Presented with the opportunity to lead the Corporate Finance team after an internal reorganization. Ensured a seamless transition and quickly improved the team's deliverables, implementing a new full company forecast model and revamping the monthly variance process. Focused on mentorship and clear expectations, revitalizing the team, and building a strong foundation for future success. I'm eager to leverage these experiences and continue making impactful contributions at LegalZoom!

Continued to build the Business Finance team’s brand as the go-to executive business partners. Gained expertise in reporting systems, streamlined team reporting practices, and improved the frequency and quality of materials. Developed consistent daily, weekly, and monthly business metric and financial performance review frameworks allowing for leaders to identify trends and to action any required changes. Fostered a supportive and high-performing environment, giving team members the opportunity to build cross functional relationships and grow within the organization.

Led the build-out and scaling of the Business Finance, Product & Partnerships team at LegalZoom. Ensured the team grew to meet evolving business needs, hiring three highly respected direct reports and revamping the finance team’s recruiting process to include skill-based assessments to attract top talent. Established scalable frameworks to connect business decisions with their financial outcomes. Partnered with product and partnerships teams to build detailed financial models for new and existing offerings. Fostered strong relationships with operational leaders by providing meaningful insights and collaborating on key initiatives as the finance subject matter expert.

Spearheaded TrueCar’s initiative to standardize and automate financial and operational reporting, including the development of real-time executive dashboards, hosting monthly senior leadership strategic planning meetings, and tracking key business initiatives’ ROI. Promoted data driven decision making through cross-functional initiatives between department leaders, business intelligence, finance, and product which identified KPIs, developed approved data sets, and created tableau visualizations.

Expanded the financial operations team to five analysts, matured department financial forecasting, and helped rebuild the corporate financial planning process during TrueCar’s 2019 leadership change. Developed the first real-time access to monthly revenue by customer and transitioned the field sales and service performance compensation plans to revenue generation, aligning individual earnings with company performance.

Presented the opportunity to stand up Financial Operations from scratch by department leadership, including hiring three analysts, and developed the first complete department operating and financial forecasting model, responsible for ~$315M in annual revenue. This accomplishment unlocked the ability to regularly compare performance vs. plan in executive reporting, hold ROI based strategic planning discussions, and influence corporate guidance setting discussions.

Led operational reporting, dealership targeting, and team goal development for the Dealer Sales & Service organization. Frequently designed and tracked strategic initiatives for the executive team, redesigned sales compensation to increase efficiency, and provided a comprehensive analysis of the organizational structure resulting in its restructuring to focus on its core competencies.

Projected revenue growth for sales initiatives and mapped important compensation metrics for the Dealer Sales & Service organization, creating a more efficient real-time performance feedback loop. Optimized TrueCar site coverage through dealership targeting, and provided a custom reporting suite as a tool to increase dealer acquisition and improve retention.

Developed a comprehensive knowledge of financial products, client relations, and presentation skills during a rigorous 13-week financial advisory program, gaining an increased ability to approach sensitive topics and aid important decision-making.

Vice President of a highly selective six-figure student run investment portfolio atOccidental College. Analyzed market trends and led multiple effective presentations on proper investment strategies and potential investments.

One of 16 students selected to vet potential new economics professors. Critiqued sample lectures, interviewed candidates, and helped select a new developmental economist.

Chosen by my Econ professor as the student to grade problem sets in an Intermediate Macro- Economics class, enhancing my understanding of how to apply economic theory.

Interned with the President of a preventative medicine startup. Built out the master calendar for a multi-million dollar large-scale pilot program of the software platform for Sharp HealthCare. Assisted in defining treatment groups and scripting patient interactions.

Interned in the Springboard Program that helps entrepreneurs start new technology and biotech companies. Helped restructure their process to focus on higher caliber companies. Met with C- level executives, organized and ran meetings, and provided administrative assistance.

Front Desk Clerk and Valet/Bellman/Driver positions. Promoted to Front Desk and askedto return the following year. Honed my customer service skills while handling telephonerequests, booking rooms, solving problems and working with time sensitive issues.Produced high customer satisfaction.