Forecasting, budgeting & variance analysis
The FP&A core: building the plan, tracking the actuals, and explaining the gap in plain language.
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Years in finance
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Industries analyzed
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Languages spoken
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Promoted to Principal
01 About
From the concierge desk
to the cost model
I didn’t start in finance. I spent five years as a concierge at the Fairmont Sonoma Mission Inn & Spa, where the job was simple to describe and hard to do: understand what someone actually needs, then deliver it without making them work for it. It turns out that’s most of financial analysis, too.
I made the switch deliberately — earning an M.S. in Financial Analysis & Investment Management from Saint Mary’s College of California in 2016 — and built roughly a decade of finance experience across consumer tech, medical transport, and defense. Since 2018 I’ve been at BAE Systems in San Jose, where I was promoted from Senior to Principal Pricing Analyst in 2023.
What’s stayed constant the whole way: I genuinely love the analysis, and I love the financial decisions it makes possible.
2023 — Present
Principal Pricing Analyst · BAE Systems
Promoted from Senior. EVM, EAC & BOE cost analysis on defense programs; briefing up to VP and CEO level.
2018 — 2023
Senior Pricing Analyst · BAE Systems
Government & DoD cost and price proposals — FAR Part 15, DFARS, TINA, CAS; ProPricer power user.
2017 — 2018
Financial Analyst · Plantronics / Poly
ROI models, margin analysis, Essbase & OBIEE in fast-moving consumer hardware.
2016 — 2017
Financial Analyst · ProTransport-1
Financial statements for a medical-transport parent company and four subsidiaries.
2016
M.S. Financial Analysis & Investment Mgmt
Saint Mary’s College of California · CFA Level I candidate.
02 What I do
FP&A and EVM/pricing for programs
where the estimate matters
On defense programs, cost data is dense, the stakes are real, and the audience ranges from fellow analysts to the CEO. My job is to do the rigorous work underneath — and then make it easy to act on.
EAC & BOE cost analysis
Earned value management and pricing work on defense programs, where a well-built estimate at completion is the difference between managing a program and being surprised by it.
Executive translation
Distilling complex cost data into clear options and recommendations, presented up to the VP and CEO level.
Mentoring
Training new analysts, because a team’s analysis is only as strong as the people reading the numbers.
03 Industries I follow
Four sectors I keep on my radar
Each of these connects to somewhere I’ve actually worked or lived — which is why I keep reading about them.
Aerospace & Defense
Years inside defense program cost structures have taught me that discipline in the estimate is the whole game — long lifecycles reward the analysts who get the assumptions right early.
My day jobTechnology
My time as a financial analyst at Plantronics/Poly showed me how fast pricing pressure and product cycles move in consumer hardware — a useful counterweight to defense’s long horizons.
Lived it at PlantronicsHealthcare
Analyzing the finances of a medical transport company at ProTransport-1 gave me a street-level view of healthcare economics, where cost structures and human stakes are never far apart.
Adjacent experienceSpirits & Wine
Five years working in Sonoma wine country left me with a lasting curiosity about how great producers balance craft, scarcity, and price — one of the most interesting pricing problems there is.
A Sonoma education04 Beyond the spreadsheet
What else I bring to the table
en·fr·es
Trilingual
English, French, and Spanish — useful in a global business, and a reminder that translation is a skill whether the source is a language or a ledger.
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AI-curious
I experiment with local LLMs on my own hardware and think a lot about where automation genuinely helps finance work — and where judgment still has to stay human.
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Mentor
I train and mentor new analysts. Watching someone go from reading the numbers to questioning them is one of the best parts of the job.
05 Contact
Let’s make the numbers mean something.
I’m based in the San Francisco Bay Area and open to remote or hybrid work. If you’d like to compare notes on FP&A, EVM, pricing, or finance automation, two ways to reach me: