Featured Talent

Profile

CPA and MBA FP&A manager with 11+ years of experience in corporate, commercial, and operations finance across manufacturing, consumer packaged goods, healthcare, payments, and agricultural lending. Currently the primary FP&A business partner to a U.S. leadership team, owning projections for a business with $1B+ in net sales and $500M in operating income, plus the annual budget and long-range plan. Strong track record partnering with Sales, Marketing, Operations, and VPs on forecasting, SG&A planning, product profitability, and new product business cases. Rebuilt management reporting with OneStream dashboards. Seeking a more strategic planning role with people management or a clear path to it, on track toward FP&A Director. Open to any industry.

Career Highlight 1: Owns financial projections for an entire U.S. business with $1B+ in net sales and $500M in operating income, and directs its annual budget and long-range planning process. Replaced weak canned reports with new monthly, quarterly, and annual reporting, including a trailing 13-week cash flow, across all cost centers using OneStream dashboards.

Career Highlight 2: Led the annual budgeting process for $135M-$215M in SG&A expenses at a large healthcare organization, partnering with VPs across Business Operations. Drove greater accuracy and accountability in SG&A forecasting across multiple departments while mentoring junior analysts to boost team productivity.

Career Highlight 3: Developed and implemented new gross margin dollar and percentage thresholds for the new product development process at a consumer products company. Drove accountability through post-launch audits of new products and led the financial analysis for a cost optimization project that identified savings.

Why Hire This Candidate (In Their Own Words): I’m a CPA and MBA who has partnered with business leaders at every level, from sales managers to a full U.S. leadership team. I own forecasts, budgets, and long-range plans for a $1B+ business and turn the numbers into clear decisions. I’ve worked across manufacturing, CPG, healthcare, and payments, so I adapt fast and bring proven practices with me. I build reporting that leaders actually use, and I’m ready to grow a team and take on a broader strategic planning role.

Strengths: (1) Business partnering with sales, marketing, and operations leaders, (2) forecasting, budgeting, and long-range planning, (3) building reporting and dashboards that drive decisions.

Hobbies & Personal Interests: Assistant coach for high school ice hockey; serves on a nonprofit young professionals development board.

Education: MBA in Finance

Credentials: CPA

Industry Experience: Banking, Construction/Engineering, Consumer Packaged Goods, Financial Services, Healthcare, Manufacturing

Company Fit: Large

Management Experience: No formal direct reports (individual contributor). Has informally mentored junior analysts and staff since 2022 and served on a finance mentorship program committee.

Software Experience: SAP, Tableau, Essbase, PeopleSoft, Excel

Open To: Hybrid, In-office, Remote