Finance Business Partner · Data Tech Track
20+ years of finance and accounting experience, with a consistent data tech track running alongside it the entire way — Oracle ERP, Domo, Alteryx, SQL, Python, Claude Code.
Finance and accounting for 20+ years, with a data tech track running alongside it the entire way. The track started with ProClarity and MDX in 2008, then Tableau (v4, 2009), then Alteryx (v10, 2016), and most recently SQL, Python, AWS, and Claude Code.
That combination has played out in PE-backed transformation (Lacerta, food packaging), Fortune 100 divisional finance (World Fuel Services, oil and gas), and Fortune 500 divisional controllership (Global Partners). The through-line: the accounting foundation is what makes the analytics trustworthy.
I enjoy sharing what I know, and I am always interested in learning from others. If you would like to connect:
Sr. Manager, Commercial Finance
Lacerta Group, LLC, Mansfield, MA
2021 - 2026
Sr. Finance Director, Finance Business Partner — Central N.A. Land
World Fuel Services, Inc., Boston, MA & Overland Park, KS
2018 - 2020
Divisional Controller — Inventory & Operational Accounting
Global Partners LP, Waltham, MA
2013 - 2018
Senior Operational Accountant
Euro-Pro Operating Co. (now SharkNinja, LLC), Newton, MA
2012 - 2013
Before the roles above, the finance and accounting career started in 1998. The data tech track joined a decade later — ProClarity and MDX in 2008, Tableau v4 in 2009, Alteryx v10 in 2016 — and every reporting environment I've built since has lived inside a finance role, not outside it.
Bob, circa 1998.
Alteryx Advanced Certified
Bachelor of Science in Finance — Auburn University (Harbert School of Business)
Databricks Fundamentals Accreditation
Advanced Learning Algorithms — DeepLearning.AI
Improving Accuracy of LLM Applications — DeepLearning.AI
Supervised Machine Learning: Regression and Classification — DeepLearning.AI
Skills
Core financial disciplines honed across Fortune 100/500 divisional roles and PE-backed transformation work.
Multi-entity close, GAAP reporting, balance-sheet integrity, and internal controls across 30+ operating sites.
Pricing logic, quoting tools, customer profitability (RFM, churn), and rebate-program governance — including a $10MM+ annual rebate program.
FP&A, long-range planning, budgeting, forecasting, executive decision support, and capex planning at the divisional level.
Forecasting, scenario and sensitivity analysis, ROI evaluation, and business cases for senior leadership and PE sponsors.
Inventory, receivables, and capex stewardship — including ~$20M/year in retail dealer financing at World Fuel.
The differentiator: I build the tools that produce the numbers, not just read them.
Workflow design for data prep, reconciliation, and recurring reporting — credential-backed.
Used as a development partner on the Lacerta quoting app and on the public ClaudeCodeConfigurator CLI.
Led the Lacerta Domo rollout from scratch; authored CEO/CFO dashboards and the self-service quoting app.
Hands-on module implementation (Project Costing / AFE at Global Partners) and daily operator across close and reporting.
Alternate BI stacks — dashboarding, DAX, dataset modeling for cross-functional finance reporting. Tableau adopter since v4 (2009).
Direct querying of ERP and warehouse tables; automation, data transformation, and ML coursework through DeepLearning.AI.
AI & Modern Tooling
BI & Visualization
CRM & Automation
ERP & Financial Systems
Languages & Data
A brief list of books that have added value to my professional life. Enjoy!
A sober takedown of "strategy" as empty sloganeering. Rumelt forces you to name the real problem before claiming you have a plan for it.
Not just about how to improve your Tennis game!
A reminder that your worst work day is nothing compared to what some have endured and lived to tell about it. A powerful true story account of how your mental state (and a lot of luck) can help you overcome the worst of what this world can throw your way.
A reminder and a must read for any executive who thinks success is made at the top of the organization.
A must read for when you are looking to make a mark in your next role.
Learn practical and scientific pointers from Cole on how to make your presentations highly effective.
