Victoria, British Columbia, Canada
Finance leader with over 10 years of experience in Financial Planning & Analysis (FP&A), specializing in revenue growth, cost optimization, and strategic financial planning. I have a strong track record in budgeting, forecasting, and 5-year business planning, helping companies align financial resources with business objectives. My expertise includes managing the full sales funnel financial cycle, from lead generation to deal closure and revenue recognition. - Financial Planning & Forecasting: Lead annual budgeting, rolling forecasts, and scenario planning to optimize revenue, cost of sales (COGS), and expenses. - Revenue & Expense Optimization: Drive profitability through variance analysis, cost efficiency, and pricing strategies. - Strategic Business Partnering: Work cross-functionally with Sales, Marketing, and Customer Success to improve sales efficiency, commissions, and territory planning. - Automation & Process Improvement: Implemented Looker, Anaplan, Tableau, and Salesforce to enhance data-driven decision-making and reduce manual reporting. - SaaS & GTM Analytics: Expert in tracking Net Revenue Retention (NRR), Customer Acquisition Cost (CAC), Churn, LTV, and SaaS growth metrics. Currently based in Canada, I am passionate about leveraging financial insights to drive strategic decisions. I thrive in fast-paced, high-growth environments where data and financial storytelling create real business impact.
SaaS company
• P&L & Cost Ownership: Led budgeting, financial forecasting, and variance analysis for Iguatemi’s retail operations, optimizing the cost of revenue, gross margin, and SG&A expenses. • 5-Year Strategic Planning: Developed long-term financial models for revenue growth, capital allocation, and expense management, aligning financial resources with business expansion goals. Expense & Profitability Analysis: Conducted cost-benefit analysis on operational expenses, sales efficiency, and new business investments, ensuring sustainable growth. • Financial Reporting & Executive Presentations: Delivered monthly financial reports to the CEO and board, presenting P&L insights for eight business units. • Team Leadership: Managed FP&A and Data Analytics professionals, improving forecasting accuracy and financial performance tracking.
• Analyzed large data volumes and automated reports using MicroStrategy BI. • Led budgeting, forecasting, and financial statement reconciliation for multi-category retail operations. • Developed financial scorecards and operational analytics for strategic decision-making.