Experience

Senior Director of Finance and Analytics

Director, Data Analytics

• Manage a team of 12, including 2 Managers.
• Developed an operational framework around orders to leverage AI — 2× the information captured at 4× the speed.
• Oversee financial reporting, budgeting, and forecasting for a ~$100 million revenue business.
• Partner with executives and cross-functional leaders to drive data, AI, financial, and operational alignment with strategy.
• Managed cross-functional teams to deliver actionable business insights through data analysis.
• Migrated company BI hub (Intelilytics) from Heroku to Azure while implementing company SSO.

Manager, Data Analytics

• Directed a team in establishing the company’s business intelligence framework to analyze over 100M lines of data.
• Recruited, trained, and led a team of analysts, fostering a data-driven culture to support financial and sales operations.
• Implemented automated solutions to improve data analysis accuracy and efficiency.
• Partnered with senior stakeholders to integrate data-driven insights into corporate strategies.

Supervisor, Financial Analysis

• Managed a team of Financial Analysts focused on revenue forecasting and financial statement analysis.
• Developed and managed advanced sales commission structures, optimizing payout processes.
• Managed financial programs, including Notes Receivables, loan processing, and payment reconciliation.
• Established the pay4partner program to win business by providing a pay-on-behalf-of program.

Financial Analyst | Senior Financial Analyst

• Conducted revenue forecasting and financial statement analysis to support business growth.
• Managed financial processes for sales compensation and advanced commission programs.
• Handled underwriting, loan documentation, and financial risk assessments.
• Audited company and partner financial agreements to ensure compliance.
• Analyzed variance reports and managed special pricing orders.

Commission Specialist

• Resolved commission disputes between suppliers and partners, recovering commissions while strengthening partner relationships.
• Conducted audits on commission payments to ensure accuracy and compliance.
• Provided detailed reporting on commission structures and performance.