Senior Director, Financial Planning & Analysis · Atlanta & Nashville
Finance that moves the business forward.
I'm a strategic finance and business transformation leader with more than 15 years of experience across FP&A, business intelligence, and operational performance in fintech, business services, and SaaS. I serve as a trusted advisor to executive leadership, directing enterprise budgeting, forecasting, and workforce planning for a $300M operating expense portfolio that spans six business units, 45 cost centers, and 700+ positions. I translate complex financial and operational data into recommendations leaders can act on, build financial frameworks that scale, and lead cross-functional transformation that lasts. That work has delivered more than $15M in cumulative cost savings.
Statement of impact
The portfolio I lead, and what it has returned.
Scope · current roleFull operating expense ownership for a major line of business at an S&P 500 fintech company.
- Operating expense portfolioBudget, forecast, scenario planning$300M
- Business unitsSales, Marketing, Operations, G&A6
- Cost centersGoverned under one framework45
- Positions in workforce planOrganizational and headcount planning700+
- Annual savings contributedCross-functional transformation initiatives$10M+
- Cumulative cost savingsAcross career, including $5M at Aspect Software$15M+
How I lead
A finance partner who turns numbers into decisions.
My path runs from customer operations analytics at T-Mobile to owning a $300M expense portfolio at Corpay. That range shapes how I work with operations leaders, executives, and my own team.
Translate data into direction
Fifteen years in BI and FP&A taught me that a dashboard only matters when it changes a decision. I build reporting that leaders actually use.
Build frameworks that scale
The governance and reporting processes I built as Director now run across the full enterprise portfolio I oversee as Senior Director.
Develop the next bench
I lead and grow a team of finance professionals and mentor students in fintech at UGA's Terry College of Business.
Experience
From frontline analytics to the finance seat at the executive table.
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Aug 2023 – Present
CurrentSenior Director, Financial Planning & Analysis
Corpay · Atlanta, GA
- Own full P&L expense management for Corpay's U.S. Vehicle Payments line of business — one of the company's largest and most profitable segments — directing budgeting, forecasting, workforce planning, financial modeling, scenario planning, and executive reporting for a $300 million operating expense portfolio supporting more than 700 positions across six business units.
- Lead and develop a team of three finance professionals — a Senior Manager and two Senior Analysts — serving as a trusted advisor to executive leadership on financial strategy, organizational planning, and business performance.
- Partner with GMs, SVPs, and executive leadership across Sales, Marketing, Operations, and G&A to improve financial performance, operational effectiveness, and enterprise decision-making.
- Partner closely with Accounting on the month-end and quarter-end close process, including invoice submissions, accrual calculations, and account reconciliations.
- Drive enterprise finance transformation by designing scalable Power BI dashboards, KPI scorecards, governance frameworks, and automated reporting solutions that improve visibility into financial and operational performance.
- Lead cross-functional initiatives spanning Finance, Operations, Technology, HR, Payroll, and Customer Experience to simplify complex processes, strengthen financial governance, and optimize workforce planning — contributing more than $10 million in annual savings.
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Aug 2021 – Aug 2023
Director, Financial Planning & Analysis
Corpay · Atlanta, GA
- Directed budgeting, forecasting, and workforce planning for a smaller portfolio of business units within the broader G&A and Operations organization following my return to Corpay.
- Built and refined the core financial reporting and governance processes that were later scaled across the full enterprise portfolio now overseen as Senior Director.
- Partnered with business unit leaders to improve budget accuracy and strengthen spend discipline, laying the operational and analytical foundation for promotion to Senior Director.
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Mar 2020 – Aug 2021
Program Manager, Paid Programs
Asurion · Nashville, TN
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- Managed all incentive programs for the customer service organization from design through execution, building each program from the ground up.
- Partnered closely with FP&A to ensure programs operated within budget; used SQL and Power BI to track incentive payouts, earnings, and the underlying metrics driving cost fluctuations, such as cost per call.
- Presented program performance to managers and directors, continuously adjusted program design to control spend, and created training documentation to support program rollout.
