Resume

8 Years of Experience

Experience

2023 - Present
Dale Carnegie & Associates

Director of Financial Planning & Analysis

Lead a high-performing Data & Analytics Charter team, harnessing Salesforce & CRM data to drive growth and efficiencies through data-backed insights Supervise and mentor a team of two financial analysts, providing guidance and support in their respective areas of focus: one specializing in financial analysis for the DC&A corporate entity, and the other concentrating on financial analysis for franchise operations. Engineered a zero-budget financial plan, identifying revenue streams and eliminating redundancies, resulting in an 80% surge in operating income and enhanced financial performance across KPIs. Elevated individual franchise operating margins by over 5% compared to pre-COVID levels. AI Innovation team member, strategically implementing Artificial Intelligence for sales, marketing, and operational enhancements. Direct oversight of accounting team leads, department managers company-wide, driving excellence in finance and analysis. Key decision-maker for annual strategic initiatives.
2018 - 2022
Dale Carnegie & Associates

Senior Financial Analyst

Collaborated with executives, crafting tailored metrics to propel digital business growth post-COVID, mitigating the impact on in-person training. Engineered dynamic financial models for the board, enabling foresight into diverse financial scenarios. Reenvisioned the budgeting/forecasting process for all organizational departments. Advised CFO and VP of Finance on targeted cost-cutting strategies during revenue shortfalls. Innovated monthly/quarterly financial reporting, leveraging technology for streamlined analysis. Pioneered financial benchmark report, partnering with Qvinci and conducting global webinars. Mentored cross-functional teams, fostering data-driven decision-making and analytics ownership. Honored with the 2020 Presidential Award for outstanding impact on organizational success.
2015 - 2017

Stroke Survivor, Travel Blogger, and Fundraiser

Overcame adversity as a stroke survivor, demonstrating resilience and determination. Embarked on a two-year transformative journey, traveling throughout USA, Canada, and Latin America, documenting my travels via my travel blog. Managed a Holistic Healing Retreat Center in Puerto Escondido, Mexico where I prioritized health and well-being to guide our guests through their own healing journeys. In Guatemala, I collaborated with the Integral Heart Foundation in Antigua , actively recruiting fundraisers to support the education and sustenance of over 80 children in need, and still do to this day,
2009 - 2015
CBS Radio

Senior Financial Analyst

Orchestrated precise revenue, expense, and statistical reports for CBS Radio and CBS Corporate executives, ensuring accurate insights. Spearheaded the creation and analysis of the annual budget, mid-year reviews, and ad-hoc presentations for senior management, contributing to strategic decision-making. Collaborated seamlessly with digital sales directors to discern reporting needs for a burgeoning $100 million annual digital revenue budget. Aligned with the Operations Team to guarantee meticulous back-end reporting accuracy, enhancing overall financial integrity. Successfully implemented a transformative data warehouse user dashboard, empowering over 200 sales professionals across the company. Served as the Finance group's key liaison for the implementation of a new business intelligence client, facilitating dynamic dashboards for all employees. Directly supervised two staff accountants, overseeing cash forecasting and monthly journal entries. Recognized with the CBS Share-the-Vision Award for exceptional performance from 2011 to 2014, earning stock incentives
2006 - 2009
News Corporation

Staff Accountant/Financial Analyst

Education

College

2001 - 2005
SUNY New Paltz

Accounting

Freshman/Sophomore years my focus was computer science and mathematics, and I graduated with a Bachelor's Degree in Accounting.

Business Intelligence Knowledge

Microsoft Suite

100%

Microsoft Dynamix

100%

NetSuite (Oracle)

90%

Salesforce

80%

Everest ERP

80%

SAP

90%

Coding Skills

C++

50%

Visual Basic

50%

Python (Currently Learning)

10%

Certificates