TURNING COMPLEXITY INTO CONFIDENT BUSINESS DECISIONS
FINANCIAL ANALYST | BUSINESS STRATEGIST
I build financial models, forecasts, and analytical tools that turn complex operational data into clear investment and business decisions.
OPEN TO ROLES IN CONNECTICUT & REMOTE
6+ Years
Finance, Analytics & Decision Support
$1.2B+
Capital Investment Opportunities Evaluated
1M+
Underserved Locations Included in Analysis
$100M+
Assets Identified Through Financial Audits
What I do
A working range that spans the ledger, the operating data, and the model — so analysis connects to the decision it supports.
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 audit progress and financial status across $100M+ in identified assets.
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
A high-level review of your current financial information designed to organize the numbers, identify important observations, and provide a clearer picture of your overall financial situation.
Additional Financial Analysis
Additional scenario modeling, updated calculations, report revisions, or follow-up analysis requested beyond the initial review. Additional work is performed only with the client’s prior approval.
Open to high-impact opportunities and professional connections across Connecticut, New York Metro and remotely.