Currently lead a team responsible for long range financial modeling and strategic planning, developing new metrics, models, analytics, and special projects. On an interim basis (nine months), I also managed a team of three business intelligence professionals until a permanent Director was hired.

Led the Corporate FP&A team responsible for Enterprise-wide financial reporting & analysis, forecasting/annual planning, close and earnings story analysis, and Board of Director and Executive Team presentations. From 2021-2022, I worked with Morgan Stanley and Brookfield on a $8Bn leveraged buyout of CDK. On an interim basis (one year), I managed the FP&A for corporate G&A departments.

Worked in various FP&A roles over six year period across four different teams, starting out as a Senior Financial Analyst and working up to Senior Manager. I managed multiple financial analysts and was responsible for all financial reporting, planning, and analysis activities while partnering with the business operators to ensure profitable growth. I also worked in the Corporate FP&A function for two years and was responsible for consolidated management and Board presentations, planning, and analysis.

Consulted various financial institutions on model development and model validation solutions to ensure adequate capital for projected loan losses. Also performed credit due diligence on multiple acquisitions in consumer lending industry.

Led financial reporting, planning, and analysis for Federal Home Loan Bank’s $45Bn mortgage portfolio.