Provide enterprise-level project management and operational governance for the Annuities & Life Policy Holder units (client Transamerica), leveraging Agile, Waterfall, and hybrid methodologies to deliver projects on-time, within scope, and on
budget. Coordinate third-party vendors and internal resources across multiple geographies.
• Developed treasury and payment processing strategies, ensuring compliance with regulatory frameworks (PCI-DSS, AML, KYC).
• Designed and implemented strategic continuity processes to maintain operational continuity during critical system outages, ensuring uninterrupted workflow and stakeholder satisfaction.
• Optimized resource allocation by 20% and productivity by 10% through strategic process improvements and targeted training, risk management strategies, and streamlined workflows.
• Conducted comprehensive project assessments, managed cross-functional dependencies, and tracked milestones
using Agile methodologies, achieving 100% on-time project co

Advised startup organizations on financial and operational strategy, emphasizing accounting system implementations and
process optimization. Coordinated third-party resources and in-house teams to align deliverables with business objectives. Served as a financial consultant and subject matter expert (SME) to clients.
• Increased efficiency by 25% by establishing GAAP-based processes for accounting, bookkeeping, and AP/AR, ensuring technical feasibility and resource availability.
• Enhanced change management by creating diagrams, process maps, and spreadsheets to clarify project requirements and monitor performance.
• Maintained project documentation and delegated tasks according to expertise, ensuring timely delivery of interim and final milestones.
• Provided risk mitigation plans for client expansion efforts, meeting budgetary objectives and securing long-term operational stability.

Managed financial project portfolios totaling $8M+ for commercial real estate assets. Developed and tracked project budgets, ensured resource availability, and facilitated vendor negotiations to meet cost and scheduling targets. Planned and executed multiple commercial real estate acquisitions, overseeing the full project lifecycle from initiation to closing, resulting in $10M+ in revenue expansion through sound investment feasibility and due diligence.
• Managed the full project scope for property acquisitions, adhering to strict timelines and technical feasibility requirements while coordinating 100+ vendors.
• Saved $20K+ annually by negotiating reduced bank, appraisal, and origination fees, maximizing cost efficiency and
reinforcing strong vendor relationships.
• Supervised risk management activities, ensuring compliance with IRS regulations and mitigating financial exposure through regular budget-to-actual analysis.

Built and maintained executive-level client relationships, promoting financial services aligned with organizational goals and risk management standards.
• Generated $10M in new revenue through consultative sales methods, negotiation, and targeted relationship development.

Relationship Mnagement, Financial consultancy, Portfoilio management for bank customers.