Experienced analyst with deep knowledge of both the financial and operational side of emerging growth companies
Multi-company experience designing, implementing, and leading annual budgets and quarterly forecasts
Excel at conveying and implementing analytic findings around cost management & vendor efficiencies
Specialize in aggregating and structuring data from disparate sources in order to increase visibility throughout the
3 Year s + Cur r ently Consulting)
Inspirato is a leading luxury hospitality company that provides its 12,000+ members access to hundreds of curated vacation
options, delivered through an innovative club model to ensure service and certainty that affluent customers demand
Finance team member that works directly with CFO and VP of Finance for $200M+ revenue venture capital backed
Manage budgeting process for organization which includes 27 departments, 450 employees, and 500 property P&L's.
08/2011 to 02/2013
Joint Venture Accountant I & IIArchstone Properties Greenwood Village － Colorado
Booked monthly journal entries relating to distributions, impairments, dispositions, and acquisitions
Approved Vendor Project which provided targeted analysis and significant cost reduction on non-approved ex-
penditures within our portfolio
Served as a liaison between our joint venture partners, vendors, property accountants, and asset managers
Maintained direct interaction with upper management regarding property performance, analysis, and deviation.
01/2011 to 06/2011
Operations InternNAI Commercial Real Estate Services － Grand Rapids, Michigan
Partnered with prospective buyers to analyze which commercial units best served their company for route optimiza-
tion and distribution
Managed property profiles for large commercial units in order to create a custom database that helped address buyers
Generated presentable appraisals and reports for prospective buyers and sellers throughout the sales process.
Database administrator Revenue Accountant
for corporate performance management (CPM) software which serves as the primary data
mart for our financial, property, and vendor analysis
Consult with various department heads to create KPI's and benchmarks that will enable the ability to properly
evaluate the success of their teams' efforts
Leverage structured vendor profiles to create Tableau dashboards for vendor KPI's which helps monitor vendor and
Assisted in the design and implementation of a custom inventory management system & supply chain network.
Created transparent indexes which consolidated our vendor list and reduced property inventory confusion
Standardized lease terms which created a more demand driven variable expense as opposed to the standard fixed
The effort reduced fixed costs by 16% ($2.1M) which enabled the acquisition team to expand
and diversify our portfolio by 25% with minimal risk
Designed and implemented preferred appeasement process by leveraging spoiling inventory due to broken week
The initiative reduced appeasement spend by 35% ($600K) by empowering service members to
appease with spoiling inventory as opposed to cash refunds
Inspirato with American Express (Promoted to Analyst)
Created & maintained spreadsheet models to assist ETL processes for new sales, purchases, and recurring billings for
$180M revenue company
Designed automated sales commission model using custom SQL data aggregation, Prophix calculations, and Tableau
Reduced daily revenue and cash recognition process from an eight hour task to a 30 minute semi-automated proce-
dure with minimal oversight
Worked with BI, Tech, and service teams to identify process data holes and implemented fixes which reduced data
loss by 30% ($2M)
Identified, assessed, and quantified billing work arounds which under charged sales and recurring dues.
over $700k in lost revenue
initiative to create custom compensation plan for multiple departments in an effort to increase membership sales
and member retention.
Increased new member sales 20% ($4M) with the same sales force and lead generation budget
($20M) while also reducing attrition by 4%.
Education and Training
August 30, 2011
B.B.A: AccountingGrand Valley State University － Grand Rapids, MichiganAccounting 74 Dean's List Fall 2008 - Winter 2011 º Grand Valley State University Baseball º Beta Alpha Psi (GV SU Chapter)