Functional Skills
Performance Management
Business Development
Project Management
Investment Banking
Agile Software Development
Business Analytics
Strategic Planning
Regulatory Compliance
Risk Management
Financial Modeling
Operations Management
Innovation Management
Leadership Development
Finance Transformation
User Acceptance Testing
Software Skills
Jira
Microsoft Excel
Microsoft PowerPoint
Peoplesoft
Microsoft Project
Tableau
Certifications
CPACertified Public Accountant
Sector Experience
Business Services
Consumer Goods
Financial Services
Manufacturing
Technology
Fortune 500
Experience
Capital One Financial
Finance
Consultant for Finance Liquidity
10/2021 - 11/2022
As a consultant for the Finance Liquidity team, I played a key role in leading strategic finance transformation projects and providing project management framework. I collaborated with cross-functional teams to implement new processes and tools that improved financial reporting and governance. My work focused on optimizing liquidity planning and enhancing data visualization capabilities using tools like Tableau and JIRA, ultimately driving better insights and decision-making.
Standard Chartered
Finance
Executive Director, Head of Financial and Resourcing – Controller
7/2014 - 12/2020
In this leadership role, I managed the Financial Planning & Analysis (FP&A) function for a global regulatory transformation program with a budget exceeding $600M. I worked closely with senior leadership to develop financial plans, forecasts, and KPIs, ensuring alignment with the company’s strategic objectives. I also led cross-functional teams in cost management initiatives, enhancing operational efficiency across regions.
Standard Chartered
Finance
Finance Chief of Staff - Program Director
4/2012 - 7/2014
I led the global finance transformation program for the Americas Finance function, driving initiatives that enhanced efficiency and cost savings. I was responsible for overseeing financial planning, reporting, and risk management for Corporate & Institutional Banking and regularly presented financial performance insights to senior leadership. I also contributed to the design and implementation of new financial systems, such as PeopleSoft Funds Transfer Pricing.
Standard Chartered
Finance
Director, FP&A Corporate & Institutional Banking
1/2007 - 4/2012
As Director of FP&A for Corporate & Institutional Banking, I was responsible for managing the budgeting and forecasting process for a division generating over $1.5B in revenue. Designed and managed multiple Hyperion Essbase databases including customer and product profitability enabling regional performance reporting as well as higher productivity in Finance department. My focus was on ensuring data accuracy and driving actionable insights to support business decisions at the executive level.