Experience

Transformco

• United States
• Retail
• 300 - 400 Employee

• Financial Data Modeler

  • Sep 2023 - Present

  • Developing annual P&L models and operating budgets across the TransformCo enterprise • Building 3-statement financial models • Continuously forecasting, tracking, and reconciling P&L statements • Analyzing actual to budget trends in financial statements on a monthly basis to identify factors contributing to negative and positive trends and developing programs to improve net income • Developing and maintaining financial models to predict and analyze financial performance and impact… Show more • Developing annual P&L models and operating budgets across the TransformCo enterprise • Building 3-statement financial models • Continuously forecasting, tracking, and reconciling P&L statements • Analyzing actual to budget trends in financial statements on a monthly basis to identify factors contributing to negative and positive trends and developing programs to improve net income • Developing and maintaining financial models to predict and analyze financial performance and impact of strategic decisions • Providing strategic counsel to C-suite management on profitability of company's business lines, financial trends, and group performance • Designing and implementing data architecture solutions and procedures to capture financial/statistical data requirements in a logical manner and data refinement from source data systems • Identifying data architecture and technical opportunities, making recommendations to solve complex data problems, and providing potential solutions Show less • Developing annual P&L models and operating budgets across the TransformCo enterprise • Building 3-statement financial models • Continuously forecasting, tracking, and reconciling P&L statements • Analyzing actual to budget trends in financial statements on a monthly basis to identify factors contributing to negative and positive trends and developing programs to improve net income • Developing and maintaining financial models to predict and analyze financial performance and impact… Show more • Developing annual P&L models and operating budgets across the TransformCo enterprise • Building 3-statement financial models • Continuously forecasting, tracking, and reconciling P&L statements • Analyzing actual to budget trends in financial statements on a monthly basis to identify factors contributing to negative and positive trends and developing programs to improve net income • Developing and maintaining financial models to predict and analyze financial performance and impact of strategic decisions • Providing strategic counsel to C-suite management on profitability of company's business lines, financial trends, and group performance • Designing and implementing data architecture solutions and procedures to capture financial/statistical data requirements in a logical manner and data refinement from source data systems • Identifying data architecture and technical opportunities, making recommendations to solve complex data problems, and providing potential solutions Show less



Orion Professional Services, LLC

• Remote

• Founder/CEO

  • Jun 2017 - Present

  Corporate financial consulting, leading financial transformations and automation of reporting and manual processes. Significant clients include Store No.8, RSM and PIMCO: Client: Store No.8, May 2023 – Present Corporate financial transformation consulting for the VC arm of Walmart. Financial modeling, budgeting and forecasting, general ledger analysis, invoice and PO research, working cross-functionally with legal, finance and procurement and creating monthly presentations for… Show more Corporate financial consulting, leading financial transformations and automation of reporting and manual processes. Significant clients include Store No.8, RSM and PIMCO: Client: Store No.8, May 2023 – Present Corporate financial transformation consulting for the VC arm of Walmart. Financial modeling, budgeting and forecasting, general ledger analysis, invoice and PO research, working cross-functionally with legal, finance and procurement and creating monthly presentations for management utilizing Power BI. ▪ Redesigning month-end process to more accurately book entries to the general ledger, predict future revenue and expenses and automate reporting. ▪ Streamlining and data scrubbing repositories that feed into financial models, ensuring proper data governance from system-to-system. Client: RSM, June 2023 - Present Statistical modeling and sampling of corporate financial data. SPSS code design, population analysis, sampling frame design, stratification and extrapolation of study results. Client: PIMCO, June 2017 – October 2018 Buy-side investment and operations analysis of sell-side corporate action offers. Performed intrinsic and relative valuations on corporate debt buybacks, maturity exchanges, mergers and acquisitions, consent agreements and other corporate actions. Reviewed and incorporated liquidity and solvency measures resulting from analytical models and evaluations. Collaborated with cross-functional teams to value, process, and allocate transactions. ▪ Wrote more than 100 research notes for portfolio managers, traders and credit analysts on corporate actions. ▪ Built Excel add-in from conception to execution, writing XML for the UI with more than 25 VB scripts to automate manual operational processes. Show less Corporate financial consulting, leading financial transformations and automation of reporting and manual processes. Significant clients include Store No.8, RSM and PIMCO: Client: Store No.8, May 2023 – Present Corporate financial transformation consulting for the VC arm of Walmart. Financial modeling, budgeting and forecasting, general ledger analysis, invoice and PO research, working cross-functionally with legal, finance and procurement and creating monthly presentations for… Show more Corporate financial consulting, leading financial transformations and automation of reporting and manual processes. Significant clients include Store No.8, RSM and PIMCO: Client: Store No.8, May 2023 – Present Corporate financial transformation consulting for the VC arm of Walmart. Financial modeling, budgeting and forecasting, general ledger analysis, invoice and PO research, working cross-functionally with legal, finance and procurement and creating monthly presentations for management utilizing Power BI. ▪ Redesigning month-end process to more accurately book entries to the general ledger, predict future revenue and expenses and automate reporting. ▪ Streamlining and data scrubbing repositories that feed into financial models, ensuring proper data governance from system-to-system. Client: RSM, June 2023 - Present Statistical modeling and sampling of corporate financial data. SPSS code design, population analysis, sampling frame design, stratification and extrapolation of study results. Client: PIMCO, June 2017 – October 2018 Buy-side investment and operations analysis of sell-side corporate action offers. Performed intrinsic and relative valuations on corporate debt buybacks, maturity exchanges, mergers and acquisitions, consent agreements and other corporate actions. Reviewed and incorporated liquidity and solvency measures resulting from analytical models and evaluations. Collaborated with cross-functional teams to value, process, and allocate transactions. ▪ Wrote more than 100 research notes for portfolio managers, traders and credit analysts on corporate actions. ▪ Built Excel add-in from conception to execution, writing XML for the UI with more than 25 VB scripts to automate manual operational processes. Show less



