Transforming Finance and Business through AI and Data
ABOUT ME
I'm a husband, father of four, dog owner, and lifelong learner who’s passionate about Finance, AI, and transformation. With over 25 years of experience across consulting and corporate roles, I've helped clients modernize their Finance functions through data, automation, and AI. Whether I'm mentoring finance leaders, solving complex business challenges, or building LEGO creations with my kids, I bring curiosity and strategic thinking into everything I do.I am passionate about solving business problems and working on projects that blend technology with real business impact and value. My career has taken me from day to day hands-on business work to financial systems work to leading global transformation programs for some of the world’s most well-known brands. Now, I'm focused on the future of Finance—driven by value creation, AI, automation, and insights.
WORK
As a Managing Director at Deloitte Consulting, I have led enterprise-wide Finance modernization initiatives, aligning operating models, data, and systems to long-term strategic goals. I’ve built and deployed AI/ML solutions that improved forecasting accuracy to 98–99.9%, created predictive models for product insights and marketing campaign decisions, and designed finance data platforms that integrate seamlessly with ERP and EPM systems.I now work with companies at all stages of their transformation journey—offering guidance, strategy, and hands-on leadership to unlock the power of data, AI, automation, and intelligent platforms.
CAPABILITIES
• Finance Modernization & Operating Model Design
• Predictive Modeling & Forecasting (FP&A, Product, Marketing)
• AI & GenAI for Finance
• ERP/EPM Integration (e.g., Oracle, Workday, Anaplan, OneStream)
• Program Governance & Change Leadership
• Data Architecture & Analytics (Databricks, Snowflake, PowerBI, Tableau, Oracle)
• Strategic Business Planning & Advisor
EXPERIENCE
• 25+ years of Experience across Finance, Consulting, and Transformation
• Client work across Tech, Media, Gaming, Retail, and Consumer Products
• Built AI capabilities tools used by Finance, Marketing, and Operations
• Speaker and contributor to leading Finance publications, speaking forums and conferences
PUBLICATIONS & THOUGHT LEADERSHIP
• “Why CFOs Should Have Artificial Intelligence on Their Minds” — CFO Insights
• “Getting Smart About Integrating AI Technology” — Wall Street CFO Journal
• Co-author, Deloitte “Crunch Time” Finance Series: Article 7 and Contributor to Articles 6, 8, 10, 12