Part-time leadership role in a family e-commerce brand, providing financial oversight and operational support. Provided insight and experience into all aspects of an Building an E-Commerce Startup on Shopify
● Selected Achievements:
• Spearheaded financial planning and budgeting, utilizing QuickBooks for bookkeeping, reporting, and tax preparation.
• Assisted with startup operations, including legal structuring, vendor negotiations, and establishing business banking. Advertising, and Affiliate Marketing.

Held full financial responsibility for an $800M revenue services, home warranty, and e-commerce business. Managed financial and strategic planning, including developing and implementing financial policies, procedures, forecasting, budgeting, and analysis. Collaborated closely with the CEO and leadership team to develop and execute long-term growth plans.
● Selected Achievements:
• Reduced annual cash burn by $60M (10% savings) despite a $100M revenue decline by optimizing fixed costs, renegotiating supplier contracts, and refining variable cost structures.
• Implemented Adaptive Insights to overhaul budgeting and forecasting, reducing reporting time by 20%
• Redesigned technician compensation structure, shifting from one-time to annuity-based payments, boosting retention rates and enhancing customer satisfaction.

Led the transformation of financial shared services as part of a large-scale partnership within the professional services industry. Managed reporting and financial data model transformation efforts across FP&A and controllership responsibilities. Transitioned from Bridgewater to Genpact as part of the partnership.
● Selected Achievements:
• Reduced manual calculations by 90% by redesigning financial data models and automating hedge fund reporting processes, improving efficiency and accuracy.
• Automated hedge fund financial reporting, cutting reporting effort by 25% initially and over 50% cumulatively, enhancing data traceability and minimizing errors.
• Implemented finance governance protocols, standardizing close policies and ensuring 100% compliance, improving financial data integrity.

Directed financial operations and implemented new processes for an elite hedge fund transitioning from boutique to institutional status. Managed the team responsible for financial close and FP&A reporting for one department, then expanded responsibilities to manage similar operations for the entire firm. Oversaw all related financial processes, change management, policies, and standard reporting.
● Selected Achievements:
• Expanded financial close from a single department to the entire firm, reducing staff by 60% and shortening close times by 4 days, improving efficiency.
• Created real-time financial dashboards, improving reporting efficiency and enhancing strategic decision-making for senior leadership. Automated P2P approval workflows, enhancing procurement controls and cutting costs by 15% on $150M in expenditures.
● Kahn

Managed global finance for a $2B support services business unit, including the global services sales team. Directed all finance activities, including revenue forecasting, expense management, deal support, offer development, and M&A integration. Analyzed monthly operating performance and P&L projections for accurate reporting.
● Selected Achievements:
• Leveraged predictive analytics and cost optimization to increase gross margins by 6 points over 2 years, counteracting revenue decline.
• Led asset acquisition strategies, adding $30M in annual revenue at 80% margin, strengthening core business profitability.
• Outsourced inside sales, driving $10M in cost savings and boosting sales efficiency by 10% through optimized vendor partnerships.
• Led senior manager and below finance employee review and ranking process for over 5 years.