Functional Skills
M&A Support
Market Research
Financial Modeling
Valuation
Financial Planning & Analysis (FP&A)
Finance Transformation
Forecasting / Projections
Supply Chain Management
IT Transformation
Cloud Architecture
Certifications
AWS Certified Cloud Practitioner
AWS Certified Solutions Architect – Associate
Sector Experience
Healthcare
Financial Services
Aerospace & Defense
Technology
Industrials
13
years
Years of Experience
1/15
Member Since
Fortune 500
Experience
Jamf
Information Technology
Senior Engineer, FinOps
Established FinOps practice, saved $6m+ in annual savings and counting (if including contracts, $17m+)
Focused on implementing:
Tagging
Budgets
Cloud Cost Forecasting
Showback/Chargeback
Cost Optimization (e.g. RIs/Savings Plans, rightsizing, architecting for cost)
Unit economics (value and cost)
Developing a cost conscious culture in IT
Focused on implementing:
Tagging
Budgets
Cloud Cost Forecasting
Showback/Chargeback
Cost Optimization (e.g. RIs/Savings Plans, rightsizing, architecting for cost)
Unit economics (value and cost)
Developing a cost conscious culture in IT
Commonwealth of Massachusetts
Information Technology
Cloud Financial Operations (FinOps) Lead
Working across the Commonwealth to deliver Cloud infrastructure managed services aligned with business capability delivery, with a focus on providing IT infrastructure at best value, best cost.
CVS Health
Other
Senior Advisor, Cloud FP&A
Works with finance to develop and implement processes regarding cloud budgets, chargeback, forecasting, cost optimization, and tagging strategy.
Provide thorough reporting regarding cloud finances.
Cloud finance problem solver.
Provide thorough reporting regarding cloud finances.
Cloud finance problem solver.
Wells Fargo Securities
Finance
Associate Analyst
Collaborate with Senior Analyst to create and maintain financial models, develop company and healthcare industry reports, conduct comprehensive research and assist clients, sales associates, and senior management. Retool financial models to provide in-depth knowledge to clients.
CAIA Association
Other
Research and Publications Coordinator
Performed extensive financial research and data analysis for alternative investment textbooks, keynote presentations, and articles for AIAR, a journal on Alternative Investments.
BMO Capital Markets
Finance
Research Associate
Researched and analyzed publicly listed companies and built models of income statements, cash flow, and balance sheets and created corresponding multi-year projections. Provided differentiated investment insight to portfolio managers / buy-side analysts.
Battle Road Research
Marketing
Equity Research Sales
Researched companies and market trends to present findings and recommendations on companies covered by the firm. Utilized expertise to advise clients on growing investment portfolios.
Tyche Capital
Finance
Consultant/Senior Analyst
? Evaluated 3 prospective real estate investments to determine potential cash flow and financing options; all of the properties were acquired with a better-than-expected cash flow.
? Created private placement memorandum, including necessary investment analysis that helped secure $375K in funding.
? Analyzed and provided pre-investment support for a potential $40M mixed-use real estate development project, which has received financing.
? Created private placement memorandum, including necessary investment analysis that helped secure $375K in funding.
? Analyzed and provided pre-investment support for a potential $40M mixed-use real estate development project, which has received financing.