San Francisco, California, United States
Finance leader with a proven track record in FP&A team development and investor relations optimization, grounded in a Big Four audit foundation. My expertise spans FP&A, accounting, and investor relations. My career has been defined by fostering collaboration, nurturing team excellence, and forging strong cross-departmental partnerships. I excel in adapting to diverse industries, company stages, and complex financial landscapes, leveraging analytical insights to drive strategic decisions. Promoted consistently throughout my career, my technical acumen, interpersonal finesse, and unwavering drive have been instrumental in my success. My ability to distill complex financial concepts and communicate them effectively to stakeholders positions me to contribute significantly to an organization's financial success.
Leader of total company FP&A function with oversight of overall company budget and forecasting processes, including long range financial plan ($2.5B+ ARR, $1.5B+ operating expenses, and 3,000+ employees). Reporting to CFO and managing a team of over 35+. Drove efforts to develop and implement new processes related to total entity resource allocation framework, resulting in executing significant shift of company investment profile. Defined processes and developed operational plans to execute investment reviews and cross-functional headcount management.
Finance leader of 10+ team responsible for global FP&A, pricing, sales analytics, and investor relations during company’s first year of being a public company. Scope included over $1B in revenues, $250M+ in operating expenses, and 800+ employees. Crafted shareholder messaging, refined reporting and analysis processes, and executed through company’s first 10-K. Reported to CFO, supporting CFO transition, and oversaw teams responsible for managing company’s full P&L across all lines of business including consumer products, subscriptions, and consumables. Drove cross-functional leadership initiatives to evaluate and reassess company’s key performance metrics and execution of global price increase.
Led company’s investor relations efforts through significant market cap expansion and COVID pandemic conditions. Leader within the global finance organization responsible for designing and executing overall budget and forecast processes ($1.2B+ in revenues, $800M+ operating expenses, 2,300 employees). Extensive engagement with company’s executive management team, with CEO and CFO being direct and primary stakeholders. Managed teams (~10) responsible for the global organization’s internal financial reporting, external financial reporting, and maintained leadership of FP&A business partnership support for marketing and company’s innovation and research teams. Responsible for overseeing the preparation and execution of external financial SEC filings and Board and Audit Committee materials, including quarterly financial reviews, annual budget approvals, IP and facility transactions.
Senior financial business partner across multiple organizations within the company including Global Marketing, R&D teams, IP licensing, consumer products, and G&A functions. Key partnerships with executive team including Chief Marketing Officer, General Counsel, Chief People Officer, SVP of Advanced Technology Group, and VP of New Products. Responsible for delivering broad financial support through budget and forecast cycles, long term planning, and support of significant initiatives. Oversaw all of the financial management for multi-year, multi-million-dollar global headquarters build and renovation. Led financial support for emerging areas, including the expansion of Dolby’s IP licensing programs and significant IP portfolio acquisitions, the launch of company’s first consumer product, and the growth of company’s experiential marketing activation investments.
Lead senior associate position directing large audit teams for large multi-national privately held construction company and complex government entity. Experienced with multiple years on the execution of the financial audit and quarterly reviews of a publicly held logistics company. Actively participated on the proposal team to win renewal of key account. Selected by local leadership to be sole representative for the San Francisco market audit senior associates at the US national firm level.