Raleigh-Durham-Chapel Hill Area
I help organizations transform finance through better systems, stronger processes, and reliable data. As a Financial Systems Analyst, I focus on connecting finance, technology, and operations to improve how businesses capture, process, and report financial information. My work centers on ERP strategy, revenue systems, automation, data integrity, and building scalable processes that support accurate reporting, operational efficiency, and better business decisions. I bring a unique combination of engineering, quality systems, accounting, and financial technology experience. This cross-functional background allows me to understand the full business process—from product activity and operational data through billing, revenue recognition, financial reporting, and executive decision support. Throughout my career, I have focused on identifying opportunities for improvement, eliminating manual processes, strengthening controls, and translating complex business requirements into practical solutions. I enjoy partnering across finance, engineering, data, and operations teams to solve problems and create sustainable improvements. Areas of focus: • Finance Transformation • ERP Strategy & Optimization • Revenue Systems & Operations • Process Automation • Financial Controls & Data Integrity • Revenue Recognition (ASC 606) • Cross-Functional Leadership • Business Process Improvement I am passionate about helping organizations build finance functions that are accurate, scalable, and positioned to support future growth.
- Lead revenue system improvements within NetSuite, with a focus on automation, data integrity, and billing accuracy - Identify and resolve revenue leakage by analyzing contract structure, product usage data, and billing workflows - Design and implement process automation to reduce manual intervention during monthly close and billing cycles - Partner with cross-functional teams (engineering, data, finance) to map product-to-revenue data flows and eliminate gaps in data capture - Develop and maintain data validation processes to ensure completeness and accuracy of usage-based billing inputs - Translate complex business and contract requirements into scalable system configurations and reporting solutions - Support transformation initiatives by improving integration between upstream data sources and financial systems - Drive standardization of product and data definitions to improve traceability and reporting consistency - Enhance visibility into revenue operations through improved analytics, reporting, and system controls
Revenue Integrity & Ownership - Own revenue integrity across complex systems and contracts, ensuring complete, accurate billing and reliable financial reporting. - Audited existing customer contracts and historical billing activity to identify gaps in contract adherence, data capture, and invoicing, resulting in recovery of over $4M previously missed revenue. Financial Judgment & Accounting Leadership -Lead accrual reviews, collectability assessments, and CECL estimates, exercising judgment on bad debt provisioning and revenue-related expenses with direct P&L impact. -Serve as a subject matter expert on complex revenue and billing matters, supporting internal teams and customers through non-standard billing scenarios. Cross-Functional Execution -Partner cross-functionally with engineering, billing, and operations teams to understand end-to-end data flows and ensure all billable activity is accurately captured and invoiced. -Translate technical system behavior into actionable billing and accounting outcomes. Process Improvement & Systems Automation -Improved revenue and billing processes to enable complete monthly billing by team, eliminating recurring missed-invoice accruals and enabling timely invoicing and expected cash collection. -Collaborate cross-functionally to automate billing workflows in NetSuite, improving efficiency, accuracy, and scalability. People Leadership -Manage, coach, and develop a team of two, providing guidance on revenue processes, judgment areas, and cross-functional problem solving. Operational Support -Provide targeted support to adjacent teams as needed during close cycles and high-impact initiatives, ensuring continuity and accuracy in revenue-related processes.
• People o Support team of three to learn new systems (due to acquisition) o Team currently provides manual billing, cash application and supports AR function • Integration Projects o Work with engineering teams to ensure accurate billing data o Work with Netsuite team to streamline billing processes and utilize existing tools more efficiently • Oversee and review variable revenue processes • Handle complex customer issues, working with cross functional teams to resolve • Review CECL, revenue share billing, contract, credit memo, termination entries into Netsuite
Revenue • Responsible for GMV / Revenue Share billing, including setups, review, invoicing • Train staff on various duties, including: • workbook for ASC 606 annual variable revenue estimates, calculations, and entries • entry of customer GMV rev share into internal software for reporting into NetSuite • holding revenue recognition in relation to collectability • ad hoc manual calculations of GMV rev share for invoicing • Create quarterly ASC 326-20 CECL estimates, calculations, and entries • Bad debt write-off documentation General Accounting • International Fixed Assets • Create entries and track depreciation using Sage • Monthly P&L review and reclass entries • International allocations/COGS Tax • Quarterly state tax estimates Collaboration • Gather members of various teams at all levels of the organization to solve internal and external accounting issues as they arise • Work with customer and internal resources to resolve billing issues as well as support other areas in creating solutions for our customers
• Perform monthly collectability high risk analysis and make revenue recommendations • Create monthly 606 annual variable revenue estimates, calculations, and entries • Create quarterly ASC 326-20 CECL estimates, calculations, and entries • Collaborate with various departments including sales, legal, business operations, and services to resolve billing issues
• Defined division activities and internal processes, including streamlining contract review process. • Re-established and currently maintain relationships with regional and national sales teams and eight external brokers, including training more than 15 external brokers. • Organized annual sales, trade deals and contract offers for all of assigned division customers into single forms to comply with internal legal and auditing requirements as well as analyze for profitability. • Assist assigned division manager with 65% of customer profit and loss analysis to determine acceptance of programs offered. • Support 75% of management team in finance trade with various projects, including closing out 2016 deals and moving into new software for 2017. • Financial responsibility to $15M of sales trade for assigned division. • Support sales trade finance of additional divisions with $512M combined total annual sales. • Improved cash flow by improving deduction management by over 60%
• Researched and targeted highest production run CMM programs and streamlined the programs, reducing run times by 50%. LKDMIS, Camio • Led research project for introducing white light/laser inspection methods into Cleveland facility, working with three different vendors, created inspection plans and robust testing methods to verify equipment could perform as needed to address tight customer tolerances. • Created an electronic document control system for customer drawings, including all related work procedures, naming conventions, and proper circulation of new information as it was received from customers. Worked with various departments throughout the organization to ensure it addressed all internal customer needs. • Created 3D models using NX/Unigraphics (CAD) for engineering as well as other internal and external customers. • Created and maintained MS Access database to comply with AS9100 customer document control and internal job tracking. Created input forms within databases for other departments to enter work requests and also setup reports for managers to generate and follow workflow. • Provided electronic data to customers through various portals to comply with their requirements regarding document security and tracking. • Prepared customer first article submission packages in compliance with NADCAP, AS9100 quality systems as well as performed internal auditing functions to ensure uninterrupted workflow through various processes. • Worked with CMM manufacturer’s lead programming team to add additional equipment to existing machines to increase production run times and eliminate operator changeover time.