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About me
Throughout my career, I've found that most organizations don't struggle because they lack financial data—they struggle because their financial information isn't organized to support decisions.
That's where I help.
I build the forecasting models, reporting structures, KPI frameworks, and financial planning processes that transform accounting information into meaningful business insight. With a foundation in both FP&A and accounting, as well as experience with financial systems, SQL, business intelligence tools, and reporting automation, I bring a practical understanding of how financial information flows through an organization and how it can be structured, standardized, and translated into reliable insight. In addition to 20+ years of experience, I hold a Master of Science in Finance and completed the Financial Modeling & Valuation Analyst (FMVA) coursework with CFI. I currently work as an embedded FP&A partner supporting organizations with hands-on financial planning, reporting, and analytical execution that strengthens day-to-day financial operations and decision-making.
I build the forecasting models, reporting structures, KPI frameworks, and financial planning processes that transform accounting information into meaningful business insight. With a foundation in both FP&A and accounting, as well as experience with financial systems, SQL, business intelligence tools, and reporting automation, I bring a practical understanding of how financial information flows through an organization and how it can be structured, standardized, and translated into reliable insight. In addition to 20+ years of experience, I hold a Master of Science in Finance and completed the Financial Modeling & Valuation Analyst (FMVA) coursework with CFI. I currently work as an embedded FP&A partner supporting organizations with hands-on financial planning, reporting, and analytical execution that strengthens day-to-day financial operations and decision-making.
Featured Projects
Executive Reporting & Data ConsolidationDeveloped executive FP&A monthly and quarterly reporting packages for senior leadership, consolidating information from two separate systems into a centralized data warehouse during a major system migration.- HITT Contracting
Project Profitability Forecasting & Performance ReportingImplemented a profitability forecasting process across more than 4,500 active construction projects using estimated percentage-of-completion methodologies and developed reporting that consolidated results across multiple organizational levels. - HITT Contracting
Financial Systems Implementation & Organizational RecoveryImplemented a new QuickBooks accounting system, migrated two years of historical financial data, and supported the organization's successful reinstatement of tax-exempt status. - Casa de Restauracion Hispana Cristiana.
Financial Cleanup & Due Diligence ReadinessLed financial cleanup and restructuring initiatives to improve financial organization and support external investment review and due diligence requirements. - Eat Good Do Good.
Forecasting & Investment Scenario AnalysisDeveloped sales-driven forecasting models and scenario analyses to support capital planning and investment discussions. - Eat Good Do Good
Consolidated Dashboards & KPI VisibilityDesigned consolidated financial reporting, KPI dashboards, and variance analysis processes that integrated a parent organization and two subsidiary entities, improving visibility across 11 healthcare business lines. - Sentara Healthcare
Revenue Forecasting & Enrollment Modeling.Developed revenue projections based on anticipated DMAS Medicaid premium rates and forecasted enrollment of approximately 600,000 members across more than 50 capitation rate categories. -Sentara Healthcare
The projects below highlight selected FP&A and financial analysis work completed across both full-time and contract roles, where I worked independently within organizations to support reporting, forecasting, and financial planning processes.
Engagement Process
- Initial Conversation – 30 minutes to discuss your goals, challenges, and priorities.
- Scope & Agreement – Receive a clear scope of work, timeline, pricing, and engagement terms.
- Kickoff & Data Collection – Securely share the information needed to begin.
- Execution & Delivery – Receive deliverables or analysis tailored to your needs.
- Ongoing Support (Optional) – Continue with monthly FP&A support if desired.
I follow a straightforward engagement process designed to provide clarity, transparency and structure from start to completion.