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I’m a hybrid professional with a deep background in both accounting and technology — often described as a “purple person” for my ability to bridge the two. Over my career, I’ve led major process improvements, systems migrations, and automation initiatives, helping organizations modernize their financial operations and shift toward data-driven, self-service environments.

At TPG Capital, I’ve earned five promotions in ten years by consistently identifying opportunities to improve systems and streamline workflows. I’ve helped lead migrations to Investran and Azure SQL, built automated fund distribution models, and guided internal and external audit efforts during the firm’s IPO to ensure SOX compliance in technology deployment.

My mission is simple: eliminate inefficiency. I believe human capital is too valuable to be spent on manual, repetitive tasks. My work focuses on building intuitive, automated tools that empower accounting and finance teams to do their best work — faster.

• Financial Systems Integration
• SQL Development & Data Warehousing
• Automation & Workflow Optimization
• Financial Reporting & Analytics
• Cloud Migrations (Azure)
• Fund Accounting & Equity Compensation
• SOX Compliance Support
• Team Leadership & Mentorship

TPG Capital — Fort Worth, TX

Senior Director (Progressed from Senior Associate in 2015)

Apr 2015 – Apr 2025

• Transitioned from accounting into a leadership role on the technology team within two years.
• Led development of the firm’s Fund Distribution Model (waterfall automation for GP promote).
• Managed full implementation and enhancements of Firmview (equity compensation platform).
• Drove system migrations including Azure SQL Server and partner distribution platform.
• Played a key role in audit support during TPG’s IPO to ensure SOX-compliant deployment.

Equine Best Practices, LLC — Arlington, TX

Director of Financial Services

Oct 2013 – Mar 2015

• Supervised a six-person team including senior and staff accountants.
• Developed an online reporting portal with source document drilldown (Visual Studio/SSRS).
• Designed a nightly ETL process to update a custom-built data warehouse.
• Automated AP processes by integrating Microsoft Dynamics with inventory systems.

North Central Texas Council of Governments — Arlington, TX

Senior Fiscal Data Analyst

Feb 2011 – Oct 2013

• Led process improvements across agency teams to enable paperless operations.
• Administered IBM Cognos 10 and created custom performance dashboards.
• Reduced reporting preparation time for funding agencies via automation.

Platforms & Languages:

SQL Server, Azure SQL, Visual Studio, IBM Cognos 10, SSRS, Crystal Reports

Applications:

Microsoft Excel (Expert), Firmview, Microsoft Dynamics (Great Plains), Sage Peachtree, QuickBooks

Tools:

SQL Server Management Studio, Visual Studio Team Services

BBA – Accounting

University of Texas at Arlington

• Overall GPA: 3.3
• Accounting GPA: 3.8