Freelance financial consultant, working primarily in the areas of financial modeling, financial statement generation, and performance reporting.

Served as finance business partner for 20+ SG&A cost centers, overseeing $350M+ in spend. Worked closely with legal and sourcing in the streamlining of vendor selection, contracting, and approvals processes. Created Global corporate standards of reporting for marketing expenses, Led finance function for brand planning, media buying, and performance attribution.

Built and led four person finance team for fast growing contract manufacturer as revenues expanding from $25M to $100M. Responsible for all functions of financial controls and accounting, business modeling, cash and credit management, and ERP system oversight. Introduced dynamic pricing, and built supporting models. Partnered with operations in the selection and implementation of MES software.

Supported high net worth advisory practice with $1B+ under management through the creation of financial statements and models, portfolio analysis, and tax planning.

Built client base of 40 households and designed comprehensive personal financial plans covering retirement, tax, and education planning, investment management, wealth accumulation, and cash management.