Functional Skills

Financial Modeling
Financial Planning & Analysis (FP&A)
Finance Transformation
Forecasting / Projections
Data Modeling

Software Skills

Dax
Data visualization
Microsoft Excel
Microsoft PowerPoint
Netsuite
PowerBI
Quickbooks Enterprise
Sage Intacct
Shopify
Salesforce

Certifications

CPACertified Public Accountant

Sector Experience

Business Services
Consumer Goods
Retail
Technology
Bulge Bracket Investment Banks

Experience

LevelUp Financial Partners Management Consulting
CEO
4/2020 - Present
Lead Consultant / CEO. We are transforming the role of the finance organization through the deployment of technology and analytics. We specialize in complex modeling, PowerBI and Vena Solutions. We combine unique accounting, finance and technology skillsets to deliver unparalleled solutions.

Accordion Partners Management Consulting
Director
1/2018 - 4/2020
Financial consulting services for the office of the CFO.

Wells Fargo Securities Finance
Director
1/2014 - 1/2018
Technology / M&A Investment Banking

JPMorgan Chase & Co Finance
Vice President
1/2010 - 1/2012
Technology / M&A Investment Banking

RBC Capital Markets Finance
Associate
1/2007 - 1/2010
Technology / M&A Investment Banking

McGraw-Hill Finance
Director
1/2004 - 1/2006
FP&A and Corporate Development