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Senior Associate

  • Jan 2021 - Oct 2022

  Corporate management consulting for tech and financial companies. Responsibilities include data analytics of client financial data, interviewing corporate executives on the proprietary projects they managed throughout the year, credit model construction, and training and development of new associates. ▪ Built numerous complex financial models to run various credit scenarios and their impact to client financials. ▪ Presented analyses and findings to client, C-suite management using Power… Show more Corporate management consulting for tech and financial companies. Responsibilities include data analytics of client financial data, interviewing corporate executives on the proprietary projects they managed throughout the year, credit model construction, and training and development of new associates. ▪ Built numerous complex financial models to run various credit scenarios and their impact to client financials. ▪ Presented analyses and findings to client, C-suite management using Power BI. Show less Corporate management consulting for tech and financial companies. Responsibilities include data analytics of client financial data, interviewing corporate executives on the proprietary projects they managed throughout the year, credit model construction, and training and development of new associates. ▪ Built numerous complex financial models to run various credit scenarios and their impact to client financials. ▪ Presented analyses and findings to client, C-suite management using Power… Show more Corporate management consulting for tech and financial companies. Responsibilities include data analytics of client financial data, interviewing corporate executives on the proprietary projects they managed throughout the year, credit model construction, and training and development of new associates. ▪ Built numerous complex financial models to run various credit scenarios and their impact to client financials. ▪ Presented analyses and findings to client, C-suite management using Power BI. Show less



Berkshire West & Co.

