Ashoka selects and supports system-changing social entrepreneurs (the Ashoka Fellows), whose ventures transform markets, spur innovation and address social and economic problems around the world. Their stories: https://www.ashoka.org/en-US/stories• Automating the compilation and distribution of financial reports for offices in 42 countries.• Deriving and successfully implementing a long-requested solution to track balances in 26 different currencies.• Building VBA applications that correct human errors; efforts to date have freed up roughly 50% of the department’s time.

• Developed a model to manage a large grant of approximately $5 million impacting Ashoka Fellows and offices in 32 countries.• Helped secure previously unavailable funding for several Fellow stipends.• Discovered and successfully recaptured $60k owed from Headquarters from overpayments made from 2017 through 2021.

• Created dashboard reports for CEO reflecting operations of 57, separate programs and offices.• Automated the customization and distribution of reports from Salesforce.• Saved 120 hours of Finance Department time by automating all revenue release entries.

Company Profile: An international provider of senior-level accounting, finance, and business systems consultants. Member of the S&P 500 index.• Interfaced with CFOs of 500+ person organizations to deliver specialized, project consultants. Work areas covered include risk, financial reporting, technical accounting, and enterprise systems.• Originated consulting business with key clients, negotiated terms, and drafted agreements with stated deliverables.• Applied financial reporting and analytics expertise to anticipate client needs.• Earned 2017 “Rookie of The Year” award.

Company Profile: A Registered Investment Advisor managing derivatives for Qualified Investors.• Developed proprietary algorithms that effectively identified short-term trading opportunities.• Inception through year-end 2015: Client accounts outperformed the S&P 500 index by more than 50% per year net of fees.• Developed code to identify and back-test statistically significant short-term returns from indicator matrices.

Company Profile: A SaaS-based provider of end-to-end operations and cloud-based analytics to a network of franchised auto parts distributors in the U.S., Canada, and Puerto Rico. 2013 system sales were approximately $220 million.Finance Manager (02/2011 - 01/2013)• Improved revenue reporting on individual business lines.• Built highly structured financial models to analyze acquisition targets under a wide range of scenarios.• Minimized line of credit interest costs by accurately estimating the net cash impact of 50,000+ daily transactions.• Sourced $2M in capital lease financing for critical IT infrastructure and applications.• Fostered relationships with national banks that led to 150% growth in available secured credit.• Drafted quarterly investor letters that highlighted long-term investment themes.

• Automated manually intensive monthly variance reports.• Accurately projected financials, which helped replace costly working capital financing with a $10 million bank line. o Derived the company’s first, reliable monthly financial statement projections (from scratch). Previous attempts included a contracted engagement with a reputable investment bank. o Formulated comprehensive support models to accurately project 200+ independent operating facilities.• Used the Black Scholes model to value warrants attached to $30 million of convertible preferred stock. Drafted an explanation of all assumptions used in the model’s inputs for the company’s annual audit.

Company Profile: A producer of hydrocarbons (partnered with the Navajo Nation). FY ‘08 revenue of $150 million.• Managed the corporate operating plan which guided the formation of loan covenants on $400M+ of debt.• Provided analysis that aided the CFO in a decision to sell forward contracts at favorable prices.• Through detailed analysis, discovered and refunded an $85k cash interest overcharge on the line of credit.• Formulated a plan involving $20 million+ in new infrastructure to transport 10,000 barrels/day of ultra-light sweet oil production. The plan played an essential role in capturing $10M/year in incremental revenue from favorably negotiated pricing terms with a refinery.