Oxford Financial Group, Ltd.

Senior Financial Analyst - Strategic Finance & Business Insights

Dotdash

As a member of the Financial Review board,  I review Financial articles for Investopedia.com and thebalance.com for accuracy. Topics include: accounting, business planning, investing, personal finance, debt, insurance, FP&A, financial modeling, etc.

Since I started, I have reviewed 1100+ articles.

Financial Review Board Member

IUPUI

Adjunct Faculty in the Music and Arts Technology Department.  Currently teach Saxophone lesson, Music Theory, and Hip Hop: Music and Culture.

Adjunct Instructor

Verista, Inc.

Senior FP&A Analyst

airCFO

Financial Advisory Manager

Perkins & Co

As a Financial Analyst in the Business Transition and Succession Department, I create robust corporate financial model to support and advise business owners on how to transition their company and their lives to the next phase.

Financial Analyst

OneBook

As the Finance Manager, I owned the Financial Planning and Accounting processes for OneBook, to ensure proper reporting and forecasting. I worked with the Finance Team to ensure the Financial Reports, Models, & Projections are accurate, meaningful, and actionable; Helping to support the powerful story of OneBook to investors.

This includes cleaning data, analysis, visualization, and presentation of findings to the executive team.

Finance Manager

Worked with the Finance team to build, maintain, and visualize financial models to pitch to investors.

Horizon Planning Group

Working with Businesses and Business Owners to discover how to #BeUncommon.

Director of Training, Financial Advisor

Auralex Acoustics

Managed and Oversaw Residential Market Sales in the United States.
Home Theater and Listening Room Design and Project Management.

Residential Sales Manager

Dedicated Finance Leader | FP&A | Strategic Finance | Business Partnering

I am a strategic finance leader, with startup experience; excel at distilling complex financial subjects into easy to digest chunks and providing actionable insights to create lasting value. I am a skilled business partner who believes that the finance function works best when it is integrated throughout the company, from the Board Level down to the Interns. 

I have lived in Carmel, Indiana, for 11 years with my wife and two daughters. We enjoy traveling and experiencing different cultures. I also teach Saxophone and General Music courses at IUPUI in the Music & Arts Technology Department.

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