Resume
Operating executive who builds and rebuilds finance, data, and operations functions in businesses going through major change —
a $400M enterprise fleet organization, a venture-backed startup taken from concept to launch as acting CFO,
and a $1B PE-backed CPG carve-out rebuilding its backend after spin-off. Takes cost out,
stands up the systems a business runs on, and builds the models investors and boards trust.
P&L & Budget Ownership
Cost Transformation
PE-Backed & Investor-Facing
ERP & Systems Implementation
Team Building
Forecasting & AI Strategy
Experience
Bayesian Consulting
July 2022 – Present
Founder & Principal — Transformation & Analytics Advisory
Current engagement: $1B PE-backed CPG carve-out · Reports to VP of Transformation · Advises CIO, CEO, COO
- Brought in after the spin-off to connect the sales-to-production data chain behind a profit-to-serve model, working alongside a lean team rebuilding the company's backend systems
- Roadmapped the move from a loosely structured data lake to a proper dimensional warehouse with ETL, alerting, and reporting layers — after interviewing IT, finance, operations, procurement, logistics, and sales on what they actually needed
- Vetted and onboarded the larger consulting firms handling implementation, reviewing their scope, quality, and deliverables — and separating AI sales pitches from what the research actually supports
- Rebuilding demand forecasting as an automated process on modern models with external signals; added customer clustering and mapping
- Advised the CIO on team direction and on a build-vs-buy strategy that favors AI tooling and specialists over platform lock-in
- Earlier engagements: the financial-impact model behind a $5M pre-revenue seed raise, and seasonal revenue research for a Michelin-starred Miami restaurant group, presented to the owners and leadership team
Apogee Travel
Aug 2022 – June 2026
Vice President of Finance & Analytics — Acting CFO
Venture-backed startup, concept to launch · Reported to CEO · Owned accounting, finance, budget, analytics
- Ran finance as acting CFO (the CFO-of-record was engaged quarterly, not day-to-day) — built the function from nothing: NetSuite, in-house cash reconciliation across the transaction system, ERP, and banks, and the analytics and reporting the launch ran on
- Built the financial model, assumptions, forecasts, and data room behind $15M in angel and seed funding across two rounds, including a $10M round — and walked investors through it directly when they wanted to kick the tires
- Built the statistical model validating the business concept — distributions, regressions, a zero-truncated Poisson simulation, nothing black-box — which the CEO took to a Columbia statistics professor for independent sign-off; investors used the interactive version to forecast performance, and sales used it to show prospective customers the impact
- Implemented NetSuite ERP and CRM, fully integrated with banking, in six months with Deloitte as implementation partner; negotiated ~$200K off the three-year renewal
- Set up restricted-cash controls with PNC for donated inventory; built the zero-based budget and the macroeconomic and advertising-return models behind ~$300K in spend
Pike Corporation
Feb 2020 – July 2022
Director of Fleet Systems & Analytics
$350–400M annual fleet budget · 12,000+ units · 5 direct reports + 5-person dedicated IT team · Reported to SVP Special Projects
- Cut fleet cost from ~22% to ~16% of company revenue — automated budgeting, reporting, and alerting; an inventory clearinghouse worth $100K a month; and consolidation of multiple systems onto one platform
- Conceived and launched a repair application across every garage and the primary supplier, rebuilding a $50M-a-year function for 2,000–3,000 field users; two years in, the garages said they couldn't run without it
- Built the fleet analytics and systems team from scratch — hired analysts, managers, and clerks, and got fleet its own dedicated IT team; represented fleet as business lead on the enterprise data warehouse
- Moved fleet off Access databases onto Fleetwave and implemented Oracle Inventory as tools shifted from expensed to capitalized
- Put the first automated regression and tree models into production — repair accrual (~20% less error, close four days faster), first-pass budgets ahead of human review, and predictive maintenance alerts
- Moved fleet data entry to mobile forms, clearing a three-month backlog and cutting error rates 98%
Pike Corporation
Oct 2015 – Feb 2020
Finance & Data Analyst → Special Projects
Fleet (~$350M) and special projects (~$50M) · Reported to Director of Finance, SVP Special Projects, and CFO
- Built the financial and operational model for a $1B, five-year utility contract bid; Pike won the largest share of the work, and the first six months came in close to plan
- Built the revenue estimates behind an ~$836M debt offering, which closed
- Product owner for a $3M telematics integration pulling 12+ sources — internal models, telematics, HERE location data, utility connections, vehicle-vendor equipment — into structured analytics for 5,000+ units; operations used it to see where thousands of crews were and how their time was spent; co-inventor on the resulting patent
- Ran the budget for a $200M business unit using algorithmic forecasting; directed offshore resources and a geospatial analyst
Education
Johns Hopkins University
M.S. Applied & Computational Mathematics
May 2026
Wake Forest University
Master of Business Administration
Belmont Abbey College
B.A. Business Management
Quantitative Methods
- Machine Learning & ML Theory
- Large Language Models & Applied AI
- Bayesian & Frequentist Statistics
- Network Theory
- Linear Programming & Financial Optimization
- Monte Carlo Simulation
- Time-Series Forecasting
- Regression & Tree-Based Models
Tooling
R · Shiny · Snowflake · Alteryx · Power BI · NetSuite · Oracle
