
Professional Highlights
My Leadership Philosophy
I architect the Treasury finance function as a strategic partner to the CEO, CRO, and CFO. My role is to translate complex financial data into a clear, forward-looking narrative that informs enterprise-level decisions on capital, risk, and growth. I build and lead high-performing teams that drive results and foster a culture of analytical rigor and proactive risk management.
Selected Experience
-
Architecting Foundational Models (A Premier Investment Bank): Orchestrated the development of core financial models for a $50B asset portfolio. Advised senior leadership on balance sheet strategy, influencing Board and Regulator decisions on a billion-dollar dividend payment.
-
Commanding Credit Risk & FP&A (A U.S. Government Corporation): Dual-reporting to the CRO and CFO, I was fast-tracked from Senior Analyst to lead a team of 5, overseeing enterprise Credit Risk and FP&A for a $2T lending portfolio. I directed strategic forecasting for a $5.2B revenue portfolio and assessed capital distribution actions for GSIB counterparties under CCAR and ICAAP.
-
Driving Global Growth & Profitability (A Fortune 50 Technology Leader): Directed the financial strategy and P&L for a $260M B2B technology division. Advised the C-suite on market positioning and risk-adjusted revenue optimization, securing a multimillion-dollar enterprise contract with a premier European automotive manufacturer. Championed the automation of global revenue recognition, achieving 100% revenue capture across 16 contracts.