Financial Leadership
Budgets, forecasts, financial models, and performance reporting. Partnering with operational leaders to understand results, weigh tradeoffs, and plan the next steps.
Finance · Accounting · Systems
Finance &
Accounting Leader Transformation & Systems
15+ years across accounting, finance and systems.
I lead change across people, processes, and technology, drawing on experience in financial leadership and global controllership.
Financial & accounting leadershipFormer Big Four auditorServant leadership
01 / Expertise
Finance. Accounting. Systems.
A connected perspective.
Planning for the business, building confidence in the numbers, and improving how teams, processes, and systems work together.
Global Controllership
Leading international accounting teams across technical and operational accounting, revenue, multi-entity close and reporting, reconciliations, controls, and audit readiness.
Transformation & Systems
Designing finance functions, clarifying roles, and improving operations, processes, and controls. Aligning supporting systems with the work and helping teams through change, from organizational redesign to ERP implementation and adoption.
02 / Leadership
Lead by listening.
Help people succeed.
Servant leadership is central to how I work. I lead by listening, understanding the work, and helping people develop the confidence and capability to do it well.
I connect what the numbers mean with how the business works. That starts with listening to the team, following the work, and agreeing on the problem before choosing a solution.
I partner with executive teams and board members to shape finance transformation priorities, evaluate systems decisions, and guide organizational change.
I began in audit at PwC and moved into finance and accounting leadership—building business-unit budgets and forecasts, developing financial models, partnering with operational leaders, and preparing reporting for private-equity-backed businesses.
As a Global Controller, I led international accounting teams through organizational change. The work brought together technical and operational accounting, multi-entity close and reporting, controls, and financial systems, with clear responsibilities and review routines.
My role as a leader is to set clear expectations, remove obstacles, and give people the support and authority to own their work. I address gaps in skills, capacity, processes, and controls with the team, and make space for learning, feedback, and adjustment.
03 / Finance Transformation
Design the function.
Guide the change.
My transformation work spans accounting organization redesign, finance operations, controls, and ERP decisions. I connect these decisions so the structure, day-to-day work, and systems support each other.
A business lens
I evaluate priorities through revenue, cost, cash flow, asset utilization, and risk—connecting the work to profitability, liquidity, capacity, and financial exposure.
People & Structure
Clarify responsibilities, reporting relationships, and decision authority. Identify gaps in skills or capacity and plan the transition while keeping essential work covered.
Operations & Processes
Follow the work from transaction to reporting. Improve handoffs, reconciliations, approvals, and review routines, with clear owners for the process and the exceptions.
Systems & Data
Translate business requirements into system architecture. Align the chart of accounts, entity structure, and integrations with financial operations and reporting. Establish shared definitions, data owners, and quality checks so teams can rely on the information.
Change management in delivery
Help the team own
what comes next.
Agree goals and measures of progress with leaders and affected teams. Involve the team in design and testing, explain what is changing, and sequence the transition around priorities, capacity, and dependencies.
Keep leaders, employees, and delivery partners informed about decisions, responsibilities, and timing. Support adoption through training and feedback. After the transition, review results with the team and keep refining the routines.
Technology and AI can support analysis and reduce manual work. Accounting judgment, controls, and accountability remain with people.
04 / Experience
An accounting foundation.
A broader perspective.
Experience across public, private, venture-backed, and private-equity-backed organizations.
NuViTech
Founder & Principal
I advise leaders on finance and accounting transformation, drawing on my experience in global controllership, accounting operations, and financial systems.
- Help teams clarify organization design and responsibilities, improve processes and controls, and make systems decisions grounded in business requirements.
- Work alongside leadership and delivery partners on priorities, design decisions, implementation readiness, and the transition to new ways of working.
Andela
Dec 2022 – Nov 2025
Global Controller
Previously Director of Accounting & Director of Financial Systems
Progressed from financial systems leadership into global controllership, leading international accounting, payroll, and financial systems. Reported to the CEO and served as the primary Audit Committee liaison.
- Rebuilt the accounting organization through change, clarifying ownership and strengthening close, consolidations, controls, and audit readiness.
- Owned the financial systems roadmap and partnered across finance and operations to improve reporting, procurement, revenue data, and the processes behind the numbers.
