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Vice President, Financial Planning & Analysis
I rebuild finance architectures that improve liquidity, planning, and board-ready decision-making across growth and turnaround companies.
United StatesVice President, Financial Planning & Analysis at Beam Benefits
Built the five-year plan and long-range forecast that established enterprise credibility, culminating in Principal Financial Group's announced acquisition of the $200M insurance business. Rebuilt the financial close and forecasting workflow using AI tooling across NetSuite, Salesforce, Looker/BigQuery, and Rippling, driving forecast accuracy to within 0.1%.
NetSuiteSalesforceLookerBigQueryRipplingAIFinancial PlanningForecastingFP&AActuarialUnderwritingP&L managementBoard Reporting
Built a $1 billion enterprise financial architecture integrating P&L, cash-flow, and balance-sheet discipline across business units. Built the 'Builder-to-Sustainer' finance architecture now used to evaluate and scale new portfolio acquisitions.
MBA in Finance from the University of Denver's Daniels College of Business.
Certificate in Business Leadership from The Wharton School, University of Pennsylvania.
Bachelor of Arts in Economics from Colorado State University.
P&L managementBalance SheetFP&AStrategic FinanceFractional CFO
Built the company's finance function from scratch and produced the integrated five-year model that closed a $60M raise ahead of schedule. Re-architected Chart of Accounts, Income Statement, Balance Sheet, and Cash Flow into GAAP-aligned precision adopted by auditors and investors.
Financial ModelingFP&AFundraisingDashboarding
Realigned the division to a geographic P&L structure, replaced the legacy planning stack with Anaplan, and contributed to a $50M operating-income improvement. Drove same-day P&L visibility through market-level dashboards, accelerating decision speed across the field organization.
AnaplanP&L managementFinancial PlanningFP&ADashboarding
Led the public-company REIT-to-operator transformation: restructured all debt, restored SEC compliance, uplisted to NYSE American, and grew headcount from 4 to 600. Renegotiated preferred-equity terms across all share classes; upheld covenants throughout the transition.
SEC ComplianceNYSE AmericanREITFinancial RestructuringEquityCovenantsTeam Building
Delivered $47M of realized economic value: a $22M hedging gain on aluminum-foil exposure plus a $25M Chick-fil-A national account secured through pricing innovation. Established company-wide CapEx forecasting and governance; modernized FP&A cadence from monthly to weekly.
HedgingPricingFP&AFinancial PlanningGovernance
Launched Right Start for Kids (RS4K), the nation's first pediatric-first dental program, lifting underwriting gain 36% year over year. Built three self-sufficient cross-functional teams that continue to drive margin gains post-tenure.
UnderwritingBIツールFP&ATeam BuildingPricingRisk Governance
Led the company's financial restructuring: cut cash burn from 20:1 to under 1:1 in one year and restored covenant compliance. Increased weekly cash from $0.4M to $4.6M; reduced DSO to 30 days and DPO to 45.
Financial RestructuringCash ManagementDSODPOCovenantsvendor negotiation
Managed a $300M P&L and $250M portfolio across fixed income and equities; led a 40-member team building proprietary instruments and retirement-plan packages for Fortune 1000 clients.
Fixed IncomeEquitiesPortfolio ManagementP&L managementTeam LeadershipRetirement Plans