• Built custom reporting to calculate Annual Contract Value to assign to newly signed Physicians, which then tracks to bonus targets.• Reviewed and enhanced existing reporting through implementing more robust calculations and adding traceability to the source of assumptions.• Automated weekly Executive Pacing Report to reduce process time and increased efficiency in the weekly review process.

• Developed driver-based pro forma model to reconcile to original seed funding financials and revised based on meetings with Senior Management.• Built and maintained short-term loan payback model to calculate gross decline rates, net decline rates, billing inquiry and ACH transaction counts on a daily basis through varying payment behavior.• Crafted marketing demand model tied to number of lenders and borrowers needed to meet revenue targets.

• Collaborated with departmental leaders to establish organizational goals, strategic plans and objectives.• Implemented headcount forecast model for 188 US and international employees capturing payroll, tax tables & fringe benefits.• Created detailed assumptions reflecting the investment and cost savings from switch to on-premise to cloud and from consolidating existing data centers.• Audited financial systems and provided feedback to ensure appropriate General Ledger coding to… Show more • Collaborated with departmental leaders to establish organizational goals, strategic plans and objectives.• Implemented headcount forecast model for 188 US and international employees capturing payroll, tax tables & fringe benefits.• Created detailed assumptions reflecting the investment and cost savings from switch to on-premise to cloud and from consolidating existing data centers.• Audited financial systems and provided feedback to ensure appropriate General Ledger coding to match current year budget account classifications. Show less

Formerly Intersections, Inc., acquired in 2019