This needs at most 5 hours per week. Provide financial planning and management, investment recommendations, and Board strategy to clients.

Turned around and implemented new processes for AP/AR, Board reporting, quarterly/annual financial reporting, cash flow forecasting, budgeting, short-term cash flow management, and growth projections for a $2M non-profit in CT.

Highly proficient in QuickBooks, Excel, Access DB, and financial data analytics (including cost management dashboards).

In this role, I was brought onto the team to consult with clients onsite during project rollouts and delivery. With executive collaboration, I worked to transform IT from a cost center to a strategic value partner. Inside each project I would oversee an individual work stream and lead a dedicated team with a budget upwards of $1.3M. I take pride in the fact that I was able to execute custom procedures to improve financial processes, technology, metrics, org, governance, and transparency.

I was brought into this role to accelerate timeline and lower operational costs during the bankruptcy process. I was able to capitalize on my financial/technology skill set for estate liquidation, successfully establishing actionable plans for board of directors to navigate future sale activities through dashboard reporting, monthly trend reports, and projections.

During a regulatory requirement change, I was tapped to step in and partner with global project management offices and provide strategic support. I managed 34 employees while consulting with all 3 businesses concurrently. Leveraging my financial and technology background, I was able to analyze APIs for client’s Execution, Clearing, Prime Brokerage, and Institutional Technology systems and designed custom Java/XML to reduce estimated costs by 33%.

During my time at Edward Jones, my scope of leadership spanned client communications and management, investment decisions, business management, hiring, and financial planning and analysis. A project I am rather proud of is the opening of a new (and first) Manhattan branch to expand our footprint in the Northeast territory. This was a complex project and I was able to bring it to a close successfully.

In this capacity I led and empowered a cross-functional team of 12 to manage and analyze advertising campaigns. In a short time period we successfully revamped a multimillion-dollar strategy for Pfizer’s CHANTIX® rollout, which resulted in capturing a 22% revenue increase. I also drove down costs by $30k and shortened the campaign rollout by 2 months through advanced campaign analytics to pinpoint and eliminate underperforming parts of the direct mail campaign.

Delivered a $15M risk analysis and trading project, leading a team of 16. Reduced settlement expenses by 22% in new system by automating OTC derivatives post-trade settlement.

Streamlined the Equity Trading Desk’s trade decision-making process, implementing an award-winning C++ application called BasketLink™ with custom portfolio analytics. Reduced trader portfolio analysis time by 6x through trading systems integration and port from Solaris 7 to Linux.