Experience

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  Prudential financial

  Jun 2013 - Jun 2014

  Marketing assistant

  > Assisted Registered Investment Advisor in the daily management of a large, diversified portfolio for high net worth investors.> Assisted in marketing presentations and portfolio analytics. > Served as liaison between 1,200+ clients and the advisor. Oversaw follow-up on all transactions. > Worked with many financial product lines including investments (qualified and non-qualified), variable and level insurance products, and various classes of annuities.

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  Equifax

  Jun 2014 - May 2017

  Supported achievement of annual budget and monthly forecast for US Financial Services Group, Corporate HR, & Corporate Finance through:> Preparing, analyzing, & reporting on revenue/expense performance on a monthly basis.> Providing monthly variance commentary vs. forecast, budget, & prior periods to assist business unit leadership in assessing the health of their business.> Generating monthly revenue and expense forecasts.> Ad-hoc trend analysis & misc. reporting. Show less

  • Financial Analyst

    Jun 2015 - May 2017

  • Global Fulfillment Analyst

    Jun 2014 - Jun 2015
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  Fiserv

  Jun 2017 - Jan 2020

  Directly managed team of Financial Analysts, Senior Financial Analysts, & MBA Finance Consultants in the following key activities:> Ground up implementation of PowerBI across several key Finance functions growing active daily users from less than 25 to 1,500 in 1 year. Scalability efforts included identifying and training offshore support. > Continuously planned and delivered full cycle releases of new PowerBI capabilities through active participation in the Microsoft Customer Advisory Board for PowerBI.> Full P&L support for $400M Business Unit delivering monthly forecast, annual budgets, & annual long term plan. Show less > Formulated standard monthly, quarterly, and annual reports and prepared financial analysis for management and stakeholder decision support.> Engaged directly with business leaders across the Billing and Payments Group on a variety of special projects at the direction of the Group CFO.> Assisted in the coordination of the annual long-range plan, annual budget, and monthly full-year forecast updates, including analyzing contributor submissions and providing guidance for improvement where necessary. Show less

  • Manager, Financial Analysis

    Apr 2018 - Jan 2020

  • Senior Financial Analyst

    Jun 2017 - Apr 2018
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  Equifax

  Jan 2020 - now

  Leading team of highly skilled FP&A professionals to deliver accurate financial information to support and provide:> Reporting on enterprise performance related to actuals, forecast, & budget to C-level leadership team and various other Senior Leadership teams across the organization. Key reporting areas include: revenue/expense/operating profit, EPS, capital spend, & EBITDA.> Quarterly earnings release presentation & Board of Directors meeting.> Financial excellence for the Equifax Foundation team via monthly control on Equifax charitable spending.> 0-3 Year strategy playbook presentations.> Acquisition related business development via detailed analysis of potential opportunities & financial governance on integration of completed acquisitions. Show less Multi-faceted role which required leading a team of analysts to deliver financial information supporting 3 primary areas of responsibility:1.) Consolidation of Global Technology operating expense:> Consolidated reporting on $1B operating expense across 4 business units.Monthly & quarterly presentations on actual/forecast performance to C-suite & other Senior Leadership teams.> Annual budget presentation to C-suite & other Senior Leadership teams.> Assignment of budget targets within Corporate Technology related to operating expense, capital, & cash and ensure targets are meaningfully synchronized with product & technology investment roadmaps.2.) Finance lead for Data Fabric organization:> On time delivery of annual business cases funding ~$60M of technology investment.> Leveraged industry leading process allowing for capitalization of cloud spend to further extend development resource funding.> Labor expense model tracking capitalization opportunities for 500+ headcount.> Monthly reviews on actual & forecast results.3.) Process improvement and automation of financial reporting via Tableau & RPA. Show less

  • VP - Corporate Finance

    May 2022 - now

  • Senior Finance Business Partner - Technology

    Jan 2020 - May 2022