Jan 2022 – Present · 4 yrs 2 mos

Jan 2021 – Present · 5 yrs 2 mos · New York City Metropolitan Area

Jan 2020 – Jan 2024 · 4 yrs

Jan 2019 – Present · 7 yrs 2 mos · New York, United States

• Ocrolus is a Series C fintech company that uses AI-powered workflow automation to streamline financial decisioning across SMB funding and mortgage lending.
• In my current role, I lead all General & Administrative functions — including Finance, People, Legal, Compliance, and Security — to enable operational scale, risk management, and organizational effectiveness across the business.
• Highlights:
• ⏵Raised over $100mm in capital, including complete ownership of multiple secondary transactions.
• ⏵Built and drove India and US facilities to 100% compliance, including first-year audits.
• ⏵Created scalable processes to support revenue growth with minimal additional expenses.

Jan 2018 – Jan 2023 · 5 yrs

Jan 2016 – Jan 2019 · 3 yrs · Greater New York City Area

• AiCure is a Series C healthcare technology company with funding led by Palisades, New Leaf Ventures, & Baird Cap.
• As VP of Finance, I led a six-person cross-functional team across Finance, Sales Ops, People, and Operations with ownership of financial management, audit controls, and tax compliance activities. I also drove the annual budget and KPI development processes and monitored performance against goals.
• Highlights:
• ⏵Managed venture capital and commercial banking relationships to secure funds.
• ⏵Crafted accounting controls, processes, and systems to manage rapid scaling.
• ⏵Prepared company for its first audit and managed domestic and international expansion.
• ⏵Re-sourced payroll and benefits provider to reduce expenses and improve service quality.
• ⏵Developed a proprietary pricing model, improved sales pipeline transparency, and automated forecasting.

Jan 2015 – Jan 2016 · 1 yr · New York City Metropolitan Area

• As a consultant, I supported two VC-backed SaaS companies (Datahug and Culinary Agents) with strategic guidance surrounding investor & fundraising strategy, FP&A modeling, budgeting & forecasting, and expense management.
• Highlights:
• ⏵Built financial models that raised ~$15m in equity funding across both entities.
• ⏵Created scalable, compliant, and sustainable accounting processes and workflows.
• ⏵Compiled data and crafted presentations for meetings with potential investors.

Jan 2013 – Jan 2016 · 3 yrs

• Bank of America is one of the world's largest financial institutions, serving individuals, businesses, and corporations with a full range of financial products and services.
• As SVP of GBAM Finance, I oversaw the financial performance of the global structured products trading and origination, and lending businesses. I developed and executed multi-year budgets, forecasts, financial statements, and models for executive stakeholders, and guided accounting, SEC, and SOX compliance activities, among other responsibilities.
• Highlights:
• ⏵Streamlined and automated processes to reduce month-end closing time by 40%.
• ⏵Identified legacy accounting errors and coordinated with the audit committee to amend and restate SEC filings and disclosures.
• ⏵Drove a company-wide SAP global rollout, and served as the ongoing SAP super-user and trainer.

Jan 2010 – Jan 2013 · 3 yrs

• An earlier role at BOA, I directed a team responsible for all accounting and financial oversight for the International Wealth Management division, including operational leadership on investment strategies budgeting, and financial reporting.
• Highlights:
• ⏵Partnered with Senior Executives and Investment Bankers to divest the GWIM business.
• ⏵Revised and optimized pricing of product offerings and allocations methodologies.
• ⏵Re-engineered accounting systems to identify and save $mm per year.

Jan 2007 – Jan 2010 · 3 yrs

• AIB is one of Ireland’s major retail banks serving personal, business, and corporate customers with offices in multiple countries.
• In this capacity, I held responsibility for budgeting, lending, equity valuations, and GAAP interpretation.
• Highlights:
• ⏵Managed a closing and admin team of seven.
• ⏵Reported directly to, MD of Corporate Banking North America (CBNA).
• ⏵Oversaw CBNA pledge of assets to the FRB in exchange for emergency funding.

Jan 2005 – Jan 2007 · 2 yrs

• PricewaterhouseCoopers is a Big Four, multinational professional services network of firms.
• My position was to assist and support audit aspects of client engagements.
• Highlights:
• ⏵Developed strong working relationships with client senior leaders and decision-makers.
• ⏵Supervised associate-level team members.
• ⏵Managed simultaneous projects in various stages of engagement.