Consolidated 3 financial statement budget for 6 regions and 10 acquisition companies
Composed detailed financial schedules, as well as quarterly disclosures and comments as required by International Financial Reporting Standards (IFRS)
Responsible for coordinating with the Power BI and systems teams to upload and confirm global budget data
Liaise with RFD for 6 regions globally to ensure consistent weekly, monthly, and Qtrly reporting and variance analysis
Managed a team of 4 Analysts based in the UK
Streamlined the Weekly Cash Forecast process
Redesigned the Global Commercial forecast templates and successfully received adoption from all 5 global regions
Created Detailed Variance analysis by technical discipline that could be quickly generated at month end
Senior Manager - Financial Planning & Analysis
SHAPETX
Seattle, WA
01.2022 - 01.2024
Leverage a broad scope of industry knowledge toward developing the company's reporting and modeling for this dynamic, visionary start-up, including implementing a financial planning and analysis tool for support
Capitalized on the opportunity to support the ERP implementation of NetSuite and led integration between the two (2) tools to achieve an automated reporting cycle for quarterly and monthly variance analysis
Champion strategic planning related to access rules in Adaptive Insights (system security configuration) allowing for future growth and delegation of duties to financial planning and analysis team members
Create an interactive Budget Dashboard in Adaptive Insights to capture budget inputs and display results
Developed a comprehensive planning cycle, communicated the process to leadership and budget contributors, reviewed financial statements (unaudited and audited), and managed forecast for leasehold improvement and capital acquisitions related to headquarter expansion in multiple locations
Expertly implemented the Workday Adaptive Planning Tool system and created a three (3)-financial statement budget/forecast model achieving 10% accuracy for operating expenses
Successfully generated 5% companywide accuracy on cash forecasts as related to operations
Trained team on Workday Adaptive Planning as a budgeting tool for 100% system adoption
Collaborated with top auditors to consistently ensure best practices and GAAP compliance
Created a long-range planning model used by the CFO to discuss ShapeTX's future with investors
Developed informative Board Slides to provide valuable insights to leadership in driving profit-generating business decision-making related to resource growth and fundraising
Manager - Financial Planning & Analysis
NANOSTRING TECHNOLOGIES
Seattle, WA
01.2016 - 01.2022
Excelled as the 'go-to' Adaptive Insights System Administrator responsible for managing users, securities, roles, integration functionality, and data integrity
Led integration between ERP and Adaptive Insights, as well as an integration project between Workday HRIS and Workday Adaptive to support workforce planning
Mentored and managed a team of Junior Analysts in consistently ensuring proper training during the on-boarding process, including delegating project tasks and ensuring monthly deliverables were met
Expertly designed and implemented the budget and forecast project timeline for timely delivery of annual plans, including profit and loss, headcount, balance sheet, and cash flow statement models
Led team in the development of profit and loss dashboards and KPI measures which tracked targets related to accounting operation, revenue forecasting, and financial planning and analysis budget targets
Cost-effectively managed an operational expense budget of $191+ million by analyzing variances and working with budget owners to create cost-saving business strategies
Recognized as a strategic business partner to achieve total profit / loss, cash flow, and investment targets by coordinating with 60+ budget owners responsible for 75 departments
Fast-tracked close times by working with teams to drive process and operational efficiency
Successfully mastered Adaptive Planning Tool in one (1) month and led company wide training sessions for budget owners resulting in 90% system adoption and on-time submission
Prepared workforce planning and collaborated with recruiting teams to ensure actual hiring was in line with most recent quarterly forecasts; 2021's growth was 200+ employees
Conducted internal audits to financial entries both by leading team through variance analysis, as well as coaching individuals on how to build business relationships
Senior Financial Analyst - Global Business Partners / Finance Operations
AMAZON
Seattle, WA
01.2015 - 01.2016
Spearheaded post-audit AP contracts and contract negotiations with an outside consulting firm, including managing IT development project teams to ensure vendor-facing portals tech systems were optimized
Developed automated reporting and KPIs to measure performance of AP discount vendor portal using SQL, Power Pivot, and Power Query in Excel to ensure tech operations were executed as planned
Coached a top vendor support team on proper categorization of tickets and adequate responses
Trained an India-based Finance Manager to deliver monthly Vendor Portal Performance Reports
Negotiated post audit AP contracts with third parties and managed the timely renewal of contracts resulting in $300 million to $500 million in savings annually
Improved performance measures and met KPI targets related to vendor support team in Hyderabad, India with a staff of 100 employees
Expertly analyzed business expansion opportunities and drafted detailed proposals for suggested business cases and opportunities
Senior Budget & Forecasting Analyst
WOLTERS KLUWER (CCH TAX & ACCOUNTING)
Wichita, KS
01.2014 - 01.2015
Strategically steered high-volume budget and forecast models for top customers, including Big 4 accounting firms filing large corporate tax returns for clients with a focus on continued business savings
Comprehensively reviewed month-end journal entries posted by the accounting team to ensure proper classification of expenses
Prepared financial models presented to division CFO for budget approval
Reviewed variance analysis with the Executive VP of Technology, Finance, and IT Operations Directors to provide guidance on status of overall budget strategy and execution of planned deliverables
Collaborated with the Director of Technology Finance, the Division CFO, and VP of Finance during critical budget planning sessions to ensure budgets and forecasts were in line with a core vision
Led budget and forecast models for Pune, India operations to develop the new entity
Increased reporting capability and detail by writing a database to manage Pune personnel
Allowed for an increase in monthly detail by creating a macro to build and update an infrastructure budget and forecast model from Access database to Excel front end used for reporting
Improved invoice data loading and analysis of variance reports within 10 minutes of receipt by creating a new load process for data center costs using a series of reverse crosstab and union queries to consolidate and format invoice data into one load compatible with a database
Increased reporting flexibility and response time to capacity demand questions by designing and building a new database for IT infrastructure costs
Timeline
Global Head of Financial Planning & Analysis
SLR INTERNATIONAL CORPORATION
01.2024 - Current
Senior Manager - Financial Planning & Analysis
SHAPETX
01.2022 - 01.2024
Manager - Financial Planning & Analysis
NANOSTRING TECHNOLOGIES
01.2016 - 01.2022
Senior Financial Analyst - Global Business Partners / Finance Operations
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.
Global Financial Planning & Analysis Sr Manager (Director Role) at OPEN ENGLISH (ONLINE LEARNING TOOL)Global Financial Planning & Analysis Sr Manager (Director Role) at OPEN ENGLISH (ONLINE LEARNING TOOL)