Experience

CTS Impact

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Senior Consultant

  • Sep 2021 - Present

  Provided project execution oversight for a global banking client enhancing their pricing strategy and credit risk operations. • Led a 40-person cross-functional product development team to research, assess, and implement an updated loan pricing model and correlated processes. Loan margin increases on track to be 55%+. • Collaborated with 5-member cross-functional executive team and implemented a sound governance structure to monitor success of 1.7x loan growth rate target, as well as change management, work progress and budget oversight. • Developed and maintained high-level client relationships, including regular cadence of status reports, formal presentations and management of external relationships. Show less



Franklin Energy

• United States
• Business Consulting and Services
• 700 & Above Employee

• Director Of Operations

  • Aug 2019 - Sep 2021

  Oversaw operational excellence for the Midwest region, streamlining processes and operational risk management. • Re-engineered support operations by product specialization, resulting in a 99% decrease in average support time, from 45 days to 1.5 hours. • Analyzed customer feedback, results led to an invoicing process improvement project. Oversaw process overhaul across all regions, including the Midwest region. Customer feedback scores improved 125%. • Designed a new pre-configured system catered to different customer segments reducing overall customer implementation time by 15% and small business implementation time by 50%. • Oversaw 30% expansion of a K-12 energy education program. Show less



Self-employed

• Entrepreneurial Experience

  • Apr 2015 - Aug 2019

  Custom event décor online business, gross revenue ~$200k+ annually; concurrent with career sabbatical to raise child. Custom event décor online business, gross revenue ~$200k+ annually; concurrent with career sabbatical to raise child.



GE Capital

• United States
• Financial Services
• 700 & Above Employee

• Senior Manager, Regulatory Compliance

  • Jan 2013 - Apr 2015

  • Advised client organizations on product-specific regulatory expectations and resilience enhancement opportunities; recommendations provided well-supported go/no-go decision criteria. • Developed tailored regulatory compliance solutions for internal client organizations, reducing internal audit issues by 60% in first year and an additional 45% in second year.• Oversaw annual risk assessment process for the Americas portfolio, inclusive of seven sub-business risk assessments. Results communicated to executive team and regulators. Show less

• Senior Manager Internal Audit

  • Jan 2010 - Jan 2013

  • Managed 4-6 international and cross-functional audit teams concurrently; facilitated open dialogue and consensus-building meetings. Reduced audit cycle time by 14%, from an average of 14 weeks to an average of 12 weeks.• Collaborated with global audit executives and fellow senior managers to build out a flexible and operational strategy and audit plan reflective of organizational global risk profile and structured to maximize audit team’s strengths.• Provided transparent feedback in a timely and empathetic manner. Developed staff, identified and communicated training opportunities and providing career advice. Obtained 100% high-performer employee internal retention rate. • Served as company representative for Junior Achievement, an economic success organization for children. Show less

• Audit Manager

  • Jul 2009 - Dec 2010

  • Trained, managed and motivated teams of 5 to 15 auditors, evaluating and advising on macro/micro risks specific to each business unit; reported results to audit executives and collaborated with peers on the evolving risk landscape.• Built trust-based relationships and drove collaborative audit delivery services focused on growing and developing talent.• Attended Crotonville course, Manager Development Course, via executive nomination.

• Senior Auditor

  • Jun 2008 - Jul 2009

  • Developed executive pitches and ran all audit-related meetings, ensuring audit transparency, preparedness and effective communication, tailored for executive audience level.• Mentored and inducted 6 new employees; ensured mentee success through frequent coaching and training sessions.

• Internal Auditor

  • Sep 2007 - Jun 2008

  • Formulated comprehensive audit scope, ensuring scope and due diligence encompassed rapidly changing regulatory considerations, while mindful of overarching risk / reward balance and demonstrating strong analytical skills.• Assessed needs of clients and stakeholders, created standardized work products, including work papers and meeting pitches, resulting in cohesive internal branding, as well as efficiency gains of 50%.

• Portfolio Analyst

  • Mar 2007 - Sep 2007

  • Managed operational servicing for large-cap clients (~$2B exposure) and 600+ syndication clients.• Executed Lean Six Sigma project to improve loan operations. Project resulted in reduction of missed wire transfer requests by 65%, from an average of 3 per servicer (monthly) to an average of 1 per servicer (monthly).



LaSalle Business Credit

• Chicago, Illinois, United States

• Field Examiner

  • May 2005 - Mar 2007

  • Modeled, completed financial analysis, and assessed collateral data, for loan loss control purposes, for a variety of loans ranging from $2 million - $5 million. • Presented trends and analysis to cross-functional senior internal clients. • Modeled, completed financial analysis, and assessed collateral data, for loan loss control purposes, for a variety of loans ranging from $2 million - $5 million. • Presented trends and analysis to cross-functional senior internal clients.



First Business Bank

• United States
• Financial Services
• 200 - 300 Employee

• Collateral Analyst Intern

  • Jun 2003 - May 2005