Managing Director, Finance at E78 Partners
Location: Austin, Texas, United States
Top Skills
- Strategic Data Leverage
- Process Improvement
- Business Intelligence
- Financial Systems Design and Implementation
- Data Analysis and Reporting
- Adaptive Insights Modeling
- Cross-Functional and Cross-Departmental Leadership
- Mentorship
- Variance Analysis
- Balance Sheets Optimization
- Budgeting and Forecasting
- Financial Process Design
- Essbase and SQL Data Design
- Financial Reporting
- Pricing and Marketing Analytics
- Project Management
- Fulfillment Process Design
- Sales and Compensation Policy Development
- Dashboard Development and Metrics Reporting
Recent or Notable Roles
- Managing Director at E78 Partners (January 2023 – Present): Leads consulting teams specializing in product management, pricing, marketing analytics, and financial systems.
- Managing Director, Adaptive Services at E78 Partners (January 2021 – December 2022): Focused on Adaptive Insights implementation, integration, and optimization.
- Partner at 9Gauge, an E78 Partners Company (April 2016 – December 2020): Held various leadership roles, including Practice Leader for Adaptive Services, overseeing financial reporting and business intelligence initiatives.
- Finance Process Leader at Dun & Bradstreet (January 2008 – July 2010): Led process improvements and cross-functional strategic projects within the finance department.
- Senior Business Analyst at Fidelity Investments (January 2006 – September 2006): Supported internal services group through MBO initiatives and budgeting processes.
Expertise
- Strategic data leverage
- Business intelligence and financial systems optimization
- Cross-functional leadership and mentorship
- Adaptive Insights modeling and implementation
- Process improvement and idea generation
Education
He earned a BS in Mechanical Engineering from The University of Texas at Austin and an MBA in Operations, Finance, and Information Management from Texas McCombs School of Business.
Accomplishments
- Successfully led financial and operational transformations for high-growth organizations, including the implementation of
- Adaptive Insights for scalable financial planning and analysis.
- Played a pivotal role in the acquisition and integration of 9Gauge by E78 Partners, expanding the firm’s services across private equity and venture capital markets.
- Delivered innovative solutions in data design and reporting, enhancing decision-making through advanced business intelligence systems and actionable insights.
- Spearheaded process improvements in finance and operations at Dun & Bradstreet and Fidelity Investments, resulting in measurable efficiency gains.
- Recognized for exceptional leadership and strategic impact, with a track record of empowering teams and driving cross-functional alignment for long-term success.
Interests
- Mentoring professionals
- Exploring innovative financial strategies
- Process improvement
- Leveraging data for strategic insights
- Fostering collaboration across diverse teams
