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PROFESSIONAL AND ACADEMIC BACKGROUND

SOLUTION ARCHITECT / ADAPTIVE TECHNICAL EXPERT

  • Developing solutions for planning and budgeting that allow companies to scale. Integrating operational and financial data into Adaptive to drive reporting and forecasting.

  • Providing support as well as implementation guidance for clients.

  • Providing forward thinking analysis of client's FP&A team and how Adaptive fills their needs.

  • Providing guidance as to how to grow FP&A team and promote greater adoption of Adaptive Planning.

  • Building complex models in Adaptive using cube sheets, modeled sheets and standard sheets.

  • Integrating financial and operational data to provide reporting for management and drive financial models.

  • Building OfficeConnect and HTML reports as well as Dashboards.

SENIOR FP&A CONSULTANT

  • Serving as project lead and managing Workday Adaptive Planning implementations.

  • Building integrations with ERP systems (NetSuite, Intacct, Great Plains).

  • Gathering requirements from the client to build planning models.

  • Building models for Income Statement, Balance Sheet and Cash Flow Statement.

  • Reconciling financial statements.

FP&A CONSULTANT

  • Building out the org structure and chart of accounts within Workday Adaptive Planning according to requirements given.

  • Building personnel, revenue, COGS and expense models. Building reports as requested by the client.

  • Building Matrix and OfficeConnect reporting for clients.

SENIOR FP&A MANAGER

  • Working with leadership team during sale of company to outside party.

  • Working with BU partners to provide metrics and assist in forecasting process.

  • Working with Accounting team during month end close to provide accurate financials by product line.

SENIOR FP&A ANALYST

  • Implemented Workday Adaptive Planning for internal model.

  • Converting excel based models into Adaptive Planning sheets.

  • Providing key reporting to management and external stakeholders.

SENIOR REVENUE ACCOUNTANT

  • Coordinated close process among different teams within the company to make sure all areas of close happened correctly and on time.

  • Processed all journal entries for the revenue cycle to properly recognize revenue at month end. 

  • Refined processes for all revenue streams to speed up the monthly close by 10 days and reduce any errors in the billing process. 

  • Streamlined invoicing and cash application process for new acquisitions reducing the processing time by 30 hours monthly and increasing accuracy of receivables.

ACCOUNTING SPECIALIST

  • Helped design and test future Oracle AR and Oracle GL systems to implement the new system and to improve the efficiency of financial operations as part of the company’s Finance Transformation.

  • Created Financial Statements for various segments of the business to help the owners of the business make informed operational decisions. 

  • Worked with department management to develop key metrics to drive results. 

  • Transitioned work from Home Office partners to Shared Services Center to improve cost per transaction and align with corporate restructuring.

MASTER OF SCIENCE - INFORMATION SYSTEMS

University of Utah

BACHELOR OF SCIENCE - ACCOUNTING

University of Utah

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