Profile
Finance Manager with 9 years of progressive experience in corporate FP&A, treasury operations, and multi-entity consolidations across manufacturing and SaaS sectors. Specializes in building zero-based budgeting frameworks and translating complex financial data into board-ready strategy. Reduced annual operating costs by $4.2M at current employer while cutting close cycle time from 12 days to 6.
Work Experience
Finance ManagerMar 2021 - Present
Aldervane Industrial Solutions, Charlotte, NC
- Redesigned the annual budgeting process using a zero-based model across 7 cost centers, eliminating $4.2M in redundant spend within the first fiscal year.
- Built a 13-week rolling cash flow forecast model in Excel and Power BI that improved liquidity visibility by 40% and reduced emergency credit draws by $1.1M annually.
- Led a 4-person FP&A team through a full ERP migration from SAP ECC to SAP S/4HANA, delivering the project 3 weeks ahead of schedule and $180K under budget.
Senior Financial AnalystJun 2018 - Feb 2021
Corvin SaaS Technologies, Raleigh, NC
- Owned monthly variance analysis for a $220M revenue portfolio, identifying pricing erosion trends that prompted a product repricing strategy worth $8.7M in recovered margin.
- Automated recurring management reports using Python and SQL, cutting analyst preparation time by 14 hours per week across the finance team.
- Supported Series C due diligence by preparing 3-year financial models and data room documentation, contributing to a successful $95M raise.
Financial AnalystAug 2015 - May 2018
Merrick Capital Partners, Atlanta, GA
- Performed DCF and comparable-company analysis on 30+ acquisition targets in the industrial equipment sector, 6 of which advanced to letter-of-intent stage.
- Reconciled inter-company accounts across 5 subsidiaries monthly, reducing reconciliation errors by 62% after implementing a standardized template and review checklist.
- Prepared quarterly board packages including KPI dashboards, covenant compliance summaries, and segment P&L commentary for a $340M private equity portfolio.
Education
M.S. Finance2013 - 2015
University of North Carolina at Charlotte, Charlotte, NC
Concentration in Corporate Finance; Graduate Teaching Assistant, Financial Modeling
B.S. Accounting2009 - 2013
Georgia State University, Atlanta, GA
Magna Cum Laude; Beta Alpha Psi Honor Society