Senior
Nonprofit | Healthcare | Business
I specialize in structuring complex information in a way that’s easy to understand. My goal is to simplify and organize financial data so leaders have timely insights that drive strategic success.
I’m passionate about leveraging my skills to help organizations achieve their financial goals and enhance their operational efficiency. I work primarily with nonprofits, SaaS companies, healthcare practices, and growing multi-entity businesses — spaces where mission, complexity, and rapid change often intersect.
My focus is bringing structure to that complexity, whether it’s multi-state payroll compliance, board-ready financial reporting, or untangling systems that have grown faster than the processes behind them.
I’m an advanced Excel power user with deep expertise in Power Query, Power Pivot, dynamic models, and automation. I love building tools that turn messy data into clear, decision-ready insights. From cash runway models to multi-location consolidations to board dashboards, I enjoy designing systems that make numbers easier to understand and easier to trust.
I became an accountant because I enjoy both analysis and helping people. Accounting sits at the intersection of numbers and leadership. I get to work through detailed financials while supporting organizations in achieving their goals.
My professional journey includes serving as a Client Controller for a finance company specializing in accounting services for banks and leasing portfolios. That experience honed my ability to resolve complex account issues and deliver exceptional client service.
Family time is one of my greatest priorities. I have a son and daughter, and I try to make the most of every moment since those years move so fast.
Fun fact: I’m a leap year baby — which technically means I only get a “real” birthday every four years.