• Transformed financial planning by introducing Bottom’s Up forecasting and simplifying.• Lead consultant assessing new business opportunities and challenges facing Navigate. • Deployed extensive BI dashboards across: financials, forecasts, pricing & lab operations. • Served five months as temporary Head of Finance (CFO) and Executive Team Member during the initial outbreak of the Covid-19 pandemic.

• Responsible for all BPA activities, covering operational functions across the La Jolla and Emeryville locations.• Divisional global project manager for AI/Predictive Analytics (’19) and Reporting (’18).• Rolled out new reports and conducted trainings for cost center managers.

• Developed extensive macro and micro customer segments for surgical pricing optimization.• Investigated several revenue leaks that now generate $1M in EBITDA annually.• Partnered with outside firms to clean and expand membership data hygiene.• Identified lapsing super-loyal members based on their individual behavior for reactivation.

• Core team member for the Pooch Hotel and LuvMyPet mobile vaccination brands that covered financial (budgeting, forecasting & accounting) and analytical oversight• Provided thought leadership in evaluating and implementing pricing optimization for the Petco.com business (+$2M in sales and +$1M in profit)• Helped implement a true statistical-based CRM modeling program that adds +$5M in EBITDA annually• Managed the M&A analytics team, consisting of building robust models… Show more • Core team member for the Pooch Hotel and LuvMyPet mobile vaccination brands that covered financial (budgeting, forecasting & accounting) and analytical oversight• Provided thought leadership in evaluating and implementing pricing optimization for the Petco.com business (+$2M in sales and +$1M in profit)• Helped implement a true statistical-based CRM modeling program that adds +$5M in EBITDA annually• Managed the M&A analytics team, consisting of building robust models, fact-supported variables, and non-financial insights• Promoted from: Show less

• Co-creator of Unleashed by Petco, the 6th largest pet specialty chain in the US. Major responsibilities included budgeting, forecasting, payroll management and more• Managed the Hyperion Essbase financial planning system for over 300 users. Administration tasks included outline structure, back-end calculations, security, development and planning for future upgrades and improvements• Created a budgeting tool that utilized multiple seeding algorithms and incorporated a user-friendly… Show more • Co-creator of Unleashed by Petco, the 6th largest pet specialty chain in the US. Major responsibilities included budgeting, forecasting, payroll management and more• Managed the Hyperion Essbase financial planning system for over 300 users. Administration tasks included outline structure, back-end calculations, security, development and planning for future upgrades and improvements• Created a budgeting tool that utilized multiple seeding algorithms and incorporated a user-friendly interface for department-level modifications • Promoted from: Show less

• Co-project manager of the Activity-Based Costing model that was used to identify over $10 million dollars in supply chain savings• Created a dynamic company-wide bonus model that senior management used to determine final parameters and estimate future payouts • Prepared various financial reports including the conference call datasheet and the quarterly Board of Directors summary package• Promoted from:

• Budgeted, forecasted, and reconciled the utility accounts worth over $35 million• Assisted with the creation and proofing of senior management speeches and presentation slides• Automated a web reporting system to deliver financial reports across the entire company, and as a by-product, saves the company over 50,000 sheets of paper annually