About
Strategic finance leader with 13+ years of progressive experience across enterprise FP&A, Treasury, strategic planning, financial systems, and finance transformation within energy, industrial, and financial services environments. Lead FP&A and Treasury for a $400M operating company, partnering with executive and operational leadership on financial planning, performance management, liquidity, capital planning, and strategic initiatives. Proven track record of strengthening FP&A infrastructure, optimizing OneStream, improving financial visibility, and leveraging AI, automation, and technology to create scalable finance capabilities. Experienced in executive, Board, lender, and investor reporting, M&A diligence, financial modeling, and translating complex financial data into actionable business decisions.
Core Competencies and Technology Enterprise FP&A | Strategic Planning | Budgeting & Forecasting | Long-Range Planning | Financial Modeling & Scenario Analysis | Performance Management | KPI & Executive Reporting | OneStream Governance & Optimization | Finance Systems & Process Transformation M&A & Due Diligence | Capital Planning | Treasury & Liquidity Management | AI & Automation | Executive & Board Reporting | Lender & Investor Reporting Systems: OneStream | Oracle Hyperion | Power BI | Tableau | Excel | SAP S/4HANA
What I'm looking for
Seeking Director, Senior Director, or VP-level opportunities in FP&A, Strategic Finance, Corporate Finance, or Finance Transformation. I’m looking to partner with executive leadership to drive financial performance, strategic decision-making, operational effectiveness, and scalable finance capabilities through technology and automation. I value collaborative leadership, clear accountability, flexibility, and well-established processes.
Experience
Director of FP&A
Oct 2023 – Present
● Lead enterprise FP&A and Treasury functions for a PE-backed industrial operating company, partnering with executive leadership and business stakeholders to drive financial planning, performance management, liquidity optimization, capital discipline, and scalable finance capabilities.
● Serve as a strategic finance partner to executive and operational leadership, leading monthly P&L reviews, evaluating business performance and key drivers, identifying risks and opportunities, and translating financial insights into actionable decisions.
● Lead enterprise budgeting, forecasting, financial modeling, and performance reporting, providing leadership with timely visibility into financial performance, business trends, risks, and strategic opportunities.
● Lead OneStream governance and finance system optimization, improving reporting infrastructure, standardizing processes, strengthening data visibility, and enhancing executive, Board, lender, and investor reporting.
● Drive finance transformation through AI-enabled forecasting, automation, and technology partnerships, improving scalability, operational efficiency, and data-driven decision-making across finance.
● Lead finance diligence for acquisition activity, evaluating financial models, credit agreements, covenant requirements, and transaction risks to support executive and Board-level decision-making regarding strategic opportunities.
● Oversee liquidity management, daily cash reporting, borrowing base compliance, debt covenant monitoring, lender requirements, and enterprise cash forecasting, maintaining forecast variance of approximately 3–5% to actuals.
● Redesigned and automated Treasury payment workflows, reducing standard processing time by 97% while strengthening financial controls and improving operational efficiency; recognized by executive leadership for the initiative.
OneStreamAI & AutomationFinancial ModelingBudgeting & ForecastingReporting Tools
PSS INDUSTRIAL GROUP
Senior FP&A Analyst
Sep 2018 – Oct 2023
● Supported HMH’s transition following its 2021 spin-off from Baker Hughes, helping establish standalone FP&A processes, reporting capabilities, and financial planning infrastructure for a newly independent organization.
● Supported strategic evaluation, financial analysis, valuation, due diligence, and business development activities related to acquisitions, joint ventures, dispositions, and other strategic opportunities.
● Led annual budgeting and forecasting processes, partnering with cross-functional leaders to develop revenue projections, establish operating targets, and align financial plans with business objectives.
● Developed and maintained financial models, including revenue forecasting and indirect cash flow models, improving financial visibility and reducing reporting cycle times by 15%.
● Translated monthly financial performance, budget variances, and revenue trends into actionable insights, identifying key business drivers, risks, and opportunities to support leadership decision-making.
Financial ModelingBudgeting & ForecastingFinancial Analysis
HMH
Assistant Vice President
Sep 2015 – Sep 2018
● Promoted from Treasury Analyst to Assistant Vice President, supporting enterprise liquidity reporting, Treasury governance, and risk management initiatives for a global financial institution.
● Managed liquidity reporting and analysis, partnering with corporate Treasury teams to evaluate liquidity trends, funding metrics, and regulatory reporting requirements while informing risk management decisions.
● Partnered with finance teams, business stakeholders, and auditors to strengthen reporting accuracy, enhance controls, and assess liquidity impacts associated with business initiatives and changing market conditions.
Liquidity ReportingTreasury GovernanceRisk Management
CITIGROUP
Education
University of Southern Mississippi
BSBA · Finance and Management
University of South Florida
MBA · Finance and Management
Skills
Team LeadershipAutomationFinancial SystemsData AnalysisProcess ImprovementBusiness StrategyFinancial ReportingMergers & AcquisitionsFinance TransformationTreasury ManagementCash Flow ManagementExecutive LeadershipBusiness PartneringFinancial StrategyCorporate FinanceBudgetingFinancial ModelingFinancial ForecastingStrategic FinanceFP&A
Languages
English (Native or bilingual proficiency)