Functional Skills
Business Analysis
Business Planning
Business Intelligence
Budgeting
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Performance Management
Project Management
Strategic Planning
Variance Analysis
Cost Reduction
Succession Planning
Corporate Finance
Business Development
Data Analysis
Software Skills
Looker
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Netsuite
Peoplesoft
PowerBI
Quickbooks
Rstudio
SAP
SAP CRM
SQL
Tableau
Salesforce
Workday
Sector Experience
Financial Services
Healthcare
Life Sciences & Pharma
Manufacturing
Technology
Languages
English
Portuguese
Countries Worked In
USCase Study
Case Studies
ATX Networks Liquidity and Cash Flow Modeling
Manufacturing
Financial Modeling
Strategic Planning
Financial Planning & Analysis (FP&A)
Interim-Support (Controllership)
Life Sciences & Pharma
Accounting
Organizational Leadership
Corporate Finance
Notable Clients
AllCare Plus Pharmacy
ATX Networks Inc
Brown Brothers Harriman
Fortune 500
Experience
23rd Avenue Consulting, LLC
Management Consulting
Principal, Lead Consultant
1/2025 - Present
Strategic finance leader and founder of 23rd Avenue Consulting, delivering fractional FP&A and controllership to growth-stage, PE-backed, and
regulated organizations. Trusted advisor to Senior Management including CFOs, CEOs, and boards—known for investor-grade insights, $5M+
in cost savings, and 5x startup growth across $2B+ portfolios.
regulated organizations. Trusted advisor to Senior Management including CFOs, CEOs, and boards—known for investor-grade insights, $5M+
in cost savings, and 5x startup growth across $2B+ portfolios.
ATX Networks Inc
Management Consulting
Strategic Finance Advisor to CFO
9/2025 - Present
FRACTIONAL ROLE
Hudson, NH | 2021-Present
• Architected strategic capital management models for a $150M private equity-backed client, delivering investor-grade sensitivity
analyses, EBITDA reviews, and performance reporting aligned with board and lender expectations.
• Served as strategic finance partner to the CFO, advising on liquidity planning, capital structure, and long-range financial strategy.
• Integrated into PE firm reporting cadence, supporting credit facility compliance, liquidity forecasting, and FP&A deliverables
Hudson, NH | 2021-Present
• Architected strategic capital management models for a $150M private equity-backed client, delivering investor-grade sensitivity
analyses, EBITDA reviews, and performance reporting aligned with board and lender expectations.
• Served as strategic finance partner to the CFO, advising on liquidity planning, capital structure, and long-range financial strategy.
• Integrated into PE firm reporting cadence, supporting credit facility compliance, liquidity forecasting, and FP&A deliverables
Wave Life Sciences
Finance
FP&A Lead for R&D
5/2025 - Present
Head of FP&A for R&D
IQVIA
Finance
Finance Director
2/2021 - 5/2025
Director of Finance for R&DS business unit responsible for a $2B portfolio.
Allcare plus pharmacy
Finance
Interim Controller & FP&A Lead
12/2021 - 12/2022
INTERIM-FRACTIONAL ROLE
• Led end-to-end Accounting & Finance operations, including internal controls, GL oversight, SOX compliance, procurement,
disbursements, banking, and regulatory reporting across multiple entities.
• Delivered $5M+ in cost savings through finance process redesign for a multinational pharmaceutical company, enhancing operational
visibility and stakeholder alignment.
• Built dashboards and narratives that improved KPI visibility and accelerated decision-making across finance and ops.
• Implemented enterprise finance systems (Hyperion, Adaptive, Power BI) to streamline close cycles, automate reconciliations, and
scale budgeting globally.
• Drove 4x revenue growth by optimizing receivables and aligning finance with GTM strategy.
• Led end-to-end Accounting & Finance operations, including internal controls, GL oversight, SOX compliance, procurement,
disbursements, banking, and regulatory reporting across multiple entities.
• Delivered $5M+ in cost savings through finance process redesign for a multinational pharmaceutical company, enhancing operational
visibility and stakeholder alignment.
• Built dashboards and narratives that improved KPI visibility and accelerated decision-making across finance and ops.
• Implemented enterprise finance systems (Hyperion, Adaptive, Power BI) to streamline close cycles, automate reconciliations, and
scale budgeting globally.
• Drove 4x revenue growth by optimizing receivables and aligning finance with GTM strategy.
VARIOUS
Finance
Senior Financial Analyst/Business Analyst
5/2016 - 2/2021
Senior Financial Analyst @ MassMutual
Senior Accountant @ SS&C
Business Analyst @ State Street
Senior Accountant @ SS&C
Business Analyst @ State Street