Growth Operators

Exciting times at Growth Operators! We’re thrilled to announce the launch of our Data & Analytics Practice, designed to empower clients with cutting-edge technology and insights. Our team is here to help you consolidate data from multiple sources into a single source of truth, streamline decision-making, and support your leadership teams—especially in highly acquisitive environments. By partnering with top technology vendors, we’re delivering cost-effective solutions that drive real value. Whether it’s traditional FP&A or advanced analytics, we’re ready to elevate your data strategy to the next level. Let’s connect and explore how we can support your growth!

Managing Director - Data & Analytics Practice Lead

At Growth Operators, I specialize in elevating financial processes for mid-market companies, ensuring their growth through best-in-class strategies. Over six plus years, I’ve partnered with over 50 diverse clients, across various industries, to refine their financial planning and analysis functions. My expertise lies in developing comprehensive pro-forma financial models, leading budget processes with adaptable models, and consolidating financial statements across complex business structures. 

I am dedicated to developing scalable and economical data integration solutions to fuel growth. My approach combines a deep understanding of diverse business operations with my technical expertise, enabling me to effectively transform complex business requirements into practical technical solutions.

Let's connect to explore how I can drive financial excellence for your organization.

Vice President

• Worked with 40 clients over 5 years ranging from startups to middle market private equity backed companies in a range of industries (constructions, transportation, medical device, tech, real estate, car washes, SaaS companies)
• Developed three statement pro-forma financial models (income statement, balance sheet, & cash flow)
• Lead the budget process and created driver based, plug and play budget models for many clients
• Consolidated and created financial statements for multi-entity businesses that spanned many ERP’s and charts of accounts
• Created reporting packages to meet the needs of banks, investors, and management 
• Implemented planning and reporting tools for clients of all sizes
• Successfully managed up to 12 clients at any given time balancing time and resources to meet the needs of all

Senior Director

Polaris Industries

•Spearheaded the creation of the Polaris Sales Portal, enhancing communication and information organization across multiple business units.
•Innovated two-way communication processes and tools, empowering the field sales team with vital information and a channel for feedback, influencing management decisions.
•Collaborated with sales team leaders to develop tailored tools and processes, optimizing dealer engagement strategies.
•Designed comprehensive dashboards to track sales, market share, and traffic, providing leadership with clear insights into performance metrics.
•Forged a partnership with merchandising to analyze seasonality trends, informing strategic planning in various business segments.
•Coordinated with dealer development to establish an elite dealer program, leveraging insights to assess financial impacts and scenario planning.

Lead Sales Analyst

TCF Bank

My positions was a short term analyst contract where I:
• Created an interest rate swap valuation tool
• Produced data validation tools
• Built a customer portfolio valuation  model
• Provided loan balance and risk sensitivity analyses

Senior Financial Analyst - Contractor

The Schwan Food Company

•Responsible for planning and forecasting $300M of selling and human resources expenses
•Increased wage and commission forecast accuracy by understanding historical trends and incorporating them into monthly forecasting
•Developed tools to measure and track new initiatives at macro and micro levels allowing leadership to make key decisions and the field to manage their efforts
•Partnered with sales leadership to develop the business case, overall plan, and implementation of a new customer acquisition strategy, presenting the risks and opportunities to all levels of management
•Partnered with senior leadership to develop new compensation strategies, providing analysis to clearly convey the potential financial benefit while taking into consideration the human capital risks
•Recruited as an integral player on a cross functional team to define a hypothesis as to why employee turnover is so high, then provided recommendations to the senior leadership team to improve the job

Senior Financial Analyst

Target

I supported Target's logistics team from a financial planning and analysis perspective. My responsibilities included:
•Prepared and presented to senior leadership business cases and NPV analyses for capital projects within logistics (including lease agreements, facilities mergers and moves, etc)
•Developed, analyzed, and communicated monthly results with distribution and finance leadership
•Created relationships with logistics clients, establishing partnerships with them on all major projects
•Partnered with clients to develop annual budgets, long term planning, and forecast results
•Partnered with business intelligence to implement new ad-hoc and reporting capabilities via SAP’s BPC, eliminating over 60 hours of work each month
•On boarded and mentored a new financial analyst by helping her understand financial processes and build relationships with business partners

Financial Analyst - Transportation Finance

In this role I supported Target’s private label buyers and marketing managers, providing them with reporting, analysis, and thought partnership. My duties and accomplishments in this role included:
•Provided owned brand marketing with financial insights during brand reinvention projects
•Provided inventory analysis when exiting or transitioning brands
•Reinvented owned brand reporting by reducing the complexity and effort required to produce, reducing monthly time commitment by 30 hours
•Transitioned and directed reporting duties with the Target India team

Lead Financial Planning Analyst - Merchandise Finance

Boston Scientific

In this role I partnered with business clients and developers to implement phase two of Boston Scientific’s Customer Relationship Management (CRM) software in the Cardiac Rhythm Management division. My duties and accomplishments included:
•Partnered with three different functional teams to gather requirements for 85 enhancements to Customer Relationship Management (CRM) software
•Wrote high level design documents for enhancements to CRM software
•Summarized and communicated design changes to management for approval
•Served as the liaison between the contracted developers and the end users

Business Systems Analyst

In this role I supported Target’s stock ledger, the system that calculates gross margin and ending inventory. I was responsible internal reporting, system enhancements, and ensuring data accuracy. My duties and accomplishments in this role include:
•Implemented process improvements for numerous weekly and monthly tasks in Excel and Access, making reporting less complex and more efficient
•Analyzed impact to affected clients when there were data errors
•Created, reviewed, and communicated requirements for data mart and Microstrategy implementation
•Lead the development of small business enhancement requests in the data warehouse and Hyperion Essbase cube

Accountant - Internal Financial Reporting

With a decade-long foundation in big-company finance and accounting roles, I've honed my expertise in driving financial strategy and implementing robust systems. Over the past six plus years, I've dedicated my focus to consulting, collaborating with startups to private equity-backed middle-market enterprises, igniting their growth trajectories through best-in-class FP&A processes and scalable systems.

My passion is deeply rooted in cultivating FP&A frameworks and fostering strategic business partnerships within the dynamic realm of middle-market expansion.

Let's connect to elevate your organization's financial strategy and drive sustainable growth.

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