Mansfield Middleton Email & Phone Number

New York, Ny, Us

New York, New York, Us

Built and maintained detailed model to forecast ARR, revenue, and cash flow/balance sheet implicationsCollaborate with Sales leadership, product, business delivery, and occasionally customers on expanding offerings, improving capabilities, and building new revenue lines.Developed resource and cost of sales model for commercial org to improve control of gross margin and sales headcount.Supported overhaul of variable compensation policies to improve effectiveness and consistency.Liaised with both data and sales ops teams on reporting capabilities and structures, including automating existing reporting, pipeline forecasting, and new metric developmentPartnered with financial systems team on new implementation of Workday Adaptive Planning.

New York, New York, Us

Supported growing G&A functions totaling about 200 headcount including HR, Legal, Accounting, Finance, Strategy, Executive, and Data. Created a standardized forecasting, budgeting, and reporting framework for each.Developed companywide FX rate policy for our entities in 7 countries and 10+ PEO countries.Maintained consolidated cash forecast, ensuring 4 non-revenue generating entities remain properly funded

Boston, Massachusetts, Us

Reported Directly to CFO driving all FP&A activity for the entire org, interacting often with CEO and other executives Provided critical support for investment round, working with bankers, consultants and prospective investorsLed budget and forecast process, coordinating with departments heads and finance teams in 9 countries

Boston, Massachusetts, Us

Played key support role during economic crisis including analysis around geo profitability, client segmentation, cash forecasting, and mid-year plan revision to mitigate impact to bottom line.Researched and implemented FP&A System (Workday Adaptive Planning) to transition annual budgeting and regular forecasting out of excel, increase accuracy, streamline reporting, and improve accountability.

Boston, Massachusetts, Us

Supported Senior Director of Finance through 2 annual planning and budgeting processes, prepared monthly and quarterly financial reporting packages for leadership and BOD, fielded regular ad-hoc analysis requests.Upgrade expense reporting system (Concur) to introduce more control around T&E

• Collaborate with CFO and founders to budget and forecast financials• Create NPV models to support productions and distribution including import and tax implications• Assist with projects when needed including social media development and prototype testing

• Developed cost analysis and cash flows models to assist in decision-making and increase profitability. • Assisted in the acquisitions of single and multi-family homes, and commercial/multi-use properties• Created Power Point and Prezi presentations and marketing materials to showcase projects to investors• Managed delivery of construction materials to jobsites in order to streamline operations

Bachelor’S Degree, Accounting And Finance

International Finance And Global Trade

Education record

High School