I’m a Management Consultant with a focus in Finance Transformation. I play a key role in collaborating with client leadership to provide comprehensive solutions for complex finance and accounting problems.
I lead digital transformations that achieve measurable business outcomes.
Areas of Expertise
Strong Client Relationship Management
Development of go-to-market strategy and materials
Proposal Writing and Presentation
Record-to-Report Functional Process Expertise
Solution Architecture
Cloud Financials Implementation
Project Management–Project Management Professional (PMP)
Lean Methodology–Lean Six Sigma Black Belt
Scrum Methodology–PSM 1
Experience
KPMG LLP
New York, NY
2023–Present
Advisory Manager, Finance Transformation (Financial Services)
Private Equity Portfolio Company and Global Health Care Services Company–Project Manager
Led the implementation of financial reporting technology for both internal management as well as SEC filings while instilling data integrity and financial reporting best practices
KPMG LLP
New York, NY
2021–2023
Advisory Senior Associate, Finance Transformation (Financial Services)
Global Retail Company–Lead Solution Architect + Project Manager
Designed and implemented a fully integrated financial close accounting software solution—alongside the activation of shared service model for client’s global finance and accounting work
Directed client, vendor, and implementation teams
Led in person Q+A for client’s Global Accounting Conference–attendees including the Global Head of Accounting and CFO
Global Financial Technology Company–Lead Solution Architect + Project Manager
Met a business critical deadline for the migration of client financial close workflow processes
Led RFP response and owned proposal activities
Regularly facilitated steering committee sessions with client C-Suite in attendance
Global Music Company–Solutions Architect
Ran global finance work transition by implementing a ‘hub and spoke model’ for the month-end close process—included 100+ sub-entities
Managed transition of activities across RTR, OTC, Royalties and PTP process areas to shared service centers
Initiatives and Other Work
Designed internal Center of Excellence for delivery with offshore resources–decreasing delivery costs and project runways
Conceptualized multiple technology integrations including: ERP, application platforms, and other technologies
Pursued targeted client opportunities from identification through proposal submission
Contributed to quarterly business reviews with vendor partners on joint pursuits
Helped develop go-to-market strategy and materials
KPMG LLP
New York, NY
2018–2021
Advisory Associate–Finance Transformation (Financial Services)
American Energy Company–Solutions Architect
Performed a business-driven approach to an ERP selection project— in context of client’s operating model, needs, and trade-offs between standardization and customization.