• Optimized financial operations and compliance processes in SAP, improving cash flow management by enhancing collections, accelerating billing cycles, and reducing contract risk exposure. • Led multinational finance teams (India & Philippines) to drive strategic FP&A improvements, achieving 20% higher operational efficiency and strengthening executive financial insights. • Advised senior leadership on contract structures and revenue recognition models, ensuring finance aligned with long-term growth strategy and P&L objectives.

DLC | Jul 2022 - Nov 2023

FP&A Management Consultant

• Revamped royalty reporting for a Japanese SaaS animation platform, integrating Python-based automation that reduced manual effort by 90% and improved reporting accuracy by 80%, accelerating financial decision-making. • Developed KPI-driven revenue forecasting, leading to a 25% increase in sponsorship revenue for a live events platform by identifying key budget drivers and refining pricing strategies. • Redesigned FP&A processes for a CPG firm’s $4B+ U.S. division, consolidating 20+ financial models into an automated framework, identifying $1.8M in missed accruals, and cutting forecasting time by 75%. • Served as a strategic finance partner to C-suite executives, providing insights into financial trends, scenario planning, and performance optimization to support high-stakes decision-making.

Management Consulted | Jan 2023 - Jan 2023

Management Consultant

Provided strategic guidance to the CEO of an Ecuador-based language tutoring company with a social impact mission, facilitating its expansion into the US market and advising on the acquisition of 501c3 status as part of a specialized 6-member team led by an ex-McKinsey consultant. • Led a comprehensive market and competitive analysis to delineate the educational landscape, identifying key differentiators and opportunities that positioned the company advantageously against competitors. • Spearheaded detailed customer demographic research using advanced Excel analytics, pinpointing college student travelers as the ideal customer segment to tailor marketing and service offerings. • Crafted an innovative marketing strategy, selecting optimal communication channels and forging strategic partnerships to maximize visibility among target demographics, significantly enhancing market penetration efforts. • Engineered a dynamic pricing tier model, balancing the dual objectives of driving social impact through English language programs and achieving financial sustainability, paving the way for successful 501c3 status attainment and operational cost coverage.

Concordia Studio LLC | Oct 2021 - Apr 2022

FP&A Manager (Acted as Director of Finance since Nov 2021)

• Managed weekly cash flow forecasting for operational and production projects, aligning with budget forecasts and adjusting for anticipated financial fluctuations. • Revamped and sustained financial models for 4 key divisions, optimizing SG&A projections and enhancing budget accuracy. • Developed comprehensive financial models rooted in legal contracts and project assumptions to drive strategic financial planning. • Conducted GL reclassifications post-variance analysis, ensuring financial reports accurately reflected ongoing operations. • Quarterly reforecasted financials, integrating actuals and GL adjustments to refine budget alignment and forecasting precision. • Supported the development of budget presentations, providing critical data and insights to inform executive decision-making. • Analyzed and elucidated variances between budgeted forecasts and actual financials to stakeholders, guiding strategic adjustments. • Oversaw and verified wire transactions, signed checks/approved wire payments and accounting entries, ensuring financial integrity and compliance. • Compiled accurate quarterly financial statements for third-party financiers, adhering to contractual agreements.

Endeavor | Jul 2019 - Oct 2021

Senior Financial Analyst (with Accounting Manager Responsibilities)

• Delivered in-depth budget versus actual variance analyses on key operating expenses, driving the determination of precise monthly accruals across corporate and subsidiary levels, thus ensuring financial integrity and aiding strategic decisions. • Streamlined operating expense analysis, including capital expenditures and intercompany transactions, by establishing and overseeing a dedicated 6- person team in India, significantly improving process efficiency. • Managed a team of three AP/AR Accountants handling $10M/ day in client check deposits, ensuring accurate tracking, bank validation, client confirmation, and daily bank reconciliations. • Fostered cross-departmental collaboration with Treasury, AP, Payroll, and FP&A to manage and reconcile cash flow, ensuring robust financial health and liquidity. • Initiated the development of interest schedules and long-term expense forecasts, providing key insights for financial management and strategic planning. • Directed the execution of month-end accruals across debt, assets, and liabilities, refining the financial close process and enhancing the accuracy of financial reporting. • Compiled and delivered comprehensive monthly, quarterly, and annual financial packages for both consolidated and non-consolidated entities, enhancing financial transparency and stakeholder trust. • Provided pivotal support to the Tax Department and management, handling external audit queries and driving forward strategic ad-hoc projects, demonstrating versatility and leadership in financial operations.

