Financial Planning and Analysis

• Lead a high-performing team delivering financial services products from concept to adoption.
• Define a strategic roadmap that addresses key priorities such as digital banking, risk management, compliance, and customer experience.
• Develop and maintain strong partnerships with banks, credit unions, and fintech ecosystems.
• Ensure all products meet regulatory and security standards, including SOX, PCI-DSS, and GLBA compliance.
• Collaborate with sales leadership on go-to-market strategies for financial institutions of all sizes.
• Shape pricing strategies that reflect the financial services market landscape.
• Monitor emerging trends such as AI-driven risk assessment, blockchain, and real-time payments to drive innovation.
• Define and track KPIs to measure market adoption, customer satisfaction, and ROI.

VP, Product Management – Financial Services

Senior FP&A Analyst

Senior Financial Analyst

Finance Operations Manager

Senior Financial Analyst

Financial Solutions Advisor – Registration Candidate