Enterprise FP&A & reporting
Integrated reporting, KPI governance and executive decision support across decentralized operating companies.
FINANCE × TECHNOLOGYPROFESSIONAL PROFILE / 2026
C.J. Moore.
STRATEGIC FINANCE & FP&A LEADER
ANALYTICS, FORECASTING & FINANCE SYSTEMS
PROFILE
Strategic FP&A and financial analytics leader with experience across private-equity-backed multi-brand businesses, commercial finance, capital markets and regulated financial operations. Combines rigorous financial modeling, budgeting, forecasting and executive decision support with hands-on capabilities in Python, SQL, Power BI, data engineering and predictive analytics. Skilled at connecting business drivers to profitability, capital allocation and operational outcomes.
30%Forecast accuracy improvement
40%Faster reporting cycles
12+Portfolio brands in FP&A
50%Less manual reporting work
CORE STRENGTHS
Finance & strategy
Annual plans and rolling forecasts · Driver-based three-statement models · Revenue and margin bridges · Pricing and unit economics · Capital allocation · M&A support · Board and CFO reporting · Cash flow and scenario analysis
Data & transformation
Python · SQL · Power BI / DAX · R · Azure Databricks / PySpark · Data integration · ML forecasting · Controls and governance · Automated reporting · Executive dashboard design
SELECTED WORK
Predictive planning & scenario analysis
Blended operational assumptions with statistical forecasting and sensitivity models to clarify revenue, cost and cash-flow outcomes.
Commercial pricing & margin strategy
Modeled contract profitability and exposure to fuel, freight and FX to inform pricing, portfolio mix and risk decisions.
CONTINUED → FULL PROFESSIONAL EXPERIENCE / PAGE 2
EXPERIENCE
Principal, Strategic Finance & Analytics
Authority Brands · Private-equity-backed multi-brand platform- Owned and modernized portfolio-level planning, forecasting and performance analytics, partnering with the CFO, brand presidents and private-equity stakeholders.
- Produced annual budgets, rolling forecasts, adjusted EBITDA bridges, profitability analyses, investment cases and consolidated board-level reporting connecting business drivers to growth, margin, operating costs and capital decisions.
- Supported acquisition valuation, due diligence, pro forma financial modeling and post-acquisition reporting integration.
- Standardized financial and operational KPIs and automated analytics infrastructure; prior initiatives reported approximately 30% better forecast accuracy and 40% lower reporting latency.
Lead, Financial Data Strategy & Analytics
Public Company Accounting Oversight Board (PCAOB)- Modernized revenue forecasting, fee assessment, financial controls and liquidity reporting with repeatable Python/SQL workflows.
- Reported approximately 30% improvement in forecasting and reduced processing cycles while strengthening regulatory traceability.
Associate, Capital Markets FP&A & Analytics
Morgan Stanley- Analyzed institutional business performance, trading P&L, profitability, costs and exposure; automated reconciliation and recurring management reporting.
Quantitative Finance Analyst
Envestnet- Built portfolio performance, risk, reconciliation and analytics workflows using SQL, Python and R.
Financial Data & Reporting Analyst
SB Financial- Supported portfolio analytics, quantitative investment research and scalable client reporting.
OPEN SOURCE
dately
Temporal parsing, conversion and normalization for messy date/time inputs.
numbr
Numeric parsing across words, ordinals, integers and Roman numerals.
azauthlib
Microsoft authentication for automated reporting and data workflows, with token reuse and secure credential storage.
quantsumore
Python library for market data, fundamental analysis and technical indicators.
EDUCATION
M.S. Accounting & Accounting Systems — Indiana Wesleyan School of Business
B.S. Political Science & Government Finance — North Carolina State University