I lead strategic initiatives to enhance client companies' financial planning and analysis (FP&A) capabilities. My role involves providing expert guidance on financial reporting, forecasting, key metric analysis, and data integration to drive business growth and operational efficiency.Key Responsibilities:• Financial Planning & Analysis: Develop and implement robust FP&A frameworks, ensuring accurate and timely financial forecasting, budgeting, and variance analysis.• Data Integration & Reporting: Oversee the integration of various financial systems (e.g., NetSuite, Salesforce) to streamline data flow and improve the accuracy of financial reporting.• Process Improvement: Identify and rectify inefficiencies in financial processes, enhancing data accuracy and reducing manual workload through automation.• Stakeholder Collaboration: Work closely with cross-functional teams, including finance, accounting, and IT, to ensure alignment on financial objectives and data integrity.• Client Engagement: Provide tailored consulting services to clients, understanding their unique business needs and delivering actionable insights to support decision-making.

• ChipMonk (www.chipmonkbaking.com) produces and sells healthy, low-glycemic cookies perfect for low-carb and gluten-free diets• Built and led a team of 10+ employees to ensure efficient and effective production and distribution of our packaged food products• Grew annual revenues to over $1 Million within 3 years across multiple channels including e-commerce (Shopify, Amazon, Walmart.com), retail wholesale (over 300+ wholesale accounts), and contract manufacturing• Developed and oversaw models and tools to forecast financial results, price our products, and track production efficiency and yields• Led fundraising efforts for the company including building investor presentations and raising over $500,000 in growth capital• Achieved sustainable profitability allowing for the successful negotiation and sale of the business to a larger holding company building a portfolio of high-growth specialty food brands

I served as the fund's jack of all trades and loved every minute of it. Each day was different from the last, and I proactively worked to seek ways to drive value across Work America Capital's portfolio. Here were a few areas of my responsibility:• Lead business and financial analysis efforts across portfolio companies to identify areas for business improvement. This included KPI and dashboard creation and oversight, project management of key initiatives, and providing input on both day-to-day tactical and long-term strategic direction.• Lead due diligence and research efforts around potential acquisitions, exits, and investors. Typical activities included assessing industries and individual startups, determining company valuations, and building pitch decks and financial forecasts• Supported Work America Capital's CFO and served as interim controller for the fund's management company. Controller responsibilities included accounts payable and receivable management, cash flow forecasting, affiliate company overhead allocations, treasury oversight, HR and insurance administration, audit support, and other special projects.

The Economic and Industry Analysis Team was a part of Southwest's Financial Planning & Analysis organization and supported numerous departments across the Company. Our team provided objective, data-driven analysis of external factors that meaningfully impacted Southwest’s financial performance, plans, and strategies. The Team strove to understand and communicate the drivers of airline profitability and the impact of economic conditions on the financial performance of both Southwest and the industry.While on the team I:• Served as primary source of support for senior leaders across the company on all topics related to the airline industry including emerging trends, competitive financial analysis, benchmarking, and forecasting• Researched and documented over 2,000 industry news articles and distributed 45 in-depth industry updates which provided executive team with insights and analyses on competitor actions and commercial aviation trends• Regularly presented to large audiences across the company on topics related to the airline industry• Owned and continually improved several models utilizing complex DOT and SEC data sources to provide regular and ad hoc analysis on competitors and the overall airline industry• Oversaw development of a Tableau dashboard for reporting on airline industry growth and competitive overlap which was built to be used by teams across Southwest including Investor Relations and Network Planning

• Performed process reviews across multiple departments to identify risks, assess internal controls, and recommend opportunities for improvement. Areas of focus have included financial reporting, fuel hedging, corporate sales, professional services vendors, data privacy, digital currencies (gift cards, vouchers, and rewards points), airport construction, and the Company’s implementation of a new reservation system.• Oversee and execute audit activities including interviewing key stakeholders, documenting risks and controls, creating project audit plans, assigning resources for control testing, working with internal Customers to communicate findings and develop action plans, and presenting audit results to Senior Leadership

I conducted audits to identify risks and evaluate the effectiveness of operational, financial, compliance, and technology controls. Each day I strove to:• Professionally interview customers to become familiar with activities and controls within audit areas.• Identify risk factors and related internal controls for key business processes.• Analyze business processes to determine if they are effective and efficient.• Develop and effectively communicate recommendations to identified business risks.

I worked as a member of project teams helping clients solve complex problems by assessing their current situation, designing solutions involving people, process and technology dimensions, and implementing change. • Utilized lean six sigma tools including value stream mapping to analyze the retail maintenance process of a $37B petroleum marketing company and identify opportunities to reduce repair and maintenance expenses by 10%• Performed multiple operational due diligences within the oil and gas industry for both private equity firms and corporate clients. Assessments included developing a point of view on the targets’ organizational integration, labor turnover, M&A proficiencies, growth capabilities, and institutional quality of HR and Accounting groups• Supported the design and execution of a transformation plan to prepare a carved-out entity to operate independently by the end of a 90-day transition services agreement• Independently planned and performed over 30 site visits across multiple clients to conduct interviews, perform walkthroughs, and document current-state and develop future state procedures/flowcharts• Drove the successful completion of an accounting integration for a $3B construction company on budget and on time leading to annual savings of more than $500,000 for the client• Developed a standardized financial reporting package for existing and newly integrated subsidiaries that allowed a client’s CEO to make more effective decisions in less time• Conceptualized, designed, and created an Excel based project tracking tool that is now being leveraged by teams across Alvarez & Marsal• Founded the Rice University undergraduate recruiting program and led a team of senior consultants to establish and implement a recruiting strategy aimed at building the firm's brand on campus through key networking and recruiting events

• Assisted with the preparation of tax returns for individuals and small businesses• Encouraged business development through a variety of social media channels. Effectively increased firm's Twitter presence from less than 100 followers to over 500.• Performed bookkeeping for local clients using QuickBooks.

• Conducted software license reviews of FORTUNE 500 companies, entailing contract research, analysis of software deployment data from multiple sources, and reconciliation of conflicting data to determine current license position• Assessed vendor compliance for major energy companies to identify risk areas and potential problems. Helped clients enhance relationships with suppliers while recovering cash from overpricing• Colloborated on major project with a Senior Associate leading to $600,000 of potentially recoverable revenue for our client• Trained three new associates by demonstrating the technical requirements of the job. Provided insight and guidance on project structure and goals• Recognized as Employee of the Month for overall diligence and commitment to the team

• Contributed to writings of two distinguished professors by editing book drafts and by suggesting changes to ideas, organization, and style• Performed research in the field of Art History by examining relevant texts and verifying bibliographical references

• Surveyed and analyzed local architecture and composed more than 200 slides regarding the history of classical structures for use in a university lecture series.• Re-conceptualized and developed company’s official website • Developed catalogs of classical architectural elements and antiques for future use by the firm.

• Oversaw creation of online teaching resource for an ancient history class utilizing Google Maps.