Managing Consultant - Workday Adaptive Planning & Workday Financials - EisnerAmper LLP - Naperville, IL
(2023-09 - 2025-08)
- Led architecture and delivery of complex Adaptive Planning solutions spanning revenue, operating expenses, workforce planning, and financial reporting.
- Served as a senior client advisor through solution design, implementation, testing, deployment, training, and post-implementation optimization.
- Translated finance requirements into scalable model architecture, planning workflows, reporting, and integration strategy across Workday Financials, NetSuite, and Sage Intacct.
- Mentored consultants on solution architecture, troubleshooting, client communication, implementation methodology, and planning best practices.
Managing Consultant - Workday Adaptive Planning & Workday Financials - CrossVue LLP - Naperville, IL
(2021-08 - 2023-09)
- Architected enterprise budgeting, forecasting, reporting, and planning solutions using Workday Adaptive Planning.
- Led client design discussions covering planning processes, dimensionality, model architecture, reporting requirements, integrations, and implementation strategy.
- Connected client finance organizations, implementation teams, and Workday solution resources to drive clear decisions and successful delivery.
- Coached and developed consultants in Adaptive architecture, consulting methodology, client management, and solution delivery.
Senior Consultant - Workday Adaptive Planning & BlackLine - Armanino LLP - Naperville, IL
(2018-09 - 2021-08)
- Led Adaptive Planning implementations from requirements and solution design through configuration, integration, testing, training, and deployment.
- Converted complex spreadsheet-based financial models into scalable planning solutions and provided technical leadership across model design, reporting, troubleshooting, and integrations.
- Designed end-to-end data integrations and partnered with finance teams to translate business requirements into effective system architecture.
- Advised clients on budgeting, forecasting, reporting, and planning best practices while mentoring implementation consultants.
Senior Financial Analyst - Card Production - FIS Global - Bolingbrook, IL
(2015-06 - 2018-09)
- Managed forecasting, budgeting, performance analysis, and management reporting for a business division with approximately $230M in annual activity.
- Led monthly forecasting discussions with business leaders to establish revenue projections, operating assumptions, and emerging trends.
- Managed income statement forecasting and month-end analysis, including revenue and expense accruals and EBITDA recommendations.
- Presented variance analysis and financial performance insights to finance and business leadership and supported annual planning and acquisition analysis.
Financial Analyst - Corporate FP&A / Senior Accountant - International Accounting - Univar Inc. - Downers Grove, IL
(2013-09 - 2015-06)
- Supported corporate FP&A including forecasting, management reporting, financial close, variance analysis, and annual operating planning.
- Prepared and analyzed Income Statement, Balance Sheet, and Free Cash Flow reporting and partnered with business leaders on financial performance and ad-hoc analysis.
- Supported international consolidation and reporting across APAC and Mexico, including HFM, foreign currency translation, account mapping, and process improvement.
Senior Accountant, Financial Reporting - John Morrell Food Group / Smithfield Foods
Financial Staff Accountant - Broadway in Chicago
Cost & Staff Accountant - AAR Corp
