Functional Skills
Financial Planning & Analysis (FP&A)
Project Management
Strategic Planning
Budgeting
Customer Relationship Management
Variance Analysis
Accounting
Financial Modeling
Commercial Due Diligence
Private Equity Investing
Software Skills
Microsoft Excel
Storage Area Network (SAN)
Netsuite
Sector Experience
Consumer Goods
Financial Services
Healthcare
Life Sciences & Pharma
Real Estate
Experience
Division NV, LLC
Operations
Director of Operations
11/2023 - 9/2025
• Manage investment properties across Northern California and Nevada, overseeing major infrastructure upgrades and full building remodels.
• Direct capital planning, vendor negotiations, and project management to increase property value and revenue potential.
• Direct capital planning, vendor negotiations, and project management to increase property value and revenue potential.
HatchBeauty Brands, Inc.
Finance
Director of Finance (Interim)
4/2022 - 11/2023
• Oversaw accounting operations and financial close processes, including year-end audits. Streamlined reporting and processes, improving accuracy and transparency for executives.
• Delivered actionable insights to SVP and President through scenario-based forecasting and ad hoc analysis, guiding strategic decisions.
• Partnered with senior leadership to optimize cash flow and financial controls during business transitions.
• Delivered actionable insights to SVP and President through scenario-based forecasting and ad hoc analysis, guiding strategic decisions.
• Partnered with senior leadership to optimize cash flow and financial controls during business transitions.
PERRICONEMD
Finance
Director, Financial Planning & Analysis
1/2017 - 6/2021
• Directed all finance, FP&A and accounting functions, managing monthly accounting close, reporting, and planning cycles.
• Developed annual budget and rolling forecast process for organization-wide adoption.
• Designed executive reporting packages, presenting performance, risks, and opportunities to senior leadership and ownership group.
• Reported monthly results to senior leadership and ownership group with variance analysis against plan and forecast.
• Strengthened collaboration across departments, enhancing organizational financial planning.
• Developed annual budget and rolling forecast process for organization-wide adoption.
• Designed executive reporting packages, presenting performance, risks, and opportunities to senior leadership and ownership group.
• Reported monthly results to senior leadership and ownership group with variance analysis against plan and forecast.
• Strengthened collaboration across departments, enhancing organizational financial planning.
Nektar Therapeutics, Inc.
Finance
FP&A Consultant
2/2016 - 10/2016
• Provided financial planning and analysis services to senior leadership, enabling data-driven decision-making.
Delivery Agent, Inc.
Finance
Director, Strategic Planning
10/2012 - 1/2016
• Built FP&A function from the ground up, scaling to a 5-person team across three business units.
• Implemented scalable tools and processes, improving forecasting accuracy by 20%.
• Designed and executed strategic plans, operating plans, rolling forecasts, and intra-quarter cycles.
• Led financial due diligence for 2 acquisitions, overseeing integration of financial structures.
• Partnered with CEO, CFO and stakeholders on equity financing and debt placements.
• Implemented scalable tools and processes, improving forecasting accuracy by 20%.
• Designed and executed strategic plans, operating plans, rolling forecasts, and intra-quarter cycles.
• Led financial due diligence for 2 acquisitions, overseeing integration of financial structures.
• Partnered with CEO, CFO and stakeholders on equity financing and debt placements.