Experienced finance professional
Education
BS from Cornell University
Work Experience
Consultant at Independent Consultant
Mar 2019 – present
Independent consultant. Work with companies in a variety of capacities: industry research, corporate strategy, financial planning & analysis, balance sheet management, capital markets and M&A
FP&A Lead at Wayfair
May 2021 – Jul 2022
Led multiple FP&A workstreams, including headcount forecast and planning, monthly and LRP modeling, equity compensation forecast and analysis, and various data visualization projects
Strategic Finance at ServiceNow
Sep 2020 – Dec 2020
Led strategic initiatives across Customer Outcomes and Training divisions of ServiceNow, including 3-year long range plan, 2021 budgeting, HR transformation initiatives, and new re-seller program
CFO at Fixt Technologies
Jun 2019 – present, New York, NY, USA
CFO for venture backed SaaS provider of enterprise device repair services. Lead all finance and capital markets functions.
Acquired by Assurant in August 2020
Private Equity at KKR & Co. L.P.
Jul 2013 – Jul 2015
Private equity investing in consumer products and services companies. Significant FP&A and operational experience for portfolio companies
Investment Banking at Centerview Partners
Jul 2009 – Jun 2013
Provided strategic, M&A and restructuring advice to Fortune 500 companies
About Me
Andy is a seasoned executive with experience across corporate finance and strategy. He is a proven problem solver and creative thinker.
Andy is currently an independent consultant working with companies across a range of industries and sizes. He has recently completed FP&A assignments for ServiceNow, Wayfair and several PE portfolio companies. Previously, he worked in operating, investing and strategic advisory roles at KKR and Centerview Partners respectively.
Andy is passionate about helping clients achieve their full potential, and enjoys freelancing on corporate strategy, capital markets, M&A, restructuring and finance related projects.
Qualifications
Project Categories
- Competitive Analysis
- Pricing Analysis & Optimization
- Market Mapping & TAM Analysis
- Market Landscape
- Market Research Project Management
- Sales Team Optimization
- Revenue Operations
- Sales Project Management
- Financial Planning & Analysis
- Demand Forecasting
- Financial Modeling
- Finance Project Management
- Value Creation Strategy
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