Functional Skills
Accounting
Financial Modeling
Financial Management
Financial Planning & Analysis (FP&A)
Financial Statement Preparation
Corporate Finance
Variance Analysis
Budgeting
Forecasting / Projections
ERP Implementation
Sector Experience
Aerospace & Defense
Healthcare
Manufacturing
Real Estate
Technology
Languages
English
Spanish
Experience
Bostonia Business Solutions, LLC
Management Consulting
Business Finance Consultant
11/2017 - Present
Freelance finance manager / part-time CFO for both small and large organizations. My specialties include budget development, projected financials, financial analysis and reporting. I am an expert in developing and analyzing income statements, cash flow statements, and balance sheets.
Massachusetts Institute of Technology
Operations
Senior Financial Analyst
6/2015 - 11/2016
• Developed monthly, quarterly, annual, and ad hoc financial management reporting for top institute officers
• Created & rolled out standard reporting for complex international venture via advancement of critical international relationships; improved timeliness and accuracy of financials
• Developed investment analysis model for institute-wide AP system overhaul
• Critical business partner during redesign and execution of budget process
• Created & rolled out standard reporting for complex international venture via advancement of critical international relationships; improved timeliness and accuracy of financials
• Developed investment analysis model for institute-wide AP system overhaul
• Critical business partner during redesign and execution of budget process
Iron Mountain
Corporate Strategy & Development
Corporate Finance Manager
2/2013 - 8/2014
• Led monthly/quarterly budget, forecasting, internal reporting, and variance analysis processes for $3B company during new financial system implementation, restructuring, and transition period to a REIT
• Implemented streamlined Corporate forecast process, establishing appropriate ownership and dramatically improving speed of forecast delivery; trained large group of end users
• Coordinated/prepared all financial materials for quarterly Earnings Releases
• Implemented streamlined Corporate forecast process, establishing appropriate ownership and dramatically improving speed of forecast delivery; trained large group of end users
• Coordinated/prepared all financial materials for quarterly Earnings Releases
Raytheon
Accounting
Principal Financial Analyst
7/2004 - 2/2013
-Principal Financial Analyst, Capital Planning, Network Centric Systems ($5B division)
-Senior Financial Analyst, Command & Control Systems ($1B division)
-Financial Leadership Development Program Graduate (4 roles/rotations in Accounting, Program Finance Control, Mergers & Acquisitions, International Financial Planning & Analysis - London)
-Senior Financial Analyst, Command & Control Systems ($1B division)
-Financial Leadership Development Program Graduate (4 roles/rotations in Accounting, Program Finance Control, Mergers & Acquisitions, International Financial Planning & Analysis - London)