Professional Summary
Results driven FP&A professional with 7+ years of experience in data analysis, budgeting, financial reporting, and modeling. Skilled in OPEX and full P&L variance analysis, AOP leadership, and executive presentations. Adept at partnering with cross-functional teams to deliver strategic insights, enhance forecasting accuracy, and support data-driven decision making.
Education
Bachelor of Arts (B.A.), Business/Managerial Economics
University of California, Irvine, 2017
Certifications
Google Data Analytics Certificate – Coursera, 2023
Financial Modeling & Valuation Analyst (FMVA)® – Corporate Finance Institute® (CFI) (Credential ID 19826579), 2020
Professional Experience
Allbirds – Senior Financial Analyst, Strategic Finance
July 2024 – PRESENT
- Led monthly OPEX variance analysis vs. AOP, forecast, and prior year across multiple cost centers, clearly identifying key drivers and translating results into executive ready MBR materials.
- Supported company-wide cost discipline initiatives driving ~25% AOP budget reductions aligned with revised strategic priorities while maintaining operational efficiencies.
- Developed and maintained dynamic financial models (P&L, cash flow, ad hoc analyses) to quantify financial impact of operational and cost-control initiatives.
- Ensured alignment between functional teams and Finance by helping stakeholders understand forecast ownership, cost drivers, and initiative-level impacts on overall financial performance.
- Built standardized financial templates and reporting tools that improved forecast accuracy, transparency, and stakeholder understanding.
Herbalife Nutrition – Senior Financial Analyst, FP&A
March 2021 – June 2024
- Partnered cross-functionally with Marketing, Operations, and Corporate FP&A to improve forecast accuracy, ensuring key initiatives, timing shifts and spend controls were accurately reflected in monthly outlooks.
- Owned forecasting, budgeting, and variance analysis for large-scale global events and corporate initiatives, managing multi-million-dollar OPEX budgets across various regions and vendors.
- Identified cost drivers and underperforming spend areas, making recommendations that improved profitability while maintaining quality and operational requirements.
- Supported leadership and cost centers with capital-adjacent analysis for large operational initiatives, including ROI assessment and investment trade-off analysis.
- Enhanced reporting and data workflows by partnering with Global Financial Systems to create Power BI dashboards that improved visibility into KPIs, variance drivers, and budget utilization.
Herbalife Nutrition – Financial Analyst, FP&A
April 2019 – March 2021
Herbalife Nutrition – Associate Analyst, FP&A
April 2018 – April 2019