Featured Talent

Profile

CPA & CFP with over 10 years of diverse financial services experience. While my titles have say within wealth management, the core of my work has consistently been translating complex financial data into actionable insights and decision-support frameworks I’m not intentionally pivoting toward FP&A to align my day-to-day work more directly with work that energizes me: financial modeling, forecasting, and performance analytics.

Career Highlight 1: Revamped firm’s entire performance reporting process. Created and implemented dashboards and workflows to eliminate manual data entry and sharing of paper documentation.

Why Hire This Candidate (In Their Own Words): I bring something most FP&A candidates do not: a decade of applied financial modeling and financial decision making. Further, I possess a unique ability to distill complex information into easily digestible ideas. Simply put: I have both the analytical skill set to do the technical aspects of the work, while also possessing the ability to communicate with stakeholders, both financial and non-financial.

Strengths: Strategic thinker; high-level communicator; collaborative problem solver

Hobbies & Personal Interests: Outside of work, I am happily busy raising our three children with my wife. I love watching our kids play sports (which is quickly taking over our free time!) and spending weekends at the pool or lake.

Credentials: CPA, CFP, CFA Level 2 Candidate

Industry Experience: Capital Markets, Financial Services, Insurance, Public Accounting, Wealth Management

Company Fit: Medium – Large

Management Experience: 2: Managed a team of 5 analysts

Software Experience: QuickBooks, Xero

Open To: Hybrid, In-office, Remote