Summary

Aspiring business and community leader seeking new challenges to help make the world a better place.

I welcome discussions regarding new professional and volunteering opportunities within the right industry/community, and with forward looking organizational leadership, nearly anywhere around the world.

During my ABB career, I completed the Power & Automation Leaders (PAL) Finance Trainee Program. I also worked alongside regional and global senior functional managers, to improve business operational performance with financial controlling expertise.

PAL Program Description: A two year entry level program that provided three rotational assignments in various business functions.

"Rotational assignments allow each PAL to work in multiple business locations. Each location provides a unique technology and business learning environment. Working alongside industry professionals, participants acquire knowledge of ABB customers, products, services and business practices.

In addition to on-the-job training, each PAL expands their skills by attending special training modules and participating in annual ABB events. Each event provides opportunities to network with current and past participants in the program as well as other employees in the company."

System Experience:

ABACUS, Adaptive Planning, Apptio, Blackline, BPC, BusinessObjects, Business Intelligence, Coupa, Google Suite, Hyperion, Microsoft Office, NetSuite, Oracle, ORION, Power BI, PowerPoint, Pyramid, QlikSense, QlikView, QuickBooks, Salesforce, SAP, Slack, SmartSheets, SmartView, Tableau, Tidemark, TM1, Zoom

Education

North Carolina State University

Bachelor of Science, Business Administration - Finance

Minor - Accounting

August 2010 - May 2013


  • Graduated May 2013 in 6 semesters

  • Summa Cum Laude

  • Activities:

    • Alpha Kappa Psi Professional Business Fraternity

    • ​Beta Gamma Sigma International Honor Society

Experience

Zefr

Finance Manager - Los Angeles, California

March 2022 - Present


  • Direct ownership for developing and executing the financial forecasting process

  • Compile and analyze metrics for performance versus budgets and forecasts

  • Prepare reporting packages for internal stakeholders including the CEO and Board of Directors, as well as external private market investors

  • Review department monthly actuals and rolling forecast with various functional managers and coordinate top level adjustments for company executive team

  • Identify trends and problems, communicate information to relevant groups, and recommend actions to improve financial performance

  • Partner with accounting during close to identify and understand variances and drive error corrections

  • Perform ad-hoc financial analysis on historical actuals, future planning scenarios, and other needs


DoorDash

FP&A Manager (contract) - San Francisco, California

June 2021 - October 2021

  • FP&A within DoorDash's Brand and Consumer Marketing groups

  • Coordinated weekly forecasting and quarterly planning/budgeting with marketing business partners

  • Supported accounting with month-end close preparation for proper reporting

  • Financial variance analysis for month-end marketing results reporting and commentary

​

​Intuit

FP&A Manager (contract) - Mountain View, California

March 2021 - April 2021

  • FP&A within Intuit's Technology for Intuit (T4I), Monetization Services and Experiences (MSE), and CORE technology groups

  • Coordinated quarterly forecasting and annual planning/budgeting with technology ecosystem business partners

  • Supported accounting with month-end close review and analysis for proper reporting

  • Financial variance analysis for month-end results reporting and commentary

  • Partnered with business leaders to provide decision recommendations to help manage their financial commitments​


​Victra

FP&A Manager - Raleigh, North Carolina

May 2020 - March 2021

  • Collaborated with key stakeholders across functions to develop accurate assumptions and analytical inputs to budget/forecast; specifically, this role served as the primary finance partner for IT, HR, Asset Protection, and Legal

  • Maintained weekly cash flow forecast, focused on covenant compliance, vendor relationships, and managing cash on hand

  • Worked cross functionally with the Accounting team to close the books quickly and accurately

  • Prepared reporting and financial analysis for senior management including explanations of variances to forecast, plan, and prior periods and other ad hoc analysis as requested

  • Drove accountability through monthly reporting and analysis relative to performance against targets; initiate mitigation strategies when shortfalls occur

  • Completed ad hoc analysis as requested by the Director FP&A, VP FP&A, and CFO

  • Identified, quantified, and communicated risks and opportunities to plan

  • Performed ad hoc budget analysis to ensure accuracy, maximize savings, challenge expense assumptions, and meet corporate expense goals

  • Collaborated with the accounting team to improve cost tracking accuracy along with forecasting, planning, and analytical work products

  • Played a critical role in cost out process by profiling spend

  • Developed periodic presentations for both the executive team as well as private equity sponsors, including month end financial reporting, quarterly board decks, etc.

