Financial Planning and Analysis, 30+ years of experience translating complex financial data into executive and board-level decisions across nonprofit, CDFI, healthcare, and services environments. Worked in Healthcare for 20 years --- two companies considered to be high-growth. Much of my career has been spent supporting recurring-revenue business models for 15 years including healthcare organizations that operated on subscription-like replenishment cycles long before SaaS became mainstream. Have managed teams of 3 directly and 8 indirectly with budgets of $1M-$300M+. Recently completed The AI Awakening: Implications for the Economy and Society, strengthening my ability to evaluate where AI genuinely improves financial insight, accelerates decision-making, and introduces new governance considerations. Stanford (Coursera) Executive Education Certificate in The AI Awakening: Implications for the Economy and Society, with a strong focus on AI’s impact on productivity, workforce planning, governance, and financial sustainability. Specialties: • Strategic FP&A • Executive Reporting • Scenario Modeling & Sensitivity Analysis • Financial Storytelling & Decision Support • Cost Management & Margin Analysis • Governance, Controls & Risk Awareness • Process Improvement & Automation • AI-Enabled Financial Analysis
Member Since
May 13, 2026
Last Active
a month ago