Hire the Best Financial Analysts in New Jersey

Investment consultant with 20+ years of experience blending qualitative and quantitative disciplines in both retail and institutional roles, providing solutions to clients’ toughest challenges. Innovative problem-solver who optimizes portfolios as well as processes & procedures. Primarily focused in asset allocation, portfolio construction & risk management with experience in research, thought leadership, and client-facing roles. Past focus on building investment and financial models as well as investment portfolios. CFA charterholder, previous Series 7 & 63 registration holder. Excel & VBA wizard. Current Role: Krug Investment Solutions, LLC *Founder and CIO Independent investment consultant providing OCIO services to financial advisors and institutional investors. Advising on matters of asset allocation, risk management, portfolio construction, due diligence, and thought leadership content. Previous Roles: Confidence Wealth Management * Chief Investment Officer (CIO) Lead monthly Investment Committee meetings, reporting on performance of funds and portfolios, as well as highlighting key economic data and market moving news. Provide high-level market commentary for clients, and more in-depth commentary for advisors. Created and managed a suite of in-house model portfolios, plus perform due diligence of mutual funds and ETFs. BlackRock * Vice President, Portfolio Solutions Provided consulting on portfolio construction and risk management to assist financial advisors with asset allocation, portfolio structure and implementation decisions. Through dedicated coverage of RIAs, Private Banks and Family Offices, developed deep partnerships with high-AUM teams and their CIOs. Often considered a key stakeholder in their decision-making process. Prudential Financial Inc * Senior Associate, Research, Multi-Asset Class Solutions Drove the research and thought leadership effort within the newly created group, catering to public and corporate pensions, sovereign wealth funds and other institutional clients. Delivered insights on investment trends and opportunities for clients through white papers, general economic reports and custom client-driven projects. Bloomberg New York, NY * Metals & Mining Analyst, Bloomberg Intelligence Provided in-depth analysis, trade ideas, and data sets on industries and companies via the Bloomberg terminal’s equity research portal. Covered base metals, precious metals, iron and steel from a macroeconomic and industry perspective. Published thematic research, as well as bullish & bearish scenarios for professional investors, traders and portfolio managers. * Investment Strategist, Bloomberg Wealth Led the development of multiple aspects of the RIA’s investment process & hybrid robo-advisor platform, especially focusing on the investment policy framework and portfolio construction process. SEI Investments *Senior Portfolio Strategist, Global Portfolio Strategies Responsible for research, development, implementation, and ongoing oversight of SEI’s strategic and active global asset allocation program, including goals-based strategic portfolios & funds, as well as multi-asset objective-based funds.

I'm a Financial Planning & Analysis (FP&A) Manager with 8+ years of experience helping businesses improve budgeting, forecasting, financial modeling, reporting, and decision-making through practical, data-driven finance solutions. I specialize in developing structured, driver-based models that connect revenue, costs, and operational drivers to produce accurate, actionable insights. My work supports budgeting, strategic planning, performance tracking, and executive decision-making. I’ve built and supported models used by leadership teams to evaluate performance, plan growth, and make key financial decisions. I have experience building and improving financial models, KPI dashboards, and reporting tools that provide clear visibility into business performance across multiple areas or locations. This includes forecasting, scenario analysis, variance analysis, and translating complex data into simple, decision-ready outputs. I also work closely with operational teams to align financial models with how the business actually runs, including staffing planning, cost structures, and growth drivers, ensuring outputs are both realistic and usable. I typically support clients with: • Financial modeling (forecasting, scenario analysis, projections) • Budgeting and financial planning • KPI dashboards and reporting tools • Revenue, cost, and margin analysis • Model cleanup, restructuring, and optimization • Excel-based systems and workflow improvements My focus is on building models and tools that are not only accurate, but also intuitive, easy to maintain, and reliable for real business decision-making.

