Experience

U.S. Orthopaedic Partners

• Investment Management
• 1 - 100 Employee

• Director of FP&A

  • Jan 2022 - Present



Mirion Technologies, Inc.

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 200 - 300 Employee

• Finance Manager

  • Aug 2020 - Jan 2022



Encompass Digital Media, Inc.

• United States
• Broadcast Media Production and Distribution
• 700 & Above Employee

• Director of Finance

  • Jul 2019 - May 2020



Patientco

• Greater Atlanta Area

• Finance (FP&A)

  • Apr 2018 - Jun 2019

  Key business partner and contributor to growth strategies, tactics, mid and long-range planning Forecasting, budgeting, variance analysis P&L, cash flow, & balance sheet modeling and analysis KPI implementation, tracking, and refinement that measure the competitive, financial, and operational effectiveness of the company Key business partner and contributor to growth strategies, tactics, mid and long-range planning Forecasting, budgeting, variance analysis P&L, cash flow, & balance sheet modeling and analysis KPI implementation, tracking, and refinement that measure the competitive, financial, and operational effectiveness of the company



Comcast

• United States
• Telecommunications
• 700 & Above Employee

• Sr Finance Lead

  • Apr 2017 - Apr 2018

• Senior Financial Analyst

  • Apr 2015 - Apr 2017

  Support the development of the annual operating plan, monthly financial forecast, and strategic plan for sales, retention, and collections departments to drive cash flow and improve customer experience.Lead monthly financial and operational performance readouts to Senior Vice Presidents and their support staff for various departments.Assess actual results and trends relative to forecast/budget to ensure understanding of variance drivers.Develop and maintain key performance metrics and dashboards that provide insight to the Sales, Retention, and Collections organizations understand call volume impact on subscriber growth, expenses, revenue retained and generated, as well as agent productivity.Perform and support creation of business plans for growth initiatives and new opportunities through business cases and ROI analysis.Oversee and prepare journal entries in accordance with GAAP for accuracy and timeliness during month-end close. Show less



Koch Industries - INVISTA

• Greater Atlanta Area

• Financial Analyst

  • Oct 2013 - Mar 2015

  Created strategic dashboards to deliver insight into performance at Lowe’s for C-Suite Executives. Supported Lowe’s account team by providing financial and market research analysis for Stainmaster® carpet in over 1700 Lowe’s retail stores through POV on pricing, sales trends, and marketing initiatives within Lowe's. Provided ad-hoc financial analysis for key decisions, such as capital expenditures or significant operating expenses Supported R&D for various business segments by developing budgets and analyzing monthly variance drivers. Analyzed and published the monthly financial reporting package related to P&L performance, inventory planning, capital-at-risk, and working capital metrics for executive leadership. Prepared journal entries for monthly close process and ensured they were in accordance with GAAP. Show less



Citi

• United States
• Financial Services
• 700 & Above Employee

• Business Analyst

  • Jun 2011 - Sep 2013

  Audited and assessed business operations through rigorous evaluation of financial, administrative, and governance initiatives and recommended strategies to streamline processes and mitigate risk Documented key business processes, developed process flows, identified key controls and developed a test plan for testing the key controls Analyzed and documented SOX issues, root cause analysis, control failure identification and remediation plans Led team of three peers in analyzing and monitoring risk/compliance of employee entitlements Show less



Bailey Student Investment Fund (University of Tampa)

• Tampa/St. Petersburg, Florida Area

• President and Financial Analyst

  • Jan 2011 - May 2011

  • Oversaw and led a class of 13 students through research, discussions, and investment presentations to increase returns on our $100,000+ portfolio. • Performed detailed valuation analysis using the discounted cash flow method to identify existing and potential securities for the class portfolio. • Worked one-on-one with my professor to redesign the Investment Policy and redistribute asset allocations. • Oversaw and led a class of 13 students through research, discussions, and investment presentations to increase returns on our $100,000+ portfolio. • Performed detailed valuation analysis using the discounted cash flow method to identify existing and potential securities for the class portfolio. • Worked one-on-one with my professor to redesign the Investment Policy and redistribute asset allocations.



T. Rowe Price

• United States
• Financial Services
• 700 & Above Employee

• Retail Account Management Associate

  • Oct 2010 - Apr 2011



Invesco Aim

• Greater New York City Area

• Intern, Summer Analyst

  • Jul 2010 - Aug 2010

  • Analyzed and created a departmental dashboard using key metrics that would enable the Invesco Retirement Channel Marketing Director to gain insight into both the cost and effectiveness of marketing initiatives. • Leveraged Invesco data resources and workflow systems to manage several pieces of point-of-sale marketing collateral through the creation process. • Researched retirement funds and investment options and reported detailed findings targeted to client needs. • Analyzed and created a departmental dashboard using key metrics that would enable the Invesco Retirement Channel Marketing Director to gain insight into both the cost and effectiveness of marketing initiatives. • Leveraged Invesco data resources and workflow systems to manage several pieces of point-of-sale marketing collateral through the creation process. • Researched retirement funds and investment options and reported detailed findings targeted to client needs.



Navocate (formerly Navitar Capital)

• Tampa/St. Petersburg, Florida Area

• Mergers and Acquisitions Intern

  • Nov 2009 - Feb 2010

  • Prepared detailed valuation analysis for acquisitions and divestitures to lower middle-market enterprises with revenues up to $10 million. • Created marketing strategies to launch Navocate to hundreds of small business owners. • Prepared detailed valuation analysis for acquisitions and divestitures to lower middle-market enterprises with revenues up to $10 million. • Created marketing strategies to launch Navocate to hundreds of small business owners.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Summer Wealth Management Analyst

  • May 2009 - Aug 2009

  • Collaborated with Financial Advisors specializing in financial planning and asset management services by providing detailed performed market research and evaluation of various asset managers and mutual fund families by comparing expense ratios and performance over a 10-year period. • Created an analysis of financial goals for more than 30 clients, which enhanced efficiency for the allocation of client funds based on their tax and liquidity needs, income, and risk profile. • Collaborated with Financial Advisors specializing in financial planning and asset management services by providing detailed performed market research and evaluation of various asset managers and mutual fund families by comparing expense ratios and performance over a 10-year period. • Created an analysis of financial goals for more than 30 clients, which enhanced efficiency for the allocation of client funds based on their tax and liquidity needs, income, and risk profile.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Global Wealth Management Intern

  • Dec 2007 - Jan 2008

  • Worked with Wealth Management team with AUM of $2.5 billion. • Analyzed client equity and fixed income portfolios. • Assisted Client Service Associate with projects related to new business development, strategic planning, asset allocation, product development and other infrastructure issues. • Responsible for the handling of management team’s day to day office activities. • Worked with Wealth Management team with AUM of $2.5 billion. • Analyzed client equity and fixed income portfolios. • Assisted Client Service Associate with projects related to new business development, strategic planning, asset allocation, product development and other infrastructure issues. • Responsible for the handling of management team’s day to day office activities.