Sep 2023 – May 2024 · 8 mos · United States

• Enabling customers to enhance their outcomes through a SaaS solution using AI to reduce time and resources spent on data mismatches.

Sep 2022 – Feb 2023 · 5 mos · New York, New York, United States · On-site

• Managing and coaching a team of 5 Commercial Solution Engineers (CSE) on deal cycles and technology.
• The team exceeded their quota by reaching 114% in a challenging economic environment.
• Developing repeatable best practices for commercial solution engineering.
• Providing feedback to the product team on technology and documentation.
• Partnering with sales and marketing to generate new opportunities (e.g. events) and conducting competitor analysis.
• Working on enabling partnerships through integrations, documentation, and message alignment.

Apr 2021 – Aug 2022 · 1 yr 4 mos · New York City Metropolitan Area

• Successfully lead enterprise (seven figure) technical sales cycles
• Helped recruit team members to build team from one to five
• Coached and mentored team member members on Ocrolus API, technical concepts, sales methodology
• Developed sales enablement material (workflows etc)
• Developed solutions individually and managed development of both and sales enablement solutions and product enhancements
• New customizable framework for API demonstrations
• Bulk processing framework
• Non-qualified mortgage reporting solution
• Framework for automatically creating demo documents (Bank statements, W-2s, Paystubs)
• Provided input to Product team on current and strategic offerings, particularly from customer experience perspective
• ML data capture framework
• Fraud detection framework
• API design
• Documentation
• UX Design
• Acted as resource/SME across Solutions and Product

Jan 2021 – Apr 2021 · 3 mos · New York City Metropolitan Area

• Ocrolus is a growth stage fintech infrastructure company that uses artificial intelligence, machine learning, and human in the loop to automate financial review processes. The Company transforms e-statements, scans, and cell phone images, regardless of quality, into accurate digital data. By replacing tedious, imperfect human audits with sharp, AI-driven analyses, Ocrolus modernizes financial assessments in lending, mortgage, and a variety of other industries

May 2017 – Jan 2021 · 3 yrs 8 mos · New York, New York

• Top US Sales Engineer 2019
• President's Club (AKA Yellow Club) 2019
• Largest New Logo 2019
• Leading discovery sessions for prospects across multiple industries (Finance, Healthcare, Marketing, Pharma, Retail, Education, Real Estate, Agriculture)
• Planning, developing and presenting full stack Proof of Concepts for C-level prospects, including explaining technical concepts to non-technical users, across multiple industries.
• Developing custom data models and SQL scripts.
• Developing custom ETL process (Python, Athena, Apache Drill, shell scripts.) for structured and semi-structured data (JSON).
• Writing RFIs/RFPs.
• Writing blog posts and developing assets (Apache Drill, custom Sisense extensions in JavaScript)
• Mentoring and training junior staff and interns.

Nov 2014 – Apr 2017 · 2 yrs 5 mos · Greater New York City Area

• Developing full stack visualization and reporting solutions across several business domains:
• Meeting directly with consumers of reports and translating their requirements into the appropriate data architecture and dashboard wireframes.
• Data sourcing and ETL.
• Database design and implementation.
• Analytics and visualizations.
• Projects
• Developed sales dashboards in Tableau for multiple product lines for large insurer.
• Trained developers and produced guide to visualization best practices for large insurer.
• Developed enterprise human resources planning and demographics dashboards in Tableau for large financial group.
• Developed Tableau dashboards to visualize ratings and revenue performance across channels for large media group.
• Developed Qlik training for large publishing group.
• Developed Tableau sales dashboards for representatives and managers at large pharmaceutical group.
• Developed SQL Server data warehouse, ETL and SAP BusinessObjects universe for reporting on membership and retail sales by segment for large nonprofit.
• Other work
• Developed consumer sentiment analysis for retail offering in Tableau and SQL Server, based on Amazon reviews.
• Proof of Concept Tableau dashboard for marketing group of a large fund manager.
• Designed and developed Qlik visualization tool used by internal leadership for staffing.

Aug 2012 – Oct 2014 · 2 yrs 2 mos · Manhattan, New York

• Implementation of a UK regulatory market risk calculation and reporting system at a large European investment bank.
• Business analysis and project management for two large framework/tool upgrade projects at a large US bank.
• Analysis of the Basel II Pillar 2 data governance framework at a large US bank for Internal Capital Adequacy Process and Comprehensive Capital Analysis and Review requirements.
• Developed Basel Reporting Effectiveness framework at large US financial institution.

Sep 2004 – Jul 2012 · 7 yrs 10 mos · Manhattan, NYC

• Implemented and contributed to development of:
• FIS Basel II Application: Bancware Capital Manager. Risk Weighted Assets Calculation/ Simulation & Reporting Tool.
• FIS Profitability Analytics: Commercial Banking Margin/Non-Margin Profitability Calculation & Reporting Tool.
• FIS Budgeting Analytics: Commercial Banking Cashflow Modeling/Simulation & Reporting Tool.
• Additional custom client solutions
• Research on risk and financial modeling and regulatory environment.
• Gathering business & technical requirements from clients, writing SOWs, project planning for implementations.
• Database design/Extensive use of SQL.
• Designed solution with internal & external developers, DBAs and network administrators using Agile Development (Scrum).
• In-depth use of business intelligence tools (OLAP) for financial modeling for client solutions.
• Developed reports on various reporting tools (Excel, Web Reporting).
• Developed test plans, functional testing and load testing.
• Writing technical documentation/manuals.
• Presales/Product demonstrations.
• Developed Proof of Concepts.
• RFIs/RFPs.
• Internal/External Training on tools and OLAP reporting.
• Mentoring junior staff.