Featured Talent

Profile

Washington University MBA, Chartered Financial Analyst (CFA), and CPA (inactive) currently running the long-range plan and overall FP&A function at a multinational public company. Second-to-none work ethic with an outstanding ability to execute on multiple competing projects and priorities. Humble and collaborative team player. Very strong technical finance and systems/tools knowledge and skills. Executive presence and strong team leadership ability.

Career Highlight 1: Built and runs the long-range planning financial model at the enterptise level for a large multinational public company, including M&A activity, ad-hoc financial analyses, budgets and forecasts, consolidations, etc.

Career Highlight 2: Create monthly and quarterly executive and BOD reporting packages and advise CFO and Investor Relations on story telling.

Career Highlight 3: Process improvement ability: improved close from 15 to 3 days early in career and countless examples of automating and streamlining FP&A processes.

Why Hire This Candidate (In Their Own Words): “My background in corporate FP&A makes me a strong candidate to be the right-hand to a CFO at almost any mid-large sized organization. I have experience in valuation, financial modeling, process improvement, M&A, long-range and annual operating plan administration in complex multi-entity organizations, executive and Board level reporting packages and presentations, and I know what investors look for. I can hit the ground running and take ownership of an FP&A function.”

Strengths: (1) work ethic, (2) ability to leverage technical skills with Excel (automation to free up time), (3) high-level learning ability, (4) depth of financial/FP&A knowledge across a company

Hobbies & Personal Interests: Cooking, workout out, playing golf, and spending time with family.

Education: BS Finance, MBA (Wash U)

Credentials: CFA, CPA (Inactive)

Industry Experience: Manufacturing, Public Accounting

Company Fit: Great fit for midsize and large complex companies.

Management Experience: 6 years’ experience managing small finance teams (2-4 staff)

Software Experience: Hyperion Financial Management, Power BI, Excel & Power Point.

Open To: Hybrid, In-office, Remote