Built a daily volumes and revenue forecast for 2022 and beyond. Partnered with Head of Accounting to rework P&L COA to enable easier financial modelling by business line and departmental budgeting. Partnered with department heads to clean up spend accounting. Partnered with staffing departments' leaders to build demand planning models and used that to save six digits in monthly excess staffing. Partnered with business leaders to build a bottom-up P&L forecast. Redesigned corporate financial metrics. Built an ROI model for internally-developed VRI platform. Designed a successfully implemented sales commissions model to incentivize gross profit. Sourced errors in existing SSRS costing report and its SQL query. Wrote a SQL query to establish billed volumes truth and did monthly revenue reconciliations to it. Built self-serve pricing calculators, and worked with Head of Sales to establish pricing guidelines. Designed and instituted a monthly financial narrative to leadership.

- Responsible for Key Indicator Report compiled via SQL and SSIS and published in Tableau for distribution and use byleadership across organization- Halved processing time and improved accuracy of Key Indicator Report, and wrote scripts for 2021 HEDIS measures

- Served as Finance Partner to two IS pillars with nine-digit yearly OpEx spend and four-digit headcount- Partnered with senior leadership to reduce variances, reprioritize spend during COVID, and meet budget targets- Served as SQL, reporting, and Tableau SME for broader Central FinOps team; fixed years long imprecise join issues

- Created and maintained databases in SSMS, blended data with SQL, and built insightful dashboards- Lead the 3 month project of migrating Sales and A/R data from Great Plains to NetSuite- Built an ETL process to transform Quorum CRM data into line item invoice data for Advarra’s NetSuite- Standardized data from acquisitions and provided reports for the Corporate Leadership Team

- Provided data room revenue reporting and continued most of my Billing Analyst duties- Managed the cross-functional 2019 Pricing Project and provided analyses that shaped pricing and billing methodology changes- Designed and implemented a revamped consulting revenue recognition process to enable project costing- Continued to measure, test, and refine the revenue model and learned lessons from the results

- Managed the 2019 Pricing Project and provided analyses that shaped pricing and billing changes- Provided data room revenue reporting and initiated the measurement, testing, and refinement of forecast models- Redesigned the revenue recognition process for consulting company to enable project costing and scalability- Initiated and built a SmartConnect-GP process enabling creation and modification of price levels in 1/10th the time

- Streamlined the invoicing process and reduced processing time by 75% & billing errors by 60%- Initiated and developed an IntegrationManager-GP process which halved the time spent updating customer cards- Performed client spend and company revenue reporting, reconciled sales GLs, and served as a SME on projects

- Cured significant tax withholding liabilities during remediation via research, data manipulation, and documentation