Ambitious CPA and Revenue Operations Accounting leader with experience driving operational excellence and process improvement for a global insurance SaaS provider.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Manager, Revenue Operations Accounting
Zywave, Inc.
Milwaukee, WI
05.2023 - Current
Lead a team of 3 accounting professionals, both on and offshore, driving performance, scalability, and continuous improvement.
Oversee the full order-to-cash process for 4 business units generating over $40M in annual revenue, including order intake and contract review, invoicing, and collections. • Monitor and report on aged AR balances to ensure timely collections and cash flow management.
Partner with corporate accounting to develop revenue policies along with ensuring compliance with GAAP ASC 606 for recurring SaaS and PSO revenue recognition.
Partner with cross-functional business leaders on deal structuring and contract review.
Spearhead cross-functional projects to enhance and streamline legacy billing systems while ensuring compliance with accounting standards and internal operational requirements.
Successfully managed and developed a team of 15+ employees, demonstrating strong leadership skills.
Financial Analyst II
FIS Global
Milwaukee, WI
10.2019 - 05.2023
Functioned as the sole financial analyst for the Digital One Business, forecasting $125M in annual revenue and $16M in expenses across 260+ clients.
Analyzed monthly, quarterly, and annual actuals against forecasts, delivering clear variance analysis and actionable insights to stakeholders.
Led development of annual budgets in partnership with business leaders, incorporating new business, product initiatives, historical trends, and growth assumptions.
Partnered with accounting during month-end close to review account balances and journal entries, ensuring accuracy and completeness.
Evaluated revenue recognition memos, implementation contracts, and business cases to assess financial impact and incorporate into forecasts.
Audit Associate
Anders CPAs + Advisors
St. Louis, MO
09.2017 - 10.2019
Assisted with financial statement audits by examining accounting records, systems, and internal controls for GAAP compliance, regulatory adherence, and operational effectiveness.