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
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