Providing strategic insights and helping companies find the perfect balance of quality and profitability.

Managed finance, FP&A, accounting, and operations teams. Owner of forecasting, budgeting, analytics, reporting, KPIs, variance analysis, revenue model, cash flow forecast, and financial policies. • Promoted within five months for exceeding goals and providing successful finance leadership and strategy• Slashed expenses by $8M by playing a key role in restructuring and merging operations of three companies• Led and mentored team of 2-8 members; with 2-4 direct reports• Designed and implemented sound policies, practices, and procedures to control expenses and manage operations• Created and implemented formal financial forecasts, budgets, KPI monitoring, financial business model, and monthly internal and external reporting• Managed $11M budget• Successfully partnered with internal C-suite and department heads to plan and manage budgets, and provide strategic insights and recommendations.Tech education coding bootcamps located in Lehi UT, Dallas, Phoenix, and San Francisco. Subsidiaries of the $2B public education company, Strategic Education, Inc. (Nasdaq: STRA)

Senior finance member responsible for financial forecasting, budgeting, modeling, analysis, and internal reporting. Supported senior and executive leadership by influencing strategy, business decisions, operations, and headcount levels.• Created and managed $200M budget• Collaborated with CMO, CTO, and other leadership to create and manage annual budget• Managed implementation of IBM COGNOS TM1 environment to create financial reporting for leadership• Improved financial reporting by designing dynamic P&L by department, function, and location

Responsible for all deposit and savings products and features with focus on improving value to customer, marketing competitiveness, and financial performance. Created monthly reporting for senior and executive leadership regarding deposit rates and balances. Presented business cases to executive committee to recommend changes for products and features.• Eliminated $1.2M in annual expense by discontinuing non-value adding product features• Led inter-departmental project team to modify product features• Improved customer experience by utilizing data analysis to discover and correct check vendor errors

Performed bank exams by analyzing and auditing financial statements, budgets, and forecasts to evaluate viability, fiscal responsibility, and financial risk. Collaborated with multiple bank executives and staff to obtain requested documentation, determine banking practices, and discuss findings. Evaluated loan documents to ensure compliance with federal regulations and ensure proper lending practices.• Led team of 6-10 through planning, execution, and reporting findings of bank exams• Passed rigorous federally required accounting exams• FDIC Mission Award Recipient

Performed underwriting of small business real estate loans by analyzing financial statements, tax documents, property appraisals and inspections, business plans, and leadership. Presented multiple loan cases to senior leadership for approval.