Functional Skills
Business Analysis
Business Development
Business Operations
Business Planning
Financial Management
Financial Modeling
Project Management
Operations Management
Data Analysis
Process Improvements
Budgeting
Variance Analysis
Data Visualization / Reports
Accounting
Cost Reduction
Software Skills
Microsoft Excel
BigData
Netsuite
Tableau
Certifications
PMPProject Management Professional
Sector Experience
Consumer Goods
Energy
Retail
Technology
Fortune 500
Experience
PURPOSEENERGY •
Finance
Finance Director – FP&A
1/2024 - Present
An environmentally renewable natural resources firm.
Finance Director – FP&A
• Created and launched both enterprise-level and project-level models.
• Evaluate and model new investment opportunities with specific emphasis on meeting target return hurdles such as IRR, etc.
• Established both a budget and forecasting process for SG&A and Project-level areas.
• Created a headcount model to track and summarize all headcount financial information.
• Perform variance analysis, tracking expenditures vs. budget for existing projects.
• Prepare presentations and reporting packages for stakeholders (equity partners, lenders, etc.)
• Conduct industry research / track and report on peer valuations and activities.
• Perform credit research/analysis of potential clients.
Finance Director – FP&A
• Created and launched both enterprise-level and project-level models.
• Evaluate and model new investment opportunities with specific emphasis on meeting target return hurdles such as IRR, etc.
• Established both a budget and forecasting process for SG&A and Project-level areas.
• Created a headcount model to track and summarize all headcount financial information.
• Perform variance analysis, tracking expenditures vs. budget for existing projects.
• Prepare presentations and reporting packages for stakeholders (equity partners, lenders, etc.)
• Conduct industry research / track and report on peer valuations and activities.
• Perform credit research/analysis of potential clients.
Robert Half International
Finance
Principal Business Consultant – FP&A
1/2023 - 1/2024
A prominent global staffing and consulting company that specializes in providing various workforce solutions to businesses.
Principal Business Consultant – FP&A
Oversees various project-based business initiatives for a portfolio of SaaS clients, including WorkSoft and Navisite. Completed an assessment that provided valuable insights and improved company objectives and overall growth. Developed and implemented a 5-year vision statement for the company incorporating innovative strategies to complete companywide objectives in support of corporate.
Principal Business Consultant – FP&A
Oversees various project-based business initiatives for a portfolio of SaaS clients, including WorkSoft and Navisite. Completed an assessment that provided valuable insights and improved company objectives and overall growth. Developed and implemented a 5-year vision statement for the company incorporating innovative strategies to complete companywide objectives in support of corporate.
CONSTANT CONTACT
Finance
Finance Manager
1/2021 - 1/2023
A leading email marketing provider and online communication tools committed to supporting small businesses.
Finance Manager
Effectively managed the corporate sales and marketing divisions' finances, overseeing a combined annual spend valued at $100M.
• Managed and updated subscription-based revenue models totaling $465M across multiple brands, ensuring accurate financial representation.
• Conducted rigorous monthly, quarterly, and annual expense model updates, collaborating closely with diverse business partners to enforce expense control procedures and maintain a targeted 42.5% EBITDA margin.
• Engaged in M&A analysis, presenting data-driven dashboard reports for Executive Leadership review.
Finance Manager
Effectively managed the corporate sales and marketing divisions' finances, overseeing a combined annual spend valued at $100M.
• Managed and updated subscription-based revenue models totaling $465M across multiple brands, ensuring accurate financial representation.
• Conducted rigorous monthly, quarterly, and annual expense model updates, collaborating closely with diverse business partners to enforce expense control procedures and maintain a targeted 42.5% EBITDA margin.
• Engaged in M&A analysis, presenting data-driven dashboard reports for Executive Leadership review.
QSR International
Accounting
Lead Financial Accountant
1/2020 - 1/2021
A software company that specializes in qualitative data analysis and provides software solutions to manage, analyze, and derive insights from qualitative data.
Lead Financial Accountant
Managed a tech firm's accounting and financial processes and procedures,
Lead Financial Accountant
Managed a tech firm's accounting and financial processes and procedures,
Pearson
Product Management / Strategy
Product Line Business Manager
1/2015 - 1/2020
A dynamic educational subscription service organization creating vibrant and enriching learning experiences designed for real life impact.
Product Line Business Manager
Successfully administered three major product lines totaling $225M in ARR and $135M in annual capital expenditure and maintained required EBITDA margins for all projects.
• Analyzed projects for capital deployment and helped structure multi-million-dollar deals.
• Improved operational efficiency and cultivated cost reduction and increased productivity.
• Worked with internal business partners to ensure understanding of rationale and details of financial strategies.
Product Line Business Manager
Successfully administered three major product lines totaling $225M in ARR and $135M in annual capital expenditure and maintained required EBITDA margins for all projects.
• Analyzed projects for capital deployment and helped structure multi-million-dollar deals.
• Improved operational efficiency and cultivated cost reduction and increased productivity.
• Worked with internal business partners to ensure understanding of rationale and details of financial strategies.
Destination LX Group
Finance
Senior Financial Analyst
1/2009 - 1/2015
A leading retailer of Men's Big and Tall apparel with 290 retail and outlet locations throughout the United States.