Financial Planning and Analysis

• Drive forward-looking and value-creating initiatives and own strategic financial modeling across M&A, pricing, and long-term planning
• Build detailed financial models for acquisitions, including valuation, accretion/dilution, and synergy analysis
• Partner with corporate development and business leaders on due diligence
• Lead pricing and packaging analyses to shape go-to-market strategy and optimize margin expansion
• Develop and maintain 5+ year financial models, scenario plans, and capital allocation frameworks
• Deliver strategic modeling and recommendations to CFO, executive leadership, and board
• Provide ad hoc data-driven analysis on high-priority initiatives from growth opportunities to efficiency levers

Principal Analyst, Strategic Finance

Regional Director of Finance

Director, Financial Planning & Analysis – GTM

Senior Investment Analyst – Alternative Investments

Operations Finance Analyst II

Area Investment Manager