Functional Skills
Budgeting
Accounting
Business Operations
Medical Affairs
Financial Modeling
Software Configuration Management
Communications
Marketing Analytics
Sales Strategy
Operations Management
Forecasting / Projections
Software Skills
Microsoft Office
SQL
Storage Area Network (SAN)
Salesforce
Nginx
SAP CRM
Netsuite
Sector Experience
Business Services
Financial Services
Big 4 Accounting
Top Consulting Firms
Experience
FibroGen
Finance
FP&A, Manager
6/2021 - 12/2023
• Actively supported and participated in developing Clinical Business Operations and Finance processes and procedures: budgeting and forecasting for clinical trials & new clinical studies, analysis of contract terms and rates, reporting of actual costs vs. budgeted amounts, supporting the monthly accrual process, and helping with coding of invoices as needed
• Managed a $14M budget for Medical Affairs and the implementation of building out their resources prior to clinical data readouts
• Manager over a hundred FTEs for Medical Affairs & Clinical Development needs
• Developed the clinical trial financial modeling and clinical development financial plans and prepare and present internal reports to senior leadership/management and stakeholders
• Collaborated with Clinical Project Teams to create enrollment assumptions, clinical study budgets and clinical study forecasts to ensure financial estimate/spend harmonize with project timelines
• Managed two Phase II and four Phase III clin
• Managed a $14M budget for Medical Affairs and the implementation of building out their resources prior to clinical data readouts
• Manager over a hundred FTEs for Medical Affairs & Clinical Development needs
• Developed the clinical trial financial modeling and clinical development financial plans and prepare and present internal reports to senior leadership/management and stakeholders
• Collaborated with Clinical Project Teams to create enrollment assumptions, clinical study budgets and clinical study forecasts to ensure financial estimate/spend harmonize with project timelines
• Managed two Phase II and four Phase III clin
FibroGen
Finance
Financial Analyst (Accounting Principals
1/2021 - 6/2021
• Partner with Clinical Contracts and Outsourcing in the analysis, development, implementation and evaluation of operating amounts
• Manage clinical investigator payment process. Ensure accurate and timely payments to clinical investigator sites in accordance with Clinical Trial Agreements
• Perform and manage monthly financial accruals models for Clinical vendors and investigator sites
• Ensure that all clinical payments meet contractual budgetary guidelines.
• Manage clinical investigator payment process. Ensure accurate and timely payments to clinical investigator sites in accordance with Clinical Trial Agreements
• Perform and manage monthly financial accruals models for Clinical vendors and investigator sites
• Ensure that all clinical payments meet contractual budgetary guidelines.
Lyft (DeWinter)
Finance
Financial Analyst
5/2020 - 10/2020
• Partner with senior management across all departments for development on annual budgets and monthly forecast processes to achieve a 2% accuracy between budget vs. actuals
• Assist in annual planning process, providing analysis and change tracking to support budgeting and to drive business performance
• Built and created monthly reporting reports to perform forecasting analysis for validation of monthly/quarterly cost
• Manage a $400M OpEx budget for Driver Operations and Marketing Growth
• Support month end close which included monthly reporting, posting journal entries, budget vs actual, and forecast vs actual variance explanations for Technical Operations and played a key partner for the accounting team
• Assist in annual planning process, providing analysis and change tracking to support budgeting and to drive business performance
• Built and created monthly reporting reports to perform forecasting analysis for validation of monthly/quarterly cost
• Manage a $400M OpEx budget for Driver Operations and Marketing Growth
• Support month end close which included monthly reporting, posting journal entries, budget vs actual, and forecast vs actual variance explanations for Technical Operations and played a key partner for the accounting team
NGINX Software, Inc. (Accounting Principals)
Accounting
Senior Accountant
9/2018 - 4/2020
• Identified $500k+ worth of sales tax by analyzing prior years of sales data and collaborating with customers
• Assisted with the transition and implementation of Sales Tax system to calculate and file monthly sales tax returns
• Supported financial statement audits, compiled financial information, processed journal entries and reconciled data
• Recorded the acquisition, sale and depreciation of fixed assets
• Processed invoices and worked with Account Managers and Sales Executives
• Performed KPI & Metric Reports
• Assisted with the transition and implementation of Sales Tax system to calculate and file monthly sales tax returns
• Supported financial statement audits, compiled financial information, processed journal entries and reconciled data
• Recorded the acquisition, sale and depreciation of fixed assets
• Processed invoices and worked with Account Managers and Sales Executives
• Performed KPI & Metric Reports
Investment Office at the Cleveland Clinic (Accounting Principals)
Operations
Operations Analyst
11/2016 - 10/2017
• Managed liquidity of the portfolios by developing new processes and new reports for cash management to analyze historical and future cash flow to make sure we have sufficient cash for capital commitment and payments
• Created processes for emergency cash funds in the case the market crashed
• Analyzed and identified the pattern of investment manager's emails to support the automation of email communication using Dynamo – filing and managing system
• Managed communication with investment managers on operation, legal, and tax related matters
• Executed investment trades, any transactions with the custodian bank.
• Managed collateral that held in JP Morgan bank to make sure we have sufficient value of collateral due to change of interest rate
• Created processes for emergency cash funds in the case the market crashed
• Analyzed and identified the pattern of investment manager's emails to support the automation of email communication using Dynamo – filing and managing system
• Managed communication with investment managers on operation, legal, and tax related matters
• Executed investment trades, any transactions with the custodian bank.
• Managed collateral that held in JP Morgan bank to make sure we have sufficient value of collateral due to change of interest rate
BDO (Accounting Principals)
Operations
Office Assistant
8/2016 - 10/2016
• Provided assistance with planning documents engagement letters, financials, and audit wrap ups with BDO formatting standards
• Adapted quickly to the fast paced environment
• Managed, organized, and performed inventory on items in filing system (GFR)
• Adapted quickly to the fast paced environment
• Managed, organized, and performed inventory on items in filing system (GFR)
Deloitte
Management Consulting
Audit Lead Senior
9/2011 - 1/2015
• Lead Senior on Ross Stores, Inc. (SEC) – managed one additional senior, 2 staff members, and an intern
• Performed quarterly analytics for inventory over a 15% change or greater than materiality
• Analyzed large flux movements on cash flows every quarter
• Created pivot tables and looked over fluxes that occurred on quarter
• Reconciled data conflicts, and created data extracts and reports
• Interacted with clients to ensure efficient flow of information from client to the audit team
• Experienced working with a large public client and a small private government contracting client
• Performed quarterly analytics for inventory over a 15% change or greater than materiality
• Analyzed large flux movements on cash flows every quarter
• Created pivot tables and looked over fluxes that occurred on quarter
• Reconciled data conflicts, and created data extracts and reports
• Interacted with clients to ensure efficient flow of information from client to the audit team
• Experienced working with a large public client and a small private government contracting client