Resume

Aug 2025 — Present

Senior Financial Analyst

EverPure (Pure Storage) · Santa Clara, CA

• Subject-matter expert for consolidated P&L and headcount reporting, delivering weekly, monthly, and quarterly forecast and variance analysis packages to finance leadership.
• Manage large, complex financial data sets across NetSuite, planning tools, and HR systems; build advanced Excel models and QA checks for income statement and headcount reporting.
• Cross-functional liaison between Corporate FP&A, accounting, HR, and functional finance, resolving data discrepancies and aligning forecasts ahead of close.

May 2024 — Aug 2025

Finance Manager

AVbuilder (AI Solutions for AV Industry) · Sunnyvale, CA

• Built FP&A from scratch for an AI-powered SaaS platform: designed integrated models for budgeting, forecasting, KPI tracking, and weekly exec reviews.
• Created board-level financial models and investor decks integrating ARR, CAC, LTV, cohorts, and cash runway — shaping capital allocation and funding strategy.
• Partnered with CEO/CFO on investor Q&A and earnings scripts; reduced preparation time by 25% through reusable analysis templates.

Dec 2023 — May 2024

Senior Financial Analyst

Adobe · San Jose, CA

• Directed Opex and headcount forecasting across digital media R&D portfolios.
• Built scenario models for pricing/packaging — informing $50M incremental ARR guidance and supporting investor communications.
• Automated Tableau variance dashboards used across the earnings preparation cycle.

Jul 2023 — Dec 2023

Senior Financial Analyst

Stanford University — School of Medicine · Palo Alto, CA

• Produced quarterly financial health and risk reports for Board of Trustees, driving $5M resource reallocation to high-impact programs.
• Re-engineered budgeting processes with performance dashboards and KPIs.

Jan 2019 — Jul 2023

Senior Financial Analyst / Accountant

Palo Alto University · Palo Alto, CA

• Identified cost-saving opportunities delivering ~15% expense reduction while maintaining service quality.
• Partnered with product and R&D teams to forecast engineering spend against roadmap deliverables.

Jan 2016 — May 2018

Business Manager

University of California, Irvine · Irvine, CA

• Managed a $25M housing budget serving 18,000 employees; delivered board-level reporting and variance analyses.

Jul 2013 — Sep 2015

Business Analyst — Markets & IB Operations

Royal Bank of Scotland (Division) · Warsaw, Poland