Financial Planning and Analysis

• Implement rigorous problem-solving to help solve clients' most challenging operational issues on how to scale their businesses and manage their back-office operations
• Lead complex operational engagements often with multiple junior team members to deliver exceptional results
• Own communication with clients regularly to provide recommendations, anticipate their needs, and manage expectations
• Utilize operational best practices plus a deep understanding of back-office systems to help clients implement payroll workflows, AP/AR processes, equity administration, and compliance frameworks
• Research the latest developments and formulate insights into operational tools and best practices to become a strategic partner in their business growth
• Be part of the world's leading tech-enabled firm's operational services, acting as a trusted partner to our clients on critical operational decisions
• Build long-term client relationships and drive superior operational outcomes based on unique business insights
• Partner with clients to help them deliver measurable and sustainable improvements in operational and business KPIs
• Keep operational projects on track with ongoing monitoring, escalation management, and proactive problem-solving
• Support successful compliance requirements, investor discussions, and board meetings by ensuring operational excellence and providing actionable insights
• Track and evaluate key Financial Operations business initiatives, including new experiments, offerings, and process improvements
• Run ad-hoc analyses to help uncover growth opportunities or ways to scale the Financial Operations offering further
• Support new product development, new strategies, and explore new partnerships to expand the Financial Operations service line
• Mentor and guide junior team members, helping them navigate complex operational engagements and build their skills

Senior Consultant, Financial Operations

• Analyze financial performance, develop financial models and valuations, and deliver strategic recommendations to privately held business clients.
• Support ownership transition, succession planning, ESOP, and equity-based ownership engagements.
• Participate in client meetings and collaborate with business owners and leadership teams to address financial, operational, and organizational challenges.
• Support buy-side M&A engagements, including financial analysis, due diligence, and transaction-related activities.
• Contribute to both assessment and implementation phases of advisory engagements.
• Manage multiple concurrent client engagements while ensuring high-quality deliverables and responsiveness.
• Collaborate with FMI's Strategy, Compensation, Leadership Development, and Investment Banking teams to deliver integrated client solutions.
• Support business development efforts through client relationships, referrals, and ongoing engagement opportunities.

Senior Financial Advisory Analyst

• Lead the implementation of innovative Oracle solutions that drive business success
• Set the strategic direction, inspire teams, and cultivate impactful client relationships
• Oversee complex projects that enhance operational effectiveness
• Mentor and develop future leaders within the organization
• Contribute to the advancement of finance technology initiatives

Director, Oracle Cloud Finance

• Providing advice to business unit executives and senior-level managers on Human Resources (HR) issues
• Establishing the strategy for Enterprise and line of business specific Human Resources (HR) priorities
• Ensuring organizational effectiveness across talent acquisition, performance management, talent development and learning, succession planning, compensation, etc.
• Acting as a trusted advisor to leadership and partners with senior business leaders
• Overseeing and defining the strategy for critical workforce activities, including headcount reporting and analytics, financials/expenses, promotions, opportunity and inclusion, performance, talent management, and key cross-HR initiatives
• Helping senior leaders build effective teams, develop talent, manage risk, and create an inclusive environment that values deep and broad skills, experiences and perspectives

Human Resources Executive – CFO

• Assist RMs in analyzing financial statements, assessing borrower creditworthiness, and preparing credit approval packages.
• Monitor financial trends, covenant compliance, and borrowing bases to identify potential credit risks and recommend actions.
• Work alongside sales and credit teams to structure deals, address underwriting inquiries, and support client needs.
• Stay informed on market trends, credit policies, and risk mitigation techniques to strengthen expertise in commercial lending.

Credit Products Specialist I – ESOP Finance

• Leading Sales & Operational Planning (S&OP) activities for assigned SBUs & regional BU, to balance customer service, capacity, inventory & operational costs.
• Facilitating resolution of near-term supply issues in partnership with Business Management, Commercial teams, and Regional Supply Chain.
• Working with assigned manufacturing locations in the development and execution of production plans.
• Working with Supply Coordinators on resupply planning through hub & spoke networks, for the assigned SBUs.
• Monitoring of key performance metrics focused on service, inventory, and execution to meet targets & drive continuous improvement.
• Actively contribute to the organizational goals by taking initiative, executing on goals and focusing on performance and safety.
• Improve the organization capacity and capabilities through building collaborative relationships, optimizing diverse talent and utilizing positive communications and influence with others.

