Jan 2023 – Present · 3 yrs 4 mos · Remote

• Serve as Head of Portfolio Operations
• Sikich is a technology-enabled professional services organization with a single-minded focus on improving business performance by deploying best-fit solutions. We help our clients understand “what could be,” help them set priorities, and take responsibility to deliver transformative strategies.

Dec 2022 – Dec 2022 · 0 mo · Remote

• Accelerated Growth was purchased by Sikich in November 2022
• Internal Operations
• Serve as a Portfolio Lead / Head of Portfolio Delivery managing external customer relationships and ensuring scope is being met by respective team members
• Responsible for 80+ team members in US and India, $5MM+ of yearly revenue and 50+ clients
• Drive staffing of our internal team members on clients taking into consideration availability, experience, and workload interest
• Develop business by generating a personal network and joining business development meetings to gage customer needs
• Focus on Consumer Packaged Goods Brands
• Develop and Implement comprehensive financial strategies that align with clients organizational goals
• Streamlined financial operations and processes for clients improving team efficiencies and reducing costs
• Prepared and presented financial statements ensuring accuracy and GAAP compliance
• Executed variance analysis and financial modeling ensuring spend accuracy and team understanding of financial trends
• Create and conduct trainings for internal and external teams on accounting and operational systems inclusive of Trade Spend training presented to 150+ brand owners

Jul 2021 – Nov 2022 · 1 yr 4 mos

• Accelerated Growth was purchased by Sikich in November 2022
• Internal Operations
• Serve as a Portfolio Lead / Head of Portfolio Delivery managing external customer relationships and ensuring scope is being met by respective team members
• Responsible for 80+ team members in US and India, $5MM+ of yearly revenue and 50+ clients
• Drive staffing of our internal team members on clients taking into consideration availability, experience, and workload interest
• Develop business by generating a personal network and joining business development meetings to gage customer needs
• Focus on Consumer Packaged Goods Brands
• Develop and Implement comprehensive financial strategies that align with clients organizational goals
• Streamlined financial operations and processes for clients improving team efficiencies and reducing costs
• Prepared and presented financial statements ensuring accuracy and GAAP compliance
• Executed variance analysis and financial modeling ensuring spend accuracy and team understanding of financial trends
• Create and conduct trainings for internal and external teams on accounting and operational systems inclusive of Trade Spend training presented to 150+ brand owners

Jan 2019 – Jun 2021 · 2 yrs 5 mos

• Responsible for leadership as Portfolio Lead and focus on financial operations development for Consumer Package Goods (CPG) brands

Jan 2017 – Dec 2018 · 1 yr 11 mos

• Managed internal and external (client) finance teams
• Worked closely with customer’s CEO, CFO, or other client contact to ensure projects are
• completed properly and in a timely manner
• Provided leadership teams with high-level strategy to streamline finance operations processes
• Built relationships with CEO’s, CFO’s and other key stakeholders through accurate delivery of work
• and clear communication
• Facilitated meetings with internal and external teams to align understanding of ultimate goals and
• manage projects accordingly
• Reviewed models and packages created by other analysts and provided feedback
• Assisted AG with internal initiatives including: training internally and externally (EO Chicago),
• conducting interviews, system implementations, etc.
• Conducted trainings for internal and external teams on accounting and operational systems

Nov 2015 – Dec 2016 · 1 yr 1 mo

• Created and optimized financial and operational processes for entrepreneurial companies
• Oversaw all cash flow (i.e. accounts receivable, accounts payable, etc) operations and provided timely reporting
• Owned customer’s finance email accounts and assisted with vendor and customer relationship building
• Performed month-end-close activities and provided timely reportin
• Built financial models including: budget, cash flow, end-of-month financial package, compensation, etc., customized for the customer’s needs

Jul 2014 – Oct 2015 · 1 yr 3 mos

• Manage cash at the end of the day by facilitating the investment of available excess Clearing House US dollar balances while following the guidelines of the investment policy, as well as creating compensating bank wires to ensure that all USD cash accounts are not overdrawn and at the same time not holding excessive cash at the end of the day.
• Creation of SWIFT messages for the transfer of US dollar and foreign currency, US treasuries & agencies movements, and review and processing of incoming SWIFT messages. Ensure the accuracy of wire instructions to facilitate correct cash and collateral movements between CME CH and Clearing Member Firms.
• Provide customer service to clearing member firms by assisting with their inquiries regarding their performance bond assets, cash movements, asset allocation, pb value calculation, cusip elegibility, settlement pays and collects, among others.
• Facilitate collateral, cash, money market fund, gold, letters of credit, and stock deposits, withdrawals, or swap movements from clearing member firm requests for all FundSeg including Cross Margin. Coordinates with custody & settlement banks, as well as money market funds, and Options Clearing Corporation for cross margin for these transactions to flow through timely and accurately.

Oct 2013 – Jun 2014 · 8 mos

• Directed clients through margin analysis in SPAN.
• Assisted in department’s reverse stress testing procedure.
• Entered commodity spreads into the Volatility Database in order to keep the program up to date.
• Answered client’s questions regarding SPAN, margin requirements, and other inquiries via phone and email.
• Ensured program organization by matching Volatility Database with Rates & Rules.
• Communicated with team to solve problems; including creating a new on-boarding procedure guide for future interns.

Jan 2014 – Dec 2021 · 7 yrs 11 mos · Alsip, IL

Sep 2013 – May 2014 · 8 mos · Chicago

• Led a group of eight students in the creation and distribution of a local entrepreneur’s invention.
• Divided time between marketing and distribution teams to monitor all aspects of the project.
• Pitched renovated invention to local investors and other local entrepreneurs.
• Coached team in cold calling potential retail buyers.

Mar 2012 – Oct 2013 · 1 yr 7 mos · Chicago, IL

• Built an organization based on consumer demand for regular access to childcare assistance.
• Organized profiles for both parties and ensure that the organization is making profit by implementing a financial strategy.
• Screened potential sitters (primarily DePaul students), their skill sets, availability, and transportation access.
• Coordinated optimal meeting times for sitting appointments.
• Created and presented service details to perspective clients.
• Matched sitters to appropriate families.
• Developed a pricing strategy in which participating families pay a monthly fee to access sitters on a regular or ad hoc basis.

Mar 2012 – Mar 2013 · 1 yr

• Received a paid internship that is offered to only one student per campus.
• Worked in an autonomous team environment; presented results bi-weekly.
• Created over 50 new contacts for future sales and managed 25 existing relationships.
• Developed relationships with department heads by researching CDW’s clientele.
• Responsible for building CDW’s clientele and image within DePaul.
• Aided in team problem solving; communicated client’s problems to the team.