Financial Planning and Analysis

• Develop and oversee administration of internal metrics across Shared Services.
• Utilize metrics to influence efficiencies across internal teams and business partners.
• Identify and develop Shared Services priorities, driving an environment of continuous improvement.
• Lead Projects/Initiatives across the shared Services organization.
• Define and agree SLAs with “in scope” entities, including KPIs, and manage performance.
• Lead financial shared services team of approximately 30 employees in two locations in India.
• Procure to Pay (Accounts Payable, Travel & Expense Reporting, Credit Card administration, Payment Execution). Order to Cash (Invoicing, Credit Management, Collections, Payment Application, Credit Note Processing).
• Maintain environment of continuous improvement in financial shared services.

Director, Accounting and Finance

Senior Lead Credit Risk and Approval Officer – Corporate and Investment Banking Risk

Senior Offer Development Strategist, Financial Planning & Coaching

Individual Financial Consultant, Multi-lingual (Spanish)

Financial Consultant, Multi-lingual – Spanish

Senior Fixed Income Trader – Investment Grade Corporates