Milwaukee, Wisconsin, United States
As a FP&A professional and CFA charterholder, I specialize in translating complex financial data into strategic insight that drives business performance. My experience spans budgeting, forecasting, financial modeling, and cross-functional business partnering with a focus on improving forecast accuracy, optimizing capital allocation, and strengthening decision-making at the leadership level. I bring an investment-grade analytical mindset to corporate finance while maintaining a strong understanding of capital markets and valuation. I am particularly interested in the intersection of corporate finance and capital markets, where strategic planning, financial performance, and long-term value creation align. Core strengths include: • FP&A and long-range planning • Advanced financial modeling and scenario analysis • Capital allocation and ROI optimization • Executive-level reporting and KPI strategy • ERP and data-driven financial systems I thrive in environments where finance is viewed not just as a reporting function, but as a strategic partner to the business.
• Collaborated cross-functionally with HR, facilities, real estate, and EHS directors to budget, forecast and perform variance analysis for over 20 cost centers with $100M+ expenses resulting in cost savings of $5M annually, and reducing variances by 5%. • Spearheaded $100M in capex forecasting for the real estate and facilities resulting in better understanding of project spend and better deployment of capital. • Developed dashboards to forecast and analyze headcount for the Medical Affairs R&D division with 150+ heads resulting in the reduction 10 redundant open roles.
• Developed financial models for eight R&D product lines each with TAMs above $500M using DCF analysis to calculate NPV resulting in deploying $300M in capital to develop four product lines. • Spearheaded the operational analytics to help deliver 1M+ COVID tests, analyzing supply chain metrics to highlight risks and elevate strategic opportunities leading to over $300M in revenue. • Analyzed and valued existing business units for disposal to generate $5M of cash.
•Automated financial statement and staff utilization dashboards using SQL and PowerBI for the total $1B+ company and saved several hours of manual work a week for finance and the managing partners. • Helped lead data-mining and data-cleaning efforts to foster robust data analysis
•Optimized a financial reporting package for the $1B+ global supply chain organization to accurately communicate productivity and cost efficiencies to the CFO, reducing time to close and report each quarter. •Collaborated cross-functionally with product development teams to budget and forecast $30M expenses annually, reducing spending by $2M and reducing variances by 2%.
• Participated in a two-year leadership program consisting of four six-month rotational assignments combined with formal training in finance, accounting, business strategy, and leadership development. • Standardized the cost accounting methodology for the $20M annual revenue global repair organization that spans the U.S., Europe, and China. • Collaborated with the sourcing and production planning teams to reduce the obsolete inventory reserve at the medical equipment manufacturing plant by $2M. • Spearheaded a pricing strategy and gave recommendations to the sales team, resulting in a 5% increase in gross margin for the mammography business, adding $5M to annual revenue.