Finance Professional · Los Angeles, CA
Senior Financial Analyst driving strategic decisions through advanced modeling, AI-enabled automation, and cross-functional leadership.
I'm a finance professional based in Los Angeles with a Master of Science in Finance from Georgetown University's McDonough School of Business. My work sits at the intersection of financial strategy, data analytics, and operational execution.
I specialize in building financial models, leading budgeting and forecasting cycles, and modernizing reporting infrastructure through AI-enabled automation and VBA. I've supported M&A evaluations, treasury optimization, and strategic pricing across retail, consumer goods, and enterprise sectors.
Whether working with senior leadership or cross-functional teams, I translate complex financial data into clear, actionable strategy.
Budgeting, forecasting, consolidated P&L, and board-level reporting across multi-entity organizations.
Valuation, sensitivity analysis, M&A due diligence, and ROI frameworks built with precision.
Leveraging AI tools and VBA/Python to modernize KPI dashboards and accelerate reporting cycles.
Leads budgeting, forecasting, and consolidated P&L reporting across multiple business units and sister entities. Owns balance sheet and bank reporting requirements and manages the P&L analyst. Modernizing KPI analytics and governance through AI-enabled automation. Directs monthly financial reporting and ad-hoc analyses for senior leadership, leveraging AI tools and VBA to accelerate reporting and strengthen strategic decision support.
Spearheaded financial planning and forecasting processes, crafting detailed models and conducting sensitivity analyses. Supported M&A evaluations, resource allocation, and cash management, aligning financial strategies with corporate goals.
Developed and managed financial models for complex projects, resulting in accurate forecasts and timely decision-making. Analyzed financial data from multiple sources to identify trends, patterns, and outliers, providing insights to inform business decisions on pricing, product development, and marketing strategies.
Developed and implemented a dynamic market price comparison program which decreased pricing discrepancies and improved the company's pricing strategy and margin by 2%. Analyzed and forecasted weekly, monthly, and yearly sales for seven purchasing departments accounting for over 40% of total company revenue.
Managed large data sets through Oracle-based programs to generate interactive reports for the receipting department, measuring productivity of internal pilot programs and contributing to increased net sales in the U.S.
Drove 43% revenue growth, 39% profit growth, and 40% market share expansion by building strategic relationships through financial analysis and successful execution of national and local go-to-market strategies.
A selection of financial models, analyses, and strategic projects. Files and case studies coming soon.
