Professional Summary
Senior FP&A leader with 10+ years driving strategic forecasting, margin optimization, and financial transformation at enterprise SaaS and technology companies. At Teradata, oversees ~$2B in revenue and ~$2B ARR, leads global P&L consolidations across 6 international markets, and founded the company's Finance AI Automation function, building AI driven forecasting agents that have compressed close cycle times and improved executive reporting quality. Combines deep SaaS metrics fluency (ARR, MRR, ASC 606, GTM economics) with a rare ability to architect scalable, technology enabled FP&A infrastructure. Trusted by C suite and board level stakeholders to translate complex financial data into clear strategic decisions.
Core Competencies
Strategic Forecasting & Scenario Modeling
ARR / MRR / SaaS Metrics
AI Augmented FP&A Automation
P&L Ownership & Variance Analysis
ASC 606 Revenue Recognition
Executive & Board Level Reporting
GTM Finance & Business Partnering
Global Consolidations & AOP
Headcount & CAPEX Planning
Gross Margin Improvement
Cross Functional Leadership
Team Management & Development
Tools & Technology
EPM/Planning: Hyperion Planning · Oracle Cloud ERP |
BI: Power BI · Tableau |
ERP/CRM: NetSuite · Salesforce · Oracle |
Automation: Python · SQL · VBA · Claude AI (Agentic workflows) |
Core: Excel (Advanced) · PowerPoint
Professional Experience
Cloud data analytics platform serving 1,700+ enterprise customers globally · NYSE: TDC · ~$1.7B revenue
Founded and lead the Finance AI Process Automation function, architecting AI driven forecasting agents and tools to eliminate workflow gaps enterprise wide.
- Built end to end AI P&L forecasting agents covering ARR, cost of revenue, and operating expenses, with embedded variance analysis and auto generated executive commentary, reducing manual reporting effort.
- Reengineered enterprise headcount forecasting by integrating HR and Oracle Cloud ERP data into a governed framework with rule based variance logic, improving forecast accuracy and cross team consistency.
- Designed an AI driven variance and P&L narrative platform that auto generates preformatted executive reports, compressing close to report cycle time.
- Transformed CAPEX forecasting and fixed asset workflows through Salesforce pipeline integration and automated submission controls, improving accuracy and audit compliance.
- Launched AI competitor benchmarking analytics synthesizing peer performance data into structured leadership insights to inform capital allocation and GTM strategy.
- Architecting a multiphase AI transformation roadmap: Foundation automation → ML forecasting models → Intelligent agentic workflows → Predictive scenario planning with anomaly detection.
Led global financial consolidations for a $2B organization, owning P&L forecasting, AOP, and C suite reporting while managing a high performing FP&A team.
- Owned ~$2B in revenue and ~$2B ARR across forecasting, reporting, and performance tracking at the global level.
- Consolidated 6 international P&Ls and Annual Operating Plans into a unified global structure, enhancing strategic alignment and executive visibility.
- Drove quarterly flash reporting to C suite, delivering timely, decision ready insights on revenue and margin trends.
- Deployed AI agents to streamline P&L consolidation and supplemental schedules, accelerating close timelines and improving data consistency across global submissions.
- Managed and mentored a high performing FP&A team, instilling best practices in forecasting methodology, financial storytelling, and data driven decision support.
- Integrated AI driven trend and anomaly analysis into margin and revenue forecasting workflows, enabling faster executive level insights.
Owned end to end forecasting, scenario modeling, and business partnership across the Americas GTM organization.
- Led monthly, quarterly, and scenario based forecasting cycle, improving forecast precision and reducing revision cycles.
- Built cross functional reporting in partnership with Ops and Accounting, increasing transparency and speed of financial insights.
- Created strategic financial models to support investment prioritization and GTM resource allocation decisions.
- Produced executive and board level materials for quarterly business reviews; served as key finance voice in senior leadership forums.
- Managed a team of FP&A analysts, elevating technical capabilities and business acumen across the function.
- Built ASC 606 compliant revenue models and owned regional forecasting for the Central Sales region during the company's transition to the new standard.
- Automated revenue and expense forecasts into Hyperion Planning, reducing manual inputs and compressing cycle time.
- Led annual quota planning and design for the Central region in alignment with business targets and sales leadership.
- Delivered monthly forecast variance packages and ad hoc analysis to senior GTM leadership to inform sales strategy.
- Managed project budgets and forecasts for large scale consulting engagements, tracking revenue, margin, and cost across complex client contracts.
- Partnered with senior stakeholders to deliver financial reporting and ensure contractual compliance.
Enterprise SaaS · Contact center software and workforce management platform
- Forecasted revenue, tracked backlog, and monitored spend across Professional Services and Marketing organizations.
- Built headcount models and spending dashboards supporting executive briefings with variance and trend analysis.
- Tools: NetSuite · Hyperion · Excel
- Supported budgeting, revenue forecasting, and KPI development for the Professional Services business unit.
- Created monthly revenue and utilization reports, WIP schedules, and headcount models; developed KPIs and process documentation.
Education
Bachelor of Science, Finance
Northeastern Illinois University · Chicago, IL