Teams at Cornerstone Advisors

Lead design, development, and administration of enterprise Power BI reporting, semantic models, and Azure-based data pipelines. Deliver executive dashboards, KPIs, advanced analytics, and governance; mentor teams and modernize BI capabilities while ensuring performance, security, and data quality across the organization.

Lead FP&A processes including annual budgeting, long-range planning, rolling forecasts, and 3-statement financial modeling. Provide variance analysis, strategic finance partnership, support M&A and due diligence, develop board/investor materials, improve systems and automation, and manage a small FP&A team.

Provide on-demand consulting services to financial institutions as a 1099 associate: deliver analysis, strategic recommendations, and project deliverables; lead workshops and client meetings; act as subject-matter expert on nonrecurring projects; protect intellectual property and collaborate with engagement teams to support core systems selection, strategic planning, M&A due diligence, operational effectiveness, and vendor advisory.