Vice President, Financial Planning & Analysis

• Jan 2023 - Present

Green Courte Partners is a Chicago-based private equity real estate investment firm focused on building industry-leading companies within niche real estate sectors, including active adult/independent senior living properties, land-lease communities, and near-airport parking facilities. Green Courte's goal is to invest in high-quality real estate assets that will generate attractive risk-adjusted returns over a long-term holding period. Green Courte Residential Holdings (GCRH), located in Clearwater, Florida, is a high growth real estate investment trust (REIT) that owns and operates 24 land-lease manufactured home communities and 18 senior living communities throughout the United States with over 8,000 home sites and 2,700 senior living units. We provide operations management and focus on exploring ways to enhance our residents experience and grow our footprint across the United States. We own and operate our land lease communities under the Windward Communities brand, and our active adult/independent living senior housing communities under the True Connection Communities brand. We are an affiliate company of Green Courte Partners. Show less

Senior Manager, Financial Planning & Analysis

• Jul 2021 - Nov 2022

Vector Solutions is the leading provider of impactful technology solutions dedicated to driving safer, smarter, better decision-making in the world's most critical industries.• Partner with executive leadership on a consistent basis by providing financial guidance, ensuring that goals are being met, and providing key insights that inform the firm’s strategic plan• Lead the process for annual budgeting and quarterly forecasting including building of the models, dashboards, and slide decks• Implemented the new planning and reporting platform (Vena) for the firm including meeting with the developers, training the team, and transitioning reporting from Excel to a more robust platform• Currently leading the implementation of Power BI, which will allow for more interactive dashboards and provide greater insight to leadership• Established lender reporting including the build out of the debt covenant (leverage ratio) calculation, leading the quarterly lender reporting package, and working directly with the lenders• Developed the three-statement Financials and the month-end and quarterly slide decks used by executive leadership and the Board of Directors• Oversee merger and acquisition financial due diligence and post-merger integration• Promoted to senior manager in July 2021 and recruited, onboarded, and manage several financial analysts by setting expectations and providing them with guidance• Selected to the 2021 CEO Club (January 2022) Show less

Manager, Financial Planning & Analysis

• Apr 2019 - Jun 2021

Senior Financial Analyst, Global Financial Planning & Analysis

• Feb 2017 - Apr 2019

The iconic IRONMAN Series of events is the largest participation sports platform in the world and operates a global portfolio of events that includes the IRONMAN Triathlon series, Rock 'n' Roll Marathon series, and mountain bike races. • Prepared the monthly and quarterly management reports and decks for executive management including financial information and charts, key metrics, and insightful commentary business drivers • Partner with executive leadership on a consistent basis by providing financial guidance ensuring that goals are being met and strategic planning • Built the global merchandise forecasting model and integrated it into monthly reporting • Redesigned departmental reporting and built additional dashboards to provide department heads with meaningful insights • Implemented Power BI into the reporting process to streamline the refreshing and consolidating of global data • Created budget and forecast models, partnered with leadership on development of their budgets and forecasts, consolidated and analyzed the data (with Power BI and VBA), and presented to executive team for finalization and implementation • Conducted financial analyses in preparation for initial public offering Show less

Senior Financial Analyst

• May 2016 - Feb 2017

Lincare is one of the nation’s largest providers of oxygen and other respiratory therapy services to patients in the home. • Automated the financial statement model to provide customizable profit & loss statement and balance sheet review • Reduced time spent on P&L variance and trend tracking by 70% by implementing Power Query and VBA into the process. • Automated month-end tracking by developing a workflow in Salesforce to monitor past due items and send alerts to managers with a dashboard for easy viewing of each team’s month end progression within each department Show less

Senior Financial Analyst

• Apr 2013 - May 2016

Prometheus Partners (Southeast QSR) is a private equity firm that focuses on investing in nationally-franchised restaurant businesses, particularly the Taco Bell and IHOP brands. • Led conversion from Microsoft FRx to the BizNet Reporting Suite including subsequent testing and transition of all reporting • Automated the P&Ls including the ability to automatically generate and distribute customized reports to the operators and to each individual store • Redesigned, streamlined, and automated the weekly performance reports to include valuable data such as: controllable profit, drill-downs on the cost of sales and labor numbers, voice of customer trends, product mix reporting, and numerous graphs for sales, transactions, and costs trends • Conducted month-end reporting including all financial statements, financial summaries, P&L statements, trial balances, TTMs, and the consolidated financials • Reduced month-end reporting time by over 50% through process redesign and automation • Performed financial ratio and profitability analysis on the financial statements and the consolidated financials for the VP of Finance and the CFO Show less

Senior Analyst

• Jul 2012 - Apr 2013

Invitation Homes is a subsidiary of the Blackstone Group that acquires, renovates, rents, and manages single-family homes across the country. • Conducted due diligence and market research on hundreds of successful real estate acquisitions • Analyzed potential single-family home acquisitions using proprietary underwriting standards, MLS data mining, and financial modeling to ensure that acquisitions met the expected required return • Developed various tools and models including: the underwriting model used to make acquisition recommendations and the master escrow tracker that was used by the Southeast region • Led the implementation and training of Salesforce in the Tampa Bay region including the creation of a KPI dashboards that showed the daily and weekly trends Show less

Investment Officer, Trust Services

• Sep 2007 - Apr 2012

Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management.• Managed over $2 billion in Trust assets, which included the Raymond James Trust mutual fund and ETF portfolio models, and the donor-advised fund models• Collaborated with trust administrators, financial advisors, and clients regarding investment objectives, risk tolerance, asset allocation, and investment selection as well as maintained comprehensive asset management plans for clients and performed annual "Regulation 9" reviews • Performed financial analysis for the Trust Investment Committee and presented at monthly meetings to discuss asset allocation, risk analysis, recent financial events, and investment performance of accounts• Co-led, with the Chief Investment Officer, the implementation and training of SunGard Investor'sView (FTI), the "Regulation 9" (investment review) system as well as the implementation and training of First Rate Advisor (performance tracking) system. Show less

New Accounts Associate, Asset Management Services

• Jul 2005 - Aug 2007