FP&A | Financial Analysis | Finance Analytics
Finance professional with 8+ years across FP&A, accounting, and analytics in fintech, SaaS, marketplace, and foundation environments.
At Jaris, I owned quarterly and annual forecasts for a $50M+ fintech loan portfolio. My background combines driver-based forecasting and business partnership with public-company accounting, reconciliation, and controls experience.
Work
Summaries of selected finance analysis. Completed case studies have HTML write-ups, with PDFs and supporting repositories linked when they are public.
Corporate FP&A
A corporate FP&A case covering revenue drivers, workforce planning, departmental Opex, annual planning, budget vs. actuals, rolling reforecasting, risks and opportunities, and executive commentary.
Coming Soon
GTM / Marketing Finance
Self-directed portfolio project using synthetic data. Evaluated channel acquisition efficiency, contribution-margin payback, and downside sensitivity to identify where incremental marketing tests deserve attention.
SaaS economics
Self-directed portfolio case using synthetic subscription data. Analysis of ARR and MRR growth, ARR bridge, retention, NRR, GRR, churn, CAC, LTV, payback, cohort behavior, contribution economics, and management reporting.
Revenue forecasting
Self-directed portfolio project using synthetic data. A planning framework for choosing a 12-month merchant-revenue forecast method and managing merchant-level exceptions.
Services
Decision-ready financial visibility for growing businesses that need stronger planning and reporting without building a full internal FP&A function.
Discuss a Finance Project View Selected Work
The goal is to turn accounting and operating data into a recurring management view of what happened, why it happened, what is changing in the outlook, and where management may need to act.
Best suited for growing SaaS, services, fintech, marketplace, and other operating businesses that have financial data but need a more structured forecasting and management-reporting cadence.
About
I connect operating drivers to financial decisions and make sure the underlying data can be trusted. My experience includes $50M+ portfolio forecasting at Jaris, IPO and SEC reporting support at Poshmark, CapEx analysis and systems work at Egnyte, and current contract accounting and controls work through DeWinter Group at the William and Flora Hewlett Foundation.
Contact
For roles or independent FP&A / finance analytics work, use the links below.