Greater Chicago Area
Director of Finance with 15+ years of experience driving strategic decision-making, financial transformation, and operational excellence across global, private, and public companies. Trusted partner to senior leadership in shaping growth strategy, improving performance, and aligning finance with enterprise goals. HIGHLIGHTS • Broad finance leadership experience across FP&A, Corporate Finance, M&A support, and operational transformation. • Partner to executives and business unit leaders in driving strategy, financial planning, and enterprise performance. • Lead finance operations for a $450M+ division, supporting nearly 2x revenue growth through stronger analytics and decision support. • Skilled in streamlining budgeting, forecasting, reporting, and KPI tracking to improve visibility and accuracy. • Proven record of building and developing FP&A teams, mentoring talent, and elevating performance. • Experienced in leveraging finance systems and automation (SAP, BPC, Oracle, Power BI, JD Edwards) to simplify reporting and planning. • Industry experience across Manufacturing, Consumer Goods, Healthcare, and Services with a focus on efficiency and growth. I’m passionate about building finance teams that don’t just report results—they help shape them. Always looking for new ways to connect data, people, and strategy to drive lasting business impact.
I partner with the CFO to lead financial strategy, planning, and analysis across Owned Dealers organization. My team supports budgeting, forecasting, and long-term modeling to drive strategic decision-making. We partner closely with senior leadership to enable growth and enhance financial reporting and analytics capabilities.
• Lead all financial management, reporting, budgeting, forecasting, variance analyses and leadership reporting for the functions residing within Business Enablement (Global Business Transformation, PMO, Global Quality & Global IT) as a Finance Business Partner. • Lead financial management, validation and reporting of global transformation and optimization projects • Provide support to Vice Presidents in development of reporting packages and leadership presentations • Lead the coordination for development of new enterprise wide dashboards and analytics tools based on organizational priority areas with sub-teams, SMEs, and technical resources • Lead cross-functional projects using advanced data modeling and analysis techniques to discover insights that will guide strategic decisions and uncover optimization opportunities • Provide analysis, insight, financial reporting, and decision support recommendations to the business functions to drive strategic objectives and meet key financial and operational business goals
• Lead commercial analytic efforts in collaboration with the Finance and Global Business Segment leaderships, to standardize analyses, reporting requirements and work process expectations for users and the business. • Serve as steering team facilitator and lead teams to drive decisions on opportunities to improve operating income reporting. • Drive global data accuracy to improve Stepan financial data to support a more accurate operating income at the business segment level. • Provide financial analysis support for global operations, including; investment economic return analysis, review of cost savings proposals, analysis of profitability at the regional/divisional/team levels and other ad-hoc analysis as required.
• Served as the finance liaison within the Business Strategy team in development of financial models to determine the impacts of expansion to new regions • Served as key business partner working as an integrated member of the Sales, Operations, Supply Chain Management, Service and Manufacturing teams • Modeled, analyze and forecast financial metrics aligned with business performance. • Lead in data analysis and preparation of monthly, quarterly, and annual financial performance reviews. • Effectively built and maintained relationships with management team and strategic business stakeholders. • Worked with Marketing and Sales team members to analyze and develop pricing process & strategy • Utilized knowledge of industry drivers, provide insight & support to regional forecasting initiative • Work with sales team and VP to model and support strategic sales pursuits • Serve as a key member in implementation, integration & training of Business Planning and Consolidation (BPC) tool • Work with various team to develop and implement processes to increase productivity & efficiency while minimizing costs • Evaluate, Analyze and Forecast Sales performance in consultation with Sales VP
• Lead all accounting functions of the Chicagoland office • Lead the development of annual budgets in conjunction with the heads of the departments and the GM • Participated in quarterly meeting to discuss future business strategy and process improvements • Responsible for monitoring financial performance against budget and forecast and perform variance analysis • Calculated, monitored and maintained sales team commissions and performance • Created and present monthly financials, analysis, updated forecasts and recommendations to the senior management highlighting key risks and opportunities to facilitate effective decision making • Developed a profitability analysis tool for the sales team to forecast profits which resulted in a 7% increase in margins • Constructed and presented profitability analysis and recommendations to the sales team on larger repeating projects • Generated and presented key metrics on dashboard as defined by company leadership with a focus on KPI’s • Collaborated with the sales team to understand how changes in customer relationships impact revenue and profitability • Analyzed lease vs. buy decisions with the operations manager and present analysis to the GM for approval • Lead cross-functional teams to deploy standard operating procedures and process improvements • Monitored the approval, spend, and capitalization of fixed assets with respect to the capital policy and pre-approved capital budget • Manage the monthly, quarterly and annual financial close and serve as the audit lead for internal and external audits • Drive policy decisions regarding customer payments and internal accounting processes to improve efficiency • Conduct financial and business related analysis as requested in areas such as inventory control and purchasing
• Managed all Accounts Payables & Receivables • Assisted the Director of Finance in analyzing monthly P&L • Assisted the department directors in creation of the yearly budget and provided quarterly updates with variances • Streamlined a collections process in consultation with the partnerships and sales teams to collect on time payments • Highly instrumental in transitioning accounting of a newly acquired consumer products company • Worked with various managers and directors to streamline processes to improve internal efficiency • Created new and more efficient expense reimbursements and company credit card policies