About Us

Why Companies Trust Me With Their Financial Operations

I've spent 15+ years building financial operations systems for companies ranging from Goldman Sachs to fast-growing SaaS companies. I'm the person they call when spreadsheets break, systems need implementing, and processes need to scale.

My background:

  • SelectHealth (2023-Present): Senior Financial Analyst managing 450+ vendors and $28M budget. Built vendor management process from scratch including RFPs, contract negotiation, and ROI analysis.

  • MasterControl (2016-2021): Created global territory models, multi-year P&L forecasts, led system integrations, and built executive dashboards in DOMO and Excel.

  • Goldman Sachs (2012-2016): Managed $120M+ balance sheet across 13,000 projects globally. Led process redesigns, system implementations, and team migrations from NY to Salt Lake City.

  • Dollar Financial Group & BMW Bank: Financial modeling, fraud risk analysis, multi-entity reporting, and system development.

Education:

  • MBA, University of Phoenix

  • B.S. Anthropology with History Minor, Utah State University

Technical expertise: NetSuite, Salesforce, Adaptive Insights, DOMO, PeopleSoft, Workfront, ServiceNow, Advanced Excel (VBA, macros), SQL, Access

What makes me different: I bridge finance, operations, and technology. I don't just tell you what's wrong—I build the systems to fix it. And I train your team so the solutions stick.