Functional Skills
Financial Modeling
Financial Planning & Analysis (FP&A)
Finance Transformation
Forecasting / Projections
Data Modeling
Software Skills
Dax
Data visualization
Microsoft Excel
Microsoft PowerPoint
Netsuite
PowerBI
Quickbooks Enterprise
Sage Intacct
Shopify
Salesforce
Certifications
CPACertified Public Accountant
Sector Experience
Retail
Business Services
Technology
Consumer Goods
18
years
Years of Experience
5/21
Member Since
Bulge Bracket Investment Banks
Experience
LevelUp Financial Partners
Management Consulting
CEO
Lead Consultant / CEO. We are transforming the role of the finance organization through the deployment of technology and analytics. We specialize in complex modeling, PowerBI and Vena Solutions. We combine unique accounting, finance and technology skillsets to deliver unparalleled solutions.
Accordion Partners
Management Consulting
Director
Financial consulting services for the office of the CFO.
Wells Fargo Securities
Finance
Director
Technology / M&A Investment Banking
JPMorgan Chase & Co
Finance
Vice President
Technology / M&A Investment Banking
RBC Capital Markets
Finance
Associate
Technology / M&A Investment Banking
McGraw-Hill
Finance
Director
FP&A and Corporate Development