Independent consultant with deep industry knowledge of Financial Services and Fintech. Advising clients on Financial and Operational Risk, Marketing Strategy and Capital Analysis. Currently advising both Equity and Debt Investors in small privately held firms.

Reported to COO for the North American Finance Shared Service group. Lead process and transformational change efforts with teams from Chicago, New York and London that improved procedures in financial reporting, regulatory reporting, and FP&A

Led reporting and analytic support for the North American Finance team in addition to driving process improvement initiatives that decrease compliance risk, improve business intelligence capabilities and shorten the monthly close cycle. Highlights include:

Drove the development of improved campaign analytics and response rate modeling. In addition managed the team responsible for monthly performance reporting, quarterly forecasting and development of annual operating plans along with the underlying analytic support. Served as liaison between the business and IT groups to ensure on-going system support and drive development of new processes to improve operational efficiencies