  • Drove process improvements within the financial planning department, including but not limited to report reduction, process automation, improved use of technology, improved communication and data hand-off, and documentation of key assumptions

  • Collaborated with the key stakeholders to develop reporting, perform proactive analysis of activities/trends, and drive forward cost saving initiatives and drive accountability relative to performance against targets; initiate mitigation strategies when shortfalls occur


​ABB

Global Business Line Assistant Controller - Zurich, Switzerland

October 2018 - December 2019

  • Provided financial and controlling expertise to the organization by compiling and analyzing metrics, identifying trends and problems, communicating information to relevant groups, and recommending actions to improve financial performance of a specific business

  • Performed analyses of business performance versus budget and forecast and propose improvement actions

  • Performed benchmarking of key performance indicators with external and internal peers

  • Worked with other finance professionals in Businesses/Regions/Countries/Functions to understand and analyze the drivers of financial performance and identify trends

  • Prepared financial modeling for various “what if” scenarios and the overall impact to the business line

  • Followed up with the units regularly for any deviations to KPIs

  • Supported preparation of relevant organization financial reporting, business planning, budgeting, and forecasting

  • Validated accuracy of financial data and business information and reports by performing reconciliations and review of exceptions

  • Provided information to management by assembling and summarizing data, preparing reports, making presentations of findings, analyses, and recommendations

  • Optimized own performance to increase productivity by developing automated solutions, eliminating duplications, coordinating information requirements

  • Ensured processes and controls within own area of responsibility are designed and implemented in line with Group and unit requirements

  • Maintained proper audit trail and documentation for future tax/internal/external audits and reviews


ABB

Senior Financial Analyst - Raleigh, North Carolina

May 2017 - September 2018

  • Interacted directly with Power Grids North America Lead Division Manager and Regional Controller to prepare monthly divisional variance analysis on KPIs, and ad-hoc reporting for executive management meetings

  • Conducted analysis of division costs, prepared reports, prepared backcharges, and made recommendations based on results

  • Analyzed, extracted, and prepared sales reports for management review from Salesforce.com (SFDC) helping to ensure customer/opportunity data quality and Global Power Grids Front End Sales (FES) instructions

  • Provided financial information and month-end closing support to Power Grids controllers/analysts and other functional area personnel as needed

  • Investigated and resolved financial questions and issues, by acting as a liaison between the Power Grids business units and customer (either external or internal customer)

  • Participated in Business Intelligence report development (as a super user) and in various projects that supported the business units utilizing tools such as SAP Business Objects (BPC), Web Intelligent (WebI)/ORION, and Analysis for Excel

  • Supported ABB Information Management, Business Intelligence, and financial-related projects on behalf of the division or any of the local business units

  • Identified, selected, and designed techniques to ensure optimal analyses of financial elements, including assisting in the verification of new functionality within SAP and Business Intelligence systems

  • Assisted with both internal and external audit processes, and budgeting and forecasting processes

  • Prepared and managed local US Division Cost Centers, headcount, and yearly allocations using IBM TM1 Planning Analytics

  • Worked directly with the business units to identify similar financial tasks that could be simplified and/or automated using Lean Finance mentality


SoloPro/GoldenKey/GoldenDeal/Better Homes and Gardens

Real Estate Market Data Analyst - Durham, North Carolina & St. Louis, Missouri

February 2016 - September 2018

  • SoloPro/GoldenKey was an online start-up, real estate technology-focused platform for home buyers and sellers to connect with real estate agents saving thousands in closing costs

  • GoldenDeal was the premiere network for today's real estate investor to cash in on their investment properties without the hassle of the MLS

  • Responsibilities included data market research and analysis for the North Carolina Research Triangle & St. Louis real estate markets

  • Work alongside the sales department to grow and strengthen the presence of the SoloPro/GoldenKey/GoldenDeal/Better Homes and Gardens platforms


ABB

Financial Analyst - Raleigh, North Carolina

June 2015 - May 2017

  • Financial Analyst for ABB Power Grids (PG) NAM Division providing support to business analysts, controllers, and various functional area personnel

  • Supported NAM Regional Controller & Manager with monthly divisional variance analysis on KPIs, and ad-hoc reporting for executive management meetings

  • Experienced ABACUS user (ABB's global consolidation tool), Hyperion/SmartView Consolidation, and Excel external data source connectivity
    Business Intelligence lead for division implementing BI tools such as SAP Web Intelligence (WebI) to automate reporting processes including: cost center actual vs budget variances, key performance indicators (KPIs), and accounts receivable (AR)

  • Monthly accounting responsibilities included, but not limited to: 3rd Party & ABB invoice accruals, financial and statistical journal entries, corporate backcharges, ad-hoc analysis, and account reconciliations

  • Provided audit assistance to EY and SOX control support for PG business analysts and controllers

  • Maintained PG division Table of Authority (TOA) and SAP master data

​

ABB

Financial Analyst - Alamo, Tennessee

November 2014 - June 2015

  • Completed third rotation with ABB's NAM Power Products Division - Transformers Business Unit - Insulation and Components Product Group

