Experience

Audax Group

• United States
• Investment Management
• 100 - 200 Employee

• Vice President of Financial Planning & Analysis

  • Dec 2013 - Present

  Greater Boston • Head of our FP&A team - responsible for analysis related to all facets of the business including: private equity, private debt, corporate management company, and family office • Revolutionized our modeling capabilities by implementing Anaplan to create a comprehensive set of integrated models that project 10 years of future financial statements and compensation for all business units and are used by senior management to assess the overall profitability of the company, manage cash flows… Show more • Head of our FP&A team - responsible for analysis related to all facets of the business including: private equity, private debt, corporate management company, and family office • Revolutionized our modeling capabilities by implementing Anaplan to create a comprehensive set of integrated models that project 10 years of future financial statements and compensation for all business units and are used by senior management to assess the overall profitability of the company, manage cash flows, and as a basis for future investment decisions • Oversaw and successfully implemented three systems: two new accounting systems, Investran and Netsuite - migrating over 15 years' worth of data from various sources; Anaplan, our budgeting and forecasting solution • Assist the accounting teams in verifying capital accounts, carried interest waterfalls, and financial statements prior to publishing • Create cash-flow projection models to evaluate the profitability of current and future funds Prior Roles: Director, FP&A Manager, FP&A Senior Financial Analyst Financial Analyst Audax Group is a leading investor in middle market companies. Operating since 1999, we currently manage over $18 billion of assets across our private equity, mezzanine debt, and private senior debt businesses. Show less



Mandalay Bay Resort and Casino

• Hospitality
• 700 & Above Employee

• Manager of Financial Planning & Analysis

  • Jan 2013 - Nov 2013

  • Managed a team of analysts who prepared daily/weekly/monthly reporting for corporate and property executives • Created a cross-property analysis tool to evaluate productivity, profitability, and possible areas of improvement in revenue generation and/or expense reduction • Redesigned our Daily Operating Report (DORs), reducing our preparation time to minutes rather than hours •Responsible for preparing the annual budget, quarterly forecasts, and variance analysis between actual and… Show more • Managed a team of analysts who prepared daily/weekly/monthly reporting for corporate and property executives • Created a cross-property analysis tool to evaluate productivity, profitability, and possible areas of improvement in revenue generation and/or expense reduction • Redesigned our Daily Operating Report (DORs), reducing our preparation time to minutes rather than hours •Responsible for preparing the annual budget, quarterly forecasts, and variance analysis between actual and budget • Reviewed monthly financial statements to ensure accuracy and completeness • Created VBA macros and SQL scripts to automate repetitive tasks and gather information Show less



MGM Resorts International

• United States
• Hospitality
• 700 & Above Employee

• Financial Planning & Analysis

  • Feb 2008 - Nov 2013

  Las Vegas, Nevada, United States Financial Planning & Analysis for: • Mandalay Bay • Luxor • Excalibur



Luxor Hotel & Casino

• United States
• Hospitality
• 300 - 400 Employee

• Manager of Financial Planning & Analysis

  • Oct 2010 - Jan 2013

  • Assembled, developed, and managed a team of five analysts for two hotel/casinos on the Las Vegas Strip • Worked directly with the CFO, Executive Director of Finance, VPs and Directors to develop various tools to help monitor and improve business operations • Automated much of our inventory reporting; increasing accuracy and eliminating hours of data input • Designed return-on-investment (ROI) models to evaluate the profitability of projects for the hotel • Led the process of… Show more • Assembled, developed, and managed a team of five analysts for two hotel/casinos on the Las Vegas Strip • Worked directly with the CFO, Executive Director of Finance, VPs and Directors to develop various tools to help monitor and improve business operations • Automated much of our inventory reporting; increasing accuracy and eliminating hours of data input • Designed return-on-investment (ROI) models to evaluate the profitability of projects for the hotel • Led the process of preparing the annual budget and quarterly forecasts for both properties in Cognos Enterprise • Reviewed monthly financial statements to ensure accuracy and completeness

• Sr. Financial Analyst

  • Feb 2010 - Oct 2010

  • Prepared Daily Operating Reports (DORs) presenting revenues and expenses using Cognos TM1 • Redesigned the weekly full-time equivalent (FTE) and overtime reports reducing preparation time by hours • Led the process of preparing the annual budget and quarterly forecasts for both properties



Excalibur Hotel & Casino

• Hospitality
• 300 - 400 Employee

• Financial Analyst

  • Feb 2008 - Feb 2010

  * Promoted to Sr. Financial Analyst for both Luxor and Excalibur



Silver Pacific Advisors

• Investment Banking
• 1 - 100 Employee

• Investment Banking Analyst

  • May 2007 - Aug 2007

  Interned between 60 and 80 hours per week as an analyst conducting research, reading through legal contracts, and using Excel extensively to create financial models