Director of FP&A Candidate #0302262
USA
Finance
16 years
3/2/2026
Profile
Corporate finance and strategy leader with deep expertise ideating, designing, and building enterprise-wide reporting, planning, and performance management frameworks. Known for transforming complex data into executive-ready insights that drive decisions across multi-billion-dollar businesses. Proven track record leading cross-functional teams, optimizing processes, and delivering high-impact analytics at scale. Recognized as the go-to problem solver for leadership in fast-moving, high-stakes environments
Career Highlight 1: Self-taught Power BI to build next-gen enterprise reporting and forecasting dashboards adopted by 100+ business leaders, improving financial visibility and accelerating decision cycles. Drove millions in efficiency and accuracy gains and am now single-handedly implementing the build-out of an AI “agent” reporting layer augmenting those dashboards, capable of answering plain-English questions instantly.
Career Highlight 2: Led long-range strategic planning for multiple multi-billion-dollar business units, shaping investment priorities and operational focus areas that unlocked significant revenue growth and cost-efficiency opportunities.
Career Highlight 3: Managed global teams delivering high-stakes initiatives, including regulatory transitions and operational redesigns, resulting in material cost savings, reduced risk exposure, and improved process reliability across the organization.
Why Hire This Candidate (In Their Own Words): I consistently deliver clarity, structure, and measurable financial impact in environments where leadership needs trusted insight fast. I build scalable reporting, forecasting, and strategic frameworks that executives rely on to run the business. I pair technical depth with strong communication to influence decisions at the highest levels. I thrive in ambiguity, elevate cross-functional alignment, and inevitably become the person senior leaders depend on to solve problems.
Strengths: Strategic finance thought leadership, executive-level communication, advanced analytics, cross-functional influence, scalable reporting design, process optimization, data storytelling, and exhaustive problem solving.
Hobbies & Personal Interests: Home automation, woodworking, rowing / kayaking, cooking, golfing, and hiking
Credentials: MBA from NYU Stern School of Business with a specialization in StrategyBBA from University of Notre Dame in FinanceBBA from University of Notre Dame in Economics
Industry Experience: Banking, Business Services, Financial Services, Fintech
Company Fit: Full range from small (~70 employees at First Annapolis Consulting) to medium/large (Fiserv ~40K) & large (Deloitte ~300K)
Management Experience: Technically began managing as an Associate at First Annapolis Consulting in 2013; over a decade of experience although most management experience is with Deloitte. In total I have managed ~30 FTE with a maximum of 10 at any given time.
Software Experience: Basic SAP S4/HANA & Oracle experience with broader experience in SAP (Excel) integrations.
Open To: Hybrid, In-office, Remote
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