
Timeline
About me
Manager, Transformation Change Management at Salesforce
Education

Monta vista high school
2011 - 2015Activities and Societies: Monta Vista High School Dance Team

University of california, irvine
2015 - 2019Bachelor's degree mathematics, minor in statisticsSumma Cum Laude, Outstanding Senior in Mathematics, Chancellor's Award of Distinction, Phi Beta Kappa
Experience

Uc irvine
Jan 2016 - Jun 2017⋅ CHSC hosts social, academic, and fundraising programs for the 750 students in the Honors Program.⋅ In conjunction with President, led weekly council meetings to discuss new ideas and reflect on past events.⋅ Helped to direct council fundraising efforts, successfully raising over $2000 to support new council events.⋅ Initiated an office hour system at the beginning of the school year to provide small group advising sessions with council members to help guide them through the event planning process.⋅ Met weekly with the President and Staff Advisor to present and discuss long-term plans for the council. Show less
Campuswide Honors Program Student Ambassador
Sept 2016 - Jun 2017Campuswide Honors Program Student Council Vice President
May 2016 - Jun 2017UCI Athletics Dance Team/Spirit Squad Dancer
May 2016 - Apr 2017Campuswide Honors Program Student Council Representative
Jan 2016 - Jun 2016

Morgan stanley
Jun 2016 - Aug 2016Intern⋅ Independently performed quality checks to ensure accuracy of customer account information and created Excel spreadsheets summarizing this data, often covering hundreds of clients, for the Financial Advisor team.⋅ Communicated with insurance agencies and financial institutions by phone and email to obtain, complete, and file necessary documentation for customer account activity.

Oracle
Jun 2017 - Sept 2017Financial planning analyst intern - bi infrastructure and systems⋅ Collaborated both remotely and in-person with Financial Analysts while working on a long-term corporate project to develop an updated Long Range Planning system.⋅ Independently worked on core project tasks including data tie-outs for actuals data, system CD P&L template generation utilizing budget and forecast, and systems testing in collaboration with developers to resolve bugs.⋅ Developed new process documentation for removing activity prior to end dating a cost center and presented this work to six finance managers, including a Vice President of Finance, and proposed suggestions for continued change and future advancement.⋅ Generated Excel Macros and updated internal documentation in the format of Wikipages and Word documents for a number of financial processes, including quarterly updates on the chart of accounts and the annual tax survey. These materials can now be utilized and updated by my manager, a Senior Director in Corporate FP&A. Show less

Uc irvine
Sept 2017 - Jun 2019⋅ Advised the 750 students of the Campuswide Honors Program on academic planning & use of campus resources.⋅ Worked with professional advising staff to develop a new program-wide advising strategy to address the needs of this year’s significantly larger incoming class (330 Freshmen compared to previous average of 150).⋅ Plan and host events and workshops to foster the social and academic community of the Campuswide Honors Program, including Fall Welcome Back Beach Bonfire, quarterly Faculty Coffee Hours, and the Spring Camping Retreat. Show less
Peer Academic Advising Program Coordinator
Apr 2018 - Jun 2019Undergraduate Research Assistant, Department of Education
Sept 2017 - Jun 2019Campuswide Honors Program Peer Academic Advisor
Sept 2017 - Jun 2018

Oracle
Jun 2018 - Sept 2018Financial analyst intern - product development, cloud finance⋅ Developed a data center hierarchy for reporting of finances, assets, contract information, and usage. Mapped numerous older methods of reporting to our new hierarchy coding. ⋅ Performed statistical analysis utilizing Excel and R to find patterns/correlation in customer cloud usage data. This analysis was presented to 6 finance mangers. ⋅ Improved an Excel forecasting model to incorporate regression and saving capabilities and updated with weekly numbers.

Deloitte
Jul 2019 - Jul 2021Consultant
May 2021 - Jul 2021Analyst
Jul 2019 - May 2021

Salesforce
Jul 2021 - nowManager, Transformation Change Management
Aug 2023 - nowSr. Analyst, Quota & Capacity Planning
Jul 2021 - Jul 2023
Licenses & Certifications

Sap central finance
DeloitteApr 2020
Sap profitability and performance management (papm)
DeloitteApr 2020
Getting started with sap model company (2020 edition)
OpensapJun 2020
Sap certified application associate - sap s/4hana for financial accounting associates (sap s/4hana 1809)
SapAug 2019
Mathematical quality of instruction coder
Center for education policy research at harvard universityJan 2018
Honors & Awards
- Awarded to Rosalind BallChancellor's Award of Distinction University of California, Irvine Jun 2019
- Awarded to Rosalind BallOutstanding Senior in Mathematics University of California, Irvine Jun 2019
- Awarded to Rosalind BallInspiring Leadership Campuswide Honors Program Student Council Jun 2018 Award given for Inspiring Leadership throughout my positions as Campuswide Honors Program Student Council Vice President and as a Campuswide Honors Program Peer Academic Advsior
- Awarded to Rosalind BallMost Outstanding Newcomer Campuswide Honors Program Student Council May 2016 Award for active participation throughout my first year on council.
Volunteer Experience
Executive Board Member, Finance Committee
Issued by Bare Bones Dance Theater on May 2018
Associated with Rosalind Ball
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