Jan 2024 – Present · 2 yrs 2 mos · Tampa, Florida, United States

• Strategic Finance & Operational Advisory: Serve as Fractional CFO/COO for high-growth startups and mid-market companies ($1M–$5M in revenue), building the financial infrastructure, systems, and strategic clarity needed to scale toward 8-figure valuations and institutional-grade operations.
• Capital Raises & M&A Support: Partner with founders on fundraising and M&A strategy—preparing investor materials, managing data rooms, and building the financial models and scenario analyses that accelerate capital raises, attract strategic investors, and support successful exits.
• AI Implementation, Workflow Automation & Strategy: Lead company-wide AI integration—deploying AI models, automating workflows, and building custom AI agents that reduce manual operational tasks, cut costs, and improve executive "time-to-insight" through advanced prompt engineering and automated reporting systems.
• Corporate AI Training & Workshops: Design and facilitate AI workshops, Lunch-and-Learns, and executive coaching sessions that equip leadership teams and employees with the skills to apply AI tools and prompt engineering practically—driving measurable productivity gains across departments.
• Operational Excellence: Modernize the Office of the CFO by deploying institutional-grade FP&A frameworks, cash flow forecasting models, and real-time KPI dashboards that give founders the financial visibility to make confident decisions and shift focus from back-office management to building the business.
• Fractional Executive Leadership & End-to-End Execution: Manage end-to-end financial and operational functions—budgeting, forecasting, tax strategy, investor relations, and board reporting—delivering the rigor and sophistication of a Fortune 500 finance function at a fraction of the cost.

Jan 2022 – Jan 2024 · 2 yrs

• Managed all investor relations for a top-30 U.S. publicly-traded bank (with $110B+ in total assets, $3.7B in annual revenue, and a peak market capitalization of $22B+), serving 300+ institutional investors and maintaining relationships with sell-side equity analysts covering the stock.
• Led quarterly earnings process including earnings calls with 100+ participants, SEC filings (10-K, 10-Q, 8-K), investor presentations, scriptwriting, Q&A prep, and investor presentation decks, and non-deal roadshows reaching 200+ institutional investors annually.
• Directed corporate development strategy and M&A initiatives, evaluating 20+ strategic opportunities annually including potential acquisitions, partnerships, capital allocation decisions supporting the bank's $15B+ annual loan growth, and M&A due diligence and FinTech partnerships that expanded the bank's digital footprint and non-interest income.
• Partnered with C-suite to develop and communicate long-term strategic plan to the investment community, resulting in consistent outperformance vs. regional bank peers and top-quartile institutional ownership (75%+ of float).
• Engineered VBA, SQL, and Python automation across the IR and corporate development workflow — eliminating days of manual data aggregation, automating investor reporting packages, and accelerating time-to-insight for C-suite and board-level deliverables.
• Built and managed investor data room, market intelligence systems, and competitive analysis frameworks that reduced executive prep time for investor meetings by 40% and improved response time to investor inquiries to <24 hours.
• Managed relationships with investment banks, rating agencies (S&P, Moody's, Fitch), and regulatory communications related to capital markets activities and strategic transactions.
• Built and led a cross-functional team of 10+ professionals; implemented automated reporting systems (KPIs, P&L, Liquidity) that reduced executive "time-to-insight" from days to <24 hours.

Jan 2020 – Jan 2022 · 2 yrs · New York City Metropolitan Area

• Recruited as first finance hire in the Americas for an insurtech unicorn (valued at $1+ Billion), establishing the U.S. finance infrastructure from the ground up to support 300%+ U.S. revenue growth.
• Managed all financial operations for the Americas region generating $15+ Million in annual revenue and supported company's growth from $50 Million to $120 Million+ in global ARR.
• Built and managed team of 10+, owning the P&L, monthly reporting, budgeting, and strategic planning.
• Played key role in fundraising support and investor relations, creating the financial models and pitch decks that supported Series C capital raise $70+ Million.
• Deployed VBA, SQL, and Python to automate global ARR and GWP reporting processes, shaving weeks off financial close, eliminating manual operational tasks, cutting costs, and accelerating executive "time-to-insight" for strategic pricing and fundraising decisions.
• Orchestrated investor roadshow logistics and presentations for 30+ investor meetings during fundraising process, creating customized financial materials and talking points that resulted in new strategic investors.
• Owned end-to-end production of quarterly Board decks and investor updates, synthesizing complex Insurtech metrics (GWP, Net Revenue Retention, CAC/LTV)
• Engineered revenue models and pricing strategies for major partnerships, contributing to the acquisition of key enterprise clients and scaling U.S. GWP.
• Built revenue recognition systems and models that scaled the embedded insurance platform across North American markets.
• Worked with state insurance regulators across 15+ jurisdictions
• Worked cross-functionally with insurance, legal and regulators on U.S. market requirements across products.
• Supported fundraising + diligence as the U.S. finance point person—managed investor data requests, built scenario models, and produced Q&A support that improved speed/quality of responses during capital raise and partner/investor diligence cycles.

