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Work Background
Cash Flow & TellFractional Finance Controller
May. 2025United StatesPartner with growth-minded organizations to deliver high-impact financial leadership focused on financial modeling, budgeting, forecasting, and decision support. Transform financial complexity into strategic clarity, enabling smarter decisions and long-term scalability.
✅Financial Planning & Analysis
• Lead FP&A efforts including variance analysis, forecasting, and performance tracking.
• Deliver strategic insights through scenario planning and financial modeling.
✅Budgeting & Forecasting
• Build dynamic, driver-based budgets aligned to business goals.
• Manage rolling forecasts and projections for operational agility.
✅Financial Modeling & Strategic Support
• Develop detailed financial models to evaluate new initiatives, strategies, and investment opportunities.
• Build custom models that align with board-level strategy, enabling leadership to simulate outcomes and make confident decisions.
✅Decision-Making Support
• Provide data-driven insights to guide executive decisions across departments.
• Serve as a strategic thought partner to founders, CFOs, and leadership teams.
✅Operational Finance Oversight
• Standardize and streamline financial processes for greater visibility and control.
• Ensure accurate reporting, audit readiness, and compliance with best practices.
JLLTechnology Business Operations Leader, JLL Technologies
May. 2021 - May. 2025Provide strategic leadership to identify and prioritize transformation opportunities, including automation and process improvement across business operations, partnering with functional and technical teams to develop and deliver on a transformation roadmap. ✅ Championed development, roll-out, scaling, and continuous improvement of a global, centralized invoice payment process and financial data analysis operations for JLL Technologies. ✅ Streamlining approximately 1K of invoices monthly and successfully mitigated over $8.4M in coding errors each quarter through process enhancements. ✅ Enhanced the narrative of global technology product costs, reducing unexplained variances by $1.2M monthly, thereby bolstering decision-making accuracy and budget precision.
JLLTechnology Finance Lead
Aug. 2018 - May. 2021Virtual OfficeLed the analysis and interpretation of financial data for a global annual operating budget, crafting transparent narratives with actionable insights. ✅ Established a robust budgeting framework for executive leadership, ensuring meticulous financial tracking within a $44M annual plan. ✅ Conducted in-depth cost-benefit analyses and financial modeling for key strategic initiatives, unveiling an annual $10M benefit from six major system and infrastructure modernization projects. ✅ Enabled seamless business operations through a focused, deliberate strategy during a global transformational re-organization, while successfully overcoming challenges and preparing for growth.
JLLGlobal Technology Finance Manager
Jun. 2013 - Aug. 2018Chicago, Illinois, United StatesSteered the creation and growth of a finance operations program within JLL Technologies, bridging a long-standing gap in communication between IT and Finance. ✅ Pioneered the finance operations framework within global IT for a $40M budget, yielding robust functional financial planning & analysis, punctual invoice settlements, and strengthened project support. ✅ Headed multiple high-profile technology implementations, such as Workfront resource planning and a PeopleSoft upgrade, introducing operational efficiencies and establishing robust processes for managing significant contractor expenses, as IT Finance Project Lead. ✅ Trained and mentored AP Analysts to drive continual advancements in invoice processing efficiency and responsiveness to financial inquiries.
Blue Cross Blue Shield of IllinoisProject Portfolio Management Lead, Strategic Support and Optimization
Oct. 2012 - May. 2013Chicago, Illinois, United States✅ Championed a $30M IT project portfolio, guiding all lifecycle phases, setting strategic priorities, and cultivating a team of financial analysts toward meeting key objectives. ✅ Facilitated collaborative ties with IT, PMO, and COE leadership to crystallize program goals, harmonize strategic direction, and elevate portfolio governance. ✅ Masterminded cost estimation practices for prospective projects, effectively negotiating and managing budgets ranging from $100K to $10M.
Rock-Tenn CompanyManager of Planning and Strategic Modeling, Supply Chain
May. 2011 - Oct. 2012Chicago, Illinois, United States✅ Reduced manufacturing and transportation variable costs of $2.1M annually by identifying savings opportunities and implementing cost optimization scenarios. ✅ Performed financial modeling on business strategies and other ad hoc projects. ✅ Transformed the weekly Supply Chain Leadership Review presentation deck to provide visibility to the latest trends and barriers to achieving results. ✅ Communicated daily/weekly/month-end performance metrics across the company. ✅ Consolidated budgets, forecasts, and actual data for the acquisition of legacy Smurfit Stone by RockTenn. ✅ Trained newly hired employees and transitioned operations to relocate the Chicago office to the Atlanta office.
RockTennSenior Production Planning Analyst, Supply Chain
Aug. 2008 - May. 2011Chicago, Illinois, United States✅ Elected member of the Supply Chain Excellence team which successfully created tactics to reduce order backlog, improving on-time delivery. ✅ Forecasted and planned mill paper production (500k tons monthly) based on sales demand, history, and market information. ✅ Performed variance analysis on daily box plant data transmissions to detect discrepancies or inconsistencies and resolved errors with appropriate personnel in IT or box plants. ✅ Designed format and developed content for presentation decks used by senior management at weekly operation review meetings.
Sara LeeFinancial Analyst
Apr. 2007 - Jul. 2008Chicago, Illinois, United States✅ Successfully improved the indirect operator forecasting process for bakery trade expenses, which increased the accuracy of accruals by approximately $6M annually. ✅ Reconciled coffee and tea rebate accruals for the Customer Finance team, which resulted in savings of $9.6M to the accrued expense account. ✅ Analyzed customer profitability and provided financial support for Non-Commercial corporate accounts. ✅ Evaluated RFP’s and negotiated profitable product combinations and trade options. ✅ Actively involved with SAP system conversion and reporting consolidation effort by providing user specifications and testing. ✅ Contributed to trade forecasting, variance analysis, reporting, project support, and period close activities related to bakery trade expense.
Sallie MaeIT Financial Analyst
Sep. 2004 - Apr. 2007Fishers, Indiana, United States✅ Finance lead on Cost Benefit Analysis process improvement team, which streamlined and managed the annual business area project approval process. ✅ Trained 100+ business area representatives on the financial module of the Cost Benefit Analysis database. ✅ Allocated IT expenses to respective business lines through activity-based cost analysis. ✅ Enhanced and managed the accrual reconciliation process for IT contractor expenses. ✅ Executed month-end reporting, including journal entry preparation, variance analysis, and financial summaries for quarterly 10K filing.
National City BankSmall Business Administration Credit Analyst
Jul. 2003 - Sep. 2004Indianapolis, Indiana, United States✅ Evaluated financial statements, collateral, and business proposals for reliable financing decisions. ✅ Identified appropriate documentation for compliance with SBA guaranty program. ✅ Interacted with loan officers, title companies, and management to solve deficiencies and coordinate loan closings in a fast-paced, high-volume environment.
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