Profile
CFA charterholder with 7 years of FP&A and corporate finance experience across manufacturing and SaaS sectors. Specializes in three-statement modeling, variance analysis, and long-range planning for businesses with $200M–$1.2B in annual revenue. Reduced quarterly close cycle by 4 days and surfaced $18M in cost-reduction opportunities through zero-based budgeting initiatives.
Work Experience
Senior Financial AnalystMar 2021 - Present
Vantara Industrial Group, Chicago, IL
- Built a dynamic 5-year DCF and scenario model used to support a $340M acquisition, reducing executive decision time by 60%.
- Led zero-based budgeting rollout across 6 business units, identifying $18.3M in annualized cost savings within the first fiscal year.
- Automated monthly variance reporting in Power BI, cutting analyst prep time from 14 hours to under 3 hours per cycle.
Financial Analyst IIJun 2018 - Feb 2021
Corepath Software Inc., Austin, TX
- Owned ARR and churn forecasting models for a $420M SaaS portfolio, achieving forecast accuracy within 1.8% of actuals over 8 consecutive quarters.
- Partnered with Sales and CS leadership to build a customer LTV model that informed a pricing restructure, lifting gross margin by 4.2 percentage points.
- Prepared monthly board-level financial packages summarizing KPIs, budget vs. actual results, and rolling 12-month outlooks for 3 product lines.
Financial AnalystAug 2016 - May 2018
Midwest Capital Advisors, Indianapolis, IN
- Conducted comparable company and precedent transaction analyses for 11 middle-market M&A engagements totaling $1.1B in deal value.
- Developed a standardized LBO model template adopted firm-wide, reducing new-deal modeling setup time by 35%.
- Assisted in due diligence for 4 closed transactions, coordinating data room review across legal, tax, and operations workstreams.
Education
B.S. Finance, Minor in Statistics2012 - 2016
Indiana University Kelley School of Business, Bloomington, IN
Graduated with Honors (GPA 3.7); President, Investment Banking Club