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Aug 2018 – Mar 2020
Senior Analyst
Corpay · Nashville, TN
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- Supported the Customer Service organization with call center analytics, building Power BI and Salesforce dashboards to track Voice of Customer, Net Promoter Score, and other key performance indicators.
- Owned the end-to-end incentive program, including calculating quarterly incentive payouts and submitting them to payroll.
- Analytical work fed directly into broader financial reporting processes, building the foundation for transition into Corpay's FP&A organization.
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2016 – 2018
Data Analyst
Aspect Software · Nashville, TN
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- Partnered with executive leadership to elevate customer experience, operational performance, and organizational effectiveness through business intelligence, quality analytics, and process improvement.
- Founded the organization's CARE Quality Program, establishing standardized quality evaluation criteria and strengthening operational consistency across customer support organizations.
- Designed executive dashboards and analytical frameworks that surfaced operational trends and informed strategic business decisions.
- Led knowledge management and technology adoption initiatives — authoring product support guides, release documentation, and operational procedures — and supported offshore operational transitions that contributed approximately $5 million in organizational savings.
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2008 – 2016
Data Analyst
T-Mobile · Nashville, TN
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- Drove operational excellence through business intelligence, quality analytics, and customer experience measurement across multiple customer operations sites.
- Built executive dashboards and reporting frameworks that gave leadership visibility into performance, customer experience, and continuous improvement opportunities.
- Partnered with operational leaders to analyze quality performance and identify process improvements that enhanced customer experience and operational efficiency.
- Built a foundation in root cause analysis, performance management, and executive communication that continues to shape a strategic, data-driven approach to finance leadership.
Perspectives
What I believe about the work.
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01Workforce Planning
Beyond the Headcount
Effective workforce planning isn't about counting positions. It's about aligning talent investments with business strategy.
Managing workforce planning across 700+ positions has reinforced my belief that accuracy requires more than reconciling headcount reports. It demands strong partnerships between Finance, HR, and operational leaders, supported by consistent data, clear assumptions, and accountability. The most effective workforce plans connect staffing decisions to productivity, organizational capacity, and long-term financial performance.
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02Business Intelligence
Turning Data Into Decisions
A dashboard's value isn't measured by how much information it displays, but by the decisions it helps leaders make.
My approach to financial analytics is rooted in translating complex data into actionable business intelligence. Whether developing Power BI dashboards or establishing operational KPIs, I believe the objective is to move leaders beyond reviewing historical results toward understanding performance drivers, identifying emerging risks, and taking informed action. Technology enables visibility, but meaningful business impact comes from turning insight into execution.
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03Strategic Cost Optimization
Creating Sustainable Value
The most effective cost optimization strategies don't simply reduce expenses. They fundamentally improve how an organization operates.
Identifying approximately $10 million in annualized savings reinforced an important leadership principle: sustainable financial improvement requires challenging established operating models, not just reducing budgets. By evaluating resource allocation, operational efficiency, and business priorities, Finance can help organizations eliminate inefficiencies while preserving critical capabilities. I believe the strongest finance leaders balance cost discipline with strategic investment to create lasting enterprise value.
Expertise
Where I add the most value.
Financial leadership
- Enterprise FP&A and financial strategy
- Budgeting, forecasting and modeling
- Cost optimization and expense management
- Executive reporting and governance
Transformation
- Business transformation leadership
- Workforce and organizational planning
- Process redesign and automation
- Executive and cross-functional partnership
- Team leadership and development
Analytics & systems
- Power BI
- Planful
- Dynamics 365
- ServiceNow
- SQL
- Advanced Excel
- Salesforce
Education & affiliations
Grounded, and giving back.
Education · 2008
B.S., Communications
Tennessee State University, Nashville, TN
Mentorship
FinTech Mentor
University of Georgia, Terry College of Business
Scholarship
Ronald E. McNair Scholar
University of Tennessee, Knoxville
Contact
Let's connect.
I enjoy connecting with fellow finance leaders, students exploring careers in fintech, and anyone interested in FP&A and business transformation.