Driving growth and enabling deal-making success for high-performing organizations.
 Developed enterprise planning for a global tax advisory firm, aligning operational strategy with growth objectives through streamlined prioritization tools
 Built a three-statement model and 13-week cash flow forecast for a crypto POS startup, improving financial accuracy by 95% and enabling more reliable strategic decisions
 Conducted proof of cash due diligence for two $1B online grocery delivery acquisitions, ensuring financial integrity and strengthening management decision-making
 Orchestrated project management for three concurrent $1B+ aerospace and defense transactions, ensuring precision and adherence to critical timelines
 Performed cost analysis on a global sanitation acquisition, identifying 50% efficiency gains and driving value creation through post-merger integration insights

Running the “Office of Enablement” – turning strategy into action and ideas into results.
 Devised strategy and planning for new market entry, collaborating with the CEO to align financial strategies with growth objectives and ensure scalability
 Led systems selection and implementation, streamlining operations and enhancing financial reporting accuracy to support data-driven decision-making
 Optimized cash flow management through robust forecasting and liquidity planning, ensuring operational stability and resource flexibility
 Directed investor relations by preparing financial updates and performance summaries, securing continued support and driving stakeholder confidence
 Built comprehensive financial models and developed KPI-driven reporting frameworks, enabling precise revenue forecasting and transparent performance metrics for kiosk deployment models

Finance, Strategy, and Operational Glue for a $15M M&A firm.
 Drove 200% revenue growth by implementing strategic financial oversight and optimizing team collaboration across the US and India, positioning the firm for sustained success
 Led annual budget and forecasting processes with sensitivity analysis that accurately modeled various scenarios within +/-5%, empowering informed decision-making
 Reduced IT costs by 15% through targeted spend analysis, reallocating resources to higher-impact areas and improving overall efficiency
 Developed a billable hours revenue model that increased profitability by 12%, ensuring resource allocation directly supported the bottom line
 Created an executive dashboard using Power BI, integrating data from multiple sales and financial systems to deliver actionable insights that enhanced transparency and decision-making

Blending M&A chops with community impact.
 Led a multi-year transformation across 20+ parishes, achieving 20% cost synergies by streamlining HR, finance, and real estate operations, setting a precedent for financial efficiency
 Oversaw $3M in capital projects, ensuring they were delivered on budget while maintaining high standards of financial accountability and operational effectiveness
 Uncovered $500K in overpaid insurance and trimmed $1M in waste through meticulous financial reviews, reallocating funds to initiatives that directly benefited the community

Generating alpha through market inefficiencies.
 Managed a futures trading group, overseeing both front and back-office operations, to deliver seamless strategy execution and build strong business relationships
 Acted as a market-maker in U.S. treasury options, contributing up to 10% of daily liquidity and ensuring robust market operations during volatile periods
 Optimized the performance of a U.S. treasury derivatives trading desk by developing proprietary algorithms that enhanced trading precision and operational efficiency