Featured Talent

Profile

Finance Leader with extensive experience in month-end close, strategic planning, and financial reporting. As a Director of Finance, have overseen a rapidly growing Product line, responsible for driver-based growth for $390M annual Budget, and benchmarking against customer data and Macroeconomic factors to pinpoint growth opportunities. Leader of Internal reporting and modeling, critical to development of $2B Annual budget, impacting both the three-year strategy playbook and current year Performance goals. Respected as an Operations leader, providing strategic alternatives to to help achieve Financial Performance goals.

Why Hire This Candidate (In Their Own Words): “As an experienced finance leader, I have diversified skill set that is focused on Financial performance and identifying true impact drivers.”

Strengths: (1) Communication (2) Strategic Planning (3) Data Visualization

Career Highlight 1: Improved Margin from 5% to 9% in 1 Quarter as Finance lead after inheriting a struggling Vertical (Industry based customer cohort)

Career Highlight 2: Created Product level reporting and variance analysis for Tech Transformation ($200M Annual Expense). Previously, it was only Cost Center driven, so lacked full data transparency and true expense indicators. This also allowed for full Product line COGS to be implemented, to give better indication of profitability.

Career Highlight 3: Enhancing Strategy playbook to leverage future looking macroeconomic drivers, allowing for visibility into how those factors impact the Total Addressable market, and what market penetration is then needed to achieve our financial targets.

Hobbies & Personal Interests: I enjoy Golf, jogging, and spending time with my children.

Education: Master’s

Industry Experience: Financial Services, Healthcare, Real Estate

Company Fit: Great fit for midsize and large companies.

Management Experience: 4+ years of Management experience, with typical team size between 2-3 Analysts, the largest being 5.

Systems Experience: Oracle Financials, including deep understanding of Financial Planning tools (Hyperion, Cloud Financials), as well as NetSuite Financials. 3 years of Tableau experience, as well as Power BI

Open To: Hybrid, In-office