Accomplished Financial Modeler with a robust corporate finance background, excelling in budgeting, forecasting, financial analysis, and fractional CFO services. Proficient in Financial Planning and Analysis (FP&A), specializing in crafting detailed financial models for startups seeking funding, guiding growth-phase companies on investment options, and assisting mature companies in strategic planning for exit options. Skilled in employing storytelling techniques through financial models and presentations. Capable of serving as an extended arm for investor communication, enhancing transparency and fostering strong relationships. Key Skills and Accomplishments: -Financial Modeling: Proficient in developing intricate financial models aligned with business strategies, incorporating critical metrics, valuations, and funding roadmaps, utilizing tools such as MS Excel for precision and flexibility. -Budgeting and Forecasting: Demonstrated ability to design and manage effective short- and long-range financial plans, empowering businesses to optimize cash flow and make informed decisions. -Financial Analysis: Expertise in conducting in-depth financial analysis and reporting, conducting regular health checks through balance sheets, profit and loss statements, aged payables and receivables reports, and cash flow forecasts. -Fractional CFO Services: Trusted partner in providing fractional CFO services, contributing strategic financial leadership and guidance without the need for a full-time commitment. -Startups and Growth-Phase Companies: Specialized in creating financial models tailored for startups aiming to raise funds and supporting growth-phase companies in evaluating investment options for sustainable expansion. -Mature Companies: Experienced in assisting mature companies in strategic financial planning, including evaluation of exit options. -Pitch Deck Creation: Proficient in developing visually appealing pitch decks that effectively communicate financial strategies, business potential, and investment opportunities, incorporating storytelling techniques for impactful presentations. -Investor Communication: Capable of serving as an extended arm for investor communication, enhancing transparency, and fostering strong relationships through clear and insightful financial reporting, supported by interactive Power BI dashboards. As a results-driven Financial Modeler, I am committed to leveraging my skills and experience to enhance financial visibility, drive strategic decision-making, and support companies at every stage of their financial journey. Additionally, I bring a unique proficiency in storytelling through financial models and pitch decks, coupled with the ability to serve as a reliable liaison for investor communication. Please reach out to me to discuss any suitable projects.

Highlights: -Senior Analyst for a $1.5 Billion mixed-use portfolio, responsible for evaluating and communicating the impact of acquisitions, operations, redevelopment, leasing, and sales on cash flow and investment returns. -Experienced full-stack web developer, familiar with core web technologies (HTML, CSS) and the leading languages, including Javascript (including ReactJS), PostgreSQL, and Python. -Partners included some of the largest Pension Funds, Banks, and Insurance companies in the world. Responsible for building and presenting Investment Memorandums, Business Plans, and Financing Requests. -Developed and maintained Cash Flow and Valuation models for a leading NRSRO Credit Rating Agency, utilized in generating CMBS ratings relied on by institutional investors. -Underwriting over $7 billion of Commercial Real Estate properties across all asset types. -Securing over $500 million of Construction, Bridge, and Permanent financing As the Senior Analyst for a leading mixed-use Mid-Atlantic Real Estate Development firm, I have experience in all stages of the Real Estate lifeycle, including but not limited to: Acquisition and Disposition/Sale: Underwriting and Due Diligence, Contracts, Investment Memorandums, Prorations, Waterfalls Financing: Construction, Bridge, and Permanent financing Operations: CAM and Tax Reconciliation, Budgeting and Reforecasting Valuation: Extensive experience with Argus and Excel modeling, including integration with internal and extenal APIs and databases. Scenario Analysis: Evaluating and communicating the impact of operations, leasing, and potential dispositions or repositioning on partner distributions and investment returns. In addition, I am an experienced full-stack web developer, familiar with core web technologies (HTML, CSS) and the leading languages, including Javascript (including ReactJS), PostgreSQL, and Python.

I am a results-driven professional with extensive expertise in business administration, data analysis, procurement, logistics, bookkeeping, and financial reporting. As a certified QuickBooks Online ProAdvisor and consultant, I specialize in helping businesses optimize their financial processes, improve operational efficiency, and achieve long-term success. My comprehensive skill set allows me to provide accurate insights, streamline operations, and enhance financial decision-making for organizations. Core Competencies: QuickBooks Online ProAdvisor & Consultant Business Administration & Financial Reporting Data Analysis & Strategic Insights Bookkeeping & Account Management Procurement & Logistics Optimization Inventory Management & Process Improvement Microsoft Office Suite & Advanced Excel Effective Time Management & Prioritization I am committed to delivering impactful solutions that drive business growth and enhance financial accuracy. Let's work together to optimize your operations and achieve your business objectives.

Dedicated Life Sciences Strategist with solid experience in project management and leadership. Proven ability to drive projects, from early R&D to marketing, while balancing competing priorities. Adept at leading, training, and coaching high-performing teams, in addition to developing strong partnerships with cross-functional teams. Leverages data analysis, industry knowledge, and strategic thinking skills to provide recommendations that increase revenue growth and exceed stakeholder expectations.