Featured Talent

Profile

Results-driven finance professional with extensive expertise in FP&A automation, Go-To-Market finance, ERP integration, and investment strategy. Adept at implementing financial systems, optimizing forecasting processes, and streamlining reporting structures to drive efficiency and decision-making in SaaS, Healthcare, and manufacturing environments. Skilled in financial modeling, budget and forecast management, and strategic ROI analysis. Experience working in both public and private equity -backed companies, providing insights that enhance business performance and growth. Proven ability to lead and develop a team, lead cross-functional initiatives, and translate complex financial data into actionable insights for senior leadership.

Career Highlight 1: Automated forecasting process across GTM and FP&A, reducing reporting time by 66% and enabling real-time revenue insight used for board-level decisions.

Close process reporting improvement from day 6 to day 2 + daily update capabilities for weekly upda

Career Highlight 2: Designed driver-based financial model linking pipeline to bookings and billings, improving forecast accuracy by 15% and supporting up to $1B+ Revenue planning (or as low as $150M at small cap companies)

Career Highlight 3: Led multi-location budgeting and M&A integration across 30+ sites, consolidating financial systems and realizing $5M+ annual efficiency/synergy savings.

8 M&A intergrations at Samll Cap Company + 3 larger integrations at Enterprise level companies.

Why Hire This Candidate (In Their Own Words): I bring the structure, analytics, and foresight that turn data into strategy. I design forecasting systems that automate insight, align cross-functional teams, and directly improve profitability and growth efficiency. I thrive in fast pasted PE-Backed companies and excel in board-level presentations. Most importantly I get the job done no matter what – I learn fast and put in the time to ensure my deadlines are achieved.

Strengths: FPA automation, driver-based forecasting, GTM strategy, ERP/CRM integration, M&A modeling, cross-functional leadership, SaaS metrics, capital efficiency, exec reporting. Translating technical data into executive level decision-making / story telling.

Hobbies & Personal Interests: Investing, golf, emerging technology, strategy games, travel, and exploring data visualization and predictive modeling.

Education: BS Finance, MBA

Credentials: MBA, B.S. in Finance. Level 1 certifications in Anaplan Model building

Industry Experience: Fintech, Healthcare, Manufacturing, Private Equity, Retail, Software, Technology

Company Fit: Small, mid-market, and enterprise environments — from private-equity portfolio companies to global public firms.

Management Experience: 4 years of people management and developement – leading a team of 3 Sernior Analysts.

8 Years + of management of core finance dliverables and projects (the last 3 of which I have been an independant contributor with management of offshore resources

Software Experience: Adaptive Insights, SAP, SAP/BPC

Open To: Hybrid, In-office, Remote