Years of experience: 15
FranceInvestor RelationsM&A ExpertBusiness AnalystCFOAssociate
Trust Score
Exceptionally trusted; proven professional excellence.
Curtis's Career Path
Jun. 2023 -Jan. 2025
BMC InvestmentsSenior Vice President, FP&A
Denver, 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 proce...
Jul. 2016 -May. 2023
Bridge Investment GroupDirector of FP&A
New 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...
Oct. 2014 -Jul. 2016
Henry Schein Practice SolutionsSr. Financial Analyst
Greater 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 ...