
Finance professional with experience across private debt real estate finance and government project finance, combining transaction-focused operational execution with a strong foundation in financial reporting, FP&A, reconciliations, and portfolio performance analysis developed through prior roles in private lending operations and at Lockheed Martin. Brings proven capability in variance analysis, cash flow forecasting, funding oversight, financial controls, and executive reporting within complex, highly controlled environments.
Currently at Custom Capital Strategies, support CRE financing transactions through lender coordination, underwriting support, diligence tracking, and deal pipeline management, ensuring accuracy, organization, and timely communication across stakeholders. Previously at BOSSE Lending and Lockheed Martin, prepared management-level financial reports, performed accrual-based analysis, reconciled systems, audited transactions, supported funding requests, and implemented corrective actions to improve data accuracy and reporting efficiency, including managing analysis and reporting across a $250M project portfolio. Recognized for analytical rigor, attention to detail, and the ability to translate complex financial information into clear, decision-ready insights.
Lean Six Sigma Green Belt Certification, Lockheed Martin