• Greater Los Angeles Area

• Manager

  • Feb 2019 - Nov 2020

  Corporate management consulting for tech and financial companies. Worked closely with client FP&A teams to run P&L scenario and ROI analyses. Advised client M&A teams on strategic R&D purchases and acquisitions. Responsibilities included data analysis in Excel, statistical sampling with SPSS, invoice and GL data analysis with SQL, reviewing project purchase orders, conducting interviews of study sample personnel, working cross-functionally with other firm’s departments, project budgeting… Show more Corporate management consulting for tech and financial companies. Worked closely with client FP&A teams to run P&L scenario and ROI analyses. Advised client M&A teams on strategic R&D purchases and acquisitions. Responsibilities included data analysis in Excel, statistical sampling with SPSS, invoice and GL data analysis with SQL, reviewing project purchase orders, conducting interviews of study sample personnel, working cross-functionally with other firm’s departments, project budgeting, credit model construction, and training and development of new associates. ▪ Automated SPSS sampling process reducing processing time from eight hours to five minutes. ▪ Led automation effort of population development using SQL, reducing Excel analyses by approximately 80%. ▪ Presented analyses and findings to client, C-suite management using Power BI. Show less Corporate management consulting for tech and financial companies. Worked closely with client FP&A teams to run P&L scenario and ROI analyses. Advised client M&A teams on strategic R&D purchases and acquisitions. Responsibilities included data analysis in Excel, statistical sampling with SPSS, invoice and GL data analysis with SQL, reviewing project purchase orders, conducting interviews of study sample personnel, working cross-functionally with other firm’s departments, project budgeting… Show more Corporate management consulting for tech and financial companies. Worked closely with client FP&A teams to run P&L scenario and ROI analyses. Advised client M&A teams on strategic R&D purchases and acquisitions. Responsibilities included data analysis in Excel, statistical sampling with SPSS, invoice and GL data analysis with SQL, reviewing project purchase orders, conducting interviews of study sample personnel, working cross-functionally with other firm’s departments, project budgeting, credit model construction, and training and development of new associates. ▪ Automated SPSS sampling process reducing processing time from eight hours to five minutes. ▪ Led automation effort of population development using SQL, reducing Excel analyses by approximately 80%. ▪ Presented analyses and findings to client, C-suite management using Power BI. Show less



ROTH Capital Partners (ROTH MKM)

• United States
• Investment Banking
• 100 - 200 Employee

• Equity Research Intern

  • Oct 2015 - Mar 2016

  • Provided detailed analysis of covered companies and respective competitors. • Updated and maintained Bloomberg alerts for covered companies, suppliers, competitors and buyers. • Reported price targets to buy-side clients based on financial model monitoring. • Built three financial models for newly covered companies, calculated and communicated company valuation to buy-side clients. • Designed Excel-based, Bloomberg, constant currency conversion template to assist research… Show more • Provided detailed analysis of covered companies and respective competitors. • Updated and maintained Bloomberg alerts for covered companies, suppliers, competitors and buyers. • Reported price targets to buy-side clients based on financial model monitoring. • Built three financial models for newly covered companies, calculated and communicated company valuation to buy-side clients. • Designed Excel-based, Bloomberg, constant currency conversion template to assist research analysts in determining comparable company sales from Latin American countries. Show less • Provided detailed analysis of covered companies and respective competitors. • Updated and maintained Bloomberg alerts for covered companies, suppliers, competitors and buyers. • Reported price targets to buy-side clients based on financial model monitoring. • Built three financial models for newly covered companies, calculated and communicated company valuation to buy-side clients. • Designed Excel-based, Bloomberg, constant currency conversion template to assist research… Show more • Provided detailed analysis of covered companies and respective competitors. • Updated and maintained Bloomberg alerts for covered companies, suppliers, competitors and buyers. • Reported price targets to buy-side clients based on financial model monitoring. • Built three financial models for newly covered companies, calculated and communicated company valuation to buy-side clients. • Designed Excel-based, Bloomberg, constant currency conversion template to assist research analysts in determining comparable company sales from Latin American countries. Show less



Adobe

• United States
• Software Development
• 700 & Above Employee

• Financial Consultant

  • Dec 2014 - Aug 2015

  Performed variance analysis of budget ($1MM average), forecast, and actuals for the IT Business Services department utilizing SAPgui7.2 and Excel 2013. • Designed an Excel template with ODBC driver to connect to Adobe Systems SAP database for cost center managers to track and analyze financials. • Detailed analyses of purchase order contracts for determining expense accruals. Performed variance analysis of budget ($1MM average), forecast, and actuals for the IT Business Services department utilizing SAPgui7.2 and Excel 2013. • Designed an Excel template with ODBC driver to connect to Adobe Systems SAP database for cost center managers to track and analyze financials. • Detailed analyses of purchase order contracts for determining expense accruals.



