CMA (US) · FMVA · FP&A · Process Improvement & Automation · Turning numbers into strategic clarity
About Me
I am a CMA (US) Qualified Finance Consultant with expertise spanning financial process improvement, automation, Record-to-Report operations, and Financial Planning & Analysis. With 3+ years in real estate finance, I've built hands-on experience across the full finance function — from closing the books to redesigning the processes behind them.
My core interest and career direction is FP&A — budgeting, forecasting, variance analysis, and the kind of financial insight that drives strategic decisions. That analytical mindset is what I bring even to process and automation work: I don't just fix workflows, I fix them with an understanding of what the numbers downstream actually mean.
Holding the FMVA certification from CFI alongside my CMA and Six Sigma Green Belt, I combine financial modelling capability with process engineering rigour — a pairing that's increasingly rare in finance teams.
Finance Consultant · CMA · FMVA
Expertise
A powerful combination of finance expertise, process engineering, and data automation — built for real-world finance operations.
Identifying inefficiencies in finance workflows and redesigning processes for speed, accuracy, and scalability using Six Sigma methodology and practical finance knowledge.
Building targeted automations that eliminate repetitive manual work — from reconciliation macros to RPA workflows and Python-based data tools.
Month-end close, GL reconciliation, P&L analysis, cash flow projections, and management reporting under US GAAP across multi-entity real estate portfolios.
3-Statement modeling, DCF valuation, variance analysis, and scenario planning — grounded in GL-level data and aligned to real business drivers.
Power BI dashboards, management reporting packages, and KPI tracking that give finance controllers and leadership the visibility they need, when they need it.
Hands-on experience managing financial operations for 20+ multi-ownership properties — AP/AR, vendor ageing, cash flow, property onboarding, and multi-entity reporting.
Consulting & Career
A track record of delivering measurable financial impact across real estate and accounting operations.
Analysing existing finance workflows, identifying bottlenecks, and redesigning processes to improve accuracy, speed, and scalability across the property portfolio.
Building targeted automations using Python, VBA, and Power Automate to eliminate repetitive manual tasks and reduce error risk in financial operations.
Drafting and maintaining Standard Operating Procedures that bring consistency, auditability, and clarity to the finance team's day-to-day operations.
Supporting the Financial Controller with management reporting inputs, data preparation, and analytical work that feeds into leadership decision-making.
Delivered budget vs. actual variance analyses, cash flow projections, and financial trend reporting — translating GL-level data into actionable management insights for senior leadership.
Reduced bank reconciliation cycle time through VBA and Excel Macro automation, and streamlined monthly reporting by 50% via macro-driven consolidation.
Implemented RPA using Microsoft Power Automate across email and reporting workflows; built a Python-based duplicate payment detection tool in collaboration with AP.
Executed full month-end close across 20+ properties — GL reconciliations, vendor ageing reports, and balance sheet reviews delivered within strict deadlines.
Mentored junior staff and led onboarding of 30+ new properties onto the reporting framework.
Managed day-to-day bookkeeping and participated in the full record-to-report process across client portfolios.
Executed AP/AR processes via Zoho Books and QuickBooks; conducted variance analysis and balance sheet reconciliations for Bank, Credit Cards, and AP.
Credentials
A commitment to continuous learning across finance, data, and process excellence.
Institute of Management Accountants · USA
Corporate Finance Institute (CFI)
Process Improvement Certification
IBM / Coursera
Let's Connect
Looking to bring financial clarity and analytical rigour to your organisation? Let's start a conversation.