Functional Skills

Budgeting
Business Analysis
Business Planning
Corporate Finance
Data Analysis
Data Visualization / Reports
Financial Management
Financial Modeling
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Investor Relations
Process Improvements
Scenario Planning
Strategic Planning
Variance Analysis

Software Skills

Microsoft Excel
Microsoft PowerPoint
Microsoft Word

Sector Experience

Financial Services

Experience

Aksia LLC Finance
Chief Financial Officer
7/2022 - 3/2025
Aksia’s first CFO, brought in to build out its finance function and to manage rapidly evolving business needs, adding sophistication to strategic planning for global organization with nine offices in seven countries.
Perella Weinberg Partners LP Finance
Executive Director, Corporate Finance - Head of Financial Planning & Analysis
3/2019 - 6/2022
FP&A department head and trusted advisor to CFO, COO, and senior management, consistently called upon to spearhead special projects across all business lines in support of enterprise-wide decision-making.
Fortress Investment Group LLC Finance
Vice President, Financial Planning & Analysis
9/2011 - 3/2019
CFO’s primary resource to lead corporate level strategic projects, performing ad-hoc analysis, creating board presentations, and various analytical reports.
OpenSky Inc. Finance
Business Analyst
6/2009 - 8/2011
Managed all financial matters establishing backbone of the start-up, which was acquired by Alibaba in 2018.