Project experience in Corporate FP&A: Total company budget, forecast, and multi-year outlook through financial models. Corporate Accounting: Process and structural improvements to monthly & quarterly close. Subsequent reporting post-close: Budget-to-actual analysis, reporting to internal stakeholders within operations and finance. Strategic Finance & Treasury: Analysis of capital structure management & risk, strategic partnerships with 3rd party investment banks and commercial lenders, asset allocation, cash flow analysis & cash management.
| π Nationality | πΊπΈ United States |
| π‘ Residency | πΊπΈ United States |
| π Location | πΊπΈ United States |
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| Skilled in | cpa cfo advisory investor relations controllership financial accounting corporate finance mergers acquisitions private equity private real estate alternative investments strategic finance portfolio management asset allocation investments |
| Fluent in | english |
| Preferred annual pay (min) | $130,000/year |
| Preferred hourly pay (min) | $60/hour |
| Last seen | 2 years ago |
| Signed up | 2 years ago |
| Badges |
π¨βπ» Remote worker π Early adopter |
2023 - Now: Founder & Principal @ Zephyr Advisory Group
2019 - 2023: Consulting Senior Manager @ TGRP Solutions
2018 - 2019: Investment Analyst @ Sage Mountain Advisors
2018 - 2018: FP&A Consultant @ Verizon Connect
2017 - 2018: Lead Financial Analyst @ Acuity Brands
2014 - 2017: Financial Accountant @ Intercontinental Exchange
2013 - 2014: Alternative Investments Fund Administrator @ State Street Corporation
2011 - 2013: Audit & Advisory @ Ernst & Young LLP
2010 - 2011: Master of Accounting @ University of North Carolina at Chapel Hill
2005 - 2009: BBA Finance @ University of Notre Dame