  • Monthly accounting responsibilities included, but not limited to: AR & customer dispute coordination, vendor AP inquiries, journal entries, R&D project accrual and invoicing, ad-hoc analysis, and account reconciliations

  • Fixed asset inventory coordinator for facility – tracked and monitored construction-in-progress projects for spend activities, and capitalization opportunities

  • Prepared a new monthly business review package for internal distribution with ABACUS integration

  • Streamlined daily order/revenue/backlog reporting process with the utilization of SAP Analysis/COPA reporting


ABB

Financial Analyst - Auburn Hills, Michigan

March 2014 - November 2014

  • Completed second rotation with ABB's NAM Discrete Automation & Motion Division - Robotics Business Unit team

  • Created new inventory turnover and warranty tracking reports to assist management in making more informed decisions and better position net working capital and warranty reserves

  • Prepared and reported on various areas as requested such as cost center budget variance, ABB robotic-project risk review documentation, and monthly account reconciliations

  • Supported project teams and controllers with project-specific financial review analysis and reporting

  • Performed local SOX administrative responsibilities and assisted with the implementation of ABB's new Group Risk and Control Management (GRCM) tool

  • Automated non-standard reporting by utilizing advance Excel and VBA macros in areas such as labor reports, travel & entertainment expenses, and project spend greater than plan items


ABB

Internal Control Specialist - Cary, North Carolina

June 2013 - February 2014

  • Completed first rotation with ABB's NAM Corporate Assurance & Internal Controls team

  • Conducted internal operational effectiveness audits for US Sarbanes-Oxley (SOX) reporting purposes

  • Worked with control owners across multiple Group functions in order to complete SOX audits

  • Assisted with the integration of Thomas & Betts internal controls with ABB's Global SOX Tool

  • Supported the VP - NAM Assurance and Internal Controls and team with the completion of the 2013 annual SOX audits

  • Assisted in reviewing ABB's policies and procedures to comply with required rules and regulations

  • Assisted in Baldor's internal control migration to ABB Group standards and testing program


AXA Advisors

Experienced Sales Force Intern - Raleigh, North Carolina

March 2012 - May 2013

  • Assisted with the utilization of new and existing life insurance, brokerage, and retirement accounts

  • Scheduled and prepared client meetings, completed service work, and assisted with client product inquiries.

  • Completed various administrative and clerical tasks for financial advisors and their clients

  • Processed detailed client reports for the research needs of financial advisors and client meetings

  • Ensured client profiles were compliant with all regulatory and suitability regulations

  • Operated in account management software such as BranchNet, Broadridge, and Webstation


North Carolina State University

Resident Advisor - Raleigh, North Carolina

August 2011 - May 2013

  • Primary point of contact that twenty-nine residents came to for housing assistance

  • Worked with resident advisors and directors to ensure housing policies were followed

  • Utilized organizational skills to create and design hall programs that educated residents about critical issues and promoted residence hall community involvement

  • Developed and conducted programs on diversity, professional and personal development, relationships, security, and academic performance

  • Managed administrative tasks including room condition reports, maintenance requests, and incident reports

  • Assisted residents with transitioning to the college learning environment by serving as a professional and personal mentor

  • Facilitated mediations between residents and other members of the community

  • Ensured residents lived in a safe living and learning environment


Alpha Kappa Psi - Lambda Omicron Chapter

​Vice President of Finance - Raleigh, North Carolina

December 2011 - December 2012

  • Prepared financial and tax documents for chapter funds to file with IRS & AKPsi Directors

  • Created and implemented semester chapter budgets with funds in excess of $20,000

  • Oversaw the creation of a new chapter website that increased our marketing abilities

  • Directed the organization of various fundraiser events that increased chapter reserve funds by 40%

  • Documented all revenues and expenditures for the chapter and reconciled bank accounts


First Citizens Bank

Summer Teller - Greenville, North Carolina

May 2011 - August 2011

  • Maintained proper cash limits, cashed checks, accepted deposits, and issued cashier's checks, money orders, traveler's checks, cash advances, and funds transfers

  • Examined client needs and gave recommendations on banking products and services

  • Assisted loan officers in handling loan documents and transactions

  • Worked with business and retail clients by providing in-branch banking services

  • Filed daily cash, security, and transaction reports

  • Completed many clerical responsibilities within the bank

Certifications

Intuit

QuickBooks Online Certified ProAdvisor Advanced

May 2021


Intuit

​QuickBooks Online Certified ProAdvisor

​May 2021


Lean Methods Group

​Lean Six Sigma Yellow Belt Certification

March 2019

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Lean Methods Group

Lean Six Sigma White Belt Certification

December 2018


Computing Technology Industry Association (CompTIA)

A+ Computer Technician Certification

January 2008