Featured Talent

Profile

Strategic and analytical finance professional with deep expertise in FP&A, budgeting, forecasting, and financial modeling. Known for building scalable reporting tools, streamlining month-end processes, and delivering data-driven insights that influence executive decision-making. Adept at partnering cross-functionally with business leaders to drive performance, optimize resource allocation, and support growth. Equally comfortable in high-growth SaaS environments and operationally complex industries.

Career Highlight 1: Built and implemented a dynamic, SQL-connected Excel financial model that reduced monthly forecast preparation time by 50%

Career Highlight 2: Led annual budgeting process for rapid growth startup $100M+ business unit, collaborating across departments to improve accuracy and accountability

Career Highlight 3: Created executive dashboards in Power BI that improved visibility into key KPIs and accelerated decision-making for senior leadership.

Why Hire This Candidate (In Their Own Words): I offer a strong blend of strategic thinking, technical expertise, and business partnership. I build scalable financial models, streamline reporting processes, and deliver clear, actionable insights that help leadership make better decisions. I thrive in fast-paced environments, adapt quickly, and enjoy solving complex problems that drive efficiency and growth.

Strengths: Financial modeling & forecastingBudgeting and variance analysisExecutive reporting and dashboardingStrategic business partnershipData visualization (Excel, Power BI)Process improvement and automationCross-functional collaboration

Hobbies & Personal Interests: Pickleball, personal fitness, piano, investing.

Education: BS Business, MAcc

Credentials: CPA

Industry Experience: Business Services, Construction/Engineering, Energy & Utilities, Fintech, Public Accounting, Software, Technology

Company Fit: Medium and Large

Management Experience: 4 years of experience managing 2 people.

Software Experience: Netsuite, SAP, Sage 300.

Open To: Hybrid, In-office, Remote