Interos
Oct 2021 – Jan 2023
Director of Financial Systems
Previously Accounting Systems Project Manager
Led financial systems strategy during rapid growth, partnering with Accounting, FP&A, Revenue Operations, IT, and People to make financial data and workflows more dependable.
- Stabilized NetSuite through changes to financial segments, the general ledger, subsidiaries, and access controls.
- Aligned pricing, product, and revenue definitions across Salesforce and NetSuite, and introduced clearer intake, prioritization, testing, and release practices.
Summit Group
Mar 2020 – Oct 2021
Manager, Finance and Financial Systems
Combined finance operations with ownership of NetSuite administration and Dell Boomi integrations for a promotional products business.
- Reworked order-to-cash processes and corrected order, billing, and revenue flows to clear a billing backlog and shorten the billing cycle.
- Rebuilt commissions calculations and reporting, improved integration reliability, and reduced manual work through workflow changes.
Great Minds
Sep 2019 – Mar 2020
Assistant Controller
Led the accounting team across accounts payable, accounts receivable, payroll, month-end close, and balance sheet reconciliations.
- Improved documentation and review processes to strengthen reporting accuracy and audit readiness.
Fidelis Cybersecurity
Dec 2017 – Sep 2019
Revenue Manager
Previously Senior Accountant
Combined technical revenue accounting with operational close responsibilities in a private-equity-backed cybersecurity business.
- Led ASC 606 revenue accounting and implemented FloQast to improve close coordination and shorten the close cycle.
- Built financial models and reporting with Adaptive and Excel, and took ownership of the monthly reporting package for the private equity sponsor.
Waste Connections
Nov 2015 – Nov 2017
Assistant Controller
Owned the close, forecast, and budget cycle for multiple business units, working directly with operating leaders to understand results and plan ahead.
- Led annual budgeting, monthly variance analysis, and rolling forecasts, connecting financial expectations with operational performance.
- Built an ERP-connected forecasting and trend analysis tool and used profitability analysis to support operating decisions.
AgReserves
Apr 2014 – Nov 2015
Senior Accountant – Controller Trainee
Completed a controller-track development program, building a hands-on foundation in accounting and preparation for business-unit controllership.
- Reconciled entities and transactional data supporting an acquisition, applying detailed accounting work to a broader business transition.
PwC
Jan 2011 – Mar 2014
Experienced Associate
Previously Intern
Built an audit foundation working with public and private companies, developing an understanding of financial reporting, internal controls, and the evidence behind the numbers.
- Performed audit procedures, quarterly reviews, and financial statement work, while supervising associate work.
Education
MS, AccountingUniversity of Maryland · Robert H. Smith School of Business
BS, AccountingBrigham Young University–Idaho
05 / Systems Experience
Systems shaped by
the work of finance.
My systems work connects financial architecture, reliable data flows, and the processes behind reporting and the close. These are examples of the work I’ve led.
NetSuite · Financial systems roadmap
Architecture & roadmaps
- Andela: Owned the financial systems roadmap, aligning priorities across accounting, finance, and operations.
- Interos: Rebuilt financial segments, the general ledger, and subsidiary setup in NetSuite, alongside access controls and clearer testing and release practices.
Workato · Dell Boomi · Connected finance
Integrations & data flows
- Andela: Replaced failing connectors with Workato automation to resolve billing and payment synchronization issues.
- Summit Group: Owned Dell Boomi integrations and corrected order, billing, and revenue flows, connecting systems work with finance operations.
Salesforce · NetSuite · Adaptive · Excel
Reporting & data quality
- Interos: Aligned pricing, product, and revenue definitions across Salesforce and NetSuite to improve the data behind billing and forecasting.
- Fidelis / Waste Connections: Built financial models and reporting with Adaptive and Excel at Fidelis, and an ERP-connected forecasting tool at Waste Connections.
FloQast · Coupa · Navan · NetSuite
Accounting operations
- Fidelis: Implemented FloQast to improve close coordination and review routines.
- Andela: Redesigned close workflows, reimplemented Coupa, and improved procurement and travel processes—connecting the tools with ownership, controls, and day-to-day execution.
06 / Résumés
Two views of
my experience.
07 / Beyond Work
A little more
about me.
Outside work, I enjoy time with family, Brazilian jiu-jitsu, music, and camping.
08 / Contact
Let’s have
a conversation.
I welcome conversations about finance and accounting leadership, transformation across people, processes, and systems, and helping teams through change.