After 10+ years in FP&A and unofficial Chief of Staff roles, I am excited to apply my passion for analysis, design and how people think to help organizations drive results. I wear many hats, but my most frequently requested services include:
• Financial modeling and analysis
• Data visualization
• Strategic planning
• Deck development and re-design (taking graphic design and data visualization a few steps further with content improvement suggestions)
• Process improvement
• Project management

• Served as an internal consultant, collaborating with C-suite and cross-functional business leaders to solve operational and strategic challenges, including restructuring departments to optimize workflow and best utilize team members’ skills.
• Evaluated the risks, benefits and requirements of new initiatives, such as new fund structures with over $1 billion in commitments, and two new investment strategies with target of $250 million in commitments each.

• Prepared, analyzed, monitored, and reported on financial statements, forecasts, and analyses to meet goals and improve on prior year performance.
• Developed and deployed dashboards and benchmarks to monitor and evaluate physician performance and determine needs for increased staffing, space and resources in four locations including community hospital.
• Created first annual budget model, including model to evaluate individual physician financial performance.

• Developed Management Incentive Compensation Program, setting goals in collaboration with division President, and utilizing multiple regression analysis to determine Project Manager and Vice President bonuses.
• Built complex Excel model for each business line (homes, land, condominiums and hotels) for investment evaluation, budgeting, and project management (features extensive macros to automatically update with data from accounting system, saving ~300 man hours per year).

• Directed the setup and ongoing operation of company’s first three college partnerships, managing multiple departments.
• Evaluated company’s viability and capital requirements by creating comprehensive five-year financial model.
• Co-authored business plan and private placement memorandum, evaluating opportunity in online healthcare education market and prescribing plan to capitalize on the opportunity by partnering with brick-and-mortar educational institutions.