Strategic Finance Executive
20+ years leading $1B+ revenue divisions in manufacturing and distribution. I close books fast, build the systems that make that possible, and give CEOs and boards the analysis they actually need.
Strategic finance leader who pairs deep financial rigor with hands-on systems modernization. Most finance executives at this level can read the numbers; I can also build the tools that produce them: Oracle ERP, Domo BI, Alteryx, Python, SQL.
That combination has paid off in PE-backed transformation work (Lacerta), Fortune 100 divisional finance (World Fuel), and Fortune 500 divisional controllership (Global Partners). The through-line: faster closes, cleaner data, and analysis that helps CEOs and boards make actual decisions.
I enjoy sharing what I know, and I am always interested in learning from others. If you would like to connect:
Sr. Manager, Finance & Strategy
Lacerta Group, LLC, Mansfield, MA
2021 - 2026
Sr. Finance Director, Finance Business Partner
World Fuel Services, Inc., Boston, MA
2018 - 2020
Divisional Controller & Financial Systems Process Manager
Global Partners LP, Waltham, MA
2013 - 2018
Senior Operational Accountant
Euro-Pro / SharkNinja, Needham, MA
2012 - 2013
Bachelor of Science in Finance — Auburn University (Harbert School of Business)
Advanced Learning Algorithms — DeepLearning.AI
Supervised Machine Learning: Regression and Classification — DeepLearning.AI
Improving Accuracy of LLM Applications — DeepLearning.AI
Databricks Fundamentals Accreditation
Alteryx Advanced Certified
Skills
Core financial disciplines honed across Fortune 100/500 divisional roles and PE-backed transformation work.
Full-cycle P&L responsibility at the divisional level, from long-range planning through variance analysis.
Annual sales budgets, quarterly reforecasts, and rolling long-range plans aligned to operating cadence.
Price, volume, and mix analysis; channel and format strategy; new-product pricing tooling.
Post-close finance integration — chart-of-accounts harmonization, reporting alignment, synergy tracking.
Monthly and quarterly close across 30+ operating sites with multi-entity consolidation.
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.
Hands-on module implementation (Oracle AFE at Global Partners) and daily operator across close and reporting.
Led the Lacerta Domo rollout; authored CEO/CFO dashboards and the self-service quoting app.
Workflow design for data prep, reconciliation, and recurring reporting — credential-backed.
Alternate BI stack — dashboarding, DAX, dataset modeling for cross-functional finance reporting.
Direct querying of ERP and warehouse tables for ad-hoc analysis and data validation.
Automation, data transformation, and recent hands-on work in ML through DeepLearning.AI coursework.
Financial Systems
Technical
A brief list of books that have added value to my professional life. Enjoy!
Learn practical and scientific pointers from Cole on how to make your presentations highly effective.
A reminder and a must read for any executive who thinks success is made at the top of the organization.
Not just about how to improve your Tennis game!
A sober takedown of "strategy" as empty sloganeering. Rumelt forces you to name the real problem before claiming you have a plan for it.
A must read for when you are looking to make a mark in your next role.
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.
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.
Led the Domo BI rollout end-to-end — architecture, data model, CEO/CFO executive dashboards, and a self-service quoting app that cut typical quote turnaround to under 48 hours.
Real-time visibility for the executive team, faster quote responses to customers, and a BI foundation the sales and operations teams continue to build on.
World Fuel Services (Fortune 100). Owned finance for a $1B+ revenue 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). Annual sales budgeting and quarterly forecasting relied on a large, manually-maintained spreadsheet process at the divisional level.
Automated the data-prep layer of the budget and forecast workflow using Alteryx and Excel-based models driven directly from ERP extracts — removing the hand-stitched reconciliation step.
Roughly 40% headcount reduction in the recurring budget/forecast workload via automation, with faster cycle time and fewer version-control errors.
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 full deployment of the Oracle AFE (Authorization for Expenditure) module — 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. Contributed to the same review discipline that surfaced a $740k tax recapture opportunity.
The blog is used to display my professional interests and curiosities. Thanks.
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.
Modern BI dashboards are great at surfacing trends. They're lousy at finding the one transaction that doesn't belong. Here's how we found $740k hiding in a fuel tax account.
