•Leadership: Successfully led several projects with various clients: KPMG, MUFG – US Bank focusing on Finance Transformation, KPIs and OKR tracking, Organizational Restructuring, FP&A Process Improvement.
•Finance Data Strategy: Strategized data management for the US Bank divestiture and in-house Finance and Accounting process optimization at MUFG, resulting in improved financial close and forecasting process through the utilization of OFSAA Cloud, Power BI, and Power Automate.
•FP&A Transformation: Led BU capability improvement discussions for MUFG divestiture (M&A) and provided practice solutions to address current data, finance processing trail, and reporting issues, resulting in improved FP&A Transformation. Developed and implemented comprehensive FP&A processes, including financial modeling, forecasting, and analysis, to support business decision-making at various organizations.
•Leadership: Collaborated with cross-functional teams, including executives, to provide financial in

•Advise on investor negotiations, fundraising, and business valuation. Established first time GAAP policies / procedures, create / clean up accounting records, manage investors and navigate tight liquidity challenges and product pricing.

•FP&A: Led and managed the consolidation of FP&A for Lending and oversaw monthly, quarterly, and annual reporting for the business unit. Produced key performance indicators (KPIs), variance analysis, revenue and profitability reports, profit and loss (P&L) statements, division costing, and presentations for executive meetings. Successfully led the monthly/quarterly/annual budget and forecasting process.
•Forecasting and Profitability: Managed revenue forecasting, P&L analysis, return on investment (ROI), and product profitability analysis within the business. Developed financial scenarios and models to facilitate planning and capital deployment decisions.
•Business Strategy: Partnered with business unit leaders and led the development of new market strategy. Led product strategy and finance reviews with leadership and assisted with implementation.
•Executive Business Review: Owned the monthly/quarterly/annual business reviews and executive presentations. Developed strategies and imp

•Led 3 finance professionals, ensured compliance for SEC reporting (10-K, 10-Q, 8-K- MD&A) (M&A segment), ASC 805 FASB pronouncements (goodwill and long-lived assets impairment testing, segment reporting); SOX compliance.
•Business Valuation: Managed deal valuation, investment & business development opportunities – target valuation & analytics, business cases, built financial models, and highlighted financial/operational/strategic risks & opportunities.
•Deal Analysis: Led quantitative analysis in support of negotiations and deal execution - scenario and sensitivity analysis, DCF, accretion/dilution analysis, comparable and precedent acquisition analyses.

•Process Re-engineering: Established FP&A and Variance explanation models and forecast process overhaul for eMCM group while establishing 54% efficiencies, increased transparency and efficiency
•Financial Reporting: Provided guidance and reviewed with the finance team in areas related to financial operations, internal controls, year-end close and reconciliation to include reviewing trends, capital expense, strategic initiatives

•Strategic FP&A: Led Long range corporate strategic planning process, work with cross-functional teams on strategy projects and perform analysis in support of strategic planning process. Preparing firm Financial Statements. Variance Explanations: OpEx /CapEX /Earnings reviews and Variance Analysis; Bond Issuance, Valuation; Credit and Interest Rate Analysis and Projections for Moody's and S&P; Business Strategy
•M&A Analysis and Business Valuation: Conducted multiple acquisition analysis and evaluated the accretion/ dilution and credit impact. - SOTP and DCF valuation, Cash Flow Projections
•Dividend Payout Policy: Prepared business policy for dividend payout and capital allocation for 2 consecutive years. Monitored and analyzed Credit Ratios and Interest Rate Projections for Moody's and S&P.

•FP&A: Preparation of the financial forecast for M&E Procurement, including analysis of period-end operating expenses and variances; forecasts as part of the monthly forecast process ($4 Billion). Merger Synergy Valuation: Streamlining the Supply Chain to maximize the portfolio synergy savings and executive presentations.
•M&A Integration: Research and determine guidance for internal staff on contract structure and ramifications of terms, perform and report on financial due diligence on targets. Conduct financial due diligence, financial health analysis, integration planning, valuation intangible assets; Audit (SOX Compliance): Conducted audit for large spend contracts

•Go-To-Market Strategy/Business Case: Prepared Philanthropic Services Strategic Plan by conducting competitive market and in-house assessments to facilitate the service launch – Exceeded expectation; Project Planning and Management: Facilitated Product launch by conducting project planning and managing cross functional relationships

•Financial Modeling and Feasibility Analysis: Formulated development models for institutional establishments. Established project feasibility by performing profitability & ROI assessments. Industry Research: Conducted Industry research to establish trends of large-scale infrastructure developments. Business Development: Lead business development efforts by reaching out to potential clients, preparing and delivering "pitch" presentations Industry Mapping and Analysis: Led market analysis, competition benchmarking and performance appraisals

•Strategic Investment Advisory: Conducted investment feasibility and profitability analysis by performing statistical and market data analysis. Market and Industry Research: Prepared white papers on various industry by conducting market studies Financial Modelling: Prepared detailed Financial Models evaluating the project profitability- NPV/DCF