Strategic Planning Lead

• Lead initiatives to improve effectiveness in client finance processes
• Analyze intricate financial challenges and propose solutions
• Mentor and guide junior team members to enhance their skills
• Build and maintain sturdy relationships with clients
• Navigate complex scenarios to achieve remarkable results
• Enhance understanding of business context and industry trends
• Leverage advanced AI technologies for digital finance transformation
• Contribute to the overall growth of the Financial Operations team

Senior Associate – Finance Operations Consulting

• Support complex financial planning, reporting, and analysis activities
• Develop and communicate financial insights and measures of success
• Responsible for regular and ad hoc financial reporting and analysis
• Monthly review of financial statements for accuracy and risk identification
• Contribute to the development of monthly forecasts, annual budgets, and financial strategies
• Partner with business areas to enable delivery of financial targets through comprehensive analysis
• Consolidation of global financial results and forecasts

Associate Director, FP&A

• Independently working with clients and handling complex transactions
• Directly involved in the origination, structuring, and execution of Corporate and Investment Banking products and services for existing clients and prospects
• Assist in delivering the full range of products and services to clients through formulating financial strategy and policy with clients at the executive management level
• Manage client relationships and execute mandated assignments in public and private equity, M&A, loan and high yield and convertible securities transactions
• Work within a fast-paced team environment with strong organizational skills to manage multiple projects simultaneously
• Demonstrate a habit of learning and mastering complex material and a practiced ability to communicate the same

Investment Banking Vice President, Chemicals

• Be responsible for independently working with clients and handling complex transactions
• Have well-developed knowledge of products and services, marketplace, and clients
• Be directly involved in the origination, structuring, and execution of Corporate and Investment Banking products and services for existing clients and prospects
• Assist in delivering the full range of products and services to clients through formulating financial strategy and policy with clients at the executive management level, managing client relationships, and executing mandated assignments in Bank, Institutional and High Yield capital markets
• Collaborate and consult with Investment Banking Coverage, Corporate and Commercial Banking partners
• Manage Analysts and Associates on deal and pitch teams

Vice President, Investment Banking – Leveraged Finance

• Provides analysis within the Finance Department of payments made for professional contracts with vendors, non-UCR contracts with providers, and purchase orders
• Apply principles of accounting to analyze financial information and prepare financial reports by compiling information and utilizing appropriate accounting control procedures
• Responsible for timely and appropriate payments to vendors and providers by ensuring the accuracy of expenditures through the review and interpretation of contract terms.
• Review expenditures to ensure that they are complete and timely.
• Review monthly provider/vendor invoices and supporting documentation for accuracy, completeness, and compliance.
• Work with the Financial Operations Team on assignments, tasks, and guiding the workflow.
• Review processes and procedures to ensure they are operating effectively and efficiently.
• Preparation of monthly journal entries as needed.
• Review, investigate, and correct errors in payables entries, documents, and reports.

Senior Financial Operations Associate

• Leading the strategic direction and execution of financial operations consulting services
• Analyzing client financial processes to identify areas for improvement and cost reduction
• Designing and implementing solutions to streamline financial operations and enhance controls
• Providing guidance on financial systems implementation and process automation
• Overseeing the development and deployment of financial shared services
• Driving business growth through innovative financial strategies and solutions
• Mentoring and developing the next generation of leaders within the team
• Collaborating with executive-level clients to shape and manage client engagements
• Promoting technological advances to create an environment where people and technology thrive together
• Identifying market gaps and converting opportunities into successful outcomes for the firm

Director, Managed Services – Revenue Cycle, Patient Financial Services, Billing/AR/Cash Posting

• Directs the reporting, analysis and interpretation of financial and operational data for senior management, including cost analysis, ROI, and line-of-business profitability analysis
• Refines operating metrics and KPIs and develops reporting infrastructure and cadence that drive actionable insights; communicates key findings to senior business leaders
• Develops and manages financial planning strategies, controls, comparisons, and recommendations supporting both short-term and long-term business objectives
• Leads the budgeting and forecasting process, coordinating with key stakeholders to ensure accuracy and alignment with business goals
• Supports high-level financial analysis for potential investments, product launches, mergers and acquisitions, and other strategic business opportunities

Associate Director, Finance

• Provide strategic direction and oversight for the underwriting and portfolio management team
• Lead internal approvals primarily for equity transactions and any related debt, ensuring structural integrity and alignment with Capital One’s risk appetite
• Oversee risk assessment and lifecycle management of equity investments
• Proactively manage emerging lower-tier and upper-tier portfolio risks
• Drive innovation and continuous process improvements
• Lead, mentor, and advocate for a high-performing team of underwriters and portfolio managers

Director, Community Finance Underwriting – Stabilized Proprietary, Multifund

• Provides financial analyses related to budgets, forecasting, allocation of expenses, ad hoc analysis for business case development and custom financial analyses, peer group analysis and internal consulting for all levels of management.
• Develops and maintains spreadsheets and statistical models for financial analysis.
• Prepares a variety of management presentations.
• Researches and resolves problems and errors in data from financial reporting systems.
• May provide assistance in the development of financial applications.
• May prepare interest rate pricing and forecasting information for use in asset and liability management.

