Functional Skills
Financial Modeling
Financial Planning & Analysis (FP&A)
Accounting Software Implementation
Data Modeling
Data Visualization / Reports
Accounting
Budgeting
Business Intelligence
Business Planning
Financial Management
Information Security Management
Leadership Development
Operations Management
Private Equity Investing
Project Management
Software Skills
PowerBI
Microsoft Excel
Microsoft Excel Macros
Tableau
Microsoft Word
R
SAP CRM
SQL
Sector Experience
Business Services
Financial Services
Healthcare
Manufacturing
Technology
Languages
English
Spanish
French
Italian
Case Study
Case Studies
Private Equity 5 Year Model
Financial Services
Financial Modeling
Forecasting / Projections
Revenue Growth
SWIB 8 Billion AUM Management Tool
Financial Services
Financial Modeling
Financial Planning & Analysis (FP&A)
Project Management
Notable Clients
Aya Healthcare
Milwaukee Public Schools
Robert Half International
Experience
Palmyra-Eagle Area School District
Finance
Business Manager
4/2019 - Present
Government grants, Finance & Reporting, IT, Transportation, Food Service. Goals, policies, procedures, budgetary controls, financial & grant reporting strategic guidance, planning, and analysis.
Congruex/White Construction
Finance
VP of Finance
12/2017 - 3/2019
Management, coordination and implementation of operational budgets and strategic plans. Lead the company’s financial and IT efforts to create policies and procedures that make the operation more efficient. Make budgets and financial forecasts and models of the company’s operation in the future. Report to corporate offices on financials, variation analysis and key performance indicators.
FranHold LLC
Corporate Strategy & Development
CFO and Management Consultant
3/2017 - 12/2017
Management of the financial and operations area of a franchise. Management and financial consulting.
TriLinc Global
Finance
Sr Financial Analyst and Modeling Consultant
9/2016 - 3/2017
Created a model of the organization's funds and general partner.
State of Wisconsin Investment Board
Finance
Financial Processes Consultant
4/2016 - 9/2016
Created a model to manage the Incentive and management fees for 187 funds.
World Council of Credit Unions
Corporate Strategy & Development
Financial Analysis and BI Systems Manager
6/2014 - 4/2016
Created an entire reporting system, developed applications to improve budgeting, implemented expense reporting programs and restructured accounting to optimize performance.
McHenry SD 15
Other
Bilingual Instructor
8/2007 - 8/2014
• Planned instruction, supervised, managed productivity and motivation, reconciled conflict in large groups of people and assessed their performance. Improved knowledge and skills of trainees.
• Managed systems for tracking large amounts of data and created materials for instruction.
• Maximized performance and minimized conflict in a culturally diverse environment
• Managed systems for tracking large amounts of data and created materials for instruction.
• Maximized performance and minimized conflict in a culturally diverse environment
PAO International (Disney/Mattel Licensed Products)
Corporate Strategy & Development
CFO/Operations Director
11/2001 - 8/2006
Supervised accounting, production, operations and administration of the organization. Improved performance and doubled the company's? profitability while increasing sales by 1/3rd.
Unilever
Corporate Strategy & Development
Financial Analysis and BI Manager
3/1998 - 10/2001
Improved company profitability by at least 20% for a Unilever division through financial analysis, Excel model creation and application development as well as business intelligence tools.