Finance professional with extensive experience in budgeting, forecasting, management reporting, profitability analysis and business intelligence across multi-site operations. I build reliable reporting from ERP and operational data and partner with leaders to turn financial results into action.
A combination of traditional FP&A discipline and hands-on data capability—from planning and profitability through SQL, Power BI and Excel automation.
Annual budgets, rolling forecasts, driver-based models, variance analysis, cash flow modeling and scenario planning.
Executive reporting, KPI development, operational performance analysis, AR aging and recurring leadership reporting.
Customer and SKU profitability, pricing scenarios, margin analysis and decision support for sales and operations.
Dashboards, DAX, SQL-based reporting, data validation and reconciliation across ERP and operational systems.
Advanced Excel/VBA, reusable financial models, reporting automation and controls that improve accuracy and cycle time.
SAP FI/CO, Dynamics 365 Business Central, Hyperion/Essbase, Cognos, PeopleSoft, Host Analytics, SOFTPAK and WasteWorks.
Partnered with CFO, accounting and operations on financial reporting, forecasts and operational analysis. Rebuilt reporting with SQL, Power BI, SOFTPAK, Business Central and WasteWorks; developed dashboards, baseline-versus-growth analysis and AR/operational reporting.
Built driver-based models, forecasts, management reports and dashboards using Excel, Power BI, SQL and ERP data; standardized recurring reporting and source-data reconciliation.
Built multi-year P&L and cash-flow models including IRR and NPV analysis; analyzed pricing and customer profitability and partnered with Sales on forecasts and performance reporting.
Forecasted global sales commissions and developed SQL/Excel validation tools to analyze performance by region and sales tier.
Supported 19 beverage manufacturing plants across an estimated $400M–$700M operating footprint with budgets, forecasts, variance analysis, plant dashboards, cost drivers, SKU profitability and margins.
Managed financial planning and variance analysis for budgets exceeding $120M and automated recurring reporting.
Outside of finance, Michael is the author of Elf Morning Habits, a book focused on building consistent daily habits, measuring progress and pursuing long-term goals. Its Excel-based tracking approach reflects the same emphasis on measurement, accountability and continuous improvement that runs through his professional work.
Michael is based in the San Francisco Bay Area and is interested in Finance Manager, FP&A Manager and related finance leadership opportunities.