• Leads FP&A efforts for Conisus, LLC and its 5 subsidiary companies. Providing Executive Management with recurring reporting, dashboards, and strategic thought analysis on a variety of financial metrics for business planning and corporate strategy.• Developed time-based reporting systems from the ground-up to provide data-intensive analysis on revenue performance, revenue leakage, team performance, and other valuable KPIs resulting in an annual revenue recovery of ~2.5%.• Streamlined and automated the company budget estimate builder for more efficient and accurate project estimates. Utilized macros and various logic for automated data population based on several criteria and historical data points, resulting in 20-35% increases to client estimates.• Managed the Salesforce platform for the Business Development team and created dashboards, KPI’s, and summary presentations to Executive Management and Board of Directors on a monthly basis with added data analysis and narratives.• Built new financial models with extensive historical and current forecast data which included various dashboard views to help guide future trends in job volume, profitability, and resource allocation.• Collaborates closely with the executive team on new finance initiatives, sales pipeline, and overall company financial health and prepares quarterly review presentations for their respected companies.• Assists with managing month-end close. Provides executive management with P&L overview and variance narrative.• Delivers recurring Pro-Forma Financial Reports for several external clients, partnering with company leaders for a comprehensive summary of financial performance against budgets and other metrics.

• Managed financial reporting, budgeting, and forecasting for all commercial business.• Overhauled and streamlined reporting to provide in-depth analysis to Sales Management Team, CFO, and CEO.• Provided manufacturing managers with logistics data analytics to be used for cost reduction and efficiency measures.• Assisted with month-end close, journal entries, and accruals.• Managed various P&L reconciliations including capital expenditures, royalties, commissions, trade markdowns & allowances, and fixed assets.

Georgia’s premier Graduate Medical College, Emory University School of Medicine is an integral part of Woodruff Health Sciences Center, which encompasses the most comprehensive health care system in the state. Named to US News and World Report’s Top 25 Medical Research Schools in 2014, Emory School of Medicine’s education structure includes 28 academic departments, 20 support units, 2,328 faculty, and revenues approximately $695m in FY 2013.• Heavily involved with revamp of organizational budgeting system including report builds and management reports.• Influenced and executed high-level analysis and implementation of first ever incentive program for high-performing research faculty.• Selected to assist the Director of HR & Finance in the strategic initiative launch of the School’s inaugural shared service unit which encompasses all 8 of the research-intensive basic science departments with combined annual operating budgets approaching $15 million and total non-grant expenditures of nearly $90 million. Provided support to over 200 faculty for all their non-grant accounts.• Prepared revision of the annual budget for Department of Pharmacology which resulted in a budget expense reduction of 13.54%.• Developed an automated reconciliation and forecast reporting tool for faculty which provided them a concise and easy-to-understand view of their non-grant account balances.• Performed several major account reconciliations which corrected over $1 million in misallocated expenses.• Reviewed all purchase orders and expense reports for accounting verity and GAAP adherence.• Initiated and implemented structured cloud storage system via Box for collaboration and sharing of financial reports and data with faculty, department administrators, and department chairs.

• Responsible for routine professional accounting duties and month-end close procedures including reconciliations, reporting, and account reviews. Assists in preparation and monitoring of departmental budgets. Advises management of fund deficits and assimilates financial and statistical data. Performs Ad Hoc reporting and analysis for executive leadership decision support.• Executed financial analysis of two major academic departments and identified more than $1m in surplus funds which allowed for a deficit reduction of 100% combined.• Managed the planning, preparation, and monitoring of budgets for an assigned group of academic departments with combined budgets of approximately $51.5 million. Served as their Fiscal Affairs representative throughout the fiscal year.• Influenced the Medical Education budget and organization restructuring effort with academic leaders and directors. Assumed budget management role for Medical Education and School Administration units.• Facilitated a strategic Finance Workgroup under an executive initiative to standardize optimal managerial reporting and identify the optimal staffing structure to achieve such results.• Developed a comprehensive and semi-automated forecast tool to reconcile YTD expenditures and project future expenditures for a group of 28 divisional units.• Produced 10.24% of school-wide accounting journal entries in Fiscal Year 2013.

A thoroughly modern land surveying firm serving Virginia and five surrounding states. Clients include private individuals and their advisors, government agencies at local, state, and federal levels, and architectural consultants. Responsible for monthly bookkeeping and reconciliation of two company accounts. Advises on areas with potential cost-savings and efficiency. Provided monthly reporting to firm management.• Led implementation and training of new QuickBooks Accounting Software.• Addressed heavy expenditure concerns and reduced quarterly expenses by 15%.• Steered communication between firm management and Accounting Firm.