Current Complex Networks – New York
Financial Planning & Analysis Principal financial analyst and reporting lead for Complex Media and Verizon Hearst Media Partners.
Maintain complex financial models, metrics and business rules to provide additional reporting and analysis capabilities.
Write and maintain detailed system documentation to explain business models, processes, and data flows.
Provide timely and accurate delivery of business units' variance analysis against budgets and forecasts.
Manage a team of 12 with the responsibility of handling monthly and quarterly deliverables of reporting to stakeholders.
Key Accomplishments Developed corporate budgeting strategy as well as KPI forecasting methodology for all aspects of Digital Media Revenue.
Implemented workflow processes and OKR framework.
Refined project green-light process and deliverables.
Provided internal guidance for sales and licensing of secondary monetization of premium content as a member of senior management team.
Led monthly reporting calls for stakeholders and board members.
Managing Director, 10/2011
03/2018 Aim Group, INC – New York
Provided interim CFO services to small businesses and start-ups in Technology, Media, and Entertainment industries.
Recruited with responsibilities of handling CFO duties across multiple clients including forecasting, budgeting, strategic planning, business development, and vendor management.
Managed internal team of 6 and external teams of over 10 members.
Integrated OKR framework along with Agile methodologies for new start-ups and small businesses.
Key Accomplishments Successfully negotiated the sale of startup to a public company in the overall deal value of $20MM.
Successfully guided local businesses to profitability over 2 year project period.
Launched US-based business of 2 global startups.
Founded and maintained a profitable business for over six years.
Administered sales and project budgets and oversaw full-cycle tax processes for distressed businesses under $5MM EBITDA, successfully navigating businesses back to profitability after a 2-year project period.
Negotiated investor financing for small startups in the greater New York area, successfully raising $1.5MM in funds.
10/2011 Goldman Sachs & Co – New York
Performed business analysis for newly-regulated verticals, reporting to internal stakeholders.
Provided analysis of Goldman Sachs' Federation businesses, identified strategy initiatives for growth, managed year-end deliverables and compiled financial reports.
Assessed key market financials to ensure substantial efforts with minimal cost footprint.
Key Accomplishments Successfully created project roadmap for Salt Lake City office.
09/2010 Broder-Mansoor, Inc – New York
Managed client services and operations management for tax consulting and investment portfolio tax planning, utilizing weekly and monthly status reports of portfolio activity, draft and update P&L statements, and created internal databases yielding in.
Oversaw technology transformation of business and managed a 3 member team.
Drafted corporate and back office infrastructure procedures to prepare predictive analytics firm for a buyout.
Key Accomplishments Successfully created workflow processes to ensure timely deliverables.
Implemented company's first ERP.
Managed company's technology transformation including vendor management, server purchase and update, procurement of new software including Bloomberg BNA.
Research Analyst, 06/2007
05/2009 Standard & Poor's – New York
Performed statistical and financial research to provide editorial commentary and data for weekly, monthly, and quarterly reports on the $350B leveraged loan market.
Research on loan maturity profiles was cited in a featured article in The Wall Street Journal.
Provided client support and account management for Standard & Poor's LBO newswire.
Key Accomplishments Research featured in the Wall Street Journal on debt maturity wall and financial crisis.
Developed and supported the Standard & Poor's Twitter feed, first financial services firm to use Twitter to deliver the news.
Ideated the first Standard & Poor's iPhone app.
B.B.A: Business Administration Finance
2007 George Washington University - Washington DC Business Administration Finance
Certified Scrum Master: 2017
Negotiated $20MM sale of start-up to Fortune 1000 company. Research featured in the Wall Street Journal. Launched the first financial market news feed on Twitter. 3+ years of experience in financial services, dealing with complex loan securities and underlying business analysis. 6+ years of management experience including creating deliverables and guidelines for projects. 5+ years of consulting experience in building cross-functional teams, financial planning, workforce transformations across multiple industries: technology, digital media and marketing.