Senior Financial Analyst – Financial Planning & Analysis - Sterling Lawyers LLC
(2026-03)
FP&A business partner to the CFO and finance leadership; owns recurring forecasting, cash flow, KPI, and management reporting.
- Partner with the CFO and finance leadership across the full FP&A cycle – rolling forecasts, budgeting and planning, month-end actuals reporting, P&L and cash flow analysis, and variance commentary – delivering decision-ready analysis rather than raw reporting output.
- Developed and continues to enhance a 31-day rolling cash flow forecast integrating daily AR cash collections, expected installments, future payment projections, autobill activity, past-due accounts, early payments, and stage-based collection assumptions – giving management near-term visibility into liquidity, expected receipts, and collection risk.
- Applied driver-based collection logic by payment stage, separating contractually committed receipts from probability-weighted collections so leadership evaluates a range of cash outcomes rather than a single-point estimate.
- Built and automated recurring KPI and management reporting across revenue, cost, margin, cash, and operational performance; analyze trends, isolate material variances, and surface risks ahead of month-end reviews.
- Analyze Salesforce CRM data – leads, opportunities, quotes, ROs, and client activity – converting operational pipeline data into FP&A metrics including conversion and close rates, client counts, average revenue per client, and pipeline coverage against forecast.
- Perform budget vs. actual variance analysis across departments and entities, investigating drivers at transaction level in QuickBooks Online and recommending reclasses where accounting treatment distorts the management reporting view.
- Bridge accounting and FP&A by reconciling QBO expense, account, and entity-level detail to management reporting, so forecasts and KPIs tie back to auditable source data.
- Automated recurring reporting workflows using Google Sheets, data connectors, and AI-assisted tooling (Claude), reducing manual data manipulation and establishing repeatable, documented processes for cash forecasting, KPI reporting, and month-end analysis.
- Evaluated Salesforce reporting and API limitations on large datasets and scoped BigQuery as a centralized data repository for Salesforce and QBO data to improve reporting scalability, refresh reliability, and single-source-of-truth reporting.
Financial Analyst – FP&A & Syndication (Contract) - Capfront Funding
(2025-03 - 2026-02)
- Built executive reporting packages and dashboards spanning P&L, balance sheet, cash flow, COGS, and AP/AR, alongside forecasting models, budget vs. actual variance analysis, and KPI tracking for the CEO and stakeholder audiences.
- Modeled deal structures and syndication economics to support funding decisions and lender/investor communication.
- Delivered actionable recommendations to the CEO on operations, revenue, and profitability levers.
- Coordinated syndication documentation and lender/investor communication, ensuring compliance with syndication agreements and regulatory requirements.
- Tracked and validated commission structures to ensure accurate and timely disbursement.
Manager – Accounts Receivable & Billing (Contract – 6 months) - Olly Olly
(2025-04 - 2025-10)
- Owned the end-to-end billing and collections cycle – invoicing accuracy, revenue collection, payment posting, reconciliations, and AR aging analysis.
- Produced weekly and monthly cash collection forecasts and AR performance KPI reporting used by leadership to monitor collection risk and working capital.
- Reviewed client contracts and pricing agreements to confirm billing terms and protect revenue accuracy.
- Led collection strategy on overdue accounts, prioritizing exposure by aging bucket and account materiality.
- Led, mentored, and developed the AR and billing team; standardized processes and implemented automation to improve accuracy and cycle time.
- Supported month-end close through reconciliations and compliance with company policy, accounting standards, and audit requirements.
FP&A Analyst - OffSec
(2021-06 - 2024-12)
Reported to the CFO and Global Senior Director, FP&A.
- Delivered weekly, monthly, and quarterly financial reporting and KPI packages to the CFO and global FP&A leadership.
- Analyzed revenue and cost performance, profit margin, sales revenue metrics, budget vs. actuals, forecasts, P&L, balance sheet, and cash flow across a global business.
- Partnered with department heads to explain variances to plan, surface key issues, risks, and underlying business drivers, and drive accountability to budget.
- Led month-end and quarter-end close analysis – reviewing and explaining expense variances vs. budget and preparing accruals, reclasses, and journal entries.
- Managed global sales and marketing commission plans, compensation calculations, and target setting.
- Developed automated reporting solutions, financial dashboards, and performance metrics, and performed account and system reconciliations to improve reporting integrity and efficiency.
- Communicated results and recommendations to senior management supporting revenue growth, cost reduction, and operating efficiency.
- Systems: NetSuite, QuickBooks Online, Salesforce, Workday Adaptive Insights, CaptivateIQ, Looker, Power BI, Google Sheets, MS Excel, JIRA, Confluence, Slack, BambooHR.
Business Operations Finance Analyst – Cross-Functional Team - DXC Technology
(2020-03 - 2021-08)
- Performed budgeting, forecasting, trend analysis, headcount planning, and financial modeling across consulting programs and contracts.
- Partnered with department heads and managers on biweekly revenue and expense forecasts, improving forecast responsiveness to program changes.
- Developed financial controls, procedures, and forecasting techniques to evaluate contract and program status and ensure government and customer compliance.
- Managed subcontractor financials – contracts, purchase order creation, time and expense entry, invoice validation, and third-party cost accruals.
- Maintained integrity of accounting and budgeting systems and project/financial data, identifying and correcting errors and inconsistencies.
Accounting Team Lead – US Hospital Accounting Operations - Tenet Healthcare (Global Business Shared Center – Manila)
(2018-08 - 2020-02)
- Led hospital accounting operations, financial reporting, and month-end close for US hospital entities, ensuring accuracy, compliance, and timely close delivery.
- Oversaw intercompany transactions and supported budgeting across cross-functional stakeholders.
Manager – Finance and Admin - Cloud Employee UK Ltd.
(2016-03 - 2018-08)
- Managed end-to-end PH finance and admin operations – AR/AP, invoicing, bookkeeping, transaction management, and reporting.
- Integrated systems and automated workflows, analyzing financial data to improve accuracy, scalability, and operational efficiency.
Accounting Specialist – Accounts Receivable and Collection - Xerox Business Services Inc. (Global Finance and Accounting Services – BPO)
(2012-05 - 2016-03)
Service Provider for Georgia-Pacific LLC (Georgia, USA).
- Managed end-to-end AR, billing, collections, invoicing, and cash application for a large US manufacturing client, including intercompany AR.
- Performed bank reconciliation, cash receipt and posting, and account reconciliation supporting period-end reporting.
