Available for engagements
Senior Director, FP&A
Has run FP&A since 2016, including budgets, forecasts, and board reporting for a Bain Capital-owned company, where he was a point of contact for Bain Capital and Lazard on buy-side and sell-side transactions. Built and led a finance department with four direct reports, and builds the models and dashboards himself.
- Annual budgets, rolling forecasts, and long-range plans
- Board, lender, and investor reporting packages
- Location-level P&L and KPI analysis for multi-site companies
- Power BI dashboards and SQL data models built from the general ledger
- Sponsor and banker point of contact on buy-side and sell-side transactions
- Building and leading finance teams
Has worked with
Bain CapitalSponsor
LazardTransaction advisor
The Father's Table
Bank of America
- FP&A
- Since 2016
- Leadership
- Finance department, four direct reports
- Sponsor work
- Bain Capital-owned company
- Transactions
- Point of contact for Bain Capital and Lazard on buy-side and sell-side deals
- Industries
- Private clubs, food manufacturing, medical practices, real estate
- Tools
- SQL, Power BI, Excel, Python
- Education
- MBA, UNC Chapel Hill
- Background check
- Completed
- Available for
- Fractional FP&A lead, interim finance director, FP&A projects