• Engineered advanced analytics tools by integrating accounting data from Netsuite and forecasting data from Workday Adaptive Insights with localized sources, resulting in a unified platform that automated analysis, established a single source of truth, and empowered team members to construct significantly more precise models• Collaborated with the procurement manager to champion a self-financed procure-to-pay software solution, delivering a comprehensive end-to-end workflow that minimized unnecessary expenditures, instituted formal spending thresholds, and automated the entire contract lifecycle, thereby streamlining administrative processes and enabling greater focus on strategic tasks• Spearheaded the comprehensive month-end financial reporting package, ensuring precise results, informative commentary, and timely delivery to key stakeholders including the CEO, CFO, Board of Directors, and investors• Cultivated a safe and supportive learning environment while upskilling two entry-level direct reports in essential skills such as accounting, P&L management, and advanced modeling, enhancing their capabilities in managing financial operations like cash, COGS, operating expenses, and insightful customer-level profitability analysis• Instilled discipline within the FP&A organization by overhauling data models, streamlining and automating reports, significantly enhancing accuracy and efficiency while fostering a culture of continuous improvement

• Designed a 6-year forward-looking financial model to analyze the commercial viability of a next-generation platform including variable sensitivities such as customer retention and net new growth rates across 6 core platforms, 13 practice specialty types, and 6 potential market scenarios• Increased visibility into product performance by implementing product-specific P&L statements capturing revenue, natural and functional COGS, cross-functional expense allocations, and net EBITDA contribution• Tightened sales forecasting and reporting ability by closely analyzing deal activity while cross-referencing against pipeline opportunities to deliver enhanced commentary to executive leadership and Board of Directors• Established a bottoms-up forecasting and reporting program to enable a higher level of analytics and control• Launched an all-inclusive executive dashboard built in Domo to enable product leaders to filter by various product rollup levels to see customized insights related to bookings, revenue, COGS, margin, customer-specific data points, support case volume, whitespace opportunities, and budget performance• Became a trusted business partner to assist leaders with business case proposals, financial modeling, expense analysis, and key high-level decision making

• Managed over $100M in annual expenses across Administration, Finance, Legal, Human Resources, Communications, Broadcasting, Commerce, and Merchandising functions • Created uniform P&L templates across all functions to expedite month-end variance reporting, identify accounting errors faster, and perform real-time forecast updates in SAP BPC • Enabled a transition to bottoms-up forecasting by delivering highly detailed customized reports to business owners to better understand all aspects of their spending and to identify areas of opportunity • Streamlined month-end close by identifying root causes of variances and implementing updated processes to eliminate future discrepancies

• Managed an annual $100mm labor and overhead budget for the Raritan manufacturing plant• Developed powerful tools as part of a weekly scorecard to allow the plant controller, plant manager and cost center owners increased visibility into weekly manufacturing performance metrics• Facilitated month-end accounting close compliance activities including posting journal entries, running analytical reports, and ensuring accounts are accurate for reporting and audit purposes• Assembled monthly P&L statements using SAP BPC along with commentary on actual versus forecasted results, the business drivers behind the results, and updated forecast estimates• Streamlined the month-end reporting process by consolidating multiple data sources into a single repository to tie together production volumes, L&OH absorption, MUV, scrap, and standard costs• Decreased monthly expenses by $200k per month by merging Ariba procurement data with intuitive reports to analyze spending patterns and identify incorrectly accrued purchase orders• Orchestrated annual operating plans and detailed quarterly forecast updates by working with operations and finance business partners to develop sophisticated financial models

• Devised a full-length business plan, wireframe mockup, technical specifications, and pitch deck leading to an initial angel group investment of $15,000• Led design and programming teams using multiple communication channels and project management tools to design an innovative mobile application for iOSAnalyzed the restaurant and mobile app industries by conducting SWOT analysis and market research of competitors, industry leaders, and potential partners• Achieved initial user base totaling over 200 users, 500 photo uploads, and 3,000 swipes

• Reduced time spent by manager on repetitive tasks from 10 minutes to under 20 seconds by creating efficiencies using advanced Excel functions, Bloomberg API, and VBA macro commands• Completed Excel-based tasks 3x faster with 95% fewer errors compared to other Analysts• Added over 40,000 Canadian mutual funds to the Terminal, finishing a four-month project two weeks early by implementing standardized processes, checks, and creative techniques• Researched mutual funds through national registries, corporate websites, and the internal Bloomberg system to obtain highly detailed information to add to the collective database

• Provided a consulting service for crowdfunding campaigns that advised on financial planning, project management, marketing, rewards planning, and landing page optimization• Organized and operated Shark Tank-style pitch events, collegiate crowdfunding clubs, and other local entrepreneurship events in the Miami area• Built the organization website (http://cfu.io) using knowledge of WordPress and HTML

• Improved user interface and user experience of web-based options trading application through working with engineers by providing concise and actionable insights• Executed intensive quality assurance testing to pinpoint and communicate system errors

• Achieved greater insights into customers by calculating and forecasting a company’s ability to pay its invoices by analyzing and interpreting accounts receivable data sets using Excel• Streamlined interior attendance records by developing an automated system in Excel to better organize and simplify the recording process by 50%, saving the HR Director 30 minutes per week• Refined employee stock options guide to improve navigation and designed a quick-look pamphlet

• Assisted customers in finding desired products to provide the quickest service possible• Delivered outstanding customer service by demonstrating a thorough knowledge of each product to give customers maximum assistance• Facilitated cash register utilizing organizational skills as well as mathematical skills to ensure purchasing experience was accurate and rapid

• Assisted head instructors in teaching junior players from ages 3-15 on how to play golf• Coached juniors in golf course etiquette using leadership and managerial skills to facilitate cooperationSummer position for two summers.