My career began at a middle-market investment bank, where I had the opportunity to work closely with a wide variety of small businesses across industries. That early exposure gave me a deep appreciation for the many ways companies operate - and how leadership style, market dynamics, and operational focus shape financial outcomes. I found it incredibly rewarding to get behind the numbers and see the inner workings of so many unique businesses.

Over time, I gravitated toward the financial planning and analysis (FP&A) function, where I could be more hands-on in helping companies solve complex, real-time challenges. I’ve since led the FP&A function at two private equity-backed companies - one public, one private - which required highly accurate, investor-grade reporting and demanded real strategic value from the finance team.

After completing my MBA at Rice Business, I joined one of these companies in a period of operational and reporting instability. The business was complex, and the private equity owners were heavily involved. I led the transformation of the monthly reporting process - not just meeting PE expectations, but creating a cadence of senior management reviews that facilitated meaningful, cross-functional discussion and data-driven action. I also stepped in to manage the corporate insurance program, working with brokers and leadership to align risk coverage with the needs of the business.

Throughout my career, I’ve been drawn to unstructured challenges: situations where the problem isn’t clearly defined, but the need for a solution is urgent. I specialize in identifying root causes and building processes that help teams understand not just what is happening, but why.

I’ve worked across all aspects of a finance department, and have led cross-functional initiatives that required translating financial insight into the language of operations, HR, and business development. That ability to connect the dots across departments helps me deliver actionable solutions in which key players are actively invested. Now, through my strategic finance advisory practice, I bring that same level of clarity, structure, and perspective to small business owners - helping you understand your numbers, navigate complexity, and make better, more informed decisions with confidence.