About Me

I am a CPA, and MBA with over 25 years of finance experience providing leading-edge solutions designed to improve forecasting, budgeting, planning, and decision-making to companies from $3 million to over $50 billion in revenue.

Most recently I was the VP of FP&A for CitrinCooperman a top 100 US CPA firm where I supported over 8 acquisitions in 10 months, increasing annual revenue by $200MM. Prior to that I was the VP of FP&A at Berkeley Research Group, a $700MM+ specialty consulting firm and prior to that, I was a Director in MorganFranklin’s Strategy & Transformation Services practice, where I focuses on financial planning and analysis (FP&A), financial modeling, budgeting, planning financial forecasting, decision support, and finance process improvement.

I have managed teams responsible for leading corporate and business-level analytics including coordinating and leading the annual financial and capital budgeting process, various ad-hoc and standard reporting to senior management and board-level executives.

My consulting experience has included re-focusing an entrepreneurial consulting start-up that specialized in financial management and information technology consulting; working as a lead adviser to the Chief Economist of a large Government Sponsored Enterprise where I leveraged Moody’s Analytics, IHS Global Insight, and the client’s proprietary local market historical and forecast data to implement local market analytics; and multiple forensic and corporate restructuring engagements that prioritized company objectives and enhance stakeholder value.

After receiving my MBA at the College of William and Mary, I joined FTI Consulting holding various positions of progressively higher responsibility. My work at FTI included forensic analysis and corporate governance compliance projects, SEC investigations, and multiple technical accounting support and review roles. I specialized in complex security analysis and valuation related to litigation and corporate restructuring.

Prior to receiving my MBA and joining FTI, I was a corporate financial planning analyst at a large financial services company, strategic planning analyst, account management supervisor, and auditor for a Fortune 500 retailer.