Financial Planning and Analysis

• Lead long-range financial planning in partnership with executive and campus leadership
• Develop and maintain financial models to evaluate capital deployment opportunities, unit economics, and business case scenarios
• Drive investment analysis and valuation for initiatives including new site launches, program expansion, and acquisitions
• Conduct financial due diligence and scenario modeling for potential acquisitions and expansion opportunities
• Support post-transaction integration planning and financial tracking for acquired or launched campuses
• Prepare investment memoranda and board-level materials in support of capital allocation decisions
• Act as a trusted thought partner to campus operators and central leadership
• Translate complex financial insights into clear recommendations and presentations for board members, investors, and cross-functional stakeholders
• Provide strategic oversight on financial performance trends, key metrics, and initiative ROI
• Identify areas for operational improvement and resource optimization, informed by analytical rigor and market context

Strategic Finance Lead

Tax Manager – Financial Services, Captive Insurance Consultant

Experienced Associate, Valuation and Modelling – Financial Services Sector

Regional Director of Finance

Director, Financial Planning & Analysis – GTM

Senior Investment Analyst – Alternative Investments