Strategic and results-oriented Finance Leader with over 14 years of experience driving enterprise-wide value through sophisticated financial planning, forecasting, and performance management. Expert at partnering with C-suite executives to translate complex datasets into actionable growth strategies. Proven track record in leading high-performing teams, optimizing cost efficiencies, and enhancing FP&A toolsets to support multi-million dollar corporate segments.
Overview
13
13
years of professional experience
Work History
Senior Manager Financial Operations
LivePerson, Inc.
New York, New York
2024.03 - Current
Strategic Project Leadership: Spearheaded the New York Sales and Use Tax Project for SaaS, successfully reclaiming $4.3M in overpaid taxes and securing $3.5M in future savings through meticulous audit and renewal restructuring.
Global Process Transformation: Pioneered the transition of financial shared services to India, optimizing labor costs while maintaining high standards for data integrity and operational continuity.
Executive Advisory & Forecasting: Managed day-to-day cash management and monthly financial close cycles, translating complex statutory data into actionable forecasting insights for senior leadership.
Cross-Functional Partnership: Served as a key liaison between Finance, Sales, and Legal to streamline remotely accessed software tax procedures, ensuring enterprise-wide compliance and cost efficiency.
Team Leadership & Mentorship: Cultivated a high-performing culture by mentoring junior staff and building cross-departmental consensus on critical financial initiatives.
Accounts Payable Manager
LivePerson, Inc.
New York, New York
2021.02 - 2024.03
Working Capital Strategy: Optimized the procure-to-pay (P2P) lifecycle, extending Days Payable Outstanding (DPO) by 20 days to improve enterprise liquidity and operating cash flow.
System Implementation & Automation: Spearheaded the integration of an automated invoice processing system (Concur), reducing manual data entry by 100%.
Global Shared Services Transition: Orchestrated the migration of AP functions to a centralized shared services model, ensuring seamless continuity and standardizing internal controls across global entities.
Vendor Strategic Partnership: Managed a $35M monthly spend portfolio; negotiated improved payment terms and early payment discounts, capturing $5M in annual bottom-line savings.
Global Policy Governance: Authored and enforced enterprise-wide Travel & Expense (T&E) policies, ensuring alignment with IRS regulations and international tax compliance across 15 global entities.
Compliance & Risk Mitigation: Oversaw 1099 reporting, VAT compliance, and internal audit requirements; implemented robust fraud-prevention controls that eliminated duplicate payments and unauthorized disbursements.
Cross-Functional Leadership: Partnered with Procurement and Treasury to synchronize cash forecasting; provided senior leadership with weekly "Cash Out" projections to inform short-term investment decisions.
Team Performance Management: Led a team of 5 specialists; established Key Performance Indicators (KPIs) for invoice throughput and accuracy, achieving a 30% improvement in team productivity.
Senior Accountant II
Expedia Partner Solutions
Springfield, MO
2018.07 - 2021.02
Operational Leadership: Directed daily accounting operations and managed a team of accounting specialists, ensuring 100% accuracy and timeliness across all deliverables and reconciliations.
System Transformation: Led the implementation of the Oracle ChRM module to automate complex commission calculations; reengineered legacy processes to eliminate manual errors and improve scalability.
Process Engineering & Controls: Designed and documented enterprise-level internal controls and operational workflows, significantly increasing departmental efficiency and audit readiness.
Strategic Partnership: Collaborated with Commercial Finance to evaluate contract terms and supported FP&A by providing deep-dive analysis into forecast-to-actual variances.
B2B & Stakeholder Management: Managed financial relationships and communications with global B2B partners; served as the primary liaison for internal and external auditors, ensuring seamless compliance.
EMEA Regional Oversight: Acted as the Lead Accountant for the EMEA region, managing the month-end close, accruals, and supporting schedules for high-volume international business units.
Mentorship: Established a professional development pipeline for junior staff, fostering a culture of technical excellence and collaborative problem-solving.
Senior Accountant
Expedia Partner Solutions
Springfield, MO
2015.04 - 2018.07
EMEA Regional Leadership: Directed end-to-end accounting operations for 1,500+ global affiliates, ensuring data integrity and GAAP compliance across high-volume international business units.
Process Engineering & Systems Integration: Engineered an automated workflow between Oracle and AP for total compilations, reducing processing time by 50% and data errors by 95% while optimizing the global payment release cycle.
Contract & Revenue Lifecycle: Managed the financial architecture for new affiliate contracts; executed complex retroactive accruals and revenue recognition strategies to ensure accurate month-end reporting.
Associate Accountant
Expedia Partner Solutions
Springfield, MO
2012.11 - 2015.04
High-Volume Financial Processing: Managed the end-to-end statement lifecycle for a high-growth portfolio, accurately processing an average of 900+ statements per month.
Operational Transformation: Engineered and introduced new accounting procedures that reduced statement generation time by 75% and decreased processing errors by 90%, significantly accelerating the monthly billing cycle.
Cash Flow & Aging Management: Directed the setup of new partners on the aging ledger and performed rigorous verification of transaction details, ensuring 100% accuracy in funds received and total account balances.
Senior Project Manager – Wayfinding & User Experience | Construction & Design Strategy at UW Health – Planning, Design, and Construction – Southern, WI & Northern, ILSenior Project Manager – Wayfinding & User Experience | Construction & Design Strategy at UW Health – Planning, Design, and Construction – Southern, WI & Northern, IL