MBA Background
Finance/Budget Professional
MBA Background
I received my MBA with high honors from the University of Chicago Booth School of Business with concentrations in Finance and Operations
Tru Consulting
Finance/Budget Professional
MBA Background
As a Senior Consultant at Tru Consulting, I work with higher education institutions to implement Anaplan connected planning solutions
Finance/Budget Professional
Finance/Budget Professional
Finance/Budget Professional
I served as Associate Director of Budget Management at the University of Colorado Boulder in the Office of Budget and Fiscal Planning (BFP)
Anaplan Connected Planning: Use Cases
At Tru Consulting, I have led Anaplan implementations for a variety of higher education institutions. Use cases include personnel/operating budgets, scenario and long-range planning, cash forecasting, tuition/enrollment modeling, capital planning, and program economics.
Presentations
I love to deliver presentations, training sessions, and webinars, tapping into my deep experience as a professional educator. My presentations are known for engaging content and good humor. I co-presented at WACUBO and NACUBO PBAF in 2024. See the video below for my recent webinar on Change Management.
University of Colorado Finance/Budget Wins
- Co-led campus-wide Anaplan implementation phase 1
- Led internal audit of 20 mandatory fees
- Led and updated insurance premium allocation process
- Managed 30+ strategic projects
- Certified 50+ rate-based service centers generating millions in revenue
- Auxiliary recharge rate and inflation rate development
- Created 10-year P&L model for shared research facilities
- Created Excel tools to calculate fringe benefits
- Created, led training sessions for benefits localization
- Co-lead, budget development for new academic programs