Owner/Fractional CFO/Independent Consultant at MAP Enterprises (2016-11 – Present)
Advised clients, including SaaS businesses, on complex financial and operational situations using financial data analytics and modeling. Built mission visions, predictive models, forecasts, budgets, processes and dashboards to support higher quality decisions and accurate financials.
- Collaborated with the owner of Maxwells House of Music to define and implement 2023 mission, operations, and inventory strategy resulting in the 2024 NAMM Dealer of the Year award and a 13% increase in EBITDA
- Engaged by a SAAS start-up to validate and restructure CRM workflows and data-driven triggers, restoring owners' confidence and reducing CAC by 11%
- Recruited to resolve critical ETL workflows when deploying MS Dynamics F&O for a major steel company resulting in cutting load time by 80% within 60 days while restructuring financial, operations and data processes to support future desired state
- Engaged by a global fast-food chain to backfill a key financial role during which I optimized time to delivery for Excess Properties and Franchise Royalties EOM variance analysis by 60%
- Recruited by a global $4B hospitality business post-split to remediate financial disconnects, designing and implementing position management solutions to address budgetary placeholders and gave FP&A visibility into $50M of budgeted funds
- Recruited post M&A to integrate 2 specialty pharmacy companies' dissimilar processes and financial systems across 8 entities into a single MS Dynamics GP environment, establishing future-state workflows for accounting, finance and FP&A that positioned the business for a $464M sale
- Developed a KPI system that improved operational performance by 33% in pilot and 25% company-wide
- Led development of a company's largest client program using Agile to integrate CRMs and complex vendor data delivering 90 days early and earning the company a 10% bonus
- Developed a Talent Acquisition improvement process that boosted new hire performance 30% in 90 days and increased six-month retention 85%
- Managed and mentored a team of 11 analysts for a national company; 9 earned promotions into higher responsibility roles under my leadership
Financial and Data Science Manager at Valiant Management and Holdings (2023-11 – 2025-10)
Reported directly to the CFO for a $350M multi-company organization. Owned KPIs, P&Ls, 3 statement models, budgeting, pro formas, ROI and variance analysis, strategic forecasting and weekly ownership business reviews. Acted as the primary liaison across operations, finance, HR, labor relations, and risk management to align financial systems with real operational processes.
Led audit work papers and deep-dive variance analyses to identify operational exposures and strengthen decision-making. Partnered with CFO on contract negotiations.
- Built executive trust in data quality and visibility within 90 days
- Enhanced forecasting accuracy by 7% to 99%
- Drove a 12% increase in EBITDA by minimizing costs through variance analysis
- Streamlined weekly executive reporting speed by 125% and improved leadership visibility
- Restructured a simplistic Revenue vs Payroll analysis into a full forecasting and strategic modeling P&L, cutting delivery time by 75% and enabling a weekly cadence
- Directed and developed a near-shore team of analysts leading to their promotions
Senior HCM/Financial Analyst at Travel + Leisure Co. (Wyndham Destinations) (2019-01 – 2022-10)
Led HCM analytics and enhanced financial analytics for a $4B global business. Built the company's HCM financial foundation for strategic planning and daily operational decision-making within six months. Developed KPIs, strategic forecast models, ROI analysis, and cross-functional reporting tools using Workday Report Writer. Created automated interactive dashboards that pushed past Workday's typical system limits and recognized by Workday instructors.
- Reduced Talent Review/Succession Planning prep by 99.9% from 60 hours to 2 minutes though automation and workflow redesign
- Built COVID-19 employee-status processes that minimized resource hours by 98.4%, making the workflow 320X more efficient during peak disruption
Senior Financial Analyst at DaVita Labs (2012-07 – 2016-11)
Proactively recruited by former manager to scale operations while driving financial growth, resolving major executive concerns within 180 days. Analyzed performance against plan, identified root causes of variances, and built predictive forecasting models. Led cross-functional continuous improvement initiatives that improved margin and strengthened ROI.
- Developed analyzer runtime & staffing models that reduced budgeted FTEs by 15% and supported scalable growth which drove a 14% increase in EBITDA
- Enhanced lab workload by shift forecasting by 18% to 98%
- Optimized distribution/warehouse JIT effectiveness by 13% through enhanced inventory and pricing intelligence
