All things Finance.

Financial Advisor

• Owner of the Corporate Financial Model• Budgeting for the next 3 fiscal years• Meeting with heads of all departments to get an accurate expense forecast• Ad-hoc reporting• Preparing BOD deck

• Performed compensation analytics and run payroll on a semi-monthly basis• Maintained a record of topline metrics, such as bookings, invoicing, and revenue• Implemented and run Quickbooks accounting software• Owned all Accounts Receivable and Accounts Payable responsibilities• Provided all necessary due diligence for iCIMS/TextRecruit acquisition• Pitched to Venture Capitalist when company was in fundraising mode• Performed ad-hoc analysis for the CEO in a timely manner

• Managed (along with finance manager) a budget of hundreds of millions per year• Acted as the source of truth for expense and headcount-related numbers for the company• Performed ad-hoc analysis for the CFO and Director of Finance in a timely manner• Created and update several financial reports on a regular cadence• Facilitated budgeting process from baseline to final plan• Implemented new financial systems (Anaplan & Tableau) and designing processes/reports• Routinely used Anaplan, Tableau, SAP, TM1, BW, and MySQL to pull data/reports

Well-versed in all financial matters of the company and its subsidiaries. Forecast billings for the current and future quarters. Create board presentations for Actian (quarterly) and its subsidiary (monthly). Perform ad-hoc analysis for the CFO and Director of Finance in a timely manner. Create and maintain a comp tool for budget tracking and adjustments. Implementing a new financial system (NetSuite & Adaptive Planning).

Researched and strategized new potential business models for GameDesk, a non-profit looking to create a for-profit arm. Gained knowledge in distribution methods, legal structures, tax implications, and reported findings to Executive Director. Gathered detailed information on 3 viable options for legal structure. This included calling executives whose businesses use these structures to solicit advice. Evaluated new and current distribution methods along with potential strategic partners. Created a “deep dive” presentation to fully educate people on GameDesk as a whole. Represented and evangelized GameDesk at the U.S. News STEM conference alongside AT&T.

Researched and organized information on customers to justify and support compliance cases. Supported compliance sales team in closing a $16M deal, the largest in company history, as well as a $9M deal. Evaluated aspects of each compliance situation, resulting in better prioritization for sales and support teams. Analyzed current entitlement, licensing and customer environment to support Entitlement’s $50M+ business. Interviewed customers to gauge intent of actions and viability of compliance opportunity.

Managed a portfolio of software research and analysis in a team with the Senior Software Analyst and Sales Brokers. Proactively initiated coverage of the stock of a relatively young public company. Researched and analyzed key aspects of approximately 10 companies at a given time, thereby crafting an educated investment decision for clients. Interviewed industry and company leaders in the $300B+ software industry to support investment recommendations made to clients. Evaluated and projected industry and company trends and financials.

Led Associate Research Analyst team of 4 in support of greater Research team of 10. Supported Senior Analysts in coverage of approximately 70 companies at a given time. Proactively assisted in compliance matters. Researched and analyzed companies in 3 major industries to support Senior Analysts. Developed research reports on companies’ quarterly earnings and significant news announcements.