Functional Skills
Market Research
Financial Modeling
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Data Visualization / Reports
Software Skills
Microsoft Excel
Microsoft PowerPoint
Microsoft Project
Microsoft Word
Microsoft Visio
Microsoft Office
SAP
Sharepoint
Data visualization
Sector Experience
Business Services
Energy
Financial Services
Technology
Languages
English
Fortune 500
Experience
Grant/Edwards FP&A
Management Consulting
Independent Consultant
4/2016 - Present
Provide corporate FP&A services to local businesses. Core offerings include financial modeling and analysis, forecasting, budgeting, performance analytics, research, business analysis, and strategic advisory. Representative client work:
Built integrated financial statement model, developed earnings and tax forecast, and streamlined client billing process.
Collaborated with Channel Sales Finance on cross-business and cross-regional initiatives for North America.
Built integrated financial statement model, developed earnings and tax forecast, and streamlined client billing process.
Collaborated with Channel Sales Finance on cross-business and cross-regional initiatives for North America.
CenterPoint Energy
Finance
Senior Analyst
11/2005 - 3/2016
SENIOR ANALYST – STRATEGIC MARKETING ANALYTICS
Delivered analytical solutions and research insights on new ventures within Houston Electric organization.
ECONOMIC RESEARCH ANALYST – BUSINESS DEVELOPMENT
Provided financial, economic, business, and demographic research and analysis to internal management and regional economic development allies to support business and job growth within electric service territory.
Delivered analytical solutions and research insights on new ventures within Houston Electric organization.
ECONOMIC RESEARCH ANALYST – BUSINESS DEVELOPMENT
Provided financial, economic, business, and demographic research and analysis to internal management and regional economic development allies to support business and job growth within electric service territory.
Apollo Business Advisory
Management Consulting
Independent Consultant
10/2003 - 10/2005
Provided business and financial counsel to startups and small businesses. Services included business plan development, financial modeling and analysis, and market research.
Representative client work: Created business plan, integrated financial statement model, break-even analysis, loan amortization, and earnings forecast for local childcare company. Resulted in successful procurement of $400k loan to finance expansion of flagship facility and open second location.
Representative client work: Created business plan, integrated financial statement model, break-even analysis, loan amortization, and earnings forecast for local childcare company. Resulted in successful procurement of $400k loan to finance expansion of flagship facility and open second location.
Deutsche Bank AG New York
Finance
Associate
1/2001 - 8/2002
ASSOCIATE – GLOBAL OUTAGE MANAGEMENT, CORPORATE AND INVESTMENT BANK
Applied financial modeling, analysis, and forecasting methodologies to performance reporting process for major outage management in the Americas.
ASSOCIATE – DB CONSULTING
Advised internal clients in Asset Management, Private Banking, and Global Technology Services.
Applied financial modeling, analysis, and forecasting methodologies to performance reporting process for major outage management in the Americas.
ASSOCIATE – DB CONSULTING
Advised internal clients in Asset Management, Private Banking, and Global Technology Services.
Credit Suisse First Boston Corporation
Finance
Financial Analyst
6/1999 - 11/2000
FINANCIAL ANALYST – PRIVATE_ADVISOR@CSFB.COM
Developed business plan and product offerings for online high net worth wealth advisory platform.
FINANCIAL ANALYST – ECOMMERCE, PRISMSCHOLARS
Developed business plan for online learning venture and partnership with Microsoft. Findings used by senior management in eCommerce, Information Technology, and Human Resources.
Developed business plan and product offerings for online high net worth wealth advisory platform.
FINANCIAL ANALYST – ECOMMERCE, PRISMSCHOLARS
Developed business plan for online learning venture and partnership with Microsoft. Findings used by senior management in eCommerce, Information Technology, and Human Resources.