Devon Park

Own monthly FP&A and variance analysis for a 6-company portfolio (~$480M combined revenue); cut unexplained opex variance by 31% by rebuilding contribution and fee bridges. Build rolling 12-month driver-based forecasts with portfolio CFOs; landed forecast accuracy within ±3.5% for five consecutive quarters. Produce quarterly board packs (P&L bridges, cash runway, KPI scorecards) used in LP updates; shortened pack cycle from 8 to 4 business days. Automate weekly portfolio cash and EBITDA dashboard in Power BI + Excel, saving ~5 analyst hours per week across the deal team. Partner with operating partners on annual planning; modeled headcount, pricing, and working-capital scenarios for two add-on diligence packs.

Supported monthly close for a 42-store specialty retail banner; reconciled inventory reserves and COGS accruals, helping move close from T+8 to T+5. Built SKU- and category-level margin analysis covering ~18k active SKUs; flagged $2.1M of underperforming assortment for merchandising action. Owned inventory reserve model refresh each quarter; tightened aged-stock provisions and reduced reserve surprises vs. prior-year audits by ~40%. Prepared weekly flash P&L and store contribution packs for regional VPs; standardized templates adopted by three new store finance hires. Assisted year-end audit with flux analysis and supporting schedules for external auditors across inventory and deferred reveil Groupnue.

Built peer-comparable valuation and LBO case packs for club pitch competitions; contributed to a regional finals placement (Top 5 of 28 teams). Maintained Excel models for club budget (~$45k annual) and event ROI tracking; improved spend visibility for executive board reviews. Led workshops on three-statement modeling and variance analysis for 40+ members each semester. Sourced and cleaned public-company filings for industry briefs on Midwest consumer and industrial names used in weekly meetings.

Minor in Economics; Dean’s List (6 semesters); CFA Level I candidate