I turn financial complexity into actionable plans that lift margins, tighten spend, and accelerate profitable growth across the organization.
Get the Financial Clarity You’ve Been Missing
I’ve spent my career sharpening how companies think, plan, and perform—building the financial visibility and operating discipline that drive real results. My work spans high-growth startups to established enterprises, helping leaders unlock margin, improve efficiency, and scale with clarity instead of guesswork.
What My Impact has been.
An advanced Excel-based planning tool was created to help senior leadership translate top-line revenue goals into precise product-level growth targets, replacing hours of manual work with automated logic and faster, more accurate modeling.
A financial database developed to automate reporting and integrate daily statistical modeling, generating real-time probabilities of hitting monthly targets and giving leadership a far clearer view of performance than traditional month-end snapshots.
Benchmarking analysis identifying over $3.2MM in potential revenue from existing clients.
Identifying 80bps of cost out in delivery of educational materials for clients.
— at Cerifi LLC
Supported vendor rebate initiatives and contract negotiations on $15MM+ leading to increased category profitabilities across multiple product categories.
Developed process and systems for analyzing and automating merchant bonuses. Delivering over 100 hours of labor savings semi-annually.
Ownership of market research providing strategic insights to senior leadership via tear-sheets of what’s important and key takeaways from customer, vendor, and competition reports and SEC filings.
— at HD Supply
A 13-week algorithmic cash-flow forecasting model was engineered to give leadership a precise, forward-looking view of liquidity, consistently landing within 3% of actuals and reshaping how short-term financial decisions were made.
A comprehensive data-transformation layer was built to unify four disconnected systems into one standardized dataset, creating a reliable foundation for faster analysis, stronger reporting, and materially better decision-making across the organization.
— at Specialty Appliances LLC
What I bring to the table is….
Hard Skills
Advanced financial modeling, forecasting, securities research, and detailed financial analysis, supported by strong technical proficiency across Excel, SQL, VBA, Python, Tableau, SAP, NetSuite, ANAPLAN, Bloomberg Terminal, Capital IQ, and similar platforms. Experience spans building automated reporting systems, structuring large datasets, and developing high-accuracy planning tools, reinforced by formal credentials such as the FINRA SIE and active progression through the CFA program.
Soft Skills
Strong critical thinking, clear communication, and the ability to translate complex financial concepts into straightforward guidance for leadership. Work is characterized by reliability under pressure, disciplined problem-solving, and a collaborative approach that supports cross-functional teams. A structured mindset, professional composure, and a knack for simplifying complexity help drive alignment, clarity, and confident decision-making across the organization.
Experience and Education
Experience includes progressive roles across FP&A, operational finance, and data-driven strategy within B2B environments, with direct exposure to education, MRO, dental, and retail sectors. Work has focused on strengthening financial visibility, engineering planning tools, improving reporting accuracy, and supporting senior leadership through high-impact analysis and strategic insight. Education includes an MBA in Finance and an undergraduate degree in Marketing, complemented by the FINRA SIE license and ongoing advancement through the CFA program, reinforcing a strong technical and analytical foundation.
Your Questions, Answered
How quickly can you diagnose performance issues or uncover opportunities?
I’m able to generate meaningful insight quickly because I specialize in cleaning and structuring data fast. Within the first few weeks, I can usually diagnose the core drivers behind performance trends, flag gaps in reporting, and surface opportunities that aren’t visible in standard dashboards. Once the data foundation is set, I can build tools that turn those insights into repeatable reporting and decision-making—giving leadership actionable clarity far sooner than the typical FP&A cycle.
Do you specialize in certain industries?
I’ve done most of my work inside B2B organizations, where data visibility and operational discipline matter most. In terms of specific sectors, I bring direct experience in education, MRO, dental, and retail, but the tools and frameworks I build are industry-agnostic—focused on improving performance, strengthening financial insight, and supporting smarter decision-making in any environment.
What level of work are you looking for?
I’m pursuing roles where I can directly partner with senior leadership and contribute to decisions that meaningfully drive financial performance. My track record at the finance manager level demonstrates a consistent ability to deliver high-impact work, improve visibility, and influence outcomes—so I’m looking for opportunities that value that level of contribution and expect tangible results.