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Network Power<100 people
Roles
💰100%
Investor & VC
🔥100%
Startup Founder
🧑💼100%
C-level Executive
Geos
🇺🇸100%
United States
Work Background
NBD AdvisoryFractional CFO / FP&A
Jan. 2025"No Big Deal" Fractional CFO / FP&A Services - Small Market Businesses
+ Financial Modeling - P&L, Cashflow, strategic business decisions
+ Accounting Processes Review and Set-Up
+ POS Review / Pricing / Financial Integration
+ Payroll
+ Incentive Plan Creation & Review
+ Small Market Financing
+ Ad Hoc - "Part of the Team" Services Premier Client: Waters Edge Winery - Dallas
Waters Edge Winery & Bistro of DallasChief Financial Officer
Jan. 2025Dallas, Texas, United StatesCFO Services as Part of NBD Advisory
CBRESr. Director of Finance, Strategic Investments
Jul. 2021 - Aug. 2024DallasStrategic Growth Partner to Advisory Leaders Across the Americas
+ Producer Underwriting Program
+ Producer Profitability Reporting
+ Cash Forecasting
+ Advisory Client Account Financial Modeling
CBREDirector of FP&A
Apr. 2021 - Sep. 2021Dallas/Fort Worth Area+ Member of the Advisory Finance team as a business partner covering multiple US divisions
+ Part of the transformational effort to move the Advisory FP&A group from a reporting function to engage as a business partner.
+ Implemented a new team structure that focuses on team collaboration and the collective performance of Division finance.
+ Advanced the US level forecasting techniques through: Implementing consistent modeling practices across US divisions, improved accuracy through focus on market specialties and repeatable & reusable modeling practices vs. template distribution + Enabled the use of the planning and analytics system TM1 to fit the teams needs
CBREAssociate Director of FP&A
Oct. 2019 - Apr. 2021Business Partner to Multiple US Divisions
ACTIVE NetworkSr. Manager, FP&A
Apr. 2016 - Oct. 2019Dallas/Fort Worth AreaStrong modeling skills across the P&L: o Consolidations - Corporate FP&A lead for reporting results for over +74 products and 43 departmental reporting units. o Revenue - Directly responsible for Outdoors (~$130M) and Commerce markets (~$35M) including annual budgets, monthly forecasting and KPI reporting (revenue drivers, bookings conversion, & gross margin). o Expenses - Drove improvements through standardized vendor level expense templates. Partnered with executive leadership team (CIO, CPO, CTO) and business unit directors and VP to forecast within an accuracy goal of 3%. Includes corporate responsibilities, such as fringe, facilities allocations, and G&A departments. • Solid integration experience that includes implementing business case processes, trial balance string to string mapping from ACTIVE’s Oracle system to Global Payments and lead for the transition services agreements when ASPIRA was split from ACTIVE during the acquisition (~$130M Rev).
• Manager of the Hyperion administrator, responsible to ensure the system runs smoothly, accurate actual reporting, and evolved with the various lifecycles of the company.
• Promoted to Sr. Manager in October 2015 - Directly managed a group of up to 5 employees (Including associate managers, new college grads, China analysts, and Contractors)
ACTIVE NetworkManager, FP&A
Oct. 2014 - Apr. 2016Dallas, TxLead forecasting, budgeting and analysis of monthly results for the CIO division
Analyze variances and use variance analysis to drive business improvement
Analyze, forecast and report on complex operating metrics related to revenues and expenses and other key performance indicators
Recommend process improvements within their supported business unit and the finance group
Support the business with special projects
RealPage, Inc.Manager, FP&A
Mar. 2014 - Oct. 2014Carrollton, Texas
RealPage, Inc.Sr. Financial Analyst
Jun. 2012 - Feb. 2014Carrollton, TX• Create, consolidate and maintain financial databases.
• Assist FP&A Director in maintaining reporting templates.
• Capture and analyze data from multiple sources and assist in development of financial reporting.
• Develop and update models that are closely linked to the operating metrics of the organization. • Streamline data flow and automate the analysis process as needed.
• Monthly, quarterly and annual corporate financial reporting duties including, preparation/analaysis/reconciliation of periodic results of operations and product level metrics (revenues, billings, credits, backlog, units, sites, ACV, expenses, headcount, etc.). • Work with operating business unit leadership during the monthly forecasting and annual budgeting processes.
• Work with and provide support to various operating units in order to facilitate the flow of timely and accurate information.
TXUFinancial Planning Intern
May. 2011 - Aug. 2011Irving, TX• Built a Go-to-Market Model, using excel and industry research, to determine the highest 2017 EBITDA based on contribution margin, counts growth, transfer rates and COGS
• Determined short term counts growth from 2011 through 2013, using Market analysis and Forecasting based on recent trending. Results showed a drop of 7.5% from budgeted numbers
• Evaluated business markets gap between expected and actual reported
SMU Cox School of BusinessMBA Student
Aug. 2010 - Jun. 2012
American AirlinesSr. Financial Analyst
Jun. 2007 - Jul. 2010Responsible for the creation and oversight of budgets for 5 AA stations, with current operating expenses of $91,693,351. Performs monthly close duties, which entails using SAP for making accruals, explaining variances from plan, and further analyzing cost savings for both salary and non salary expenses.
Negotiates staffing requirements to retain productivity with each station using staffing models Handles the appropriations request for the 5 stations including lease AR. Wrote DTW's new terminal lease AR worth $37,345,464.
Developed strong relationships with the General Managers and worked closely with other personnel at each station
Promoted to level 3 Analyst in June 2008, Level 4 in April 2010
Oklahoma Gas & ElectricFinance Intern
Aug. 2006 - May. 2007Rotated between various sectors that support the CFO organization. That Included, strategic planning and corporate development, financial planning and investor relations, and corporate finance projects
Vertex RSIPurchasing Clerk
Jun. 2005 - Aug. 2005Filed and processed invoices, prepared companies' credit card statements, expedited orders from vendors, created Excel spreadsheets to process invoices efficiently
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