Dick Clark Productions | Jul 2018 - Jul 2019

Senior Financial Analyst (with Accounting Manager Responsibilities )

• Led the month-end close process, optimizing accounting procedures for accruals, fixed assets, and revenue recognition, which enhanced financial accuracy and reduced closing time by 30%. • Conducted in-depth analyses of P&L discrepancies, ensuring alignment with budget forecasts and contributing to a 30% improvement in budget accuracy. • Consolidated and reviewed monthly and quarterly financial statements, ensuring accuracy and GAAP compliance, and facilitated timely financial reporting for executive review. • Directed and mentored accounting staff, fostering a culture of excellence and continuous improvement within the finance department. • Developed and presented comprehensive quarterly securitization decks, integrating detailed budget vs. actual variance analyses for key productions, enhancing transparency and strategic decision-making with financial institutions. • Collaborated with external auditors to facilitate thorough interim and year-end audits, providing essential support, scheduling, and detailed financial analytics, ensuring audit accuracy and compliance. • Delivered targeted ad hoc financial reports and elucidated monthly financial variances, enabling the finance department to make informed decisions and strategic adjustments. • Managed and submitted all quarterly census reports, business tax filings, and other mandatory corporate documentation, ensuring compliance with regulatory requirements and maintaining operational integrity.

Regent, L.P. | Apr 2017 - Jul 2018

Lead, Senior Accountant

• Conducted in-depth sales performance analysis and devised commission structures, including payout and clawback calculations, to align sales incentives with business objectives effectively. • Partnered with senior management and department leaders to orchestrate financial planning and define budget strategies for sales targets, enhancing organizational revenue goals alignment. • Engineered and implemented a robust accounting infrastructure, encompassing the close process and financial reporting mechanisms, to streamline operations and improve financial transparency. • Developed and standardized accounting processes across the portfolio, ensuring consistent financial practices and enhancing operational efficiency.

Strategic Development Solutions | Sep 2015 - Apr 2017

Financial Analyst

• Since October 2016, assumed Controller duties, overseeing comprehensive financial operations including budgeting, forecasting, investment analysis, P&L management, and direct reporting to the CFO on financial variances, enhancing strategic decision-making and financial integrity. • Conducted advanced financial analyses, comparing model projections with actual results for a $1B portfolio, and assessed debt covenants, significantly improving transparency and informing strategic decisions for management and the board. • Developed and validated LBO financial models, ensuring precision and regulatory compliance for real estate transactions, and facilitated seamless alignment between financial and legal documentation in collaboration with legal and accounting professionals. • Forecasted year-end distributions by analyzing Net Operating Income (NOI) and adjusting financial flows, ensuring compliance with fiscal and tax regulations, and optimizing financial outcomes. • Led the accounts receivable team, implementing strategies to accelerate client and internal collections, thereby optimizing cash flow and financial operations.

Red Bull | Aug 2012 - Aug 2015

Operational Finance Analyst

Analyst Responsibilities: • Engineered and implemented advanced reporting tools across Controlling, IT, and operations, conducting thorough user behavior and needs analysis, achieving $2M in annual cost savings for Red Bull's shipping, office, and mobile device programs. • Crafted detailed financial models for Capital Expenditures (Cap-Ex) and Operating Expenses (Op-Ex) to support strategic business planning for the controlling, IT, and VP leadership teams. • Conducted comprehensive analysis of projected vs. actual operating and capital expenses, aiding in the optimization of departmental budgets and facilitating enhanced contract negotiations through detailed spend insights. • Overhauled and standardized financial policies and procedures, including payroll processing and corporate card usage, significantly improving cost transparency, reducing unnecessary expenditures, and boosting overall compliance and accountability. Accounting Responsibilities: • Directed daily financial operations, including cash management, general ledger maintenance, and month/year-end closing processes for New York Red Bull Soccer subsidiaries, ensuring accurate financial reporting and compliance. • Collaborated closely with Sales Finance to streamline customer chargeback processes for the North and East Business Units, enhancing accuracy and timeliness of payments. • Coordinated credit card reconciliation efforts, working with financial analysts to ensure precise expense coding, clear payment documentation, and appropriate managerial approvals. • Managed the processing and accounting of all check transactions for Red Bull’s US operations, ensuring accurate and timely financial entries.

