Results-driven and highly motivated finance professional with over 15 years of experience, consistently delivering high-quality results with speed and accuracy. Skilled in prioritizing tasks to meet deadlines while maintaining a high standard of analysis and strategic insight
Strong leadership, communication, and interpersonal skills, enabling effective partnerships across all levels of the organization
Demonstrated success as a team leader and strategic business partner, with a proven ability to drive organizational improvements and implement best practices
Overview
20
20
years of professional experience
1
1
Certification
Work History
FINANCE MANAGER, DIGITAL MEDIA SALES FINANCE
Adobe
06.2021 - Current
Lead and manage the Corporate business segment, one of the fastest-growing areas within Field, with a ~$1B book of business and ~$200M in Net New ARR
Oversee weekly outlook, quarterly forecasting, and annual planning to drive growth and strategic alignment
Facilitate weekly outlook reviews with the Sales VP and leadership team, delivering strategic insights on in-quarter performance and forecasting projected land across the ARR walk for the quarter
Enhanced forecast accuracy quarter-over-quarter through close collaboration with Sales Ops and the central attrition and migration teams, identifying key performance drivers and their impact on future quarters
Owned WW Field Sales topline consolidation across various route to markets and geos for weekly outlook, quarterly forecasting, and annual planning; ensuring accurate and timely insights for executive decision making
Trusted advisor to finance colleagues, providing strategic guidance and expertise
SENIOR FINANCIAL CONSULTANT, DIGITAL MEDIA
Adobe
02.2020 - 06.2021
Delivered finance support for the Document Cloud business unit, leading weekly RTB meetings with PMM and GTM leaders to review financial performance
Developed a financial model to assess the topline impact of migrating customers from perpetual to subscription-based models, driving Net New ARR growth
Delivered finance support for the Stock business unit, with a focus on headcount, Opex, and COS
Managed and tracked royalty payments to Stock contributors, while leading annual planning across multiple teams
Drove 10% efficiency savings through strategic resource reallocation
SENIOR FINANCIAL CONSULTANT, MULTIPLE ORGS
Adobe
07.2017 - 05.2019
Financial consultant supporting three distinct organizations-IT, Digital Experience, and Global Marketing-across headcount, Opex, Capex, and topline ARR
IT: Developed a comprehensive plan workbook to track baseline expenses, capital requests, new projects, and trade-offs by VP, resulting in a more efficient annual planning process with enhanced transparency and stronger commitment to bottoms-up budgeting
Digital Experience: Collaborated with Sales Finance and GTM to develop a comprehensive annual plan that supported double-digit bookings growth while minimizing churn
Global Marketing: Streamlined the consolidation process for month end/quarter end close and forecast by clearly communicating timelines, deliverables, and expectations, resulting in more efficient and impactful budget review meetings with leadership
Managed $75M sales portfolio in partnership with Sales and Marketing leaders for one of the fastest growing channels in the Small Business Group
Revamped cohorted subscription revenue models for Quickbooks Accountant offerings, reducing the quarterly variance against plan/forecast by <1% ($60M revenue)
Leveraged cost to acquire analysis to compare and optimize investments for Quickbooks Online within the Accountant Channel resulting in 1.5x ROI to the BU
Partnered with analytics to build out weekly units dashboard with insightful historical and forward looking trends, index and variance against plan/forecast
FINANCE MANAGER, CORPORATE FP&A-EXPENSE CENTER OF EXPERTISE (COE)
Intuit, Inc.
03.2012 - 02.2015
Contributed to growth of a centralized expense (COE) team within corporate that streamlined processes, increased automation, and improved forecast accuracy resulting in company savings
Led team of 4 analysts supporting $1B of direct expense for the Functional Groups
Created and implemented training and development program for COE to improve team's business acumen, competencies and soft skills
Partnered with Corporate FP&A to rollout the 6-quarter rolling forecast company-wide
Drove impactful Intuit level projects, such as the creation of a company-wide full-time and contingent headcount reports, eliminating offline excel reports and reducing 30 hours of manual tracking a month
LEAD FINANCIAL ANALYST, CORPORATE FP&A-EXPENSE CENTER OF EXPERTISE (COE)
Intuit, Inc.
08.2010 - 03.2012
Successfully transitioned 100% of direct expense for the Payroll & Payments BU into the COE ($300M) and streamlined expense processes leading to the reduction of resources required
Drove the month end close, forecast and plan process across all functions (R&D, Sales, Marketing, Care) for 2 BUs, consistently delivered against plan/forecast expectations
Developed automated and standard reports for the COE team including expense/forecast reporting tool, run-rate tool and close packages
Managed and improved planning process through clear communication of deadlines and expectations, set targets based on accurate run-rate analysis of fixed vs
Variable costs and drove trade-off discussions with business partners
SENIOR FINANCIAL ANALYST, CTO & IT
Intuit, Inc.
02.2008 - 08.2010
Managed $100M of functional group expenses and consolidation of the IT group ($300M gross) during month end, quarterly forecast and 1&3 year plan
Reviewed monthly expenses and prepared variance analysis for functional vice presidents, and recommended actions to help reduce variances
Prepared executive level presentations including ops reviews, investment analysis and project updates
Partnered with Procurement to create the framework and savings plan for IT software spend, resulting in ~$20M of savings
SENIOR PLANNING & REPORTING ANALYST
Agilent Technologies
09.2004 - 02.2008
Performed monthly operating expense variance analysis and reviewed with financial management
Contributed in the preparation of quarterly packages to define and track key performance metrics for CFO Dashboard
Partnered with Global Infrastructure Organization to build and rollout cost model/drivers for overhead allocations to BUs
Prepared historical financial restatements of the P&L and B/S for BUs and Divisions during reorganization/restructuring
Supported Treasury during semi-annual hedging process and prepared quarterly currency analysis to identify FX impact to BUs
Education
Bachelor of Science and Commerce - Finance
Santa Clara University
Women Leadership Development - TEAM 6-Month Program
Women's Unlimited, Inc
Certification
Women Leadership Development, Women's Unlimited, Inc, TEAM 6-Month Program