Sharp Senior Financial Analyst skilled in interpreting and analyzing financial data to inform stakeholders and forecast trends. Eager to contribute value to a team by applying unwavering work ethic.
Overview
11
11
years of professional experience
Work History
Senior Financial Analyst
Realtor.com
03.2023 - 10.2023
Developed presentations and reports to inform and educate stakeholders and financial teams on growth possibilities.
Presented month end numbers for associated business units to CRO.
Tackled both annual and quarterly budget management tasks and developed financial models from benchmarking.
Provided strategic planning advice and financial oversight for corporate stakeholders.
Senior Financial Analyst
Bonterra
03.2022 - 01.2023
Created Net Retention Model (SaaS metric)
Budgeted and Forecasting for the Operations BU
Acted as a finance business partner with all of Operations
Collaborated with Ops leadership and provided budget vs actuals and other financial reporting.
Service Operations Manager
Calero-MDSL
06.2021 - 03.2022
Owned the Telecom Expense Management professional services delivery relationship
Designed and built reports that demonstrate service level achievement as well as key expense management findings in order to support and enhance the value of services delivered
Remotely led a team of 6 TEM resources.
Senior Financial Analyst
Visa, Inc.
02.2018 - 06.2021
Worked as the liaison between Visa and our 3rd party Telecom Expense Management (TEM) provider
Created dashboards and financial reports to senior management showing various elements of telecom spend
Developed and implemented new methods of tracking requested telecom information
Worked on budgeting and forecasting for telecom spend by department and region.
Financial Analyst
Texas Water Development Board
06.2016 - 02.2018
Identified funding sources to close new loans
Produced quarterly cash flow forecast across multiple lending programs
Prepared financial reports for municipal bond and legislative oversight entities.
Manager - Audit
Tangoe, Inc.
10.2015 - 06.2016
Directly managed team of four wireless telecommunications auditors in Austin, TX
Remotely oversaw teams of auditors in Brazil, China, and the United Kingdom
Revitalized audit product through use of automation by utilizing custom tables in SQL.
Telecom Project Manager
Tangoe, Inc.
01.2014 - 10.2015
Managed contingency-based telecommunication audit projects to ensure work is completed on a timely and prioritized basis
Managed projects which generated over $750,000 in revenue for the department
Aided in forecasting potential quarterly revenue
Developed audit project plans and provide ongoing client updates of audit results; created timelines for the expected completion of audit savings opportunities
Proactively identified, prioritized, and escalated internal obstacles when needed to meet client/audit expectations
Partnered with other departments to drive the data gathering process for new and existing audit clients.
Telecom Data Analyst
Tangoe, Inc.
09.2012 - 01.2014
Managed wireless accounts for multiple clients
Analyzed carrier billing data to generate recommendations that drive cost savings in their wireless environment
Worked with other departments to develop and enforce clear processes and procedures
Identified opportunities for process improvement, such as developing Excel macros and SQL queries to streamline the audit process
Defined and proposed software system improvements based on clients business requirements and processes.