I help businesses make smarter financial decisions by combining FP&A discipline, advanced analytics, and end‑to‑end automation. With deep experience in financial modeling, forecasting, and operational strategy, I build systems that turn complex data into clear, actionable insights—while eliminating manual work through smart automation and AI‑assisted workflows.
My strengths include:
* Financial modeling (driver‑based, multi‑scenario, rolling forecasts)
* P&L, balance sheet, and cash flow analysis
* KPI frameworks, vertical/horizontal analysis, and performance tracking
* Power BI dashboards with automated data pipelines
* Excel automation using Power Query, macros, and structured models
* Process automation for reporting, consolidation, and data preparation
* Claude AI‑powered workflows for documentation, reconciliation, data cleaning, and narrative generation
* Workflow optimization that reduces manual tasks and improves accuracy
I use automation and AI to streamline repetitive FP&A tasks—turning multi‑hour reporting cycles into minutes. Claude helps accelerate tasks such as generating management commentary, validating data, summarizing financial trends, and producing clean documentation, allowing you to focus on decision‑making instead of manual work.
I’ve helped leadership teams improve profitability, strengthen cost controls, and build reporting structures that scale. My approach blends analytical rigor with automation, ensuring your finance function becomes faster, more reliable, and easier to manage.
If you need a financial model built from scratch, a dashboard that updates automatically, or a full FP&A process overhaul, I deliver solutions that are accurate, efficient, and built for long‑term use.
