Experience
& Background

Envoy · San Francisco Bay Area

• Created a Contribution Margin report in Google Sheets for the direct sales organization, implementing precise allocation methodologies for direct and indirect expenses across Enterprise, Mid-Market, and SMB segments.
• Developed comprehensive SQL queries to accurately derive and report the breakout of Annual Recurring Revenue (ARR) across multiple products and customer segments.

Riggs Distributing · Burlingame, CA

• Partnered with Sales, Finance, and Executives to align KPIs, budgets, and reporting outputs.
• Led user acceptance testing (UAT) for NetSuite Budgeting and Analytics Cloud, ensuring data accuracy.
• Developed Power BI prototypes for tracking sales campaigns and incentive programs.

Central Garden & Pet · Walnut Creek, CA

• Developed granular SKU-level price-volume-mix (PVM) dashboard, integrating sales, margin, and cost drivers.
• Built Tableau dashboards surfacing insights for expense management across ~25 business lines.
• Partnered with BU and Finance leads to unify key metrics across divisions, driving transparency and accountability.

McKesson Corporation · San Francisco, CA

• Directed analytics initiatives supporting multi-billion-dollar specialty drug contracts and oncology partnerships.
• Led development of rebate tracking and opportunity models, improving profitability of specialty drug agreements.
• Supervised a team of analysts and engineers to maintain data pipelines and Tableau server for scalable self-service analytics that supported unit level profitability, new product launches, pricing decisions, and marketing campaigns.
• Championed the modernization of the analytics platform to incorporate Snowflake along with lightweight data integration tools to integrate data from SAP, third party data providers, and user managed spreadsheets.

McKesson Corporation · San Francisco, CA

• Designed corporate planning tools for budgeting, forecasting, and expense allocation in Hyperion.
• Acted as a liaison between Finance, HR, and Systems to implement reporting improvements.
• Championed the adoption of Workday and Visier, streamlining headcount tracking and workforce analytics.

McKesson Corporation · Richmond, VA

• Supported M&A due diligence and consolidation of financial systems across business units.
• Managed operating plan and forecasting tools to standardize divisional reporting.
• Delivered variance analysis and insights to improve operational decision-making.