Principal providing subject matter expertise, interim/fractional leadership, and business insights in the areas of finance, risk, strategy and operations.

Functioned as the Chief Operating Officer for Enterprise Compliance supporting all aspects of program management, strategy, change management, governance, and execution of the institution's compliance program; Provided thought leadership, insight, and program management that led to significant improvements in the compliance program with positive impact on business understanding and engagement as well as Audit and Regulators opinions. Lead four vice presidents and team of 20. Reported to CCO

Provided strategy, program management, and business process consulting services to executive leadership for global financial service organization. Engaged in a business consulting leadership role on an enterprise-wide and Divisional regulatory compliance oversight projects for global financial institution.

Directed the bank’s Credit Risk stress testing forecast process; analyzed non-performing assets, net charge-offs, restructured loans, etc. under various economic scenarios; Served as key member of Bank’ Stress Test Committee. Managed four assistant vice presidents and reported to Head of Strategic Finance.

VP, Senior Project Manager (2010); VP, Finance, Risk Management (2008 to 2010)
Hired to manage the Compliance Division’s (700+ employees; $125M operation) budgeting, forecasting, and monthly reporting; Directed numerous indirect and cross-functional employees; Reported directly to SVP, Risk Finance; Transitioned during 2010 to Senior Project Manager as part of merger integration team with oversight responsibilities for information security, fraud, and records management projects for the WBR.

Facilitated the forecasting of cash flows, balances, and revenues for pension, insurance and mutual fund businesses. Managed the corporate wide implementation of new financial reporting and planning system SAP (Outlook Soft); Key leadership role in six-sigma process improvement reducing month end management close from 20 days to 7 days; Developed financial measures for corporate scorecard and provided monthly results against targets.