Functional Skills
Budgeting
Strategic Planning
SQL Analysis
Forecasting / Projections
Project Management
Sales Forecasting
Accounting Software Implementation
Operating Model Design
Cost Reduction
Data Visualization / Reports
Enterprise Performance Management (EPM)
Software Skills
Artificial Intelligence
Microsoft Excel
Microsoft PowerPoint
PowerBI
Python
Smartsheet
Sector Experience
Consumer Goods
Energy
Financial Services
Healthcare
Industrials
Notable Clients
Amgen
Bank of America
Conagra Brands
General Electric
Sony
Big 4 Accounting
Top Consulting Firms
Experience
Deloitte
Management Consulting
Finance Strategy Manager
3/2019 - 4/2024
• Led PMO during UAT for a Workday implementation at a large banking institution and increased efficiency by utilizing the Smartsheet PMO tool to input, track and report out on all testing activities; developed automated Smartsheet dashboards to deliver real-time UAT progress updates
• Managed the development of a predictive forecasting tool, which uses Python for forecast generation and Anaplan as the user interface; the tool can be used to forecast P&L line items using historical data and provide variance reporting (e.g., budget vs. forecast vs. actual). Tool generated $10M+ in sales for Finance practice
• Led a management reporting rationalization project to reduce number of management reports from ~500 to ~300 for a ~150 FTE FP&A team; as part of rationalization, aligned on a set of standard management reports to produce on a periodic basis and developed a dashboard for executives to view
• Led an operating model design at a super-regional bank for a 400 FTE Finance function; de
• Managed the development of a predictive forecasting tool, which uses Python for forecast generation and Anaplan as the user interface; the tool can be used to forecast P&L line items using historical data and provide variance reporting (e.g., budget vs. forecast vs. actual). Tool generated $10M+ in sales for Finance practice
• Led a management reporting rationalization project to reduce number of management reports from ~500 to ~300 for a ~150 FTE FP&A team; as part of rationalization, aligned on a set of standard management reports to produce on a periodic basis and developed a dashboard for executives to view
• Led an operating model design at a super-regional bank for a 400 FTE Finance function; de
Capgemini
Management Consulting
Finance Consultant
6/2018 - 2/2019
• Led the creation of 70 record to report future state process maps (large media and entertainment organization) for approximately 200 FTEs being transitioned to overseas shared services location and identified all gaps between current state and future state design
The Hackett Group
Management Consulting
ERP, EPM, and Analytics Consultant
6/2016 - 5/2018
• Led a cost optimization assessment at a large financial services organization, which resulted in identification of over $12M in annual cost savings opportunities for SG&A expenses
• Conducted a total of six FP&A assessment projects to provide a current state assessment and future state vision for strategic planning, budgeting, forecasting, and management reporting processes; identified gaps in the current state of the organizations and developed a roadmap for organizations to achieve their future vision
(roadmap included prioritized initiatives, resourcing required, and key dependencies between initiatives)
• Gathered requirements for Oracle Close Manager (CM) and Account Reconciliation Manager (ARM) for an industrial machinery organization and assisted in creating a design document for both CM and ARM
• Conducted a total of six FP&A assessment projects to provide a current state assessment and future state vision for strategic planning, budgeting, forecasting, and management reporting processes; identified gaps in the current state of the organizations and developed a roadmap for organizations to achieve their future vision
(roadmap included prioritized initiatives, resourcing required, and key dependencies between initiatives)
• Gathered requirements for Oracle Close Manager (CM) and Account Reconciliation Manager (ARM) for an industrial machinery organization and assisted in creating a design document for both CM and ARM