Develop and implement a sustainable department-level budgeting process with management and the board, incorporating long-range financial goals and funding strategies in line with strategic plan objectives and initiatives. Streamline financial close and related processes by introducing automation and eliminating heavily manual error-prone processes, execute new cloud-based mobile-friendly solutions for accounts payable and employee credit card expenses. Detect and alleviate financial and compliance risks, secure bridge loan financing.
• Delivered strategic financial guidance to assist company in growing revenue by 300%, devising profitable earned revenue streams, and securing several large multi-year philanthropic investments.
• Revamped finance operations by implementing systems and tools to eliminate manual processes.

Directed company's business continuity management committee and leading employees through remote work transition amid global coronavirus pandemic; Entailing enhanced employee benefits provision, office design modifications, capacity management systems, and cleaning protocols to comply with local and international health/safety requirements; Additionally oversaw the creation, testing, and exercising of plans to prepare for the Ukrainian and Russian conflict as our international headquarters were in Kyiv Instituted and supervised company's information security, data privacy, and payment card security compliance programs, comprising generation of 15+ policies and procedures, and adoption of governance risk and compliance software.
• Achieved company's inaugural ISO 27001 and PCI-DSS information and payment security certifications within six and three months, respectively through external audits; Devised and executed enterprise-wide risk assessment, business continuity, and supplier manag

Established foundational structure for IA department by creating audit charter, methodology, risk assessment, and audit plan. Recruited and supervised team of five to perform 23 operational, financial, IT, and compliance audits and consulting projects. Developed and improved Vertex's SOX Compliance program, collaborating with over 200 global stakeholders from various departments and interfacing with external and co-sourced auditors. Configured and implemented governance risk and compliance application in just two months, partnering with Corporate IT to automate SOX audit process.
• Managed and executed $750k worth of consulting engagements, including recovering $550K following third-party vendor audit, all at management's request.
• Presented Vertex case study to over 300 attendees at the 2018 National ServiceNow conference.

Offered recommendations to mitigate risk, improve controls, and streamline processes in following areas, such as portfolio management and trading, investment operations, valuation, monitoring, and regulatory compliance. Maintained abreast knowledge on risks, regulations, and industry trends associated with diverse investment types, including equity, fixed income, derivatives, commercial mortgages, timber, and agriculture asset classes.
• Spearheaded, developed, and assessed audit teams of five to conduct investment portfolio audits and SOX financial statement audits for Investment Division of Manulife Financial.

Senior Consultant in the Global Operations Transformation Restructuring Group: Consulted and managed the execution of large data-driven complex global restructuring events for three Global Operations centers of excellence. Liaised with senior business management and transformation program resources to create operating model design, perform workload re-balancing and location optimization that enable benefits realization in terms of cost, service delivery and risk reduction.
• Directed global internal and external stakeholders through the standardization of cash collateral processing from 182 unique processes to three standard processes. Head of SSgA Finance Transformation PMO: Led and executed 14 global finance transformation initiatives, including month-end accounting close, revenue life-cycle, regulatory reporting, billing operations strategy, assets under management reporting, global consolidation and reporting, management on boarding, and organizational design and leadership develo

- Planned and led operational, financial and Sarbanes-Oxley compliance audits for Warner Bros, HBO, New Line Cinema, Time Inc. and TimeWarner Cable

- Evaluated control environments for the following business areas: production management, advertising, theatrical, video and cable distribution. royalty and profit participation compliance, budgeting, payroll, asset management, procurement, financial reporting and FCPA compliance

- Supervised, developed and evaluated teams ranging in size from two to five

External Audit Senior (September 2003 - December 2006)
- Planned and executed financial statement audits within the firm's Financial Services Industry Group, as well as Sarbanes-Oxley and SAS-70 projects. Clients included Northern Trust and Capital Group

- Supervised, developed and evaluated audit teams ranging in size from two to seven


Enterprise Risk Services Senior Consultant (October 2008 - April 2009)
- Planned and executed a finance transformation consulting project for a large energy company including: (1) current state assessment and documentation and (2) development of recommendations to improve the operating efficiency and effectiveness, address segregation of duties conflicts and risk and control mitigation strategies.

- Functions assessed included: budgeting, management reporting, accounting, financial planning and analysis