Experience

Misen

• United States
• Manufacturing
• 1 - 100 Employee

• VP of Finance

  • Sep 2020 - Feb 2022



Loadsmart

• United States
• Transportation, Logistics, Supply Chain and Storage
• 400 - 500 Employee

• VP of Finance

  • Jul 2019 - Sep 2020

  Loadsmart is a technology company that specializes in full truckload shipping. I lead the Loadsmart Finance team focused on FP&A and Business Intelligence functions including banking, budgeting, forecasting and analytics. Loadsmart is a technology company that specializes in full truckload shipping. I lead the Loadsmart Finance team focused on FP&A and Business Intelligence functions including banking, budgeting, forecasting and analytics.



GREATS

• United States
• Retail Apparel and Fashion
• 1 - 100 Employee

• VP of Finance

  • Jan 2018 - Jul 2019

  Greats is an omni-channel digitally-native Brooklyn footwear company specializing in Italian constructed sneakers. I led the Greats Finance team supporting Control and FP&A functions. I also managed Human Resources. Greats is an omni-channel digitally-native Brooklyn footwear company specializing in Italian constructed sneakers. I led the Greats Finance team supporting Control and FP&A functions. I also managed Human Resources.



Shapeways

• United States
• Industrial Machinery Manufacturing
• 100 - 200 Employee

• Interim CFO

  • Aug 2016 - Jan 2018

  Shapeways is a fast-growing 3D Printing startup. Shapeways hosts a marketplace with a thriving community of designers, operates a factory in Queens, a factory in the Netherlands, and a worldwide supply chain. Shapeways provides SaaS capabilities for 3D Printing consumer and small-business customers. I led the Shapeways Finance team supporting US and Dutch banking, audit, budgeting, and tax functions. I also lead the Business Intelligence function, focused on analytics to support… Show more Shapeways is a fast-growing 3D Printing startup. Shapeways hosts a marketplace with a thriving community of designers, operates a factory in Queens, a factory in the Netherlands, and a worldwide supply chain. Shapeways provides SaaS capabilities for 3D Printing consumer and small-business customers. I led the Shapeways Finance team supporting US and Dutch banking, audit, budgeting, and tax functions. I also lead the Business Intelligence function, focused on analytics to support the marketplace, manufacturing, and community.

• Controller

  • Jan 2015 - Jul 2016

  Led control functions including audits and taxes for US and Dutch entity. Led financial modeling activities for Series D funding round.

• Head of Financial Planning & Analysis

  • Aug 2013 - Dec 2014

  Revenue growth analytics, forecasting, and customer behavior data studies for fast-growing start-up in the 3-Dimensional Printing industry.



American Express

• United States
• Financial Services
• 700 & Above Employee

• VP of Finance

  • Jul 2010 - Mar 2013

  Led cross-functional team with Technologies, Controllership, Risk Management, and Operational Risk professionals driving the most critical elements of Basel II implementation. Analytically determined pro-forma Basel II capital requirements implications for American Express with competitor analysis comparison, for discussion with the American Express Treasurer, CFO and CRO. Project management of Data Sourcing, building the technologies infrastructure to deliver essential data into a… Show more Led cross-functional team with Technologies, Controllership, Risk Management, and Operational Risk professionals driving the most critical elements of Basel II implementation. Analytically determined pro-forma Basel II capital requirements implications for American Express with competitor analysis comparison, for discussion with the American Express Treasurer, CFO and CRO. Project management of Data Sourcing, building the technologies infrastructure to deliver essential data into a centralized data repository for the full $151 Billion AXP balance sheet. Guided Balance Sheet Decomposition, heralded as “best in class” by regulators. Spearheaded full process-flow mapping of the target-state operating model, determining the appropriate areas for controls processes. Discussed program progress and issues with regulators from the Federal Reserve, FDIC and OCC. Show less Led cross-functional team with Technologies, Controllership, Risk Management, and Operational Risk professionals driving the most critical elements of Basel II implementation. Analytically determined pro-forma Basel II capital requirements implications for American Express with competitor analysis comparison, for discussion with the American Express Treasurer, CFO and CRO. Project management of Data Sourcing, building the technologies infrastructure to deliver essential data into a… Show more Led cross-functional team with Technologies, Controllership, Risk Management, and Operational Risk professionals driving the most critical elements of Basel II implementation. Analytically determined pro-forma Basel II capital requirements implications for American Express with competitor analysis comparison, for discussion with the American Express Treasurer, CFO and CRO. Project management of Data Sourcing, building the technologies infrastructure to deliver essential data into a centralized data repository for the full $151 Billion AXP balance sheet. Guided Balance Sheet Decomposition, heralded as “best in class” by regulators. Spearheaded full process-flow mapping of the target-state operating model, determining the appropriate areas for controls processes. Discussed program progress and issues with regulators from the Federal Reserve, FDIC and OCC. Show less



American Express Company

• New York, NY

• VP of Finance, OPEN New Business Development

  • Jan 2010 - Jun 2010

  Built finance presence from the ground up to support and drive new business partnerships providing cutting-edge web-based services to small businesses. Instituted financial planning and analysis processes for monthly reporting, quarterly forecasting, and variance analysis, ensuring proper accounting and controls. Supported partnership negotiations; designed revenue sharing to balance cash flow needs for the service partners and profitability for American Express. Built finance presence from the ground up to support and drive new business partnerships providing cutting-edge web-based services to small businesses. Instituted financial planning and analysis processes for monthly reporting, quarterly forecasting, and variance analysis, ensuring proper accounting and controls. Supported partnership negotiations; designed revenue sharing to balance cash flow needs for the service partners and profitability for American Express.



