- Lead strategic and operational Financial Planning & Analysis teams for Contentful including strategic planning, budgeting, rolling forecast, results analysis, etc.- Company results reporting spanning All Employee Meetings up to Board reporting- Recurring and ad hoc investor relations responsibilities

- Responsible for leading Twilio Finance Transformation involving FP&A systems, ERP/accounting systems & others. Led ERP requirements gathering and system selection process for P2P, R2R, O2C, A2R and Plan to Perform. - Process improvement / project management within CFO organization including integration leadership for Finance & Accounting functions for new acquisitions.- Lead team responsible for development, administration and continuous improvement of FP&A systems.

- Designed and implemented core financial processes including monthly variance analysis, management reporting, monthly and quarterly forecasting processes- Directed design, ongoing support, and continuous improvement of enterprise resource planning system (Anaplan). Integrated 3 financial statement planning (BS, P&L, and statement of CF) including automated data/metadata imports from multiple external financial & non-financial systems.- Monthly and quarterly financial reporting and results analysis- Lead for SendGrid FP&A integration into Twilio

- Responsible for forward-looking projections covering all 3 financial statements in both long range/strategic planning capacity and budgeting/forecasting in the near-term- Design and lead long-term planning, annual budgeting & monthly forecast processes - Led analysis projects using external benchmarks and industry best practices for organizational efficiency, return on investment, P&L shape, and process improvements - Investor Relations support including earnings guidance and key metrics reporting- Responsible for enterprise planning system (Anaplan). Led redesign project to create an integrated P&L, Cash Flows, and Balance Sheet forecasting integrating multiple external systems- Monthly and quarterly management reporting and results analysis- Led Corporate FP&A team including performance management, hiring, training and coaching

- Finance leader of high-performing team (with direct and indirect reports) spanning multiple different sites (within California and Arizona)- Lead Financial Planning and Analysis function within Roche Tissue Diagnostics responsible for business partnering with LifeCycle Vice Presidents- Leadership of budgeting & forecasting processes for Tissue Diagnostics including revenue planning, headcount, discretionary, capital spend and balance sheet items such as short- and long-term assets & liabilities- Responsibility for P&L from sales to operating profit- Monthly actual reporting / variance analysis review that delivers key business insights to senior executive team covering overall P&L - Mid- and long-term strategic business planning including product portfolio management, revenue modeling in conjunction with regional sales organizations, and full P&L projections- Significant project leadership within both Tissue Diagnostics and Roche Diagnostics-wide: recent projects included external acquisition evaluations, organizational cost efficiency, long-term strategy and business case process training & improvement

- Direct financial responsibility for 4 of 6 core Roche Tissue Diagnostics LifeCycles including reporting, analysis, budgeting, strategic long-term planning, forecasting & accounting- People management of both manager- and analyst-level staff- Member LifeCycle Management teams providing budgetary and ROI context to decision-making- Financial valuation and modeling of R&D projects, external acquisition opportunities (including scenario and sensitivity analysis option valuation), contract negotiations and technology in-licensing opportunities- Led implementation of Tableau IT dashboards for Roche Tissue Diagnostics to provide leading dashboards and data analytics techniques- Key Finance integration leader following purchase of company with nearly 100 headcount

- 5-year strategic business planning, annual budgeting process, monthly accounting close, capital spending approval, and monthly forecasting - New product/business line valuation & presentation, including project spending and productivity analysis, sales projections based on competitive and market analysis, standard cost projections, valuation analysis

- Reporting and analysis for senior management on topics such as gross profit trends, customer trends, key operating metrics, daily sales, and departmental spending- Finance lead on the implementation of multiple financial modules of Oracle ERP system - Consolidated foreign subsidiary financial statements in a multiple currency environment- Short-term rotation in Manufacturing/Cost accounting role during staff transition including month-end accounting, standard costing, monthly results analysis and reporting- Assisted quarterly and annual SEC reporting events including analysis for investor conference calls

- Month-end responsibility for short-term asset and liability accounts on the balance sheet, extensive P&L and balance sheet accounting, variance analysis and reporting- Strong contribution to Sarbanes-Oxley compliance including financial process documentation, risk identification, internal control setup, ongoing testing and control improvements- Operations/Cost Accounting rotation including standard cost calculations, manufacturing P&L/variance reporting and other manufacturing Finance support- Provided key audit support during quarterly audits with Ernst & Young- Financial management of 40 license agreements to ensure reporting and payment compliance- Discovered pre-existing error in license payments resulting in savings of $400k in first year alone