closely with executive management to develop and refine the company’s long-term financial plans and objectives, facilitating our annual financial assignment across 40+ regions. Executing complex financial analysis, insights, and recommendations to support strategic decision-making. Mentoring and directing a global team of financial analysts to complete all planning and forecasting activities.Spearheaded the design and implementation of the planning platform Adaptive Insights to improve financial planning and sales planning. Launched the Sales Analytics function (segregated from FP&A) to better monitor the health of the business and provide deeper insight on operational metrics and KPIs.

Led all facets of the budgeting process across the corporate office and four subsidiaries. Monitored daily cash expenditures and produced weekly cash flow forecasts. Ensured compliance with financial regulations, accounting standards, and internal controls. Identified financial risks, assessed potential impact, and developed risk mitigation strategies. Worked closely with internal audit and compliance teams to ensure financial integrity and adherence to policies and procedures.

Trained and led team of FP&A analysts. Directed the planning and forecasting activities for all lines of business spanning G&A, Sales, Marketing, and Services. Approved and tracked all open positions, requisition requests, and offers to potential candidates. Assessed and implemented financial planning and analysis tools to streamline data management, reporting, and analysis processes.

Supported the VP and CFO in executing all budgeting and forecasting processes. Partnered with the VP, FP&A in building out and developing the FP&A function. Delivered financial insights, advice, and recommendations to drive profitability, cost optimization, and operational efficiency. Collaborated across departments to create cohesive, consistent communications.

As a Financial Planning Analyst (FP&A) my responsibilities focused on the annual preparation and presentation of the consolidated budget for a $2B company within the information security sector. Other duties include weekly, quarterly, and yearly cash forecast; variance analysis; revenue projections; LOB performance metrics; board reporting; as well various other ad hoc projects that relate to our Financial Planning & Analysis department.

As an Accountant and Analyst I maintain and manage accounts and ledger records and provide management with financial information, while auditing for compliance. Duties include compiling and analyzing financial information, developing integrated revenue/expense analyses, projections, reports, and presentations, and creating and analyzing monthly, quarterly, and annual reports. I perform financial forecasting and reconciliation of internal accounts, and also support the sales and/or consulting team, including reporting and bonus calculations.

Assist clients with IRS and U.S. Department of Labor reporting requirements as well as offering solutions for plan design, compliance testing and preparation of Form 5500 for 401(k), profit sharing, employee stock ownership (ESOP) and 403(b) plans.