Modernizing the portfolio companies of private equity clients through finance & accounting technology transformations. I specialize in corporate performance management, FP&A SaaS, systems integration, and data management. My team helps portfolio companies manage their financial performance by leveraging these tools to analyze and plan their business strategy across the three financial statements - profit and loss, balance sheet, and cash flows - and their unique operational dataset. We support Finance, Accounting, Audit, External Reporting, and Business Intelligence functions within PE-backed organizations ranging in size from mid-market to publicly traded Fortune 500.

Financial management (FM) practice. Supported federal organizations using performance management platforms to facilitate budgeting, forecasting, operational planning, and spend reporting processes. Largest project was a financial system implementation with an independent bureau of the U.S. Department of the Treasury that manages the National Banking System ($1.1B annual budget). Maintained secret-level security clearance.

Global supply management (supporting the mechanical engineering team) and operations for the real estate development team. Reported to the Head of RE Development and the COO. Postgraduate internship.

Sales engineer intern with a focus in mechanical systems and controls.