MarketerHire is an on-demand solution for hiring marketing freelancers. I was brought on to build the FP&A function from the ground up as the company experienced significant growth, with responsibility for advising our accounting staff on Chart of Accounts, reengineering the financial reporting, and building a forecast model to enable data-driven decision making. To date our work has included development and implementation of new FP&A and financial reporting processes (variance analysis… Show more MarketerHire is an on-demand solution for hiring marketing freelancers. I was brought on to build the FP&A function from the ground up as the company experienced significant growth, with responsibility for advising our accounting staff on Chart of Accounts, reengineering the financial reporting, and building a forecast model to enable data-driven decision making. To date our work has included development and implementation of new FP&A and financial reporting processes (variance analysis reporting, bottoms up/zero-based expense forecast tools, accrual based/GAAP procedures, etc.) and a consolidated three-statement operating model. I have also created reporting in Excel, Causal, and Looker for founders, CFO, Controller, and other key stakeholders.Other responsibilities include monthly financial reporting/forecast updates, managing forecast models, and producing ad hoc analysis in support of ROI analysis and other strategic decision making. Show less

Osprey Packs manufactures high-end backpacking equipment. I serves as the FP&A function and developed financial reporting processes and a consolidated forecast model that integrated BS, SCF and IS.Other work included introduction of zero based budgeting and forecasting methods, contribution to acquisition of a European distributor (financial projections/pre and post pro forma financial presentations), cash reporting, 3 & 5 year projections, sales reports, Excel and Power BI reports for… Show more Osprey Packs manufactures high-end backpacking equipment. I serves as the FP&A function and developed financial reporting processes and a consolidated forecast model that integrated BS, SCF and IS.Other work included introduction of zero based budgeting and forecasting methods, contribution to acquisition of a European distributor (financial projections/pre and post pro forma financial presentations), cash reporting, 3 & 5 year projections, sales reports, Excel and Power BI reports for executives, etc. During the company's 2021 sale to Helen of Troy, I created/managed a financial model which was the basis of all numbers included in the CIP (Confidential Informational Presentation) and the Book, and collaborated with Morgan Stanley teams to modify the model and reporting for the CIP/Book. I was also a member of the due diligence team that provided timely responses to 500+ requests for information. Show less

Vantiv was a payments processing company (acquired by FIS). I joined Vantiv as part of their acquisition of Mercury Payments Systems and joined the FP&A group upon completion of the integration, serving as the finance SME during integration of MPS into Vantiv to calculate synergies, execute their capture, and migrating accounting and reporting functions to Vantiv corporate. I was named to the founding team for the Reporting Center of Excellence responsible for recurring internal… Show more Vantiv was a payments processing company (acquired by FIS). I joined Vantiv as part of their acquisition of Mercury Payments Systems and joined the FP&A group upon completion of the integration, serving as the finance SME during integration of MPS into Vantiv to calculate synergies, execute their capture, and migrating accounting and reporting functions to Vantiv corporate. I was named to the founding team for the Reporting Center of Excellence responsible for recurring internal reporting, and advised the CIO’s Divisional CFO on risk and opportunity in forecasts.Other work included managing finances and P&L for IT and Operations of the Integrated Payments business unit, maintaining expense forecasts for 400+ FTEs, and producing monthly analysis for the divisional CFO in preparation for corporate earnings calls. Show less

Mercury Payment Systems was a credit card processing company (acquired by Vantiv in 2014). My work in this role included IPO preparations (reporting, S-1, SOX compliance), serving as an SME for the MS Dynamics (now 365) implementation, developing accounting and FP&A functions and reporting, analytics work for the CFO, and coordination of annual budget prep. I was named 2013 Employee of the Year in recognition of implementation of a zero based expense reporting and forecasting process… Show more Mercury Payment Systems was a credit card processing company (acquired by Vantiv in 2014). My work in this role included IPO preparations (reporting, S-1, SOX compliance), serving as an SME for the MS Dynamics (now 365) implementation, developing accounting and FP&A functions and reporting, analytics work for the CFO, and coordination of annual budget prep. I was named 2013 Employee of the Year in recognition of implementation of a zero based expense reporting and forecasting process that enabled department leaders to view each department as an independent business. Show less

In this role I performed all aspects of desk review relating to Medicaid long-term care engagement under the direct supervision of senior associates.

During my first tenure with Mercury I oversaw basic financial functions including management of both the accounts payable/ receivable clerks. Other responsibilities included journal entries, coordinating annual audits, managing a fixed assets database, daily cash flow forecasts, and budget monitoring.

I was hired in the Budget Office to develop and maintain cost accounting spreadsheets in MS Excel, collect expense data, and other duties as required.