Professional Summary
Finance professional with 10 years of FP&A experience spanning fintech and traditional banking. Specialises in financial modelling, variance analysis, and process automation to support executive decision-making. Known for delivering accurate forecasts and maintaining SOX-compliant financial reporting.
Skills
- Data Analysis
- Financial Modeling
- Financial Reporting
- Forecasting
- Budgeting
Experience
FP&A Manager — Data Annotation
- Improved forecasting accuracy by 15% through automated scenario modelling and cross-departmental collaboration.
- Reduced close cycle time by 5 days by implementing a shared financial dashboard in Tableau.
- Identified cost savings of $1.2M annually by benchmarking SaaS subscriptions and renegotiating contracts.
- Prepared quarterly board packages that streamlined decision-making and highlighted key KPIs.
- Ensured SOX compliance through rigorous controls around expense reporting and capitalisation policies.
Senior FP&A Analyst — Kuali, Inc.
- Created a rolling 12-month revenue forecast that improved sales planning accuracy by 20%.
- Automated variance reporting, reducing manual analysis time by 40% and increasing insights shared with leaders.
- Managed budgets of $50M across R&D and go-to-market teams, aligning spend with strategic priorities.
- Supported Series B fundraise with detailed financial models and scenario analyses for investors.
- Partnered with engineering on capital project justifications that achieved 95% approval rates.
FP&A Manager — Morgan Stanley
- Prepared financial statements for $1B investment funds, ensuring zero audit findings across annual reviews.
- Streamlined expense forecasting by implementing a driver-based model used by 20+ cost centre owners.
- Led quarterly business reviews with senior partners, highlighting trends and recommending corrective actions.
- Identified $750K in compliance-related savings through proactive policy reviews and training.
- Mentored junior analysts on model building and storytelling with data.
Education
M.S. Financial Engineering
Georgia Institute of Technology
Certifications
- CFA Level I
- FP&A Credential