o Designed and executed social media content strategies for agency clients, with a focus on financial services o Consulted with clients on new media and social media integration with offline events/organizations o Recommended and implemented best practices in social media marketing and customer service
o Provided revenue recognition guidance for new service provider agreements, hardware purchases and royalty billings under guidelines SOP 97-2 and EITF 09-3 o Managed over $12 million in annual revenue from OEM, ISP and other service providers o Positively impacted customer satisfaction by streamlining the royalty reporting and invoicing process o Completed month-end and quarter-end reconciliations, journal entries and other close-related tasks o Intermediate-level experience with Oracle 11i ERP
o Compiled monthly budget / headcount forecasts and trained business partners on the purchasing process for the Financial Planning & Analysis team within the Data Center Management Group o Reviewed enterprise sales contracts (using VSOE & SOP 97-2 guidelines), performed revenue analysis on Symantec Appliance products and assisted in period-end closes within Revenue Accounting o Compiled reconciliations, JVs and balance sheet fluctuation analysis within General Ledger - Accounting Operations o Increased cash balance visibility, developed cash reporting dashboard, assisted in bank risk / counterparty risk modeling, and completed vendor payment setups for the Treasury Operations group o Documented various processes and delivered intensive training to third-party vendors o Intermediate-level experience with Oracle 11i ERP, Bloomberg Professional System, Selkirk Treasury Workstation, Quickbooks and Lotus Suite
o Edited local, national and business news footage to air on the daily 4 p.m. news and business broadcasts o Assisted in constructing the daily production rundown sheet and prepared studio/guests for broadcast o Managed on-screen stock charting and live viewer call-in questions during the show
(Through Dow Jones Newspaper Fund) o Wrote daily and enterprise business stories for Nashville's main newspaper (250,000 circulation) o Notable stories included: General Motors early retirement / buyout for Saturn assembly line workers, VeggieTales turnaround and an interview with Arthur Laffer, former economic adviser to President Reagan
Controller's Department (Through Kelly Financial Resources Future Financial Professionals Program) o Researched and prepared financial statements for internal & external reporting (GAAP, STAT, IAS/IFRS) o Managed project on converting all vendor contracts into a computer database o Won 1st place - Future Financial Professionals scholarship award in nationwide essay competition on "Outsourcing Concerns for Future Finance & Accounting Professionals"
Edelstein Group o Compiled money manager research, analyzed current market outlook and individual stock forecasts o Prepared presentation and account research materials for Financial Consultant meetings with high net worth clientele
Current project: 2 Minute Finance (Video Blog) - See Details Above Freelance Reporter / Videographer o Recorded & packaged stories (web video and written) for AOL's Patch.com in Danville, San Ramon, Dublin and Pleasanton, Calif. o Covered local/community news and pitched various transportation/education-related stories for publication
o Created and hosted an online video blog teaching basic personal finance skills in two minute videos (www.2minutefinance.com) o Forged syndication agreements with content distributors and aggregators to increase video exposure o Utilized Facebook, Twitter, and other social media sites to raise site publicity and engage our audience (now considered one of the top 400 personal finance blogs on the Internet by WiseBread) o Edited video footage (Standard and High Definition) using a non-linear editing system (Final Cut Pro) o Distributed videos to various video hosting sites (i.e. YouTube, 5min) and monitored web analytics/metrics
Master of Science (M.S.)
Concentration: New Media Management
Activities: CitrusTV
B.S. (Honors)
Concentration: Business Administration - Finance
Activities: Honors Cohort Program, USF-TV News 35, USF-TV, Undergraduate Business Journal, San Francisco Foghorn, USF Judicial Board, 90.3 FM – KUSF.