Functional Skills
Business Analysis
Business Operations
Business Planning
Financial Management
Financial Planning & Analysis (FP&A)
Process Improvements
Program Management
Strategic Planning
Budgeting
Data Visualization / Reports
Finance Transformation
Financial Modeling
Forecasting / Projections
Operational Efficiency
Accounts Payable
Software Skills
InVision
Microsoft Excel
Microsoft Word
Oracle Financials Cloud
Outlook
Peoplesoft
SAP
Smartsheet
Sector Experience
Consumer Goods
Financial Services
Manufacturing
Real Estate
Technology
Fortune 500
Experience
Virtual office
Finance
Independent Contractor
5/2025 - Present
Fractional Finance Controller (Virtual Office) (2025 – Present) Partner with growth-minded, small, and start-up organizations to deliver high-impact financial leadership focused on financial modeling, budgeting, forecasting, and decision support. Transform financial complexity into strategic clarity, enabling smarter decisions and long-term scalability. Deliver strategic insights through scenario planning and financial modeling. Build custom models that align with board-level strategy, enabling leadership to simulate outcomes and make confident decisions.
Jones Lang LaSalle
Finance
Financial Operations Leader
5/2021 - 5/2025
Provide strategic leadership to identify and prioritize transformation opportunities, including automation and process improvement across business operations, partnering with functional and technical teams to develop and deliver on a transformation roadmap. Championed development, roll-out, scaling, and continuous improvement ofa global, centralized invoice payment process and financial data analysis operations for JLL Technologies.
• Built the end-to-end financial operations function from the ground up for a newly formed technology organization, establishing core processes for budgeting, forecasting, financial planning and analysis, accruals, invoice management, and procurement, laying the foundation for scalable, transparent financial governance.
• Streamlined approximately 1K of invoices monthly and successfully mitigated over $8.4M in coding errors each quarter through process enhancements.
• Enhanced the narrative of global technology product costs, reducing unexplained variances by $1.2M monthly, thereby bolstering decision-making accuracy and budget precision.
• Spearheaded audit of SaaS contracts, discovering $800K annual cost savings from overpayments for the City of Chicago Personal Property Lease Transaction Tax and created ongoing controls and process improvements.
• Fostered the growth of Analysts, focusing on advancing analytical competencies and professional development.
• Built the end-to-end financial operations function from the ground up for a newly formed technology organization, establishing core processes for budgeting, forecasting, financial planning and analysis, accruals, invoice management, and procurement, laying the foundation for scalable, transparent financial governance.
• Streamlined approximately 1K of invoices monthly and successfully mitigated over $8.4M in coding errors each quarter through process enhancements.
• Enhanced the narrative of global technology product costs, reducing unexplained variances by $1.2M monthly, thereby bolstering decision-making accuracy and budget precision.
• Spearheaded audit of SaaS contracts, discovering $800K annual cost savings from overpayments for the City of Chicago Personal Property Lease Transaction Tax and created ongoing controls and process improvements.
• Fostered the growth of Analysts, focusing on advancing analytical competencies and professional development.
Jones Lang LaSalle
Finance
Technology Finance Lead
1/2018 - 5/2021
Led the analysis and interpretation of financial data for a global annual operating budget, crafting transparent narratives with actionable insights. Enhanced cross-functional collaboration among global technology teams, and Procurement, Finance, HR, and other departments for a unified approach to high-impact and streamlined operations.
• Established a robust budgeting framework for executive leadership, ensuring meticulous financial tracking within a $44M annual plan.
• Conducted in-depth cost-benefit analyses and financial modeling for key strategic initiatives, unveiling an annual $10M benefit from six major system and infrastructure modernization projects.
• Enabled seamless business operations through a focused, deliberate strategy during a global transformational re organization, while successfully overcoming challenges and preparing for growth.
• Established a robust budgeting framework for executive leadership, ensuring meticulous financial tracking within a $44M annual plan.
• Conducted in-depth cost-benefit analyses and financial modeling for key strategic initiatives, unveiling an annual $10M benefit from six major system and infrastructure modernization projects.
• Enabled seamless business operations through a focused, deliberate strategy during a global transformational re organization, while successfully overcoming challenges and preparing for growth.
Jones Lang LaSalle
Finance
Global Technology Finance Manager
6/2013 - 1/2018
Steered the creation and growth of a finance operations program within Global IT, bridging a long-standing gap in communication between IT and Finance. Liaised between IT and Finance stakeholders to align the financial vision and facilitate win-win solutions. Analyzed complex sets of data to tell a valuable story with a clear, strategic action plan.
• Pioneered the finance operations framework within global IT for a $40M budget, yielding robust functional reporting, punctual invoice settlements, and strengthened project support.
• Headed multiple high-profile technology implementations, such as Workfront resource planning and a PeopleSoft upgrade, introducing operational efficiencies and establishing robust processes for managing significant contractor expenses, as IT Finance Project Lead.
• Trained and mentored AP Analysts to drive continual advancements in invoice processing efficiency and responsiveness to financial inquiries.
• Pioneered the finance operations framework within global IT for a $40M budget, yielding robust functional reporting, punctual invoice settlements, and strengthened project support.
• Headed multiple high-profile technology implementations, such as Workfront resource planning and a PeopleSoft upgrade, introducing operational efficiencies and establishing robust processes for managing significant contractor expenses, as IT Finance Project Lead.
• Trained and mentored AP Analysts to drive continual advancements in invoice processing efficiency and responsiveness to financial inquiries.
Blue Cross Blue Shield of Illinois
Finance
Project Portfolio Management Lead
1/2012 - 6/2013
Managed a $30M IT project portfolio, guiding all lifecycle phases, setting strategic priorities, and cultivating a team of financial analysts toward meeting key objectives.
• Facilitated collaborative ties with IT, PMO, and COE leadership to crystallize program goals, harmonize strategic direction, and elevate portfolio governance.
• Oversaw planning and implementation of cost estimation practices for prospective projects, effectively negotiating and managing budgets ranging from $100K to $10M.
• Facilitated collaborative ties with IT, PMO, and COE leadership to crystallize program goals, harmonize strategic direction, and elevate portfolio governance.
• Oversaw planning and implementation of cost estimation practices for prospective projects, effectively negotiating and managing budgets ranging from $100K to $10M.
WestRock
Finance
Manager of Planning and Strategic Modeling, Supply Chain
1/2011 - 1/2012
Controlled overall planning and implementation of tools/technology to support the acceleration of financial processes, including process improvement and automation projects. Reduced manufacturing and transportation variable costs of $2. 1M annually by identifying savings opportunities and implementing cost optimization scenarios. Transformed the weekly Supply Chain Leadership Review presentation deck to provide visibility to the latest trends and barriers to achieving results.
WestRock
Finance
Senior Production Planning Analyst, Supply Chain
1/2008 - 1/2011
Elected member of the Supply Chain Excellence team with responsibility to create tactics to reduce order backlog, and improve on-time delivery. Led the forecasting and planning of mill paper production (500K tons monthly) based on sales demand, history, and market information.