Functional Skills

Project Management
Financial Modeling
Financial Planning & Analysis (FP&A)
Investor Relations
Forecasting / Projections
Financial Statement Preparation
Accounting Software Implementation
Compliance and risk
Accounting
Budgeting
Financial Due Diligence
Financial Management
Leadership Development
Strategic Planning
Vendor Management

Software Skills

Microsoft Access
Microsoft Edge
Microsoft Excel
Microsoft Excel Macros
Microsoft PowerPoint
Microsoft Word
Microsoft Office
Microsoft Project
Microsoft Visio
Sharepoint

Sector Experience

Business Services
Financial Services
Technology
Telecom

Languages

English
French

Notable Clients

Citigroup
Merrill Lynch
Nomura
Societe Generale
Bulge Bracket Investment Banks
Fortune 500

Experience

Integritas Investment Partners Accounting
Founder & CEO
1/2019 - Present
Fractional CFO
Fractional Controller
Project Management
Asset/Cash Management
P&L Reporting
Bank of America Accounting
Controller VP
3/2014 - 12/2018
Controller - Vice President
Project Management
Change Management
Asset Management
Structured Finance
SOCIETE GENERALE, INC. Management Consulting
Project Manager
9/2007 - 10/2008
Regulatory Documentation of Federal Reserve Compliance and Desktop Procedures
Controller - Vice President
Project Management
Change Management
Asset Management
Structured Finance
Credit Suisse Finance
Project Manager
3/2008 - 6/2008
Finance Data Transformation: Creation of Finance Reporting Data Hub
NOMURA SECURITIES INTERNATIONAL, INC. Operations
Project Manager
4/2005 - 9/2007
IT Finance & Administration
Controller - Vice President
Project Management
Change Management
Asset Management
Structured Finance