Senior FP&A & Treasury Analyst - Endpoint Clinical - Remote
(2024-09 - 2026-03)
- Own and maintain company-wide financial models supporting annual budgeting, rolling forecasts, and long-range revenue (ARR) planning across a global organization
- Lead monthly forecasting across SG&A, OpEx, resource allocation, sales bookings/modeling, revenue and capital ex, aligning financial outlook with business strategy and identifying key risks and opportunities
- Deliver actionable variance analysis (Actual vs Budget/Forecast), operational drivers, unit economics, and translating financial results into clear business drivers and recommendations for leadership
- Partner with cross-functional leaders to align financial plans with strategic initiatives and operational goals
- Develop executive-level reporting, including monthly business reviews and board materials, to support strategic decision-making
- Develop and maintain KPI dashboards tracking revenue, pipeline/bookings, profitability, and resource utilization to enhance visibility into business performance
- Collaborated with specialty pharmacy partner (Neovance) for consolidated reporting
- Manage all Treasury functions including banking relationships, opening new accounts, daily cash positioning and banking activities while supporting global liquidity planning across international entities
- Own enterprise cash forecasting & reforecasting process ensuring operational funding and financial stability
Senior Project Financial Analyst - Syneos Health - Remote
(2019-11 - 2024-06)
- Led budgeting, forecasting, and planning across projects, supporting revenue growth and profitability targets
- Supported charge development and pricing analysis for project-based services, optimizing revenue capture and ensuring compliance with contract terms and revenue recognition standards
- Built and managed driver-based revenue and cost models for complex project portfolios
- Owned monthly roll forward backlog, forecast cycles and variance analysis, identifying key trends, cost drivers and improving forecast visibility and accuracy
- Acted as a finance business partner to senior stakeholders, influencing pricing, resourcing, and margin optimization decisions
- Oversaw vendor and investigator payment processing, and monthly project billing activities
- Reported on backlog, utilization, headcount, and gross margin to provide insights into project performance
- Presented financial results and insights to senior stakeholders and project directors
- Mentored new analysts and improved financial processes
Project Analyst III - PRA Health Sciences - Lenexa, KS
(2017-10 - 2019-11)
- Managed budgeting and forecasting for 100+ Laboratory & Clinical projects supporting financial planning and revenue visibility
- Developed monthly forecasts and cash flow projections to support operational and financial decision-making
- Managed revenue reporting, budget development and change orders for assigned clinical & lab projects
- Delivered variance analysis and forecasting insights
- Managed vendor and investigator payment processing, and monthly project billing activities
- Mentored junior analysts improved financial reporting processes (revenue, billing, change order)
Treasury Analyst - Supervisor - Euronet Worldwide - Leawood, KS
(2015-03 - 2017-10)
- Managed global cash flow forecasting and liquidity
- Ensured accurate funding of subsidiary accounts
- Supported audit, debt covenant reporting, and compliance
- Improved treasury processes and automation
Project Accountant - Black & Veatch - Overland Park, KS
(2012-04 - 2015-03)
- Supported forecasting, variance analysis, and reporting
- Managed revenue tracking and monthly billing support
- Assisted in quarterly forecasting and cash flow reporting
Finance Manager - Behringer Harvard - Wichita, KS
(2010-05 - 2012-04)
- Managed annual budgets and quarterly forecasts for 3 commercial buildings
- Oversaw financial reporting and AR/AP processes
- Developed operating expense forecasts
Accounting Assistant - Criser, Gough & Parish - Wichita, KS
(2005-12 - 2010-05)
- Supported accounting operations and income tax preparation
