Austin, Texas, United States
Experienced sales strategy & finance professional with 9+ years of experience in the technology industry. Proven track record of driving business impact through data analytics, cross-functional partnerships, and creative problem-solving.
As a Senior Sales Strategy & Operations Analyst in MongoDB's Pre-Sales organization, I carried out the following responsibilities: • Supported senior level VP stakeholders and acted as their right-hand advisor on all thing’s strategy, headcount, and annual planning • Drove objective insights and change through reporting on global QBRs, team productivity, and testing of pilot programs • Built scalable dashboarding solutions to enable the pre-sales organization on a variety of metrics for success • Designed and streamlined global compensation plan structures to drive specific actions and partnerships from our pre-sales teams
As a Sales Strategy & Operations Associate in Meta's Mid-Market Global Business Group, I carried out the following responsibilities: • Owned quarterly quota setting process for the mid-market sales organization of 7,000+ advertisers to achieve business objectives and a $60B annual rev target • Managed quarterly account selection and book building processes for AMER sales teams to maximize profitability potential of the GBG organization • Owned ad credit coupon program and budget setting process for AMER mid-market to assist in driving incremental revenue opportunities for sales teams and clients • Provided strategic business reviews and analytics to sales leaders and cross functional partners
As a Senior Sales Strategy & Operations Advisor in Dell's Infrastructure Solutions Group, I carried out the following responsibilities: • Ensured Dell had competitive products to win, with the right price & supply, and the right enablement tactics to achieve regional sales plans • Developed monthly analytics and insights on pipeline, revenue, and customer base for leadership • Created forecast accuracy models and key commodity attainment trackers ISG sales organization • Developed historical pipeline coverage and conversion analysis for ISG platforms to determine health of Dell’s customer base. Presented insights and strategy recommendations to executives monthly • Managed system tool migrations and product transitions for CoC Demand Planning, collaborating cross-functionally with data engineering, sales, and marketing to align on GTM strategies
As a Senior Financial Analyst in Dell's Global Assurance & Transformation Group, I carried out the following responsibilities: • Performed cyber security audits of Dell Global Operations and the Dell Federal Network • Conducted on site walkthroughs and testing of Franklin manufacturing facility • Developed process documentation guide on logistics to be used in future audits • Managed the end to end Client Solutions SCL and MRL process during FY18
As a Senior Financial Analyst in Dell's ISG Strategy Consulting Group, I carried out the following responsibilities: • Built comprehensive financial model for a program expected to enable $10B in revenue by FY22 • Developed business cases to justify IT and enablement requests around FCM programs • Maintained product availability matrix for all OpenScale solutions • Managed product launch process for Cloud Flex program
As an Intern Graduate Advisor in Dell's Complex Revenue accounting department, I was able to work on a multitude of projects that expanded my knowledge in areas including system implementations, functional setup guides, and expected impacts from the new fully converged revenue standard, ASU 2014-09. The primary project I worked on during my internship dealt with determining how accurate our historical contract forecasting methods were and what impacts these service contracts might experience due to ASU 2014-09. I conducted an analysis on a contract with Methodist Hospital and calculated the variances between the forecasted and actual revenue gained over the life of the contract. I then compared the actuals gained to the total expected contract value at signing and found some significant disparities in our revenue and margin estimates. Under the previous GAAP standard, companies had not been required to disclose their estimated total contract value upfront but ASU 2014-09 will require this disclosure at signing. This will make accurate service contract forecasts an imperative part of the business upon implementation. Through our findings, we determined that a risk based approached needed to be applied to contract valuation before accounting could rely on the accuracy of these numbers. This will help us avoid prior period adjustments or restatements that could potentially concern our obligees. This standard will produce a lot of consistency across industry, but will also cause a lot of change in some of those industries, specifically software accounting. It was interesting to research and interpret how newly converged accounting literature will impact reporting processes and requirements of one of the largest providers of services and hardware in the industry.
As an Intern Graduate Advisor in Dell's Treasury accounting department, I was able to gain experience in a breadth of corporate accounting environments including foreign exchange derivatives, investments, and cash flow preparations. My primary project this summer involved reanalyzing Dell's method of calculating average exchange rates for our foreign exchange team. Dell had utilized two methods, a simple straight line average (APL) calculated at the end of the month and a more difficult and error prone weighted average method (WAPL) that relied on many inputs and could cause problems during close. I conducted an analysis on Dells 12 largest functional currencies to determine variances between revenue and net income using WAPL and APL rates over the last 13 quarters. After comparing these variances to Dell's corporate MRL thresholds, I presented our findings to Dells Vice President of Treasury. My findings showed immaterial variances and we determined an implementation of APL would be effective immediately. I enjoyed being able to work on a project that had a real impact and improved closing procedures. My coworkers seemed genuinely enthused, as this would relieve many headaches during close.