Numbers tell a story.I find the next chapter.
I turn financial complexity into clearer forecasts, sharper decisions, and measurable business outcomes. From the operating model to the boardroom—and the technology underneath.
ENGINEERED TO SCALE.
improvement in forecasting accuracy across prior initiatives
faster performance reporting from modernized analytics
brands in consolidated FP&A multi-business-unit planning
TO THE POSSIBILITY.
Power BI & Excel.
Models I built.
Finance model samples, made interactive.Explore my Power BI and Excel modeling work through seven browser demos. Change assumptions, inspect the logic and export results across one connected company plan, detailed financial statements and a separate public-filing review.
Northstar Cloud
Fictional subscription business. USD millions in statements. Calendar fiscal years.
FIXED: FY2024-26 ACTUALS + FY2026 APPROVED BUDGETFrom customers to operating profit.
Change the shared operating assumptions and see FY2027 revenue and EBITDA flow into the same company plan.
How the model works / finance assumptions
Profit is only part of the cash story.
Test collections, contingency spending and the management cash floor against the same operating plan.
How the model works / finance assumptions
A range of company outcomes.
Simulate customer acquisition, pricing and gross-margin uncertainty around the shared Northstar plan.
How the model works / finance assumptions
One plan. Three connected statements.
Review a monthly operating plan, detailed income statement, cash-flow statement and balance sheet for FY2027-29.
How the model works / finance assumptions
Explain the gap to the approved plan.
The FY2026 actuals and budget are fixed. Price, customer volume and cost drivers reconcile the EBITDA difference.
How the model works / finance assumptions
Read the whole company.
Compare three historical years with the current three-year outlook, using the same detailed financial statements.
How the model works / finance assumptions
Microsoft: public-filing review.
A separate, attributed FY2024-26 snapshot. Northstar forecast controls never change these reported figures.
How the model works / finance assumptions
Inspect calculations and methodology
Built in the
real world.
Experience that spans private-equity-backed operators, commercial finance, financial regulation, capital markets, and investment analytics.
Principal, Strategic Finance & Analytics
Authority Brands · Private equity / multi-brand
Lead, Financial Data Strategy & Analytics
PCAOB · Financial regulation
Quantitative & Capital Markets Finance
Morgan Stanley / Envestnet · Markets and investments
There's another
side to the story.
Finance is how I frame the questions. Engineering is how I make the answers scale. Explore the tools, data pipelines, machine learning and open-source software behind the work.
Enter the data & engineering lab ↗NO HARD HAT REQUIRED. CURIOSITY ENCOURAGED.EGO↗
The next good
decision starts here.
Looking for a strategic finance leader who can turn complexity into action—and build the engine behind it? I'd welcome the conversation.