Functional Skills
Financial Planning & Analysis (FP&A)
Valuation
Risk Management
Investor Relations
Regulatory Compliance
Business Analysis
Business Development
Financial Modeling
Market Research
Corporate Finance
Budgeting
Investment Banking
Scenario Planning
Compensation Strategy
Revenue Growth
Software Skills
PowerBI
Capital IQ
SAP CRM
Airtable
Artificial Intelligence
Bloomberg
Claude API
Dropbox
Large Language Models (LLM)
Microsoft Excel
Microsoft Excel Macros
Microsoft Office
Microsoft OneDrive
Microsoft Word
Microsoft PowerPoint
Sector Experience
Energy
Financial Services
Real Estate
Technology
Travel & Hospitality
Fortune 500
Experience
AJF Consulting
Management Consulting
Independent Business Consultant
1/2025 - Present
Advise nonprofit and SMB clients (less than $250M revenue) on FP&A transformation, capital allocation, and AI-enabled planning, providing clarity in complex, multi-stakeholder environments
● • Build financial models, budgets, and forecasts while creating scenario and SWOT analyses that clarify priorities, accelerate planning, and enhance transparency
● • Build financial models, budgets, and forecasts while creating scenario and SWOT analyses that clarify priorities, accelerate planning, and enhance transparency
Puget Sound Energy
Finance
Head of Strategic Finance (FP&A
8/2021 - 9/2024
Pioneered AI-enabled forecasting and scenario planning tools to strengthen compliance, improve accuracy, and accelerate Board decision-making for PE-backed utility with $19B in assets, $5B of annual revenue, and 2M+ customers
● • Designed and executed 25-scenario risk framework evaluating regulatory, supply chain, and capital structure trade-offs, reframing enterprise CapEx plan from $27B to $80B+ under Washington State clean energy mandates
• Owned enterprise valuation (DCF, EV/EBITDA, DDM), driving 35% increase in value and strengthening Board oversight
• Modernized forecasting processes, boosting accuracy, reducing cycle time by 40%, and reinforcing regulatory compliance
• Partnered with cross-functional FP&A, Treasury, Tax, and Regulatory teams to improve reporting discipline, compliance, investor messaging, and analyst development
• Developed prioritization tool sequencing $10B in clean energy projects by ROI/NPV/WACC, streamlining investment committee approvals and funding
• Bridged FP&A and IR functions, translating complex long-range planning and CapEx strategies into clear investor-grade materials; reduced guidance variance from over 10% to less than 3%, enhancing credibility with investors and regulators
● • Designed and executed 25-scenario risk framework evaluating regulatory, supply chain, and capital structure trade-offs, reframing enterprise CapEx plan from $27B to $80B+ under Washington State clean energy mandates
• Owned enterprise valuation (DCF, EV/EBITDA, DDM), driving 35% increase in value and strengthening Board oversight
• Modernized forecasting processes, boosting accuracy, reducing cycle time by 40%, and reinforcing regulatory compliance
• Partnered with cross-functional FP&A, Treasury, Tax, and Regulatory teams to improve reporting discipline, compliance, investor messaging, and analyst development
• Developed prioritization tool sequencing $10B in clean energy projects by ROI/NPV/WACC, streamlining investment committee approvals and funding
• Bridged FP&A and IR functions, translating complex long-range planning and CapEx strategies into clear investor-grade materials; reduced guidance variance from over 10% to less than 3%, enhancing credibility with investors and regulators
Entergy
Finance
Strategic Finance Business Partner
1/2018 - 8/2021
Enhanced compensation strategy, secured regulatory approvals, and advanced compliance, reporting, and decision-making for a $65B asset, $12B revenue regulated utility serving 3M+ customers
● • Redesigned compensation model aligning pay structures to performance, trimming $250M+ (>5%) from salary expense while sustaining employee engagement scores
• Engineered financial models that secured $1B+ in regulatory approvals for clean energy and efficiency programs
• Delivered Board-ready reports improving transparency, compliance, and reducing forecast variance by 20%
• Strengthened investor relations messaging, boosting analyst confidence and contributing to 40%+ stock appreciation
● • Redesigned compensation model aligning pay structures to performance, trimming $250M+ (>5%) from salary expense while sustaining employee engagement scores
• Engineered financial models that secured $1B+ in regulatory approvals for clean energy and efficiency programs
• Delivered Board-ready reports improving transparency, compliance, and reducing forecast variance by 20%
• Strengthened investor relations messaging, boosting analyst confidence and contributing to 40%+ stock appreciation
Ernest N. Morial Convention Center
Finance
Director, Economic Analysis & Market Research
1/2016 - 1/2018
Transformed forecasting, reporting, and market strategy for the 6th largest U.S. convention venue, driving $750M+ GDP contribution and securing new event revenue streams
● • Managed ERP integration for Market Research & Economic Analysis team, integrating 200K+ data points, converting economic impact reporting from retrospective to predictive, improving compliance and transparency
• Developed predictive market analyses that increased annual event revenue by $100M+ via ROI-based prioritization
• Produced economic impact studies that secured $1B+ in expansion funding approvals, strengthening political and stakeholder support
• Created forecasting dashboards that improved accuracy by 25% and accelerated executive decision-making
● • Managed ERP integration for Market Research & Economic Analysis team, integrating 200K+ data points, converting economic impact reporting from retrospective to predictive, improving compliance and transparency
• Developed predictive market analyses that increased annual event revenue by $100M+ via ROI-based prioritization
• Produced economic impact studies that secured $1B+ in expansion funding approvals, strengthening political and stakeholder support
• Created forecasting dashboards that improved accuracy by 25% and accelerated executive decision-making
KeyBank
Finance
Vice President, Strategic Finance (Equity Research
1/2010 - 12/2015
Shaped investment strategies, enhanced client returns, and drove revenue growth through strategic advisory for capital markets division of KeyBank, a Top 20 U.S. bank with nearly $170B in assets
● • Led team of 20 analysts producing investment theses that drove $90M+ in annual equity trades across multiple sectors
• Delivered institutional advisory generating 18%+ client returns via capital allocation, valuation, and risk management insights
• Applied analytics to improve forecast accuracy by 10%, strengthening compliance reporting and investor confidence
• Benchmarked competitors and uncovered opportunities that delivered $30M+ in value for buy-side clients
● • Led team of 20 analysts producing investment theses that drove $90M+ in annual equity trades across multiple sectors
• Delivered institutional advisory generating 18%+ client returns via capital allocation, valuation, and risk management insights
• Applied analytics to improve forecast accuracy by 10%, strengthening compliance reporting and investor confidence
• Benchmarked competitors and uncovered opportunities that delivered $30M+ in value for buy-side clients