Led end to end implementations for enterprise clients - designing model structures, configuring instance settings, and optimizing system performance for budgeting, forecasting, and reporting.
Developed advanced, driver-based financial models in Adaptive, covering revenue forecasting, expense management, allocations, workforce planning, capital expenditures, and full three-statement modeling.
Designed and executed as the integration lead - Adaptive integrations with Workday FINS/HCM, Netsuite, and other ERPs.
Been a part of 20+ full cycle implementations
Customized Adaptive Planning solutions by building complex calculated accounts, allocation models, cube and modeled sheets, dynamic reports, and dashboard visualizations to support executive decision-making.
Optimized Adaptive instance performance through structural improvements, formula efficiency, and system governance best practices, ensuring scalability for large data sets and multi-entity organizations.
Trained and supported end users by developing documentation, leading workshops, and providing ongoing system enhancements to maximize adoption and drive self-sufficiency.
Workday Certifications and Projects:
- Adaptive Planning First
- Adaptive Planning Platform
- Workday PM
Adaptive Planning Consultant
Strada
03.2025 - 09.2025
Adaptive Planning Associate Consultant
Strada
01.2024 - 03.2025
Associate
ScaleView Partners (Investment Bank)
05.2023 - 12.2023
Advised lower middle-market, founder-led software companies on M&A, conducting financial analysis and planning, valuation modeling, and market positioning to facilitate successful sales to strategic buyers or capital raises.
Led business development initiatives – sourcing SaaS founders, developing marketing materials and leading outreach to potential PE/strategic buyers.
Venture Team Lead
Astralabs Inc.
01.2022 - 05.2023
Lead a team of six analysts in providing growth strategy guidance for startups in the pre-seed through Series A stages, working closely with clients to identify their needs, develop customized solutions, and understand the competitive landscape to evaluate key opportunities
Demonstrated strong leadership skills, overseeing team operations, providing resources and guidance to team members, and collaborating closely with executives to implement new initiatives to better our position in the market; ie, new revenue and investment opportunities
Venture Analyst
Astralabs Inc.
08.2022 - 12.2023
Contributed to successful fundraising efforts for numerous startups by providing strategic advice and guidance, collaborating on investor pitch decks, and facilitating connections with potential investors.