Director of Financial Planning and Analysis

• May 2023 - Present

President - Fuel Additives

• Jul 2012 - Present

Performed financial analysis for chemical firm in their acquisition of a privately held biotech startup. Ran cash flow and growth projections, met with top management regularly. Participated in the development of criteria which provides businesses direction and support to achieve sustainable growth in sales and employment. Implementation allows for small to middle market firms to become more competent bidders for multinational contracts. Consulted on equities held in excess $17million for a portfolio manager, providing full firm analysis, market trend reports and equity pricing ranges based on proprietary financial models. Services provided allowed the manager to offer more in depth coverage to clients and the opportunity to grow their business. Collaborated and organized an event to unite firms interested in seed/expansion capital with a private equity group. Show less

Director of Finance

• Mar 2022 - Sep 2023

Senior Manager Financial Planning and Analytics

• Jun 2021 - Mar 2022

Manager Financial Planning and Analytics

• May 2019 - Jun 2021

Senior Financial Planning & Analysis Analyst

• Feb 2017 - May 2019

Financial Planning & Reporting Specialist

• Jan 2016 - Feb 2017

Financial Analyst

• May 2014 - Dec 2016

Graduate Research Assistant

• Sep 2013 - Dec 2013

Synthesized qualitative negotiation data and developed a spreadsheet to analyze the research quantitatively, which allowed for better analysis, better ability to recognize trends, and solved the problem of quantifying qualitative data. Researched negotiation and conflict management techniques, utilizing data on generational and regional differences in definitions of power to arrive upon hypotheses. Synthesized qualitative negotiation data and developed a spreadsheet to analyze the research quantitatively, which allowed for better analysis, better ability to recognize trends, and solved the problem of quantifying qualitative data. Researched negotiation and conflict management techniques, utilizing data on generational and regional differences in definitions of power to arrive upon hypotheses.

Equity Research Assistant

• Jan 2012 - Jul 2012

Took initiative and created financial models to determine the pricing range of equities using current yields and dividend growth trends. Streamlined the decision process by an estimated 80%. Provided analysis on equities within the Oil & Gas, Materials, Transportation, Industrials, & Chemicals sectors, conversing with upper management regularly. Took initiative and created financial models to determine the pricing range of equities using current yields and dividend growth trends. Streamlined the decision process by an estimated 80%. Provided analysis on equities within the Oil & Gas, Materials, Transportation, Industrials, & Chemicals sectors, conversing with upper management regularly.

Corporate Intern

• Jun 2010 - Aug 2011

Analyzed sales trends and created presentations used by upper management, using historic financial data. Gathered and analyzed primary data to implement the development of a manual to standardize operations, increasing efficiency and output. Analyzed sales trends and created presentations used by upper management, using historic financial data. Gathered and analyzed primary data to implement the development of a manual to standardize operations, increasing efficiency and output.