Strategic finance professional with experience in R&D financial
planning, infrastructure economics and financial modeling, including FP&A ownership
of a $1.3B technology OpEx portfolio. I also build software and
AI-assisted workflows, combining financial analysis with a practical interest in
technology.
Experience
Rippling
Nov 2026 – Present
Strategic Finance Senior Associate, R&D
Finance partner to the R&D organization, owning the financial models
behind infrastructure spend as the product portfolio moves into lines with different
cost structures and pricing constructs.
Own bottoms-up infrastructure forecasts and actuals tracking, translating
cost drivers into narratives Engineering and Product leadership act on.
Develop unit cost frameworks for product lines operating outside the current
pricing model, including cost attribution and margin structure for AI-native
product experiences.
Partner with Engineering on infrastructure investment decisions and cost efficiency,
and establish month-end reporting processes with Accounting.
Sole FP&A owner for Business Technology & Transformation, a
$1.3B annual OpEx portfolio spanning headcount and non-headcount spend
across cloud, data infrastructure, SRE and AI compute.
Owned the full planning and reporting cycle: annual operating plan, 18-month rolling
forecast, monthly reforecast, and budget versus actuals.
Built the AI compute unit economics model establishing roughly $2 to $3 of
supporting infrastructure cost per $1 of direct LLM spend, and identified utilization
as the primary risk driver in build-versus-rent decisions.
Built the seat-level usage model that let Procurement commit to forecasted
consumption in a vendor contract negotiation, securing a 12% discount.
Replaced recurring manual analysis with governed Snowflake pipelines and
automated SQL, plus the Tableau and Streamlit layer engineering leaders use for
self-service visibility into spend against budget.
Owned headcount planning and fully loaded run-rate builds by job profile and
position: salary, sign-on, bonus and fringe.
Edrington
Jun 2023 – Sep 2024
Financial Analyst, FP&A
Modeled revenue, margin, pricing and volume assumptions across the commercial
portfolio, with scenario and sensitivity analysis on pricing strategy.
Supported operating cash flow and working capital analysis, including vendor payment
timing and balance sheet drivers.
Built a real-time Power BI tracker integrating shipments, actuals and open
orders for live revenue and fulfillment visibility.
Owned full-cycle and project cost accounting for multi-year developments, including
capitalization, cost-to-complete tracking and US GAAP financial statements.
Partnered with project managers on budgeting, forecasting and cash flow planning,
and with FP&A on variance analysis.
AI Engineering & Enablement
FP&Ai Weekly Stand Up
Internal program · founded and run by me
Recurring program getting an FP&A team onto agentic tooling: Claude Code extensions
in Cursor, MCP server setup from the terminal, and governed Snowflake connections so
analysts pull data through Claude instead of rebuilding variance waterfalls by hand.
Finance Agent Skill Library
Internal · YAML + Markdown · 5 skills
Invokable skills encoding run-rate builds, budget template QA, Snowflake variance, ROI
cases and post-investment lookback. Each is invoked by name and turns a single prompt
into a formatted analysis, without the analyst writing any code.
ROI Calculation Engine
Internal · Python, type-hinted
Shares a constants file and input contract with a parallel JavaScript engine, with
numerical parity enforced by golden-fixture tests. Unsupported inputs raise rather than
silently returning a different number than the web app.
Finance Chat API · Team MCP Servers
Internal · FastAPI, Anthropic SDK, Snowflake
A service answering finance questions against the warehouse, with prompt, scope and
routing in separate modules, plus MCP servers exposing governed finance data to AI
agents.
Stock analysis progressive web app. Eight ratios and a plain-English grade for any US
stock, benchmarked against its own sector rather than the whole market. No login.
Finds the flights that bring a group from different cities into one airport together, and
prices what that closeness costs. 578 checks across 12 suites; the optimizer's objective
is priced in stated units after measurement found it overpaying $387 to buy 45 minutes.
Technical Skills
AI Development
Claude Code (primary development environment,
daily), Cursor, agent skill authoring (YAML + Markdown), MCP server development, prompt
design, output evaluation and quality gating
Python
Streamlit, FastAPI, pandas, numpy, plotly, Anthropic
SDK, snowflake-connector-python, type hints, test suites, shared engine modules,
caching
SQL & Data
Advanced SQL (CTEs, window functions),
Snowflake, governed data extraction, data definitions and refresh contracts
Financial modeling, driver-based forecasting, OpEx
and headcount planning, unit economics, ROI and payback analysis, revenue and margin
modeling, US GAAP, R&D capitalization
Certifications & Education
CPA Candidate — 3 of 4 sections passed (FAR, REG, ISC).
AUD scheduled November 2026, licensure expected Q1 2027.
West Virginia University — John Chambers College of Business
& Economics. B.S. Accounting, May 2019. GPA 3.85.