Invests in
Locations:
Min Investment:
$200,000.00Max Investment:
$300,000.00Target Investment:
$250,000.00
Skills
Education
Lists including Liana
Work Experience
2018
Co-founder & President
2018
Automatic home restocking uses weight sensors to determine the best time to re-order. Responsible for executing the long-term vision during the short term. I manage the company to meet the company goals from customer service to product to growth, hardware, manufacturing, and development. YC W19, VC backed. Total raise of 6.8M
2018 - 2018
Senior Planning Consultant
2018 - 2018
2015 - 2018
Sr Technical Consultant (West)
2015 - 2018
Planning Consulting promoted to Sr Technical Consultant. Led highly successful multi-year implementations in the private sector and higher education. Developed technical expertise in scripting language that enabled complicated calculations and customizations.
2014 - 2015
Consultant
2014 - 2015
• Proficient user of multiple EPM Platforms: Tidemark and AxiomEPM. • Developed dynamic and proprietary Time Management tool to track resource and project time. • Augmented reporting structure for graduate aid budgeting system at large, private higher education client.
2014 - 2014
Consultant
2014 - 2014
• Initiated and led implementation of the formal budgeting and reporting process across Nike Tech Finance and HR. • Worked closely with Nike Tech Finance Directors and Senior Project Managers to gather business requirements for the design and development of a new forecasting model. • Designed, developed and performed QA testing on Budget and Variance Analysis tool for reporting at the portfolio level reducing processing time by 80% for over 10 projects. • Enhanced Resource Forecasting Tool and introduced steps for automation. • Managed KPI Dashboards & Executive Scorecards for multiple Nike Tech directors to aid in their strategic decision-making process.
2013 - 2014
Associate Business Analyst - P2P (Global Finance)
2014 - 2014
• Developed Access Database to house and streamline accurate validation of vendor data – increased productivity by 90%. • Designed and built excel based tools to aid labor intensive processes like Intercompany reconciliations, Cash reconciliations and KPI reporting and improve efficiency-reducing Intercompany reconciliations time by 50%. • Compiled and interpreted business requirements for all Oracle changes that related to the integration of our in-house freight systems and Oracle. • Participated in end-to-end Quality Assurance for in-house solutions such as Freight Data warehouse, AP Document Management System and IATA airline solution. • Created test simulations for GL implementation for North America and LATAM regions. • Ability to manage relationships across the organization from the lowest level employee to the CFO. • Responsible for the accuracy and quality of data (Client Master, Vendor, Intercompany and AP) for different purposes such as implementation input or audit procedures. • Designed and created databases for the manipulation of big data to automate upper management reporting.
GL Intercompany Analyst
2013 - 2014
• Processed the beginning to end AP cycle from processing invoices to bank reconciliations for Intercompany transactions. • Analyzed and generate journal entries for the USA, Canada, Mexico, Chile and Puerto Rico. • Prepared related schedules for financial reporting and complete month-end GL account reconciliations for multiple entities and research GL, AR, and AP variances. • Led process improvement initiatives • Provide approval for write-offs and settlements within company authority levels. • Analyze and prepare WIP entry for USA, Canada, Mexico, Chile and Puerto Rico. • Manage and prepare FX Forwards for USA and Canada. • Trained and supervised two individuals. • Performed Quality Assurance testing and provided feedback to assist in the implantation of Oracle software in the USA branches. • Reviewed AP data and collaborated with coworkers to provide the information necessary to aid in the transition to new accounting software. • Coordinated and communicated with branches across the United States about new processes and policies.
2012 - 2013
Junior Staff Accountant
2012 - 2013
• Processed, and reconciled invoices on a daily basis and adhered to month-end close schedules by preparing monthly journal entries prior to deadline. • Entrusted to authorize manual checks and wire transfers, coordinated check runs, and managed payments. • Maintained excellent relationships with top vendors and clients aligned with the company’s vision of customer service.
2012 - 2012
Accounts Payable
2012 - 2012
• Assisted the AP Manager with all the Accounts Payable duties, data entry, and account reconciliations. • Assisted cost accountants in creating their invoices, filing, and reconciling items. Learned about bidding contest and contract specifications.
2012 - 2012
Financial Data Researcher
2012 - 2012
Researched mergers and acquisitions from leads contained in an Excel spreadsheet. I quickly became intimately familiar with the company’s systems. I regularly finished projects ahead of schedule. Projects required extensive accounting and finance knowledge. Many of my coworkers were finished with their degrees.