Private Equity Founder seeking to acquire profitable, established businesses in the Washington, D.C. area that address the growing demand for healthy living solutions.We aim to create value through financial restructuring, operational improvements, and customer growth initiatives, with a long-term investment horizon focused on building sustainable and impactful businesses.

Bringing corporate financial planning, analysis, and data analytics solutions to small business owners and non-profit organizations.

Protiviti's Finance & Performance Management team helps clients improve financial performance and profitability by reducing waste, inefficiencies, and costs, and by providing expertise in budgeting, forecasting, reporting, project management, and technology implementation.Highlights:• Managed multiple finance transformation/implementation projects for Fortune 500 clients, leveraging data analytics expertise and providing strategic recommendations to C-level executives.• Collaborated with in-house and client cross-functional partners, including Finance, PMO, IT, and business unit stakeholders. Partnered with engagement leadership to manage stakeholder relationships.• Led projects from inception to completion, clarifying project goals, addressing complex challenges, communicating strategies, and leading teams to achieve timely goals.• Developed comprehensive transformational plans, improved processes, identified/mitigated project risk, and ensured timeliness and compliance, within budget. Created high-impact Financial Planning & Analysis Maturity model.• Drove 90%+ resource allocation vs. legacy approaches improvements, developing data sources/integration & automation and thought leadership. Recognized for exceptional work quality, innovation and collaboration.Call to Action:I am passionate about helping businesses improve their financial performance and achieve their strategic goals. If you are looking for a results-oriented FP&A leader with a proven track record of success, I encourage you to contact me.Key Skills: Financial Planning & Analysis, FP&A, Finance Transformation, Strategic Planning, Budgeting & Forecasting, Data Analytics, C-Level Executives, Stakeholder Management, Cross-Functional Collaboration, Project Management, Risk Mitigation, Process Improvement, Thought Leadership

Director, Head of Financial Planning & Analysis (2020-2022)Senior Manager of Finance, Product Analytics & Profitability (2017-2020)Financial Planning & Analysis Manager (2015-2017)Purpose Financial provides loans and other financial services to people who may not have access to traditional banking or credit. They do this through a variety of brands, including Advance America, Perch Loans, and Fortuna Credit.Promoted multiple times throughout successful tenure with most recent role as Director, Head of FP&A. Collaborated with and reported directly to CFO, partnering with cross-functional leadership to drive business/product growth goals and achieve operational excellence. Responsible for overall company budgeting, forecasting, project & real estate valuation, and cash flow. Oversaw high-performing team of 7.Key Accomplishments:• Re-built and transformed Financial Planning & Analysis function, driving significant improvements in reporting, automating/improving processes, and establishing high-impact KPI-driven models.• Improved interdepartmental communications and collaboration, fostering a solutions-oriented culture of collaboration.• Reduced resource investment by 95% in annual planning/budgeting (AOP) while leveraging innovative technology to improve accuracy and efficiency; redeveloped monthly reporting suite, identifying critical KPI variances.• Delivered 3.5X portfolio modeling turn-time improvement by sourcing and implementing new planning and analytics software.• Reduced loan loss rates up to 40% by spearheading the development of the company's first enterprise-wide collections data and reporting environment.• Instrumental in transitioning the business from low profit to top-5 operating income operations (multiple states).Expertise:• Forecasting• Data analysis• Project management• Project and real estate valuation• Cash flow management• Financial modeling• KPI development and tracking• Process improvement• Technology implementation

Promoted several times throughout successful tenure, progressively handling additional responsibilities and earning recognition for outstanding performance; worked in various groups. Developed long-range multi-billion-dollar business/expense plans, provided insightful financial analysis, and identified strategic growth initiatives.  Served as Finance Team Lead on multiple large scale annual cross operating projects, helping to facilitate new product development/enhancement and technology automation initiatives.  Significantly contributed to the complete overhaul FedEx Corporation’s infrastructure, helping to position the company for long-term growth/expansion.  Key team member in delivering substantial cost and capital reductions during a 36-month period; provided data/analysis that influenced global cost allocation strategies.

Promoted multiple times throughout tenure with the organization. Managed team of Loan Officers and Retail Bankers providing outstanding service and meeting/exceeding KPI goals.