Greater Boston
I am a motivated, detail-oriented FP&A professional with experience in financial modeling, investment analysis, strategic development, team leadership and merger integrations particularly in the technology and finance industries. Prior to my role at Rithum, I helped grow the FP&A functions at other PE-backed SaaS companies, including Virgin Pulse which achieved “unicorn” valuation through acquisitions and organic growth, worked as an internal Management Consultant to TIAA, and studied Finance and Accounting at Boston College Carroll School of Management while interning with the State of Rhode Island.
• Managed full P&L, including budgeting, forecasting, reporting, and analysis by serving as point of contact to cost center owners and executives at $114 million revenue PE-backed SaaS company • Created regular operating expense reporting and analysis for all department heads as first hire on newly-created FP&A team, then later trained a newly hired analyst to run quarterly reporting • Collected and analyzed international financial data to deliver reports and actionable insights for business partners, C-suite, private equity ownership, and bank creditors of rapid growth company in preparation of IPO or strategic sale • Implemented Workday Adaptive Insights for financial reporting and budgeting by utilizing project management skills to coordinate outside consultants with internal resources while owning process • Remained onboard through financial restructuring, then impacted by company-wide layoff and have since ventured to offer my knowledge as an independent FP&A consultant
• Served as mentor to junior analysts and resource for modeling of higher complexity scenarios • Implemented best practices transforming team to a business partnering structure and rolling forecast methodology • Partnered with CTO to guide R&D, the largest department, in achieving initiatives in artificial intelligence, offering credit cards, and product integration, while staying on budget • Owned financial reporting, leading consolidation to newly created board deck with stakeholder buy-in
• Led company-wide team to own global revenue budgeting and forecasting, resulting in a finalized plan accurate within 1% of actual revenue • Integrated external financial models and processes through several mergers and acquisitions • Improved analysis of $169 million annual recurring revenue (ARR) and other software industry models • Audited sales bookings versus actual and forecasted revenue working directly with CFO and CRO
• Researched investment products, returns, and techniques to increase Fortune 100 TIAA Individual Advisory Services asset growth metric by over $191 million booked through 1,112 distinct cases • Developed financial reporting and analysis for advisors to improve wealth management group efficiency • Led cross-functional project to provide better investment advice for advisors to give to clients, resulting in a 66% drop in unsuitable recommendations over project life