Dallas-Fort Worth Metroplex
Currently serving as Senior Director of Finance at Argano, I bring over five years of experience in corporate financial planning and analysis. My expertise lies in capital raising, debt financing, and budgeting, enabling data-driven decision-making to strengthen financial health and strategic growth. At Argano, I collaborate with cross-functional teams to optimize financial strategies and support the company’s mission in digital transformation and enterprise software implementation. My focus remains on delivering actionable insights and robust financial modeling to enhance organizational performance and stability.
Financial Planning and Analysis (FP&A) Lead / Strategic Finance supporting CFO of $600M PE-backed Buy-and-Build Transactional Communications, Digital Payments and Marketing Services company. Quarterly Lender and Rating Agency Presentation and Support. Transaction & Acquisition - Financial Due Diligence Capital Raise, Debt Finance, Investment Support with Financial Model and Due Diligence. Debt Covenant Outlook and Management. Multi-Business Unit Consolidation, Reporting, Forecasting and Analysis. Customer Contract Metrics KPI for Recurring Revenue Business Model
Managed $300M Trade Spend Budget for $1.4B Yogurt Business. Business Partner to Field, FP&A, Sales Planning & Marketing on Trade Fund Management. Forecasting, Planning, Reporting & Analysis. Identified $20M Trade Improvement Opportunities across customers / trade types, which led to resource deployment towards execution of initiatives. End-to-End Shopper Marketing Budget Transformation
1.5M Gross Margin improvement through product mix optimization with National Retail Customer. Selected to present above findings during Global Customer Developement Best Practice. Field-based Finance role supporting $2.4B business sector
Managed Trade Budget for $4B Foods Division (Trade Spend: $1B). Business Partner to Customer Marketing Team on all aspects of trade funding management.
$1.4B Home Appliances Division Customer Trade Funding Analysis & Optimization Project Gross Margin Improvement via Premium Mix Implementation Sales Team Support - Home Depot, Best Buy, Sears, HH Gregg & Regional Channel Business Partner to Sales Organization & CFO division Customer Trade Term Contract Management
Revenue & Accrual Management for $1.8B Home Appliances Division. Generated $1M profit savings through retailer rebate claim due diligence Product Groups: Washing Machine, Dishwasher, Refrigerator, Cooking & Vacuum Coach & Delegate Trade Accrual and Promotion Fund Management Rolling Forecast vs. Actual Monitoring and Reporting High-Profile Audit Project with Department of Commerce. Accrual & Deduction Analysis & Reporting
Management Reporting Variance Analysis Profitability Reporting Project