• Independent special project consulting and project/program management in finance and accounting.
• Clientele includes US-based and International Institutions in Miami, FL and New York, NY.
• Past engagements include but not limited to running the PMO at the top of organizations to project management (from small-scale, single office to 150+ employees and multiple global offices) of special projects (enterprise and proprietary) stemming from strategic roadmaps, operational streamlining and integration.
• Planned, managed and executed engagements for major global institutions including but not limited to:
• PMO for the Latin American region of a Bank with offices throughout the Caribbean, Central and South America assuring all special projects were planned and implemented on time.
• Planned and managed the build and implementation of an enterprise global Account Opening process and system (150+ employees and multiple global offices). Responsibilities included the creating project p

• Special project consulting and project/program management in finance, accounting and operations.
• Supervised engagements simultaneously, including teams of 50+ members
• Planned, managed and executed engagements for major Institutions including but not limited to:
• Project managed the migration of all Equity Proprietary Trading Desk books to a newly created Irish entity. Responsibilities included maintaining the project plan and issue logs, coordinating between several client teams locally and in Europe, tracking system testing and issues and following up on post-migration issues for resolution.
• Designed and implemented the integration of a new trade allocation system. Responsibilities included preparing and
maintaining the project and testing plans, coordinating between and managing several internal client teams locally and in Europe involved in design and build-out as well coordination with the system application vendor. Work also included designing business requirements a

• Analyzed Service Operation call/claim areas with respect to providers and members, researched competitor practices and call/claim organization and presented to Senior Management several options with varying cost structures
(including off-shoring, pilot programs and web-based applications) to develop a provider-centric strategy aimed to
improve provider satisfaction and claim timeliness/accuracy
• Analyzed corporate aviation program and recommended strategies for efficiency measures approved by CEO
including use-efficiency, alternative aviation and leasing options
• Analyzed several vendor contracts valued at over $50 million with respect to recovery services, identified areas of
opportunities for expansion of services and assisted with the contract renegotiations and rate reductions

• Promoted early to Senior Associate Auditor in one and a half years (normally 3 years)
• Planned and executed client audits and managed expectations and budgets and for multiple audit engagements in various industries including banking, mortgage banking, manufacturing and entertainment for Fortune 500 clients and
large international institutions
• Resolved major technical accounting issues for international banking agencies of largest bank in Venezuela concerning major fixed asset addition implementation for new start-up international banking agency for major Chilean bank
concerning derivatives and Statement of Financial Accounting Standards No. 133, 137 and 13 8
• Planned and managed internal audit engagement for large global bank U.S. agency of over
● 12 billion in assets
consisting of specially designed audit procedures and the supervision of over 10 client staff and manager auditors
• Supervised, reviewed and evaluated work for over 12 firm staff associates
• Mentored two

• Designed and performed substantive and analytical tests for all general ledger accounts and cycle controls
• Became South Florida practice expert in the audits of 40 1 (k)s for clientele required to file IRS Form 5500 including the
planning and design of the audits, resolving special audit issues according to the AICPA and IRS, performance, issuance and review of other staff work
• Developed and maintained positive and continuous client relationships

• Implemented service billing/accounts receivable and fixed asset modules into JD Edwards
• Managed the entire billing/accounts receivable function for three international offices (Miami, Florida; San Juan, Puerto Rico; San Jose, Costa Rica)
• Managed and maintained positive and continuous client relationships

• Designed yearly budgeting project for cost accounting class of approximately 300 students and managed specialized project team of 6 teaching assistants to successfully implement, supervise and grade project over a 4-month period
• Designed lectures, exams, section problems and practice problems for financial and cost accounting classes
• Held two lectures per week for 30 students each and assisted professor in teaching two (2) weekly lectures of over 300 students. Taught for professor in her absence.
• Planned and conducted weekly teaching assistant team meetings to address the following week's deliverables and the
prior week's issues
• Supervised 10 undergraduate and graduate teaching assistants
• Supervised logistics of all exams for class of over 300 students