I lead a team responsible for quarterly product level forecasts, multi-year strategic plan, and developing and implementing product level reporting and analysis for new and existing products.

Strategic FP&A leader responsible for supporting new products and new capabilities. Contributed to and led cross-functional teams to deliver reporting results and support strategic decisions. Led budgeting, forecasting, key metric dashboard creation and support, financial modeling, and business model viability analysis spanning newly built products, strategic partnerships, and key core business (insurance and financial services) enablement.

Mergers & Acquisitions: Performed valuations and analytics for proposed acquisition targets. Built automated company analysis reports.Nationwide Investments - Client Advisory Services: Built measurement and attribution reports for various asset managers. Designed new data management solution for tracking security performance.Nationwide Financial - Distribution Finance: Created dashboards and business case models for large scale investments. Created a new sales saturation database combining staffing and sales data with external economic data.Annuity Finance: Created competitive intelligence reports analyzing balance sheet risks and hedging strategies of annuity underwriters using public statutory data.

Mergers & Acquisitions

Worked on a project funded by the National Institutes of Health researching patenting and innovation in biotechnology. Published research related to a 2013 US Supreme Court ruling which was cited in the Financial Times and other papers. Taught graduate econometrics and freshman economics.• Built a database of patent documents related to biotechnology worldwide, including 8.5 million documents from 190 countries• Formed a unique way of associating patent documents into groupings called “patent families” that allows researchers to use the patent family as a unit of observation in a much broader set of documents• Taught discussion sections on advanced econometric analysis to 31 graduate students from various economics and business related disciplines across the University• Prepared and taught discussion sections on introductory microeconomics for over 60 undergraduates.

I was the the opening shift manager at Panera Bread, starting at 5 AM weekdays. I also was recruited to teach a training class held every Wednesday night teaching new employees at any of the Madison area stores about the culture and brand of Panera.• Supervised daily staff of 10-20 employees. Maintained Panera’s high standards of quality, service and cleanliness• Organized and taught weekly training class for all new employees at the five stores in Madison

As a vinyl collector myself, I recognized a market opportunity. In the mid-2000s, garage sales and estate sales often sold records for 10% or less of what they were worth to online buyers across the world.• Bought used vinyl records from estate sales and resold them to collectors worldwide through eBay

Food Cart Systems was a small company headquartered in Florida. I was the general manager of our operations in Ohio. As this was a small and new company I had little direction as I figured out how to manage all the aspects of the business, including accounting, operations and human resources. At the time I did not even know what those words meant, but I had a great time and my operation in Ohio was the most profitable in the company.• Managed 11 food stands at Six Flags Worlds of Adventure in Ohio• Responsible for all 88 employees and operations, generating annual sales in excess of $1 million