Red Bull | Aug 2010 - Aug 2012

AP Accountant

• Ensured efficient management of payment processes, including requests, codings, and document verification, achieving timely financial transactions for Red Bull Headquarters and Media House, and collaborating extensively with South, North, and East Business Units. • Facilitated seamless communication with Red Bull's management, marketing, media, and distribution teams, alongside external vendors and customers, to streamline operations and enhance service delivery. • Applied advanced problem-solving and analytical skills to rectify outstanding balances, accurately assess sales tax, and correct misapplied payments, ensuring financial integrity. • Conducted detailed expense reclassification and performed month-end accruals, ensuring precise expense tracking and compliance with financial standards. • Provided critical support for regional, corporate, and upper management teams on a range of financial processes and ad-hoc projects, contributing to operational excellence. • Managed the prompt processing of logistics data for clients, prioritizing accuracy and timeliness to meet critical deadlines. • Oversaw and executed wire transfers and check processing, ensuring accurate and efficient payment settlements. • Implemented electronic billback procedures for the Mountain South Business Unit using Excel macros and SAP, enhancing billing accuracy and efficiency.

Gursey, Schneider & Co. LLP | Dec 2008 - Jan 2010

Staff Accountant

• Expertly prepared individual and corporate income tax returns (LLC and LLP), including comprehensive work papers, ensuring compliance and accuracy. • Managed quarterly and year-end state and federal payroll tax returns and 1099 forms for 50 clients, upholding strict adherence to tax regulations. • Administered the full cycle of Accounts Payable and Receivable, streamlined invoicing/collections, and managed annual business license registrations, enhancing client financial operations. • Oversaw daily cash management and payroll activities for both individual and corporate accounts, ensuring operational liquidity and payroll accuracy. • Executed month-end close processes, including all journal entries and general ledger reconciliations, laying the groundwork for accurate financial statement preparation. • Delivered bi-weekly and monthly financial statements, and provided insightful budgetary and forecast reports, aiding strategic decision-making. • Conducted thorough bank, credit card, mortgage, and investment reconciliations, alongside fixed asset and intercompany account analyses, ensuring financial integrity. • Enhanced clients’ business procedures and financial reporting by leveraging MS Excel and accounting software, significantly improving process efficiency. • Developed detailed monthly and annual budget reports, performing variance analyses to identify and explain budget deviations, guiding financial adjustments. • Advanced Excel use to create intricate spreadsheets, utilizing functions, formulas, and pivot tables to generate insightful new financial reports. • Skillfully executed month-end and year-end close procedures, including the preparation of depreciating and fixed asset schedules, streamlining the closing process. • Uncovered a $20M fraud case for a key client by identifying critical discrepancies in bank statements previously unnoticed, safeguarding client assets and integrity.

Capell Rudolph Business Management | Sep 2007 - Oct 2008

Assistant Bookkeeper

• Managed comprehensive Accounts Payable, Receivable, and Invoicing processes for 14 high net worth entertainment clients, ensuring seamless financial operations on a weekly basis. • Conducted detailed reconciliations of over 80 bank and investment brokerage statements monthly, maintaining financial accuracy for high-profile clients. • Oversaw the financial management of 51 individual and corporate accounts, delivering accurate weekly and quarterly financial reports to support client decision-making. • Administered diverse payroll schedules (bi-weekly to quarterly) for clients, ensuring timely and accurate compensation management. • Executed strategic cash management for 5 clients, optimizing weekly and monthly financial flows and liquidity. • Supported the accurate preparation of cash flow statements, enhancing clients' financial planning and analysis capabilities. • Leveraged advanced Microsoft Excel skills for meticulous management of financial investment, tax, and account data, improving reporting efficiency and data integrity.

My Education

Take a look at my formal education

Master of Business Administration - MBA, Focus on Strategy and Business Analytics in FinanceUniversity of California, Irvine - The Paul Merage School of Business | 2024

Financial Modeling and Valuation Analyst (FMVA) in FinanceCorporate Finance Institute® (CFI) | 2020

Certificate in AccountingUniversity of California, Los Angeles | 2015

BA in Asian American StudiesUniversity of California, Santa Barbara | 2007

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