Freelancers using Google Sheets in PhoenixFreelancers using Google Sheets in PhoenixFinance Transformation & FP&A Leadership
Overview
Led finance transformation and FP&A initiatives across fintech, SaaS, and high-growth operating environments, partnering with executive leadership to improve financial visibility, planning, and decision-making.
What I Did
Led corporate FP&A activities supporting a fintech platform and hedge-fund operations with $2.4B in assets under management.
Redesigned finance processes to improve the monthly close process.
Reduced monthly close timelines from 12 days to 4 days.
Built executive- and board-level financial reporting packages supporting strategic planning and investor communications.
Developed forecasting, budgeting, KPI reporting, and operational performance analysis.
Managed and developed a finance organization of 21 team members.
Partnered with senior leadership on financial strategy, operational performance, and business planning.
Impact
Created a more efficient finance operating model while giving leadership faster access to financial information for strategic decision-making.
Skills
FP&A · Finance Transformation · Executive Reporting · Forecasting · Budgeting · KPI Development · Process Improvement · Financial Leadership · Board Reporting 
