Senior Director Analyst advising CFOs and FP&A leaders on transforming planning, budgeting, and forecasting using modern financial planning technologies. I help clients improve forecast accuracy and agility, design scalable planning processes, and select and implement best-fit FP&A platforms. I provide research, inquiry, and presentations on vendor landscape trends, process best practices, governance models, and adoption strategies for enterprise planning initiatives.
Former Deloitte Partner and KPMG Director with 20+ years leading multi-country FP&A EPM transformations, planning system implementations, and vendor selections across banking, insurance, mining, and consumer industries. Built and scaled delivery teams, executed global planning programs, and guided clients through finance technology modernization including OneStream, Anaplan, and other Vendors.
Deloitte, Partner, 6 years
KPMG, Director, 10 years
Financial Planning, Data and Analytics
Technology and AI ROI
Finance Process Excellence and Automation
MBA
B.Com (Honors)
B.Com
Planning (LRP, IBP, etc.); Scenario planning, Rolling forecasting & forecast strategy; Driver-based & Zero based budgeting; FP&A planning & budgeting; FPS market coverage