As Director of Finance for Anchor Point Management Group, I oversee financial operations for 282 Taco Bell franchise locations, managing a $600M revenue budget and a $500M expense budget. I lead the development of the finance department, streamline processes to improve efficiency, enhance reporting accuracy, and foster cross-departmental collaboration to support sustainable growth and operational excellence.• Streamlined Financial Reporting: Reduced the time to prepare monthly and quarterly financial presentations for executives and private equity owners from ~2 days to 4 hours by implementing structured processes and SOPs.• Optimized Budgeting Processes: Automated budget update workflows, reducing implementation time from 24-48 hours to 12 hours, enabling faster adjustments and improved decision-making.

As Director of FP&A for Unleashed Brands, I led financial planning and analysis for six portfolio brands and the parent company, managing a $500M revenue budget and $400M expense budget. I drove financial strategy, enhanced operational efficiency, and supported business growth in a dynamic, private equity-backed environment. I also managed a Senior Financial Analyst, streamlining processes and delivering insights to guide strategic decision-making across the organization.• Supported $750M Sale to Seidler Equity Partners: Increased valuation from $500M to $750M by developing forecasting models and financial reports for prospective buyers, consolidating ownership from three PE firms to one. • Streamlined Forecasting Models for Acquisitions: Built comprehensive forecasting models, reducing integration timelines for newly acquired brands from ~3 months to 1 month, enabling rapid scaling and growth. • Enhanced Franchisee Financial Performance: Created a financial ramp plan for Premier Martial Arts franchisees, improving cash-flow positivity within six months for over 50% of new franchisees, up from 10-15%.

At TPG, I managed FP&A during a critical IPO transition, overseeing budgeting, forecasting, and financial reporting to support the firm’s operational and strategic goals. I led a team of two direct reports – a Senior Associate and a Financial Analyst – fostering their development and ensuring accurate, timely insights to guide executive decision-making during a period of significant change.• Developed Operating Expense Framework: Designed and implemented the company’s first comprehensive operating expense budgeting, forecasting, and reporting processes, providing critical insights during the IPO process. • Streamlined Executive Reporting: Oversaw the creation and optimization of financial reporting decks for senior executives, reducing update time from ~3 hours to ~20 minutes with automated processes and built-in checks to ensure accuracy. • Enhanced Operational Visibility: Created detailed controllable operating expense reports for each platform, enabling better oversight and informed decision-making across key business areas.

At Amazon AWS, I supported financial operations for AWS Infrastructure Finance, specializing in consolidation, variance analysis, and reporting to senior leadership. I collaborated closely with the BI team to enhance internal systems, improving reporting quality and efficiency across multiple expense centers. My work delivered actionable insights to directors, VPs, and the C-suite, driving informed decision-making and operational excellence• Improved Executive-Level Reporting: Consolidated financial data from five expense centers, including data centers and networking, delivering enhanced variance analysis praised by senior leadership for improved quality and communication. • Optimized Variance Analysis Workflow: Collaborated with the BI team to refine internal reporting tools, enabling managers to input commentary and reducing the time required for variance analysis across AWS Infrastructure. • Enhanced Travel & Entertainment Visibility: Developed Power BI reports to track spending and transaction violations, providing infrastructure leaders with clear visibility into travel and entertainment expenses and ensuring adherence to budgets.

At CIG Logistics, I established the FP&A department from the ground up, creating strategic financial models and processes to support business operations and enhance decision-making. I provided financial leadership across three key lines of business—trans-loading, trucking, and well-site services—delivering insights that improved operational efficiency and supported the company’s growth objectives.• Built Comprehensive Budgeting Framework: Designed a three-statement budget and forecasting model integrating all business lines, providing a consolidated view of performance and aligning cash flow with treasury operations. • Enabled Real-Time Deal Evaluation: Created a valuation model for the transloading business, enabling sales leaders to construct and evaluate deals in real-time, accelerating customer acquisition.

As manager for Elevate, I led FP&A for key business lines, overseeing budgeting, forecasting, and strategic financial modeling to support growth initiatives and strengthen investor partnerships. I managed and mentored a team of three, delivering actionable financial insights that aligned operations with strategic goals and drove informed decision-making across the organization.• Developed Budgeting and Forecasting Models: Built and managed the annual budget and monthly forecasts for Elastic and Today Card, providing leadership with accurate and actionable financial insights. • Supported Growth Initiatives: Developed valuation models for potential new products and investor partnerships, exploring opportunities to expand services by up to 25%.

In my role as Senior Finance and Strategy Analyst, I drove strategic planning and financial modeling initiatives to enhance profitability, expand market reach, and improve customer acquisition quality across multiple product lines. As the first in this newly created position, I developed frameworks and insights that supported data-driven decisions and aligned financial strategies with organizational growth objectives.• Expanded Market Reach: Evaluated the opportunity that led to a partnership with FinWise Bank, enabling Rise to enter 18 new states and significantly increase market presence. • Improved Customer Acquisition: Developed processes and models to set acquisition targets, resulting in higher credit quality and improved customer segmentation.

As a Risk Analyst in Portfolio Management, I supported portfolio performance and forecasting for Elastic, collaborating with cross-functional teams to develop strategies that enhanced funding and improved operational efficiency. I provided data-driven insights and analysis to optimize portfolio outcomes and align risk management practices with business objectives.• Increased Funding Opportunities: Developed a line increase strategy that generated over $10 million in additional funding during the initial release, establishing a repeatable process for future intervals.

• Performed return on investment analysis for new locations across the US, looking at different property and labor costs • Executed monthly operations reports reviewing performance of all 40 plus locations for executive review • Worked on a team to improve the yearly budget workbooks for distribution to general managers of all locations to create the budget for the upcoming year• Analyzed sales trends within each restaurant to improve operations

MBA student with a concentration in Finance focusing in InvestmentsCo-Founder/Co-CEO Alternative Investments ClubFirst Place IBSC Oil & Gas Case Competition

Fund of hedge funds that creates multi-strategy portfolios for both private and public clientsAnalyst of Product Development and Investor RelationsResearched and developed the structure of a Registered Investment Company that launched in 2013. This product brought in new customers to the fund by opening it up to investors that do not qualify to invest in hedge fundsCreated requests for proposals to apply for investments from public pension plans, through the proposals over $10 million of new investments were brought into the fundBuilt a database of potential clients easing the communication process allowing investors to receive updates on both the products and the firmManaged communication with both current and potential clients on the status of the fundOrganized information on potential investments to aid in future decision making processes

Training gym for competitive athletesCompetitorCompeted in Mixed Martial Arts eventsHelped other competitors train and prepare for their eventsAided in promoting the sport and gym

Led the high school development program designing the daily workouts and running each practice, the more organized and advanced structure led to an increase in participation in the programHelped create the summer camp program to attract more participation