• Main collaborator with senior leadership and departmental leaders in the creation of an operating expense budget - including but not limited to payroll, T&E, G&A, IT, Marketing, and MDF. • Monthly re-forecasting utilizing judgement calls through actual vs. budget analysis and consistent communication with departmental leaders to understand where forecast adjustments should be made. • Headcount and payroll cost budget / forecast management, while monitoring support staff to sales headcount ratios and ARPU - making suggestions to increase efficiencies. • Monthly, quarterly, and ad hoc reporting for internal-departmental, creditor, and executive board use, utilizing KPI's to drive budget and forecast decisions. • Redevelopment of numerous processes, reports, and files to allow for quick and reliable reporting that supports a growing and maturing company - serving as the first employee in the FP&A function at the company. • Leads the highlighting of discrepencies between actual financial results and budget, and explanations of the root causes of any differences. • Assisted in the building of companywide sales team quotas using historic run rates and inputs from zero-based exercises. • Delegation of tasks to others both within and outside of the finance department. • Organization and coordination of Finance team building events to encourage engagement and boost morale.

• Created dozens of reports and presentations, and provided analysis for lab leadership on topics such as lab wide expense reporting info, procurement and supplier statistics, worker hours reports, and COVID-19 cost estimates• Built custom spend and hours dashboards for lab leadership based on their needs, leveraging Power BI and Excel• Implemented process and system changes to reduce expense report payment time by roughly 50% labwide• Lead application administrator for lab’s expense reporting software, and main editor of the FMPS intranet pages• Gathered input and assessed the lab’s expense reporting needs as a core team member of the Expense Reporting System Replacement project, and made recommendations as a subject matter expert• Managed and organized bi-annual system upgrade testing among multiple teams, and resolved issues• Mapped several project plans and business processes via Blueworks Live, and made future-state recommendations• Led initiatives and coordinated meetings across the lab to improve the lab’s bank settlement, shipping and receiving, accounts payable, and delegation business processes to reduce overall cycle times and simplify tasks

• Developed and maintained Excel spreadsheets to prepare analyses and reports using advanced Excel functions• Participated in the firm-wide annual forecasting/budgeting processes• Responsible for producing reports quickly while maintaining integrity and accuracy of data as an integral part of the Financial Reporting team• Worked with outside vendors and inter-departmentally to facilitate proper invoicing and monitor payments• Assisted in the testing and implementation of several new business systems and dashboards • Engaged in the analysis, management and execution of financial initiatives• Performed monthly account reviews and variance analyses• Reviewed and analyzed general ledger transactions and accounts, using technical judgment to ensure that financial transactions are properly recorded• Identified opportunities for improvement and provided information and recommendations to management

• Assisted in the preparation and review of pro-forma analysis for current and future projects• Performed cash flow reconciliations and projections• Analyzed and updated risk profiles to current conditions• Conducted market analysis research and synthesized effective recommendations• Composition of presentation documents and marketing materials• Reviewed commercial leases