Managed Unlearn's Finance function as the only full-time Finance employee, with responsibilities including banking, AP, AR, corporate credit card oversight, financial reporting and analysisAssisted with implementation of new Treasury policyAnalyzed and tested various financial tools (Jirav, Causal, Mosaic) to replace current financial models (housed in Google Sheets/Excel) with a more robust and flexible alternativeLed the planning, implementation/building, and upkeep of new financial models, including headcount, operating expenses, revenue forecasts, and cash flowManaged AP/AR to ensure timely invoices and improved monthly close processPrepared quarterly financial metrics and analysis for executives/Board of DirectorsLed annual budgeting process by analyzing prior year financials and incorporating input from department heads on forward-looking expenses

FP&A forecasting and budgeting using BPCS, Domo, Excel, Oracle, and TableauLed project centered around bringing in financial data from acquisition into existing CRM systemDeveloped Python script to extract information from old system for over 7,000 itemsMonthly closing responsibilities including journal entries, reconciliations, data upload/consolidation, sales reporting, and system managementCreated standard operating procedures for undocumented processesWorked alongside Director of FP&A to prepare monthly operations review with consolidated financials, KPI metrics, and sales/EBITDA bridgesResponsible for managing accounts receivable using Dunning process

Beta tested course material in CourseraParticipated in virtual synchronous office hours, small group and individualHosted virtual synchronous recitations, covering problems chosen by course staff and addressing the current difficulties of the studentsGraded student work according to an established rubric, provided feedback and uploaded grades to the platformMonitored and responded to student questions in the communications forum

Investor Relations and Corporate Financial Planning and Analysis (IR and FP&A) AnalystWork alongside CFO, controller, and VP of Corporate Finance to prepare financial reports for both external (analysts, investors) and internal (management, Board) parties.Responsible for creating and filing quarterly 8-K earnings material, including a press release of financial results and an earnings call slide presentation.Responsible for creating monthly financial reporting package for senior management and the Board, including P&Ls, balance sheets, cash flows, and forecastsExperience with Excel, Python, VBA, Hyperion Enterprise, Business Warehouse, Tableau, and SAP.

FP&A experience using Excel, Hyperion Enterprise, Business Warehouse, and SAP.Automated files to drive process improvement with knowledge of Excel, VBA, and Python scripting.Cost accounting experience in a manufacturing plant with daily and weekly production reports, variances versus standard, and variances versus budgetData management and visual analytics using Tableau softwareHosted workshops to teach other employees about advanced Excel techniques

Managed client accounts, including investments, risk tolerance, and planningProspected for new clients by going door-to-door (face-to-face) and building rapportProduced and presented client-facing reportsCreated financial forecast models within Excel to analyze risk scenarios and determine financial goal feasibility by modifying model inputsEarned Series 7 and 66 Licenses (now expired)

Worked with client vendor portalsCollected/researched information relevant to client needsLearned and worked with NetLogo sociology molding software

Recruited/trained student volunteersLed group of UMBC students to Baltimore public school to teach STEM topics in an after-school program targeted at below-average studentsCreated enrichment activities pertaining to science, engineering, NASA

Collected statistical data and research relevant to studyTranscribed interviews with research participantsInput information into statistical data tables