About Me
Background
- A seasoned finance professional with 7+ years of financial planning and analysis experience in the banking/financial services, management consulting, insurance, and real estate sectors.
- Broad set of knowledge and skills acquired from nearly 5 years of consulting working on seven different projects, helping to develop solutions to a variety of complex problems not normally encountered by finance and management teams in business as usual (BAU) work cycles.
- Strong experience managing the administration and financials of large technology groups, working with business partners, leading annual budgeting & forecasting exercises, and conducting workforce planning.
- A background building semi-automated financial models & data models utilizing complex formulas & large datasets, with experience developing useful visualization and dashboards to facilitate decision-making. Unparalleled ability to earn new processes and software, with exposure and experience on numerous ERP and financial systems, financial applications and ancillary software, and an interest in learning new software and skills.
- Several years of data analytics and business intelligence experience, using Microsoft Power BI and Tableau, as well as familiarity with data modeling, database schemas, and the ETL (Extract, Load, Transform) process.
- Expert Excel user with experience in PivotTables, nested functions, and functions such as Date & Time (EOMONTH WEEKDAY), Financial (NPER, NPV), Information (ISBLANK, ISNA), Logical (IF, LET, SWITCH), Lookup & Reference (VLOOKUP, XLOOKUP), Math (SUBTOTAL, SUMPRODUCT), Statistical (AVERAGE, MEDIAN, MIN, MAX), and Text (CONCATENATE, LEN, LEFT) functions.
Education & Training
- Association for Financial Professionals (AFP) | Pursuing Certified Corporate Financial Planning & Analysis Professional (FPAC) Certification | Part I Exam scheduled for Feb/Mar 2026 exam window, Part II Exam scheduled for Aug/Sept 2026 exam window
- Corporate Finance Institute | Business Intelligence & Data Analyst (BIDA®) Certification | Estimated completion TBD
- Microsoft Learn | Preparing for the PL-300 – Power BI Data Analyst Associate Certification Exam | Estimated exam before end of 2025.
- Great Learning | PL-300 Microsoft Power BI Data Analyst Certification Training Program Certification Training | Jan 2025
- University of Texas at Austin McCombs Business School | Data Analytics Essentials Certification | Nov 2024
- Hudson County Community College | 36 Hour Project Management Certificate Program | Oct 2021
- Corporate Finance Institute | Financial Modeling & Valuation Analyst (FMVA) Certification | Jun 2020
- Long Island University | Master of Business Administration, Finance & Management | Sept 2010
- Purchase College | Bachelor of Arts, Liberal Studies | Jan 2008
Core Competencies
| Adaptable Critical Thinker Decisive Detail Oriented High Integrity Innovative Lifelong Learner | Multi-Tasker Problem Solver Results Driven Resilient Strategically Minded Strong Communications Skill Technical Proficiency |
Industry Experience
| Banking Industry Financial Services Insurance | Management Consulting Professional Services Real Estate / Facilities Management |
Professional Experience
| Accounting Accrual Accounting Annual Budget Planning Budgeting & Forecasting Business Execution Planning Business Management Business Planning Business Strategy Capital Expenditures Cash Basis Accounting Cost Allocations Expense Reporting Financial Analysis Finance Business Partnering Financial Planning & Analysis Financial Ratios Financial Reconciliation Financial Reporting Foreign Rate Currency Conversion | Generally Accepted Accounting Principles (GAAP) Headcount Tracking IT Budgets IT Chargebacks IT Financial Management Process Improvement Procurement & Purchasing Profit & Loss Management Project Management Real Estate Services Chargebacks Revenue Reporting Scenario Analysis Sensitivity Analysis Strategic Planning Trend Analysis Variance Analysis Vendor Management Workforce Planning C-Suite Presentation Experience |
Technical Knowledge
| Financial Modeling Financial Statement Modeling Excel Modeling Microsoft Excel Pivot Tables VLOOKUP Advanced Excel Formulas Multiple Excel Function Nesting Light VBA/Macros Data Analysis Data Analytics Database Schemas Data Cleansing Data Modeling Data Visualization Microsoft Fabric Microsoft Power Apps Microsoft Power BI Microsoft Power Query Real-Time Intelligence (Fabric & Power BI) Tableau Alteryx Designer Business Intelligence Python (for Data Analysis) Matplotlib (Python Library) NumPy (Python Library) Pandas (Python Library) | Plotly (Python Library) Seaborn (Python Library) Google Colab SQL MySQL Workbench phpMyAdmin SQLite Dashboard Building Dynamic Dashboards Microsoft PowerPoint Microsoft Project Microsoft Visio Deltek Vision Oracle NetSuite Oracle Hyperion Smart View Oracle Planning Budgeting Cloud Service (PBCS) Oracle PeopleSoft ERP SAP BusinessObjects Vena Solutions FP&A Reporting & Analytics Xcelerate Budgeting & Forecasting Concur Solutions JLL CoStar Atlassian Jira Atlassian Confluence Salesforce SharePoint Administration |
Emergency Management Experience
| Business Continuity Planning Business Emergency Planning Critical Asset Risk Management Critical Infrastructure Security and Resilience Emergency Management Emergency Operations Planning Event Management | Exercise Planning & Evaluation Evacuation Planning Incident Command System Infrastructure Protection Instructor & Mentoring Experience Special Event Risk Management Surveillance Awareness |
