Fairfield, Connecticut, United States
Finance and strategy professional with nearly a decade of experience spanning FP&A, accounting, entrepreneurship, and digital marketing. I've built my career by growing through every layer of finance — from processing expense reports to owning full forecasting cycles, leading audits, and managing multi-million dollar budgets. At FactSet Research Systems, I progressed through four roles over five years, ultimately leading financial planning and analysis across expenses and headcount. I built automated reporting workflows using IBM Planning Analytics (Cognos TM1) and partnered with executive leadership to drive strategic decisions. Beyond corporate finance, I co-owned Streben.io, a digital marketing agency where I served as CFO and helped scale annual revenue 6x before leading a successful 7-figure acquisition — one of the most rewarding milestones of my career. I thrive at the intersection of numbers and strategy — turning complex data into clear narratives that drive smarter business decisions. Whether it's building financial models, leading workforce planning, or supporting M&A activity, I bring both the technical depth and entrepreneurial mindset to move the needle.
• Co-founded and led overall business growth, scaling annual revenue 6x from inception. • Managed all aspects of company finances including budgeting, forecasting, cash flow management, and financial reporting. • Built scalable financial models to track client and internal marketing campaign ROAS, ensuring efficiency and ROI. • Oversaw digital advertising operations, performing and monitoring ad campaigns across multiple client accounts to drive performance and ROI. • Built, supervised and led a team of approximately 22 employees and contractors, fostering a collaborative and results-driven work environment. • Led the successful 7-figure acquisition of Streben.io, overseeing financial preparation, due diligence, and transaction execution.
• Owned monthly, quarterly, and annual forecasting processes across ~$200M in expenses, and headcount, building scalable financial models to support growth planning and scenario analysis. • Led budget vs. actual variance analysis, identifying business risks and opportunities in partnership with department leaders. • Leveraged IBM Planning Analytics (Cognos TM1) to streamline reporting workflows, including building an automation that exported data directly to targeted Excel cells — significantly reducing manual effort and improving reporting accuracy. • Built workforce planning models across operations forecasting hiring needs based on volume, productivity, and service levels. • Analyzed contractor vs. employee mix, utilization, and efficiency, providing leadership with recommendations on staffing investments and organizational scaling. • Prepared monthly leadership reporting packages, KPI dashboards, and board materials, translating data into clear narratives for executive leadership.
• Performed monthly reconciliations including revenue recognition and subsidiary account reconciliations. • Assisted with internal and external audits, ensuring accurate and compliant financial records. • Managed sales tax preparation and filing across multiple states. • Played a key role in the ERP transition from Microsoft Dynamics to Workday.
• Managed end-to-end invoicing on a monthly, quarterly, and annual basis for a subsidiary with over $20M in revenue. • Monitored and collected accounts receivable aging balances at 30, 60, and 90+ days outstanding, coordinating with client services to resolve billing discrepancies and changes. • Handled client billing and maintained accurate account records to ensure timely collections. • Assisted the accounting team with month-end reconciliations.
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