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Overview
7 years in finance, the last 2 at Intuit, where I lead the investor relations team. Closed the books in 5 days, down from 15. Took forecast accuracy to within 1% for 9 straight quarters. Most at home with board reporting and equity. I mentor students through university programmes.
Good reasons to reach out
- Second opinions on equity decisions
- Questions about investor relations
- Speaking or podcast invitations
Please don't message about
- Crypto token projects
- Investment schemes
- Offshore staffing offers
Best reached early in the week
Skills
investor relationsboard reportingequityfundraising
Experience
- Finance ManagerFeb 2025 - PresentIntuit · 1 yr 9 mo · Full-time · Boston, MA
- Took forecast accuracy to within 4% for 6 straight quarters.
- Ran diligence on 9 acquisitions.
- Senior Financial AnalystDec 2022 - Feb 2025American Express · 2 yr 2 mo · Full-time · Boston, MA
- Saved $1 million a year renegotiating vendor contracts.
- Financial AnalystNov 2020 - Nov 2022ServiceNow · 2 yr · Full-time · Boston, MA
- Ran diligence on 3 acquisitions.
- Financial AnalystOct 2019 - Nov 2020Datadog · 1 yr 1 mo · Full-time · Boston, MA
- Closed the books in 3 days, down from 16.
References
No references yet.
Education
- Georgia TechBS, Commerce2015 - 2019
Details
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