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

2023Present
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

20212023 
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

20182021 
Advisory Associate–Finance Transformation (Financial Services)

American Energy CompanySolutions 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.  

NYUStern Center for Sustainable Business

2023

Executive Certificate in Advancing Sustainability

Education


University of Nevada, Reno

2014-2018

Bachelor of Science in Bus Admin (BSBA)

Finance Bachelor of Science in Bus Admin (BSBA) Economics                                                                                            

Microsoft Office suite

JAMA and JIRA project management software

Trintech’s Cadency suite

BlackLine product suite

Workiva Wdata & Wdesk

Oracle EPM

Postman API platform

ServiceNow                                                                                                            

Technology Proficiencies