EDUCATION
University of Southern California, Marshall School of Business Los
Angeles, CA
MBA 2006 - 2008
New York University New York, NY
MA Cinema Studies 1995 - 1997
Stanford University Stanford, CA
MA Philosophy, BA Psychology & Philosophy 1988 - 1993
EXPERIENCE
Walt Disney Studios Home Entertainment Burbank, CA
Manager, Business Intelligence, Finance dept. 2008 - Present
Finance Manager for industry analysis with the business intelligence group
. Manage cross-functional business intelligence projects interfacing
with Sales, Operations and Marketing departments
. IT process improvement initiatives including report rationalization
and data integration of VOD, iTunes digital purchase and rental
consumption data
. Manage development of interactive KPI dashboard report in
Microstrategy
. Catalog Benchmarking: alignment of finance and operational metrics,
variance analysis of internal shipment and returns vs. industry POS
transactions
. Industry data warehouse overhaul: metric standardization, market
extrapolation and decay curve assumption development, and seasonality
modeling
. Process management of annual marketing business reviews
Universal Studios Home Entertainment Burbank, CA
Fall Associate, Retail Operations dept. 2007
Operations consulting engagement: Analysis of initial allocation and
replenishment data to find means of reducing the DVD returns percentage for
Universal's biggest retail account
Walt Disney Studios Home Entertainment Burbank, CA
Summer Associate, Sales Planning dept. 2007
Goal model overhaul: Rationalized excel model structure by separating
sections for data maintenance, user input, adjustment processes, and report
functionality
. Applied best practices of financial modeling
. Created Essbase pulls of product return data to improve accuracy
. Surveyed retail accounts using MS Sharepoint and integrated account
survey results into retail placement goal model
REFERENCES AVAILABLE UPON REQUEST
The Mother Company Los Angeles, CA
Business Plan Consultant
2007
Developed financial models for business plan including detailed cost
models, P&L, pro-forma cash
flow, margin analysis, scenario and What-If analyses.
Orthodontic Centers of America New Orleans, LA
Project Manager 2002 - 2006
Managed process of financial data conversion, including exception report
generation and final AR reconciliation. Cross-functional project
management: balanced concerns of multiple client offices
with Operations and IT departments at corporate headquarters
. Developed process for streamlining monthly financial data
reconciliation between bank statements, credit card charges and
checking account autodrafts for over $2.5Million in average monthly
revenue
. Forecasted resources needed to complete multiple simultaneous projects
. Implemented process changes to meet Sarbanes-Oxley standards for
financial data controls
. Managed process for over 100 office conversions involving remote
clients, IT and Operations departments, achieving a perfect record of
completion on schedule
Genesis Securities New York, NY
Proprietary Equity Trader 2001
Traded firm capital on this proprietary trading floor; developed new
trading strategy for firm and
mentored new traders. Obtained Series 24 brokerage license by examination.
Edgetrade Securities New York, NY
Proprietary Equity Trader 2000
Top producer trading firm capital at this new proprietary trading floor.
Obtained Series 7, 63 and
55 brokerage licenses by examination.
Citibank New York, NY
Financial Research Dept. 1998 - 1999
Produced financial reports for Research department involving proprietary
financial research
coverage on companies in a variety of industries. Learned process for
development and design
of financial research reports. Met strict deadlines in a high pressure
environment.
Tigris Microsystems New York, NY
Consultant 1997
Created application to gather and analyze bids from suppliers as part of a
strategic sourcing
initiative. Teamed with A.T. Kearney consultants and Purchasing department
to refine, test and
distribute the application. Savings from the sourcing initiative topped 15%
or $2 Million.
Special Skills
Expert: Microstrategy, Advanced Excel modeling, Data mining and analysis,
MS Access
Familiarity: Cognos, Hyperion Essbase, SAS, Business Objects
REFERENCES AVAILABLE UPON REQUEST