Los Angeles Metropolitan Area
Finance and FP&A executive with 10+ years driving enterprise growth and strategic transformation across $50M–$1B+ AUM organizations. Proven architect of FP&A, business intelligence, and data infrastructure that deliver measurable business impact and operational efficiency. Track record of building high-performing finance teams, delivering M&A due diligence, and partnering with C-suite to achieve operational excellence and profitability targets. Deep expertise in real estate lending, debt warehouse and credit fund management with demonstrated success in scaling operations, optimizing capital structures, and implementing advanced analytics platforms.
• Build the FP&A and Data department, overseeing consolidated budgeting, forecasting, and financial reporting processes • Provide financial analyses and strategic recommendations to executives, including scenario modeling and variance analysis • Develop and manage KPI for all departments – reporting, dashboards, and data analytics • Oversee data governance, quality, and integration to ensure business-wide access to relevant and reliable data • Partner with business units to assess financial and operational performance, identify risks/opportunities, and support initiatives • Provide real-time visibility to executive team on cash runway, capital raise timing and profitability drives • Enhance financial and BI systems, processes, and reporting infrastructure to improve accuracy, efficiency, and scalability • Oversee the reconciliation process of loan performance • Support M&A, due diligence, integration, and corporate development activities • Collaborate closely with Tech for all ML and AI initiatives • Ensure compliance with GAAP and regulatory requirements, acting as liaison with auditors and regulatory agencies • Build automated reporting through Snowflake with SQL, views, store procedures and a final push to Tableau Debt Fund Management • Build the Debt Fund Model – acquisitions, distribution, redemptions, preferred interest, promote, interest split LPs/GP, other variables • Build the internal policy and procedures for the Debt Fund • Oversee the entire accounting end-to-end • Oversee Debt Fund’s assets, leverage, yield and NAV drivers • Manage Debt Funds’ acquisition, distribution, liquidity buffers, strategies, and reconciliations
• Served as trusted advisor to CEO, CFO, and executive team, providing strategic input on financial and business initiatives that drove critical decision-making across three entities organizational structures • Led complete architecture and restructuring of data pipelines, data warehouse, and reporting infrastructure to adhere to best practices, reducing time to update reports by 500%+ (hours to minutes) • Oversaw all budgeting, forecasting, and financial models for two joint-venture partners with 14 funds totaling $1B+ in assets; restructured budgets and financial models to GL level which improved forecasting accuracy by 10-15% • Managed acquisition of a $100M AUM real estate lending company, leading due diligence, integration planning, and operational continuity • Produced board decks and investor updates quarterly while shaping internal and external financial narrative and strategy, supporting $200M in capital raising initiatives • Established data governance for three companies and transitioned reporting to one source of truth; implemented reporting framework and data structure best practices improving data accuracy to 99%+ • Consolidated and published financial statements for two companies and 14 funds monthly, quarterly, and annually; oversaw chart of accounts for all entities managing $1B+ in AUM • Built, managed, and automated financial and operational reports for all companies and two joint-venture partners using SQL, views, stored procedures with final visualization in PowerBI, eliminating 30-40 hours of manual reporting monthly • Led team of five finance professionals; evaluated departments to discover automation opportunities leading to saving $300K+ annually
• Collaborated with C-suite to set strategic direction for business; built and managed comprehensive 5-year financial model encompassing P&L, balance sheet, and cash flow statements with supporting schedules guiding $360M+ in strategic capital deployment decisions • Drove financial planning, forecasting, and annual budgeting processes for $450M+ AUM Portfolio; provided C-suite with complete analysis of financial results identifying $1M+ in revenue optimization opportunity • Served as Interim Controller, establishing proper internal controls to ensure GAAP compliance across four entities; spearheaded company's first official audit achieving clean opinion which strengthened institutional investor confidence • Oversaw $20M in debt warehouse lines across two facilities to ensure covenants were kept within guidelines, maintaining 100% compliance; managed DCF models including spread capitalization and deferred earn-out structures for M&A valued at $7.5M+ • Led sell-side M&A process managing confidential due diligence for multiple competing bidders; served as primary liaison orchestrating information flow, financial data rooms, and management presentations to maximize transaction value • Developed pricing models incorporating three institutional investor purchasing guidelines; structured pricing strategies that yielded 1-2% higher returns per loan • Drove selection, implementation, and adoption of BA and BI tools; established analytics best practices and utilized insights from KPIs to drive data-driven business decisions, reducing decision-making time by 50-60% • Built, interpreted, and presented financial and risk models monthly enabling C-suite strategic decisions; performed scenario analysis identifying 15-20% profitability improvement opportunities • Built and mentored team of six professionals across Finance, FP&A, Accounting, Project Management, and IT • Streamlined and automated 15+ reports reducing manual effort by 20+ hours weekly