Jan 2018 – Jan 2020 · 2 yrs · Greater New York City Area

• Served as SVP and Head of Financial Reporting (~$5.5 Billion in assets), playing a pivotal role in the bank’s successful IPO (Nasdaq: AMAL).
• Led team of 8 finance professionals managing all SEC and regulatory reporting for a $5.5 Billion asset institution with $4.8 Billion in deposits and $3.2 Billion in loans.
• Led the production of the bank’s inaugural 10-K and subsequent 10-Qs/8-Ks, ensuring strict adherence to SEC and GAAP requirements.
• Directed the acquisition accounting and integration for New Resource Bank, a strategic merger that expanded the bank’s national footprint.
• Automated finance operations using VBA, SQL, and Python — eliminating days of manual data preparation across close cycles, SEC filings, and regulatory submissions, and significantly reducing error risk ahead of the bank's public debut.
• Modernized the finance function by rolling out Workiva (WDesk), reducing the monthly close cycle by 5 days, reducing the quarterly close timeline from 18 to 12 days, and increasing data accuracy.
• Prepared earnings releases, investor decks, and Board reports analyzing KPIs including 12% loan growth, deposit mix optimization, NIM compression from 3.2% to 2.8%, EPS growth of $0.15, and capital ratios (CET1 11.5%, Total Capital 13.2%) to guide executive decisions on $200+ Million annual growth strategy and $500 Million balance sheet management.
• Designed executive-level dashboards breaking down EPS, NIM, Capital Ratios, and Loan/Deposit trends, empowering the C-Suite and Board to make agile capital allocation decisions.

Jan 2016 – Jan 2018 · 2 yrs · New York

• Partnered with C-suite on long-range strategic plan (3-5 year), modeling deposit growth scenarios, loan mix optimization, and efficiency initiatives that supported the bank's growth from $40B to $110B in total assets over 5 years.
• Led FP&A for key business units within a $40B+ asset commercial bank, focusing on automation, performance tracking, and profitability analysis.
• Built revenue forecasting models and executive dashboards tracking 150+ KPIs across commercial banking, private client, and specialty finance segments.
• Built competitive intelligence framework and peer benchmarking analysis tracking 20+ regional and specialty banks, delivering quarterly strategic insights to executive leadership that identified market share opportunities and informed pricing strategies across commercial verticals.
• Leveraged SQL, Python, and R to automate manual finance workflows, saving 1,000+ hours annually and creating real-time revenue dashboards for executive leadership.
• Modeled complex "what-if" scenarios for deposit growth and loan portfolio performance, helping optimize the bank's efficiency ratio to industry-leading levels <35%.
• Architected the financial framework for the launch of Signet, the first blockchain-based digital payments platform approved by the NYDFS, positioning the bank as a first-mover in the space.

Jan 2014 – Jan 2016 · 2 yrs · New York City Metropolitan Area

• Supported the Global Wealth Management division ($1+ Trillion AUM) by providing critical financial analysis across banking, credit, treasury, and operations.
• Built dynamic financial models to stress-test new investment products and M&A targets with deal values ranging from $50 Million to $500+ Million, projecting revenue impacts and cost synergies for senior management.
• Automated operational reporting and data workflows using VBA, SQL, and Python — transforming days of manual data pulls into streamlined, repeatable processes that delivered faster, cleaner insights to senior leadership.
• Analyzed client portfolio trends and market data to identify growth opportunities, directly supporting strategy teams in capturing new ultra-high-net-worth market share.
• Streamlined operational reporting processes, transforming raw data into clear, forward-looking insights that supported $2B+ in annual revenue growth decisions and portfolio optimization strategies for senior leadership team.
• Improved planning workflows (templates, standardized assumptions, variance explanations), shortening planning cycles by ~10–20%.

