TURNING FINANCIAL COMPLEXITY INTO CLEAR DECISIONS
FINANCE | ANALYTICS| STRATEGY
I build financial models, forecasts, and analytical tools that turn complex operational data into clear investment and business decisions.
6+ Years
Finance, Analytics & Decision Support
$1.2B+
Capital Investment Opportunities Evaluated
1M+
Underserved Locations Included in Analysis
$100M+
Assets Identified Through Financial Audits
Evidence of work
Summarized and anonymized examples of how I structure financial and analytical problems.
Broadband / Infrastructure
Problem: Infrastructure opportunities across different markets, cost structures, and assumptions required a consistent method of evaluation.
Outcome
Supported the prioritization of $1.2B+ in potential projects involving more than one million underserved locations.
Unclaimed Property / Audit
Problem: Audit income varied with recovery volume and account complexity; leadership needed a budget tied to staffing and workflow assumptions.
Outcome
Supported resource-planning decisions across $100M+ in unclaimed and reportable assets with recovery-scenario budgeting.
Audit Reporting
Problem: Audit status was scattered across working files; leadership needed one consistent monthly view.
Outcome
Gave leadership a repeatable monthly view of ongoing audit progress and financial status spanning 30+ states, varying industries and billions in assets under management.
What I do
A working range that spans the ledger, the operating data, and the model — so analysis connects to the decision it supports.
Independent Consulting
Get a clearer picture of your income, expenses, cash flow, savings, debt, and retirement income sources through a straightforward, personalized financial review.
Initial Financial Review
Get a clearer understanding of your finances through a personalized review of your current financial situation. I'll organize your financial information, identify important trends and opportunities, and provide practical recommendations to help you make more informed decisions.
Additional Financial Analysis
For financial questions that require a deeper look, I provide customized analysis to help you evaluate options and make more informed decisions.
Open to high-impact opportunities and professional connections across Connecticut, New York Metro and remotely.