Functional Skills

Accounting
Corporate Finance
Financial Planning & Analysis (FP&A)
Financial Due Diligence
Finance Transformation
Strategic Planning
Forecasting / Projections
Budgeting
Strategic Sourcing
Strategy Development
Business Development
Business Intelligence
Commercial Due Diligence
Communications
Cost Reduction

Software Skills

Microsoft Excel
Microsoft Excel Macros
Microsoft Access
Microsoft Office
Quickbooks
BigData
Machine Learning

Sector Experience

Business Services
Energy
Financial Services
Manufacturing
Technology

Languages

English

Notable Clients

AT&T
Hewlett Packard Enterprise
Medtronic
Visa
Waste Management
Big 4 Accounting
Top Consulting Firms

Experience

Separa Finance
CFO
1/2016 - Present
Separa is a venture-backed, cleantech manufacturer of climate-friendly production equipment for the Oil and Gas industry.
Music Prodigy Start-Up
Cofounder, CFO/COO, Current Board Member
1/2011 - 8/2016
Music education software company with patented technology leveraging machine learning and big data to provide instant performance feedback and personalized learning paths. Acquired in 2020.
O'Melveny & Myers Finance
Finance Director, Financial Planning & Analysis, Financial Systems
5/2005 - 12/2010
O’Melveny & Myers is a global law firm with $800 million in revenue, 2,000 employees with 15 offices in the 8 countries. Responsible for global financial/management reporting, financial modeling and analytics, forecasting, financial and business intelligence systems, annual audit management with external auditors, annual pricing, credit facility renewals, annual compensation evaluations, M&A analysis, and budgeting and forecasting (annual, quarterly and multi-year strategic).
KPMG Management Consulting
Manager- Strategy & Finance Transformation
1/2001 - 4/2005
Engagement manager - Finance transformation, finance organization structure optimization, financial reporting & analysis, KPI development, management reporting/dashboard development & implementation, procurement & sourcing, financial & procurement systems evaluation, selection & implementation, reorganization for Fortune 500 clients
Answerthink Management Consulting
Senior Consultant
1/2000 - 1/2001
Engagement manager for strategic sourcing, procure-to-pay reviews, spend & vendor analysis, supply base rationalization, systems evaluation, selection, implementation
Gibson & Associates Management Consulting
Senior Consultant
9/1997 - 1/2000
Engagement led for strategic sourcing and cost reduction engagements for large, manufacturing companies.