Jan 2013 – Jan 2015 · 2 yrs · New York, United States

• Built and sold a workflow automation company for a 7-figure exit.
• Designed custom VBA, SQL, and Python tools, reporting systems, and spreadsheet-based workflow automations that streamlined operations, cut manual work, reduced turnaround times from days to hours, and helped clients scale productivity and sales across dozens of locations.
• Delivered hands-on Microsoft Office training and process improvement solutions that improved efficiency, reporting quality, and operational consistency across client teams.

Jan 2012 – Jan 2014 · 2 yrs · Greater New York City Area

• Led an Investment Operations team of 10+ responsible for the analysis and execution of AIG’s global investment portfolio ($300+ Billion AUM).
• Used VBA, SQL, and Python to automate reconciliations, trade reporting, exception management, and portfolio analytics, reducing manual operational workload, improving controls, and speeding up decision support for senior stakeholders.
• Oversaw trade settlement, reconciliation, and performance attribution, ensuring accuracy across fixed income, equity, and derivative portfolios.
• Reviewed market data, sector allocations, and risk metrics to identify tactical opportunities and provided senior investment committee with data-backed recommendations on $500+ Million in quarterly capital allocation decisions
• Conducted deep-dive benchmarking and market data analysis to spot yield-enhancement opportunities, presenting data-backed capital allocation strategies to the CIO office.
• Streamlined operational workflows reducing settlement exceptions by 35% and improving trade execution efficiency, contributing to 15-20bps of alpha generation through enhanced execution quality.
• Delivered portfolio analytics to senior stakeholders (risk, performance attribution, liquidity views) to support capital allocation decisions.

Jan 2008 – Jan 2012 · 4 yrs · New York City Metropolitan Area

• Executed foundational financial modeling and valuation analysis for complex investment vehicles, M&A deals, and strategic spending plans.
• Used VBA, SQL, and Python to automate P&L reporting, valuation support files, management reporting, and finance workflows, shaving days off recurring deliverables, improving controls, and increasing executive time-to-insight.
• Created detailed financial projections and scenario analyses for capital allocation decisions, business unit performance reviews, and strategic planning across divisions contributing to Goldman's $28+ Billion in annual revenue.
• Built financial models, DCF valuations, and investment memorandums for M&A transactions ranging from $100 Million to $5+ Billion in deal value.
• Supported deal teams and finance leadership managing analysis for firm's $900+ Billion balance sheet and $80+ Billion in shareholder equity.
• Analyzed financial statements, market trends, and competitive positioning for 50+ quarterly projects, synthesizing complex data into executive-ready presentations for senior stakeholders.
• Produced daily P&L reporting and risk analysis for trading desks, ensuring rigorous control over financial statements and key risk metrics.

Jan 2006 – Jan 2008 · 2 yrs · New York, New York, United States

• Built financial models and forecasts for investment plans, M&A opportunities, and business development initiatives across banking divisions contributing to Citi's $150+ Billion annual revenue base.
• Analyzed financial statements, market trends, and performance metrics for business units managing $100+ Million in assets, breaking down complex data into actionable insights for senior leaders.
• Developed robust financial models and forecasts to support investment banking plans, acquisitions, and divisional business strategies.
• Synthesized complex financial statements and macroeconomic trends into actionable insights for senior leadership, supporting high-stakes decision-making during a volatile market period.
• Created detailed variance analyses, profitability models, and strategic planning materials supporting capital allocation decisions and growth initiatives across Citigroup's global banking and markets operations.

Jan 2005 – Jan 2006 · 1 yr · Queens, New York, United States

• - Handled cash and credit transactions, order accuracy, and upselling strategies, consistently meeting sales targets.

Jan 2004 – Jan 2005 · 1 yr · Queens, New York, United States

• Managed cash handling, inventory controls, coordinating crew coverage and staff scheduling.
• Trained and supervised team members on customer service standards, food safety protocols, and operational procedures.

Jan 2003 – Jan 2004 · 1 yr · Long Island, New York

• Delivered customer service and sales support in a high-volume retail environment, developing strong interpersonal and communication skills while managing multiple customer interactions simultaneously.
• Handled cash transactions, inventory management, and point-of-sale operations.