Results driven MBA with 9+ years of diversified experience in finance, product, analytics, and operations.
Seeking a role in Business Operations or Finance within a high growth early-phase startup.
Decisive collaborator, with proven success in building strong, lasting relationships with business partners.
Proficient Project Leader with experience in digital advertising and online video analysis.
Excellent critical thinking, analytical and organizational skills. Competence in challenging assumptions as well as developing models, methodologies, frameworks for developing solutions.
Manager, Business Operations and Analytics January 2014 to CurrentAdap.TV － San Mateo, CA
Strategic Initiatives * Drove strategic and operational initiatives, such as organization planning and automation opportunities, across the company. Worked directly with COO and Senior Leaders to develop a prioritized approach for execution. * Built NPV and ROI models to assess investment opportunities across new products and markets. Analyzed the strategic value of an acquisition target and calculated a 2 year revenue opportunity of $36M and IRR of 28%. * Partnered with Business Leads to create sophisticated models, forecasting the business and headcount needs.
Analytics and Insights * Produced and delivered an Operational Dashboard, reporting KPIs and enabling executive level decision-making. * Presented a 3-year benchmark of Adap.TV's performance vs video, display, and mobile competitors. Financial summary was shared with AOL Leadership, providing high level view of the company's competitive position. * Created a data driven Customer Lifetime Value and Cohort Model, extracting invaluable insights on customer spend trends and segment growth rates. Model was also used to support the 3-year Long Range Forecast. * Created scheduled and ad-hoc reports, generating key insights/trends on ad networks, agency, and DSP customers. Reports presented to client contacts and used to analyze spend and optimize ad campaigns.
Product Management * Engaged with colleagues across AOL Platforms to identify Salesforce integration points, related to pricing and sales. Documented product requirements through workflow diagrams, data models, and process documents. * Developed strong working relationships with Engineering, Product Management, and Ad Operations, to drive next generation product features. Wrote clear product requirements, with a focus on user experiences.
Manager, FP&A January 2013 to January 2014Linear TV
Manage strategic planning, revenue forecasting, and profitability analysis for high growth startup.
Owned and managed the 2014 Annual Operating Plan, Long Range Plan, and Quarterly Forecast.
Designed various tools used by Management to assess the risks, opportunities, and state of the business. Collaborated with Inventory leaders to optimize and set margin rates, achieving a 15% jump in Net Revenue in Q3 and Q4.
Developed monthly Management Reports across Region and Segment, to gauge profitability and performance against Company goals and Forecast. Calculated Gross & Net Revenue, Margin, YoY/QoQ growth, EBITDA, Contribution, etc.
Identified trends in overall profitability due to shifts in business structure; Worked collaboratively with Senior Management to develop pricing models for Platform and Marketplace products.
Leveraged industry research to develop a complex model, sizing the Linear TV market. Presented results to TV Team.
Provided financial analyses, including multi-year forecasts, to consultants for IPO readiness and due diligence reviews.
Promoted to Manager in January 2014. Managed 1 direct report and mentored 2 Analysts.
Senior Financial Analyst January 2011 to January 2013CDW Corporation － Chicago, IL
Managed all forecasting, reporting, and analysis of Microsoft and HP Vendor Incentive Income totaling $120M.
Partnered with Brand Managers to identify market opportunities to maximize profit on channel incentive programs.
Created and automated Customer Scorecards by utilizing SQL queries. Analyzed tool for 200+ Business Partners.
Streamlined month-end processes for $900M department; Reduced cycle time of finance processes by 30%.
Played key role in documenting business requirements for Microsoft Technology Project; Worked with engineers to map data sources, business rules, and future processes to accurately forecast and report Microsoft revenue.
Trained 8 Analysts on newly developed metrics and financial forecasting and analysis best practices. 338 Spear Street #23F, San Francisco, CA 94105
Management Consultant, Strategy and Operations January 2010 to January 2011Deloitte Consulting － Chicago, IL
Delivered management consulting services in the Finance Strategy and Operations service line. Post-merger integration project for a $68B pharmaceutical corporation:
Designed centralized solution to streamline financial planning and close processes for 50+ global reporting units.
Led the assessment for a Finance Center of Excellence and developed 20 improvement initiatives. Enterprise cost reduction project for large global client services firm:
Created business case and scenario analysis supporting establishment of an off-shore shared service organization. Calculated cost savings of $36M through process efficiencies, low cost sourcing, and interest cost reduction.
Defined strategy and operating models for Order to Cash Processes and presented results to client.
Associate, Assurance and Business Advisory January 2004to January 2007PricewaterhouseCoopers, LLP － Los Angeles, CA
Planned and performed financial audit and internal control test procedures for Fortune 1000 companies.
Co-led team of 4 staff on large integrated audit which was completed on schedule and 18% under budget.
In charge of planning, design, and execution of SOX compliance audits for manufacturing and technology clients.
MBA : Strategy and Finance, 2009University of Southern California (USC), Marshall School of Business － Los Angeles, CA, USMBA (Strategy and Finance), 2007-2009 University of Southern California (USC), Marshall School of Business, Los Angeles, CA
BA : Business Economics, 2009London School of Economics － London, UKStudy Abroad (International Relations Courses), 2009 London School of Economics, London, UK BA, Business Economics
Certificate : Project Management, 2015University of California － Los Angeles, CA, USUniversity of California, Los Angeles (UCLA), Los Angeles, CA OTHER COURSEWORK Coursework In HTML, CSS, Google Analytics, Omniture SiteCatalyst (in progress) CodeAcademy Certificate in Project Management, 2015 (expected)
Business ObjectsCornell UniversityCornell University SYSTEMS Salesforce, SQL Server, PeopleSoft, Hyperion, Essbase, Business Objects Microsoft Applications (Excel, PowerPoint, Word, Access, Project, Visio, Outlook)
Finance, Forecasting, Associate, Audit, Audits, Budget, Clients, Financial Audit, Sarbanes Oxley, Sarbanes-oxley (sox), Sox, Test Procedures, Integration, Integrator, Operations, Pricing, Sql, Strategic Planning, Best Practices, Business Requirements, Cycle Time, Data Sources, Documenting, Financial Analyst, Financial Forecasting, Incentive Programs, Metrics, San, Storage Area Network, Mba, And Sales, Business Operations, Data Models, Database, Decision Support Panel, Dsp, Executive Level, Leads, New Products, Product Management, Roi, Sales, Workflow, Due Diligence, Financial Planning & Analysis, Forecasts, Fp&a, Inventory, Ipo, Pricing Models, Business Case, Cash, Client Services, Cost Reduction, Financial Planning, Management Consulting, Post-merger, Advertising, Digital Advertising, Digital Campaign, Frameworks, Organizational Skills, Solutions, Css, Html, Progress, Project Management, Access, Essbase, Excel, Hyperion, Ms Sql Server, Outlook, Peoplesoft, Powerpoint, Sql Server, Visio, Word
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Companies Worked For:
University of Southern California (USC), Marshall School of Business
London School of Economics
University of California
Job Titles Held:
Manager, Business Operations and Analytics
Senior Financial Analyst
Management Consultant, Strategy and Operations
Associate, Assurance and Business Advisory
MBA : Strategy and Finance , 2009 BA : Business Economics , 2009 Certificate : Project Management , 2015 Business Objects
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