American Express

• United States
• Financial Services
• 700 & Above Employee

• VP & Head of Finance for US Customer Servicing

  • Oct 2007 - Dec 2009

  Led 48-member international team responsible for financial oversight of the customer servicing organization dedicated to solving credit card customer issues, executing financial discipline over a $1.4 Billion budget. Designed and guided an in-depth study of customer behaviors demonstrating the linkage between Net Promoter Scores and profitable customer behaviors, showing that satisfied customers will spend 50% more than unsatisfied customers. Reorganized team to reduce staff level by 33% by… Show more Led 48-member international team responsible for financial oversight of the customer servicing organization dedicated to solving credit card customer issues, executing financial discipline over a $1.4 Billion budget. Designed and guided an in-depth study of customer behaviors demonstrating the linkage between Net Promoter Scores and profitable customer behaviors, showing that satisfied customers will spend 50% more than unsatisfied customers. Reorganized team to reduce staff level by 33% by refocusing team priorities on core business issues and finance imperatives.

• VP of Finance, Consumer Credit Card portfolios

  • Mar 2005 - Oct 2007

  Led fifteen-member finance team overseeing proprietary consumer credit card portfolios, including Blue, at a time of strong spending growth (12%+), customer growth (7%+), and income growth (5%). Studied the quality of the credit card portfolio deeply, highlighting potential risks in the portfolio prior to the Financial Crisis. Spearheaded segmentation analytics leading to elimination of reward cap and product design changes on the Blue Cash product. Led analytical component of Loyalty… Show more Led fifteen-member finance team overseeing proprietary consumer credit card portfolios, including Blue, at a time of strong spending growth (12%+), customer growth (7%+), and income growth (5%). Studied the quality of the credit card portfolio deeply, highlighting potential risks in the portfolio prior to the Financial Crisis. Spearheaded segmentation analytics leading to elimination of reward cap and product design changes on the Blue Cash product. Led analytical component of Loyalty Effectiveness cross-functional team; drove efficiency in loyalty campaign design saving $4MM. Finance thought leader for new product development targeting mass affluent customers, yielding Blue Sky (launched in 2006) and other premium card products.

• VP of Finance, OPEN Charge Card portfolios

  • Jan 2003 - Mar 2005

  Led finance team overseeing the OPEN charge card portfolios, the industry leading card product line for small business with revenues over $2 Billion. Drove initiatives to acquire and service the highest performing customers in the portfolio, driving incremental profitability of $44MM. Drove financial modeling and scenario analysis leading to redesigned pricing of charge card product line, driving $50MM profitability from increased customer retention, new customer acquisition, and improved… Show more Led finance team overseeing the OPEN charge card portfolios, the industry leading card product line for small business with revenues over $2 Billion. Drove initiatives to acquire and service the highest performing customers in the portfolio, driving incremental profitability of $44MM. Drove financial modeling and scenario analysis leading to redesigned pricing of charge card product line, driving $50MM profitability from increased customer retention, new customer acquisition, and improved product usage.



American Express

• United States
• Financial Services
• 700 & Above Employee

• Director of Business Analysis

  • Jan 2000 - Jan 2002

  Invented “Center of Excellence” for Balance Transfer analytics, responsible for decision modeling for the Balance Transfer business focused on pricing strategy and profitability. Also responsible for Membership Rewards finance support including negotiations, redemption pattern measurement, and balance sheet reserve calculations. Invented “Center of Excellence” for Balance Transfer analytics, responsible for decision modeling for the Balance Transfer business focused on pricing strategy and profitability. Also responsible for Membership Rewards finance support including negotiations, redemption pattern measurement, and balance sheet reserve calculations.



American Express Finance

• Manager

  • Jan 1995 - Jan 2000

  Finance roles in three separate groups: - Corporate Headquarters: Special projects for the AXP CFO. - Merchant Services: Annual planning, and monthly reporting. - Consumer Cards: Business analytics on card business and rewards programs. Finance roles in three separate groups: - Corporate Headquarters: Special projects for the AXP CFO. - Merchant Services: Annual planning, and monthly reporting. - Consumer Cards: Business analytics on card business and rewards programs.



Securities Data Company

• Programmer

  • Jan 1990 - Jan 1993

  Developed creative software solutions for on-line client access to financial databases; programmed in SQL and UNIX. Developed creative software solutions for on-line client access to financial databases; programmed in SQL and UNIX.