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Strategic and analytical finance professional with 5+ years experience in financial analysis, reporting, and investment valuation. Proven ability of leveraging quantitative skills with cross-functional communication to support corporate success. Areas of business insight include forecasting, budgeting, go-to-market strategy, competitive intelligence, M&A activity, investor relations, and external reporting.
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- Senior corporate revenue analyst owning process of analytics, reporting production, and delivery (both internally and externally) for $600MM+ in annual sales
- Created and maintained interactive Board of Directors financial review deck, used by CFO during quarterly presentations
- Aided Sr. Director of Corporate Development during M&A process with valuation modeling, and post-integration deal ROI tracking
Click to see Qlik's acquisition of Vizubi
- Financially modeled new strategic initiatives with Sr. Finance Manager that expanded the commercial scope of Qlik
Click to see Qlik's launch of Cloud offerings
- Supported Director of Investor Relations in quarterly earnings presentations and aiding communication of corporate strategy with greater Wall Street analyst community
- Aided Mgr. and VP of FP&A during forecasting and budgeting process by providing global revenue analytics and KPIs
- Combined technical scripting skills and financial knowledge to create multiple sophisticated applications and models for corporate analytical consumption
- Built Discounting application from ground up that is used to pro-actively influence deal-level behavior company-wide on $300MM+ in license sales, winning award at annual company summit
- Analytics expert on launch team devoted to pricing new Qlik product forecasted to generate over $200MM in license sales in 2016; recognized at annual summit for involvement
Click to see Qlik's launch of Qlik Sense
- Aided Sr. Director of Corporate Development in valuation and financial modeling for acquisition of new DaaS division
- Created exclusive sales metric to analyze success of corporate “land and expand” strategy, spanning over 10 years and 30,000+ customers
- Evaluated historical quota achievement to establish sales force hiring needs; creating tactical model for sales operations department to optimize placement of 200+ reps
- Analyzed currency fluctuation impact on global revenue stream, gauging risk to forecast and publicly-issued guidance
- Presented to C-level executives analytical KPIs to aid in budgeting and forecasting for >$300 MM in revenue
- Aided Sr. Director of Business Development; modeled pricing deals and e-commerce solutions for corporations with annual online revenues > $25MM;
- Created proprietary synergy-tracking model for multi-billion dollar eBay merger; primary area was PayPal use for GSI clients
- Tracked sales pipeline and updated accounts in Salesforce.com database, meeting with senior executives weekly.
- Supported internal organization, working with fulfillment and customer service business units
- Managed master pricing list for deal structures, changing as needed
- Tracked and periodically reviewed client performance and tax consequences, while constructing reports of their accounts
- Conducted investment manager due diligence, analyzing performance statistics and screening for top managers to utilize in portfolios with assets >$10MM
- Maintained AXYS database of client portfolios, running script files daily to update returns and security prices
- Assisted in various compliance and portfolio management procedures, such as producing quarterly asset summary reports
- Created asset-liability model for use with large local corporate clients to examine long-term pension fund growth needs
- Analyzed various portfolios using Thomson Financial software
- Reorganized due diligence files with updated performance tracking, utilizing MPI Stylus
- Constructed money manager reviews, outlining strengths, weaknesses, and strategies
Villanova University - Villanova, Pa
GPA: GPA: 3.2/4.0
Moravian College - Bethlehem, Pa
GPA: GPA: 3.5/4.0 Graduated Cum Laude, Dean's List for Six Semesters
Advanced Excel, QlikView, Qlik Sense, Business Intelligence, Social Media, Big Data, Bloomberg, Equities, Fixed Income, Real Estate, Derivatives
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School Attended
- Villanova University
- Moravian College
Job Titles Held:
- Senior Financial Analyst, FP&A
- Business Discovery Analyst, FP&A
- Financial Specialist (Contractor)
- Sales Financial Analyst, Business Development (Contractor)
- Investment Analyst
Degrees
- Master of Science
- Bachelor of Arts
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