Experience

Alpha Pension Group, Inc.

• Chief Operating Officer

  • May 2018 - Present

  Company leader for all Operations and Finance functions. Work with staff of 21 to ensure best aligned roles and responsibilities, identify process enhancements and align company and personal objectives to compensation and accountability for entire team. Company leader for all Operations and Finance functions. Work with staff of 21 to ensure best aligned roles and responsibilities, identify process enhancements and align company and personal objectives to compensation and accountability for entire team.



Manulife Asset Management

• Singapore
• Investment Management
• 1 - 100 Employee

• AVP, Head of Global Optimization Finance

  • May 2016 - Feb 2018

  Manage Finance activities and operations for Global Optimization program. Lead small team to build financial plan, report results and manage spend in alignment with approved program plan. Oversee accounting, accounts payable, resources and staffing, program financial reporting and development of capitalization guidelines for program costs and development. Manage Finance activities and operations for Global Optimization program. Lead small team to build financial plan, report results and manage spend in alignment with approved program plan. Oversee accounting, accounts payable, resources and staffing, program financial reporting and development of capitalization guidelines for program costs and development.



John Hancock Financial Services

• United States
• Investment Banking
• 1 - 100 Employee

• Assistant Vice President, Finance

  • 2015 - May 2016

  Manage Finance operations and budget. Communicate with Executive Leadership Team to build strategic plans for future combined business. Recommend revenue generating ideas and review all compensation policies to ensure alignment with company objectives and financial plan. Serve as Finance representative for Westwood business needs representing CFO in all business decisions. Direct all separation activities including vendor relations, collections of AR, audit support, closing statement preparation, adjustment tracking / reporting, and financial settlements and reconciliations between entities. Ensure ongoing audit support including SOC 1 controls with external auditor. Participate as Officer of John Hancock Trust Company and John Hancock Retirement Plan Services. Selected Skills: * Finance & Accounting Operations Integrations * Billing & Collections Optimization * Fee & Product Recommendations * Contract Negotiations * Cost Reductions & Business Acquisitions * Organizational Redesign & Implementation * Full Lifecycle Project Management * Sales Compensation Restructuring * Office Consolidation & Flexible Work Arrangements Show less



New York Life Retirement Plan Services

• Director, Finance & Accounting

  • 2007 - 2015

  Director, Finance & Accounting (2013 – 2015) / Vice President, Accounting (2009 – 2013) 2nd Vice President, Accounting (2008 – 2009) / Accounting Manager (2007 – 2008) Led 4 team members managing Finance and Accounting operations. Worked with RPS senior management team and all levels of senior management at NYL. Created and maintained planning model used for quarterly reforecast and annual planning for retirement business. Managed accounting cycle including budgeting, monthly close, A/P, A/R, account reconciliations, and cash management. Oversaw internal and external annual audits. Directed SOX compliance, spreadsheet controls, and procedure maintenance. Selected Skills: * Finance & Accounting Operations Reorganization * Productivity, Efficiency, & Accuracy Improvement * Project Accounting & Billing System Implementation * Full Lifecycle Project Management * Billing Analysis & Revenue Identification * Sales Compensation Plan Development * Policy & Procedure Development * Product Profitability & Chargeback Analysis * Cost Reductions & Crisis Management Show less



New Millennium Realty

• United States
• Real Estate

• Controller

  • 2003 - 2007

  Prepared annual budgets and cash flow projections for owners. Managed weekly budget and cash flow meetings with COO. Developed monthly, quarterly, and annual financials for management and CPA. Coordinated annual tax return preparation with outside CPA. Oversaw accounting cycle and calculated monthly profit distributions to owners. Collaborated with owners exploring growth opportunities and new business ventures. Fostered relationships with banks and vendors. Selected Skills: * Budgeting & Cost Control * Organizational Development & Growth * Revenue Generation & Systems Implementation * Site Consolidation & Closure * Crisis Management & Capital Depletion Minimization Show less