Dec 2022 – May 2025 · 2 yrs 5 mos · San Francisco, California, United States

Dec 2021 – Nov 2022 · 11 mos · San Francisco, California, United States

Jul 2019 – Nov 2021 · 2 yrs 4 mos · San Francisco, California

• Partner closely with Finance, Business Systems, Sales Operations, Payment Engineering, and Product teams to identify and translate business requirements into impactful and lasting solutions
• Represent the Order-to-Cash vertical in building the larger Financial Systems roadmap to ensure alignment with business initiatives and needs
• Lead Zuora Systems Analyst on SFDC Lightning and SAP ERP system implementation and data integration projects
• Execute core Zuora and 360 API enhancements and build workflows for subscription processing and product provisioning
• Maintain financial data integrations using Boomi to connect GitHub O2C systems to Microsoft SAP and revenue recognition applications
• Do end to end product launch systems testing and coordination with cross functional teams at GitHub and Microsoft
• Administer and maintain financial applications such as Zuora, NetSuite, Coupa, Concour, Avalara, Stripe and Expensify

Jun 2018 – Feb 2019 · 8 mos · San Francisco, California

• Documented user stories, prioritized feature requests and project managed Salesforce initiatives for the ads and subscription teams
• Gathered requirements and performed testing for a Salesforce and SpringCM integration project and liaised with Sales and Legal stakeholders, internal developers and external consultants
• Created test scripts and lead UAT for an automated opportunity renewals project with global stakeholders to improve order processing efficiency by 40%
• Configured, tested and implemented new Salesforce enhancements such as approval processes, custom objects, page layouts and validation rules
• Successfully worked with Sales and Product teams on new product sku configurations in Salesforce

Apr 2015 – Feb 2018 · 2 yrs 10 mos · San Francisco Bay Area

• Successfully liaised between business, IT, Product and Engineering groups to provide system design and reporting requirements for Finance and Sales Teams
• Program managed company’s ASC 606 initiative including a full Zuora RevPro system implementation to ensure compliance and improve revenue recognition efficiency by 60%
• Partnered with various Finance teams such as Accounting, FP&A and Billing to deeply understand their processes and recommend solutions
• Led requirements gathering and testing for a cross functional Subscription Revenue System implementation to automate revenue calculations for financial reporting and royalties creating a 50%-time savings
• Collaborated with technical and QA teams to test new system features and bug fixes for bi-weekly releases using agile development methods
• Created requirement documents, UAT scripts, go live plans and training manuals for business application projects
• Provided technical system support for Oracle, Salesforce and Order Management system to all Finance users
• Tested quote to cash process for new ad and subscription products in Salesforce and Order Management/Billing systems
• Presented system solutions and partnered with internal audit team to verify SOX and GAAP compliance

Oct 2014 – Feb 2015 · 4 mos · San Francisco, California, United States

• Worked cross functionally to gather requirements and create documentation for system improvements projects for Finance, Operations and Sales groups
• Main analyst on a Tableau implementation to create automated sales metrics dashboard reporting for senior management analysis
• Created process flows, go live plan, test scripts and communicated project status to key stakeholders for a purchase requisitions ERP system work flow project
• Worked with internal and external NetSuite resources to resolve issues, design system forms and configure custom data fields

Feb 2010 – Oct 2014 · 4 yrs 8 mos · Irvine, CA

• Gathered requirements and create automated reports and dashboards with key analytics to drive management decision making to improve product pricing and operational efficiency by 5%
• Provided data and analysis highlighting key business performance metrics to executives for quarterly board meeting presentations
• Partnered with product marketing managers to successfully implement and maintain a global product categorization structure with 50 design attributes into ERP systems creating robust sales and product reporting
• Designed software training and database documentation to drive worldwide BI tool education and data oriented culture
• Successfully coordinated and conducted monthly web and onsite BI tool end user training sessions at locations across 4 continents
• Worked part time in the marketing and training departments doing video production and motion graphics work to deliver professional grade in-house product videos reducing costs by $100k in 2013
• Administered application and SQL data security of BI tool and provided technical support for over 500 global users in various functions
• Liaised between the business and different IT groups to provide system design and reporting requirements to integrate acquisition data into HID systems and eliminate external consultant fees of more than $1M
• Managed weekly BI application and data development meetings between technical team and business stakeholders to ensure projects are completed on time and under budget

Jan 2008 – Jan 2010 · 2 yrs · Los Angeles Metropolitan Area

• Led a COGNOS TM1 implementation for airport terminal management fees and consolidated financial reporting for the US finance group resulting in new automated reporting processes and cost savings of more than $250k
• Built credibility, established rapport, and maintained communication of project developments with stakeholders at multiple levels, including those in international offices to strengthen cross functional workflow
• Designed process maps and flow charts in Visio for property management accounting, corporate finance and IT procedure improvements
• Created detailed functional requirement and project roadmap documentation and presented weekly findings to senior management

Jan 2006 – Jan 2008 · 2 yrs · Los Angeles Metropolitan Area

• Reviewed monthly A/R ledgers and made adjustments for multimillion dollar retail property portfolio
• Prepared and evaluated monthly revenue and quarterly financial statement reports for east coast region
• Analyzed and forecasted annual retail tenant increases at various properties to determine new revenue growth