AI-Powered Workforce Planning
Designed a Microsoft Copilot capability that compares employee-level actual and forecast data to identify new hires, attrition, transfers, delayed hiring, and headcount variances.
Strategic Finance • AI • Transformation
Building the future of FP&A.
I partner with business leaders to improve financial decisions through forecasting, workforce intelligence, automation, and AI-enabled finance solutions.
6+ Years
Finance experience
$400M+
Revenue supported
AI Solutions
Built for finance workflows
Global
Business and strategy perspective
Featured Work
Solutions that drive impact.
Selected projects across FP&A, finance automation, forecasting, workforce planning, and venture strategy.
OpEx Commentary Agent
Built an AI-assisted workflow that analyzes monthly and year-to-date GL variances and generates structured, management-ready commentary.
Forecast Intelligence
Developing a finance intelligence framework that combines historical performance, operating drivers, scenarios, and AI-supported analysis across revenue, COGS, OpEx, and workforce costs.
Venture Strategy Consulting
Advised Eqwow Ventures on an international expansion thesis connecting Portugal and Brazil, supported by startup ecosystem, capital flow, talent, and venture-market research.
Impact through insight, automation, and better decisions.
$400M+
Revenue supported
80%
Faster reporting cycle
10%
Reduction in budget variance
Finance Philosophy
Finance teams should spend less time assembling information and more time making decisions.
Experience
Finance, strategy, and transformation.
Experience across global diagnostics, technology, manufacturing, enterprise services, and venture strategy.
2025 — Present
LGC Clinical Diagnostics — Senior Financial Analyst
Strategic finance partner supporting approximately $160M in revenue, forecasting, gross-margin analysis, workforce planning, reporting automation, and AI-enabled FP&A initiatives.
Milford, MA
2026 — Present
Eqwow Ventures — MBA Strategy Consulting
Developed an international venture expansion thesis using ecosystem analysis, funding benchmarks, and investor-ready strategic storytelling.
Lisbon, Portugal
2022 — 2025
Epsilon — Senior Financial Analyst
Partnered with executive leaders, managed approximately $40M in operating expenses, supported workforce planning, and improved revenue visibility through reporting automation.
Wakefield, MA
2017 — 2022
Bruker • IBM • State Street
Built foundational experience across financial analysis, operations, enterprise reporting, service finance, and process improvement.
Massachusetts / New York
Core Expertise
Where finance meets technology.
A combination of traditional FP&A depth and hands-on experience modernizing finance workflows.
Strategic Finance
- FP&A and business partnering
- Forecasting and scenario modeling
- Gross-margin and price-volume-mix analysis
- Workforce planning
- Executive reporting
AI & Analytics
- Microsoft Copilot
- AI workflow and agent design
- Power BI and Tableau
- SQL and Python
- Prompt engineering
Finance Systems
- Excel and VBA
- BusinessObjects
- Workday Adaptive Planning
- SAP and Hyperion
- Power Query and Bloomberg
Let’s Connect
Building better finance systems.
I’m interested in conversations about strategic finance, FP&A, finance transformation, analytics, and practical applications of AI.