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Work Background
BMC InvestmentsSenior Vice President, FP&A
Jun. 2023 - Jan. 2025Denver, Colorado, United States• Spearheaded the development of an FP&A function, elevating reporting standards to establish an institutional-grade investor reporting program at BMC Investments.
• Designed and implemented a relational database and ETL processes to drive enhanced reporting capabilities.
• Standardized data flow processes to establish consistency and boost accuracy.
• Redesigned reporting and valuation processes for improved timeliness and precision.
Bridge Investment GroupDirector of FP&A
Jul. 2016 - May. 2023New York, New York, United States• Led comprehensive budgeting, reporting, and analyses for Bridge’s corporate business entities diverse investment verticals, including commercial and residential debt fund managers, venture funds, and secondaries market funds, driving strategic insight at institutional-grade standards.
• Played a role in delivering critical due diligence and reporting for Bridge Investment Group’s successful $350MM IPO, ensuring compliance with GAAP and SEC regulations for Draft Registration Statement and S-1 filings.
• Delivered ongoing public reporting support, enhancing transparency and accuracy for quarterly calls, 10-K, and 10-Q filings.
• Developed and maintained advanced fund models, enabling precise reporting and strategic decision-making.
• Executed due diligence for institutional investors, directly engaging with many of them to help secure over $2B in commitments.
• Collaborated with the strategy team to support modeling for acquisitions and new vertical launches, driving growth initiatives.
• Initiated the implementation of SQL Server database tools, automating data integration across software platforms to significantly enhance reporting accuracy and efficiency.
Henry Schein Practice SolutionsSr. Financial Analyst
Oct. 2014 - Jul. 2016Greater Salt Lake City Area- Redesigned commission plans to better align incentives with company objectives and streamline the process. - Designed financial model forecasting templates for Product Management team, reducing time and resources needed for capital budgeting decisions and increasing visibility and insights for valuations and analyses.
- Standardized process for evaluating the profitability of potential new product offerings.
- Because Henry Schein is operationally a logistics company, and Practice Solutions is software development, I assisted with modeling the many potential acquisition targets in the IT space.
One on One MarketingSr. Financial Analyst
Oct. 2012 - Jun. 2014Greater Salt Lake City Area- Initiated forecast and reporting streamlining efforts using SQL and VBA to combine multiple data sources, facilitating real-time visibility into lead generation metrics, better informing media buying decisions, which led to 10% increase in gross margin.
- Provided model, valuation, and scenario analysis for potential acquisitions, provided industry analyses, and led the first firmwide annual operating budget process.
Terra Nova FinancialSales Trader
Oct. 2008 - Aug. 2009Chicago, IL- Execution trading of equities, options , and futures contracts
- Educated investors on Terra Nova's trading platform and led client retention efforts
JPMorgan ChasePersonal Banker
Jan. 2008 - Oct. 2008Chicago, IL- Identified opportunities to assist customers with Chase's suite of products from credit cards and mortgages to IRAs and annuities
- Selected to lead as a specialist in retirement and investment services
Fidelity InvestmentsInternational Trader / Sr. Financial Specialist
Dec. 2005 - Sep. 2007Salt Lake City, UT- Execution trading of public equities and derivatives with specialization in foreign-traded (non-US) securities.
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