Technology Financial Analyst

• Lead legal entity level forecasting for the Institutional Broker Dealer across the income statement, balance sheet, cash flows, and key regulatory capital metrics
• Build and maintain driver based models linking business activity (trading volumes, spreads, inventory, underwriting pipeline, repo activity) to P&L, balance sheet usage, funding requirements, and net capital impact
• Identify and explain key drivers of net capital, balance sheet consumption, and growth capacity
• Provide forward looking insights on performance trends, risks, and capital constraints to senior stakeholders
• Partner with Treasury and Risk to assess funding, liquidity, and capital implications of forecasted activity
• Enhance forecast reporting and dashboards to improve transparency and decision making
• Drive automation and scalable processes to reduce manual forecasting and reporting
• Support strategic initiatives, ad hoc analyses, and business growth opportunities

Senior Financial Analyst – Broker Dealer

• Act as a liaison for SV business partners in managing overhead and capital expenses in accordance with budgetary guidelines.
• Short and long-term financial planning and analysis of business operations for the purpose of measuring and forecasting future business performance
• Perform monthly financial review of actual spending and planned commitments that supports business objectives and financial targets.
• Deliver relevant, accurate, and timely reporting to business partners, and provide guidance and training on the proper management and classification of expenses.
• Support all month-end close activities for TBB and FCCC at the locations, including preparing journal entries, trend and variance analyses, and reporting to SV management and Corporate finance teams.
• Coordinate and prepare periodic financial operative planning cycles and forecasts with business and financial partners for overhead and capital spending within SV cost centers.
• Communicate trends and emerging issues with SV leadership and business partners to support business objectives.
• Create and manage cost centers, internal orders, and project structures within SAP.
• Support the business in the creation of purchase requisitions, purchase orders, and invoices by providing necessary training that adheres to corporate policy and systems requirements.
• Provide strong engagement in team and/or cross-functional continuous improvement activities that streamline and optimize process across the entire SV organization.
• Participate in ad hoc projects that supports SV and Finance team goals and objectives.

Financial Planning & Analysis Specialist II

• Lead the end to end accounting and operational oversight of sales commission programs.
• Partner with Sales Operations, Revenue, FP&A, Legal, Payroll, and HR to operationalize compensation plans.
• Provide excellent customer service in resolving commission inquiries, disputes, and escalations.
• Lead the administration and optimization of the Varicent incentive compensation system.
• Oversee and optimize the incentive compensation management platform, Varicent.
• Lead process improvement initiatives to reduce manual calculations.
• Oversee the monthly and quarterly commission accounting process.
• Ensure accurate and timely recording of commission expense in compliance with US GAAP.
• Utilize advanced NetSuite GL functionality to streamline month-end close.
• Lead, coach, and develop a team of three commission accounting professionals.
• Design, maintain, and enhance internal controls over commission calculations.

Senior Manager, Finance – Commissions

• Lead manufacturing finance for a global network of ~45 factories, aligning financial strategies with corporate objectives.
• Develop and execute strategies to optimize costs, drive profitability, and maximize returns on capital employed.
• Provide strategic analysis and recommendations to senior leadership on investments, restructuring, and operational improvements.
• Influence local and regional teams to deliver consolidated global manufacturing expectations.
• Direct preparation, consolidation, and analysis of financial statements and management reports for the global manufacturing network.
• Lead financial planning and analysis processes, including budgeting, forecasting, variance analysis, and performance tracking.
• Champion advanced activity-based costing, should-costing, and refined cost allocation methodologies to enhance profitability insights and cost transparency.
• Oversee design and implementation of internal controls, ensuring compliance with corporate policies, SOX, and statutory requirements.
• Partner with Controllership and Audit teams to address findings, implement gap closure solutions, and continuously improve controls across all manufacturing sites.
• Lead financial aspects of restructuring, footprint optimization, and transformation initiatives, ensuring effective resource allocation, risk management, and project execution.
• Monitor and drive factory and network-level performance, identifying opportunities for efficiency, productivity, and value creation.
• Collaborate with operations, supply chain, and engineering leaders to deliver continuous improvement and world-class manufacturing results.
• Serve as a key finance partner to senior executives, factory leadership, and cross-functional teams across multiple regions, providing clear, actionable insights and fostering a culture of financial discipline and accountability.

VP Finance, Tools & Outdoor Global Manufacturing

• Step in as the fractional CFO/Controller for a dedicated roster of up to 30 clients (gross revenues mostly under $10MM).
• Analyze financials to spot trends and risks.
• Fix messy data in collaboration with bookkeepers.
• Deliver hard truths to the business owner with a mix of radical candor and humor.

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