• Implement technology solutions with Excel, SQL, Python, ChatGPT, LLama and App Scripts to enable scalability of Treasury reporting and analytics• Assist treasury managers with CECL, 10Q, CFO deck, Cash flux, FX reports production • Partner closely with treasury operations team to develop and implement cash forecasting models and cash management reporting• Refine, optimize and automate the investment management dashboard which included portfolio and composite returns and return attribution

• Design, build, and maintain Plx queries and create visuals with Google Studio Dashboard toautomate tracking of OKR metrics and OPEX spend categories• Collaborate with cross functional teams across marketing, and strategy & operations (S&O) on spendand PO tracking to improve efficiency and data traceability/accuracy• Support Cloud Marketing FP&A team with focus on x86 partner incentive program management• Streamline H2 budget transfer tool with formulas• Develop and implement project budget and forecast spend allocation with SQL, App Scripts andGoogle sheets• Create a summary Google Cloud Marketing (GCM) headcount and accounts payable spend bycountry and strategic business group• Assist with recreating reports Q2’22 GCM financial results with focus on travel spend• Identify variances created by FX issues, amortization and accruals within EMEA

Developed automated reports with Excel formulas (vlookup,pivot tables), Visual Basic, Python,SSRS and Microsoft Power BI for member partners, associates, finance and accounting• Assisted end-users with issues surrounding Microsoft SSRS by troubleshooting errors and bugs• Leveraged Python (i.e. pyautogui package) to automate report retrieval resulting in efficiency

$52 million+ year SaaS companyMaintained financial modeling for the 2018 budget plan, forecast and reforecast (income statement, balance sheet, cash flows) including revolving line of credit Reported to CFO and EVP HR for forecasting and tracking company's actual and forecasted 2018 headcount and assisting revenue team with forecast

PE-backed SaaS company in US Public Safety market. Reported directly to CFO, Controller and Treasurer. Recruited to support sales, operations, accounting and finance |with financial analysis, business insights and ad-hoc reporting Led financial modeling for the 2018 budget plan (income statement, balance sheet, cash flows)Constructed and reported on accounts receivable borrowing base for company's LOC and payrollAssisted with the 2016 and 2017 external audit by pulling invoices, credit memos and other supporting revenue recognition schedulesPoint person for most software licensing renewals from calculating camera license keys, to invoicing to collections to credit memos and revenue recognition Automated payroll G/L reporting from Trinet to Oracle JDE ERP, licensing renewals, saving hundreds of hours of manual account inputs

$50 million global privately-held manufacturer. Reported directly to CFO and CEO. Recruited to support sales, operations and corporate marketing functions within the wholesale business with financial analysis, business insights and ad-hoc reporting Conducted market research on main customers, incorporated earnings calls, public financial, research trends and equity research reports to determine if revenue impacts attributed to the customer was systematic or unsystematic Analyzed the profitability of each customer starting with the large customers taking into account all allowances, discounts, RMA's Examined all line items expenses and determined what could be cut to maximize profitabilityAuthored the mergers & acquisitions policy and achieved Board approval of new processKey member of executive cost reduction teamCreated financial models to aid scenario analysis if certain divisions were dissolved or spun-off. Determined low turning inventory items and made appropriate recommendations

• Responsible for market research and planning• Generating IT MSP, Wifi, Internet, SIP and VOIP sales• Converting businesses to cloud office productivity solutions such as Google for Work Microsoft Office 365• Developing meaningful partnerships and relationships that facilitate the sales process• Identifying, prioritizing and executing partnership opportunities

Cloud mergers and acquisitions (M&A), Divestitures. Stratascale is a spinoff from SHI• Analyzed public business financials to create comps and valuation of potential acquisition targets• Analyzed debt restructuring of target companies and determined credit worthiness through Z-score modeling• Created extensive company business forecast model incorporating advanced excel techniques such as Vlookup, grouping• Conducted due diligence on potential target acquisitions analyzing debt and equity structure • Created APIs to comb through software company lists and databases for management’s dissemination • Created pricing models and calculators for sales and management

>FYE 2011 168% of MRR quota>President's Club 4 quarters from 2011 - 2012 Responsibilities: * Nurture interest from warm leads provided daily (no cold calls) * Manage a pipeline and forecast of opportunities * Identify, qualify, overcome objections, and close prospects * Meet or exceed your monthly and / or quarterly sales objectives * Solicit referrals via our rewards program and relationships you've built * Become a telecom product expert * Provide feedback to sales management, marketing, and executive staff * Maintain a positive attitude and be a team player * Work out of Salesforce.com CRM for all sales activities

responsible for executing sales operational directives, to both meet and exceed sales goals. Responsible for meeting daily, weekly, and monthly sales objectives.Responsibilities: * Develop and manage relationships within our SMB market segment (1-1000 employee based companies) to create satisfied, referenceable and referring customers * Achieve up-sell goals through educating customers on the value of our suite of applications and services * Forecast sales activity and revenue achievement using Salesforce.com * Demonstrate our products via the Web * Execute best sales practices and technique as provided by management * Average 60 phone calls per day

Trained retail sales personnel and managers at various retailers including major electronics chains Frys ElectronicsObtained competitive information and managed inventory levels of Thinkpads and IdeapadsHelped generate and increase retail sales that Lenovo recently met goals of generating the most computer salesTrained with Lenovo Managers Jeff Hales and Charles Farmer, David Rabin's Group

$40 million venture capital fund focused on health care and technology sector portfolio companies includingCompanies in the air quality market, natural resources, semiconductor, mold detection and network security markets.Evaluated various patents and SBIR loans in conducting due diligence on potential fund companiesCreated comprehensive equity alternative investment research reports for current and high-net worth clients Conducted due diligence with portfolio companies for both the global wealth management and GHV Fund Sourced deals for the investment team, assisted companies with business plan writing and financial statement analysisWorked closely with management of portfolio companies to develop strategic partnerships with business contacts

Equity research associate supported three senior research analysts and the chief economist with coverage on emerging market companies.• Conducted internal and external market analysis and company valuation with MS Excel spreadsheets for three analysts• Found specific data points, edited drafts and created illustrative charts and graphs for research reports • Assisted with writing various research report segments and maintained coverage on emerging market companies • Built the following types of models: discounted cash flow, comps, accretion / dilution analysis and full valuation• Participated in earnings calls with company management and senior analysts (i.e. 1Q07 BWTR) an environmental firm