BNP Paribas

• France
• Banking
• 700 & Above Employee

• Financial Analyst II

  • Mar 2014 - Dec 2014

  • Performed financial forecasting of bank's US entities and divisions utilizing seasonality, exponential smoothing and Holt-Winters methods. • Performed variance analysis of quarterly forecasts, budget ($150MM average) and 5-year forecasts using Hyperion 11.1.2.2 and Excel 2013 to advise management on division profitability. Consulted divisional financial analysts to source any account discrepancies. • Balanced bank’s US parent holding company's balance sheet ($80B), adjusting… Show more • Performed financial forecasting of bank's US entities and divisions utilizing seasonality, exponential smoothing and Holt-Winters methods. • Performed variance analysis of quarterly forecasts, budget ($150MM average) and 5-year forecasts using Hyperion 11.1.2.2 and Excel 2013 to advise management on division profitability. Consulted divisional financial analysts to source any account discrepancies. • Balanced bank’s US parent holding company's balance sheet ($80B), adjusting shareholder equity, net income and direct expenses given changes in forecasts from CFO. • Designed line-of-business requirements to automate manual processes for budget transfers, shareholder equity adjustments and status reports. Show less • Performed financial forecasting of bank's US entities and divisions utilizing seasonality, exponential smoothing and Holt-Winters methods. • Performed variance analysis of quarterly forecasts, budget ($150MM average) and 5-year forecasts using Hyperion 11.1.2.2 and Excel 2013 to advise management on division profitability. Consulted divisional financial analysts to source any account discrepancies. • Balanced bank’s US parent holding company's balance sheet ($80B), adjusting… Show more • Performed financial forecasting of bank's US entities and divisions utilizing seasonality, exponential smoothing and Holt-Winters methods. • Performed variance analysis of quarterly forecasts, budget ($150MM average) and 5-year forecasts using Hyperion 11.1.2.2 and Excel 2013 to advise management on division profitability. Consulted divisional financial analysts to source any account discrepancies. • Balanced bank’s US parent holding company's balance sheet ($80B), adjusting shareholder equity, net income and direct expenses given changes in forecasts from CFO. • Designed line-of-business requirements to automate manual processes for budget transfers, shareholder equity adjustments and status reports. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Project Manager

  • Jun 2012 - Aug 2013

  • Six Sigma project manager for RMBS. Managed the incentive tracking project, a $2.5MM process reengineering project, and the investor website (IWS) project, a $300k process improvement project. • Financial modeling for the incentive tracking project of payments from the US Treasury to Bank of America to predict future cash flows from Treasury. • Created project charters, test plans, BRDs, test scripts, UAT testing schedules (using HP’s Application Lifecycle Management), and ensured… Show more • Six Sigma project manager for RMBS. Managed the incentive tracking project, a $2.5MM process reengineering project, and the investor website (IWS) project, a $300k process improvement project. • Financial modeling for the incentive tracking project of payments from the US Treasury to Bank of America to predict future cash flows from Treasury. • Created project charters, test plans, BRDs, test scripts, UAT testing schedules (using HP’s Application Lifecycle Management), and ensured successful LOB validations after code implementations. • Created and presented monthly prioritization deck of projects to executive management, detailing timelines, budgets, and resources for each project within department. Show less • Six Sigma project manager for RMBS. Managed the incentive tracking project, a $2.5MM process reengineering project, and the investor website (IWS) project, a $300k process improvement project. • Financial modeling for the incentive tracking project of payments from the US Treasury to Bank of America to predict future cash flows from Treasury. • Created project charters, test plans, BRDs, test scripts, UAT testing schedules (using HP’s Application Lifecycle Management), and ensured… Show more • Six Sigma project manager for RMBS. Managed the incentive tracking project, a $2.5MM process reengineering project, and the investor website (IWS) project, a $300k process improvement project. • Financial modeling for the incentive tracking project of payments from the US Treasury to Bank of America to predict future cash flows from Treasury. • Created project charters, test plans, BRDs, test scripts, UAT testing schedules (using HP’s Application Lifecycle Management), and ensured successful LOB validations after code implementations. • Created and presented monthly prioritization deck of projects to executive management, detailing timelines, budgets, and resources for each project within department. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Financial Consultant

  • Dec 2011 - Mar 2012

  Performed UAT of a newly developed Compensation Analysis and Reporting platform for Wells Fargo's sales team. Developed Excel skills and general knowledge of financial industry. Performed UAT of a newly developed Compensation Analysis and Reporting platform for Wells Fargo's sales team. Developed Excel skills and general knowledge of financial industry.



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Jr. Investment Analyst

  • Mar 2010 - Aug 2011

  Performed investment analysis of prospective and current client portfolios for one of the largest wealth managers in Northern California. Performed investment analysis of prospective and current client portfolios for one of the largest wealth managers in Northern California.