Where strategic financial leadership meets hands-on systems work. Each of these shipped, with measurable outcomes.
Lacerta Group (PE-backed, S.K. Capital). Finance, planning, and sales ops lacked a unified reporting layer; CEO and CFO were triangulating across spreadsheets. Source systems were QuickBooks on-prem, E2 (job-shop manufacturing), and Delmia Works (Oracle Cloud).
Led the Domo BI rollout end-to-end — architecture, data model, CEO/CFO executive dashboards, source-system integration, and a self-service quoting app built with Claude Code as a development partner.
Real-time visibility for the executive team, quote turnaround cut to under 48 hours, and a BI foundation the sales and operations teams continue to build on. Day-to-day ownership migrated to IT once the platform was stable.
Lacerta Group. A $10MM+ annual customer rebate program had grown without a structured tracking layer — leakage was hard to spot and true net-of-rebate customer profitability was invisible at the account level.
Designed and implemented a tracking process for the rebate program inside the Domo environment — pricing leakage captured, accruals reconciled, and customer profitability surfaced net of rebates.
True net-of-rebate margin visibility per customer, structured accrual cadence, and a clearer view of which accounts were actually profitable once rebate economics were applied.
World Fuel Services (Fortune 100, NYSE: INT). Owned finance for a ~$1B revenue division — largest of three in the N.A. Land segment — spanning Retail, Wholesale, and Commercial channels with distinct pricing dynamics.
A channel-mix and format-expansion framework that tied price, volume, and mix analysis to strategic pricing decisions — reviewed monthly with senior leadership.
Clearer revenue attribution across channels, informed format-expansion decisions, and a repeatable process for evaluating pricing changes against mix shifts.
Global Partners LP (Fortune 500). The inventory accounting function reconciled 3.5M barrels across 30+ physical and in-transit locations — historically resource-heavy and prone to month-end churn.
Re-engineered the inventory accounting department — systems work (VBA-automated daily hedged-inventory and mark-to-market reporting), staffing changes, and process redesign for reconciliations and month-end close.
40% headcount reduction in the inventory department while improving GAAP accuracy. Faster, cleaner close cycle without losing reconciliation discipline.
Global Partners LP. Capital expenditure approval and tracking needed a formal system of record tied to the ERP — replacing a patchwork of memos, spreadsheets, and email chains.
Led the end-to-end deployment of the Oracle Project Costing module for AFE (Authorization for Expenditure) projects — requirements, configuration, data migration, rollout, and training for stakeholders across finance and operations.
Traceable capex approval workflow across 30+ operating sites, tied directly to the ERP. The same review discipline contributed to surfacing the $840K harbor maintenance tax recapture opportunity.
Setting up Claude Code well for a new project — CLAUDE.md, hooks, subagents, skills, MCP configuration — is a lot of moving parts. Most users either skip the setup or copy-paste from a colleague's project.
A public, MIT-licensed Python CLI on GitHub. Scaffolds Claude Code projects from an interactive intake: CLAUDE.md, .claude/settings.json, safety hooks (block dangerous bash, scan for secrets), subagents, skills, and optional .mcp.json. Includes token-efficiency presets and a modular template system.
Released and actively maintained at github.com/tigers1997/ClaudeCodeConfigurator. Lowers the on-ramp for finance and analytics teams trying Claude Code without an engineering background.
The blog is used to display my professional interests and curiosities. Thanks.
For anyone interested in using AI in finance and accounting workflows, Anthropic's public finance-skills repo is a good starting point — the goals, rules, formulas, and context behind each skill are all out in the open.
For those looking to use AI on their resume without the bloat, generic filler, or hallucinated facts — here's the approach I'm using. It starts with a ground-truth document.
At Lacerta, the bill of materials had grown organically for years with no governance. Before we could build useful analytics, we had to fix the foundation. What that process actually looks like.
We replaced a sprawling Excel-based reporting layer with Domo at Lacerta. The technology part was straightforward. The organizational part was not. What I'd tell anyone about to do the same thing.
