• AI-Enabled Deal Sourcing & Diligence (PE Firm, North America): Designed and implemented generative AI agents to support investment screening, memo drafting, and sector mapping. Reduced diligence time 45%, doubled memo throughput, and drove 80%+ team adoption.
• HRIS & Payroll Integration (Sweden, Healthcare SaaS): Successfully integrated Sweden operations into global Workday/Payroll stack post-acquisition. Aligned local contracts and data standards while preserving tax/legal compliance. Achieved 100% continuity on go-live.
• Airport Terminal Pricing & Contract Execution (US): Negotiated MAG, gate usage, and passenger fee terms with 5 carriers. Closed all deals within 6 weeks and delivered 7–10% uplift over modeled MAGs. Created scalable templates for future rounds.
• Tax Ops Redesign (PE Fund Platform): Conducted full diagnostic of tax workflows, fund accounting handoffs, and K-1 processing. Reduced issuance lag by 3+ weeks and built a repeatable operating model across fund vehicl

• Introduced AI-driven liquidity forecasting tools; improved cash visibility and cut cost of carry
• Led enterprise risk framework overhaul; achieved 20% reduction in risk exposure
• Ran strategic FP&A initiatives that lifted division profitability by 25%

• Financial Services: Crafted market entry strategy for global bank expanding into Southeast Asia. Delivered 25% market share gain in 12 months by targeting high-yield verticals.
• Energy: Led digital asset optimization strategy using predictive analytics; achieved 15% cost savings.
• Healthcare: Orchestrated a care redesign strategy for a regional hospital network. Increased throughput by 30%, cut costs by 20%, and enabled transition to value-based care.

• Regulatory Compliance: Oversee the fintech firm's adherence to rapidly evolving regulatory requirements related to cryptocurrency in various jurisdictions. This includes AML (Anti-Money Laundering), KYC (Know Your Customer), CTF (Counter-Terrorist Financing), and other relevant compliance mandates.
• Risk Framework Development: Develop, implement, and maintain a comprehensive risk management framework tailored for cryptocurrency operations, considering both the unique risks of the crypto sector and the broader financial market risks.
• Risk Identification & Assessment: Proactively identify, evaluate, and categorize risks specific to cryptocurrency operations, including market volatility, technological vulnerabilities, smart contract risks, and liquidity concerns.
• Strategy Formulation: Collaborate with senior management to integrate risk management strategies into the firm's broader operational and strategic goals.
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• Conducted rigorous evaluations of procedures and policies for models developed by the Model Risk Architecture, including thorough SOX control testing over model development.
• Developed and implemented a comprehensive approach to baseline, stressed, and severely distressed forecasting scenarios, ensuring robust risk assessment and mitigation strategies.
• Carried out independent reviews of wholesale credits, assessing underwriting soundness, compliance with credit processes, and adequacy of credit risk ratings.
• Maintained an effective network of relationships to monitor risk profiles and developments within the investment bank, providing valuable input into annual audit planning.
• Analyzed and assessed processes and risks associated with trading desks, including market, credit, operational, legal, and compliance risks for Muni and Exotics products.
• Oversaw SOX audit and compliance activities, including comprehensive assessments, testing, and control monitoring.

• Led project to develop compliance to SR 11-7 by examining model logic, theory and sound design for models covering underwriting credits, valuing exposures and determination of capital and reserve adequacy.
• Prepared high quality and impactful audit reports, especially executive summaries that effectively addressed the key issues to be raised to management’s attention.
• Performed audit specific / review audits in equity business and its products, including cash (high and low touch / electronic), derivatives (flow, exotic, structured and hybrids) and Delta One, research, multi asset group, sales, prime finance, futures, funds and global custody.
• Participated in various stages of the annual risk assessment and provided professional conclusions on the risks' evaluation.
• Planned, developed, managed, and executed CCAR/DFAST audits covering, FRB MRIAs, strategic CCAR implementation, Model Risk Management, 14A / 14Q filing as well as Wholesale Advanced IRB, Retail Advanced IRB, Traded