Experience
Apr 2025 | May 2026
Director of Financial Planning & Analysis
Lead enterprise-wide FP&A for a PE-backed, multi-entity organization, owning the full budgeting, forecasting, and financial reporting cycle across five legal entities and three divisions. Served as the primary finance contact for PE sponsors, lenders, and executive leadership on board reporting, EBITDA analysis, and covenant compliance.
Aug 2023 | Dec 2024
Director of Financial Planning & Analysis
Owned all FP&A activities as a key member of the senior leadership team, including budgeting, forecasting, and monthly reporting. Partnered with 17 business leaders to deliver financial insights and built Power BI dashboards that replaced static, manual reporting across the organization.
Mar 2020 | Aug 2023
Finance Manager
Directed the full FP&A function for a $12.7 billion multi-fund investment platform, overseeing consolidated reporting across 200+ funds, managing budgeting, and leading implementation of enterprise financial planning technology. Hired and mentored a new FP&A team and designed quarterly reporting frameworks for Partner visibility.
Mar 2018 | Mar 2020
Senior Financial Analyst
Managed the $150 million IT operating plan for the Life Science Group of a $22 billion global company, serving as the primary finance partner to the VP of IT and 13 global business partners. Established as Capex subject matter expert, reviewing capital proposals and developing training for the broader finance team.
Oct 2013 | Mar 2018
Senior Financial Analyst
Directed budget and reporting processes across seven departments and three business lines for a $110 million investment firm, partnering with C-level executives on financial planning. Produced monthly investment reports, managed quarterly fair value processes, and led the annual ESOP valuation cycle.
Oct 2011 | Oct 2012
Portfolio Manager, Life Science
Managed a $150 million-plus life science venture debt portfolio of 18 companies, conducting credit monitoring, covenant tracking, cash flow analysis, and underwriting of new credit opportunities. Evaluated prospective borrowers and led the automation of quarterly performance reporting supporting portfolio oversight.
Results
Cut 40 hours of monthly duplicative work at a $12.7B multi-fund investment platform. Redesigned the capital reporting consolidation workflow and standardized inputs across every function and business unit, improving data accuracy while eliminating redundant effort.
Streamlined financial reporting for a PE-backed organization. Consolidated five legal entities into three divisions, replacing four fragmented historical reports with one standardized financial package. The result: clear, measurable visibility into divisional performance for private equity stakeholders and lenders.
Turned a workforce alignment gap into $2.5M in annual revenue. Built a labor utilization framework that quantified the financial impact of productive hours, uncovering efficiency gains without adding headcount.
Expertise
FP&A & Finance Leadership
Budgeting & Forecasting | Financial Modeling | Variance Analysis | Multi-Entity Consolidation | P&L Management | C-Level Decision Support | Executive Presentations | Process Improvement & Automation | Headcount Planning | KPI Development
Investment & Capital Markets
Portfolio Management | Credit Analysis | Structured Finance | Underwriting | ESOP Valuation | Corporate Valuation | Investment Reporting | Due Diligence
PE & Board Reporting
Private Equity Stakeholder Reporting | Lender & Covenant Reporting | EBITDA Analysis | Compliance Certificate Support | Board-Level Presentations | M&A Support
Systems & Data Analytics
Oracle PBCS | Hyperion Essbase | Microsoft Power BI | Salesforce Accounting Seed | NetSuite | Microsoft Dynamics Great Plains | Deltek Costpoint | Advanced Excel Modeling (VBA) | SQL | Power Query | Bloomberg | Capital IQ | Wall Street Analytics
People & Organizational
Team Building & Mentorship | Cross-Functional Collaboration | Headcount Planning | Compensation Modeling | Strategic Planning | KPIs & Performance Metrics
Education
MBA: Finance & Strategy (Dean’s Scholar, GMAT 720)
Washington University – St. Louis, Olin Business School
BS: Biology; Minor in Psychology
Indiana University, Bloomington
Meet Maggie
Q & A
Why did you choose your profession?
I was drawn to finance because it combines analytical thinking with the opportunity to influence strategic decisions. Early in my career, I worked in investment management before transitioning to FP&A, where I discovered I enjoyed partnering directly with business leaders to solve problems and help organizations make better decisions. Over the years, I’ve found the most rewarding part of my work isn’t just building financial models, but creating clarity from complex information, improving processes, and helping teams achieve their goals.
Who is the one person who has done the most to shape you into who you are today?
My mom has had the greatest influence on who I am today. After my dad died when I was 4, she earned her graduate degree while raising me as a single mother. She went on to build a successful career, eventually retiring as an executive at a large public company. Watching her persevere through difficult circumstances while balancing the demands of work and parenthood taught me the value of resilience, hard work, and integrity. She showed me that professional success and a strong commitment to family don’t have to be mutually exclusive. Those lessons continue to shape how I approach my career, lead others, and strive to balance work with my own family.
What has been the greatest accomplishment of your life so far? Is there anything you wish to do even better?
Professionally, I’m most proud of building finance functions and reporting frameworks that help organizations make better decisions. Whether leading budgeting transformations, creating executive presentations, or improving forecasting processes, I enjoy leaving organizations with tools and processes that continue to create value long after a project is complete.
Personally, my greatest accomplishment is my family. Being a parent has taught me patience, perspective, and adaptability, qualities that have strengthened both my leadership and my relationships.
Looking ahead, I want to continue growing as a leader by mentoring and developing others while helping organizations build finance teams that are viewed as strategic business partners rather than just reporting functions.
How would your peers and team members describe your responsiveness as a leader?
I believe my colleagues would describe me as approachable, collaborative, and dependable. I make it a priority to be accessible, respond quickly, promote transparency, and provide thoughtful support when challenges arise. I also believe in explaining the “why” behind decisions so people understand the broader context, not just the task at hand. My goal is to build an environment where people feel comfortable asking questions, sharing ideas, and working together to solve problems.