Experience

InsiderFinance

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Co-Founder

  • 2020 - Present

  Remote InsiderFinance is a SaaS fintech startup focused on democratizing access to financial markets. Select Responsibilities: ● Founded and bootstrapped fintech SaaS product ● Employed first principles approach to build an innovative solution and rapidly iterated to achieve product-market fit ● Achieved rapid MoM growth with almost no marketing spend through growth hacking, SEO, and building key partnerships



Chatham Financial

• United States
• Financial Services
• 700 & Above Employee

• Product Manager

  • 2022 - Present

  Chatham Financial is a leading global advisory and technology firm partnering with over 3,000 firms globally, providing each with actionable recommendations and tailored solutions that take them further. Insights and knowledge of financial experts, backed by one of the most sophisticated SaaS technology platforms in the industry, provides the power and confidence to make more informed business decisions.

• Director - Technology Solutions & Project Management

  • 2019 - 2022

  Greater Philadelphia Area Select Responsibilities: ● Lead team of multifaceted consultants and project managers responsible for the design, management, and delivery of technology and operational solutions with customer-focused approach ● Specialize in working with enterprise clients to drive consensus to decision making across multiple stakeholders and teams to smoothly deliver large-scale projects end-to-end while adhering to industry best practices ● Provide program and project management… Show more Select Responsibilities: ● Lead team of multifaceted consultants and project managers responsible for the design, management, and delivery of technology and operational solutions with customer-focused approach ● Specialize in working with enterprise clients to drive consensus to decision making across multiple stakeholders and teams to smoothly deliver large-scale projects end-to-end while adhering to industry best practices ● Provide program and project management leadership and support for key functional activities including functional sub-team and working group meeting support, ensuring alignment between the overall vision, strategy, and goals ● Drive and influence teams to align on strategy, implementation, and best practices that result in a seamless experience and deliver new programs that positively impact the organization ● Build business cases, gather business requirements, identify appropriate resources, and develop milestones for a successful program launch that meet business objectives

• Manager - Technology Solutions & Project Management

  • 2018 - 2019

  Greater Philadelphia Area Select Responsibilities: ● Advise senior executives (including C-level executives) on the most suitable advisory and technology solutions by understanding objectives and identifying solutions to optimize financial results, streamline processes, and provide better visibility into program performance to facilitate effective decision-making ● Collaborate with cross-functional teams on business development initiatives by pitching proposals to prospective clients and presenting at… Show more Select Responsibilities: ● Advise senior executives (including C-level executives) on the most suitable advisory and technology solutions by understanding objectives and identifying solutions to optimize financial results, streamline processes, and provide better visibility into program performance to facilitate effective decision-making ● Collaborate with cross-functional teams on business development initiatives by pitching proposals to prospective clients and presenting at conferences and client trainings ● Develop and manage high-quality, integrated project plans that align with overall program strategy and drive communication, scenario planning, and decision making ● Provide project updates and manage communications to key cross-functional stakeholders regarding progress and impediments, identifying and communicating dependencies early ● Work collaboratively and cross-functionally to coordinate, influence, and manage efforts to ensure seamless execution of global programs



DISH Network

• United States
• Telecommunications
• 700 & Above Employee

• Manager - Forecasting & Analytics

  • 2017 - 2018

  Greater Denver Area Retention is focused on increasing lifetime customer value and reducing churn, a critical component to profitability. The Customer Retention Department is unique in that it has elements of Marketing, Operations, Strategy, and Advanced Analytics. The department is highly visible with the Executive Leadership and drives multiple strategic initiatives focused on retaining and monetizing DISH’s existing customer base. Select Achievements: ● Led a team of financial analysts… Show more Retention is focused on increasing lifetime customer value and reducing churn, a critical component to profitability. The Customer Retention Department is unique in that it has elements of Marketing, Operations, Strategy, and Advanced Analytics. The department is highly visible with the Executive Leadership and drives multiple strategic initiatives focused on retaining and monetizing DISH’s existing customer base. Select Achievements: ● Led a team of financial analysts forecasting and analyzing customer behavior and retention patterns for 13 million customers to identify actionable insight and present operational strategy to key stakeholders (including C-level executives) ● Functioned as department “CFO” responsible for budgeting, forecasting, and variance analysis for over $1 billion in revenue and expenses ● Defined and evaluated KPIs to track performance and enable continuous improvements ● Developed robust operational performance analytics library with 90+ scenario, sensitivity, and statistical analyses available on-demand with proactive alerts if KPI metrics move outside predefined thresholds ● Streamlined financial operations and automated operational reporting leveraging SQL and Tableau to eliminate manual processes decrease process waste by 33%. Show less



Chatham Financial

• United States
• Financial Services
• 700 & Above Employee

• Manager - Corporates Advisory

  • 2015 - 2017

  Greater Denver Area Chatham Financial is a leading global advisory and technology firm partnering with over 3,000 firms globally, providing each with actionable recommendations and tailored solutions that take them further. Insights and knowledge of financial experts, backed by one of the most sophisticated SaaS technology platforms in the industry, provides the power and confidence to make more informed business decisions. Select Achievements: ● Functioned in a multifaceted consultant capacity;… Show more Chatham Financial is a leading global advisory and technology firm partnering with over 3,000 firms globally, providing each with actionable recommendations and tailored solutions that take them further. Insights and knowledge of financial experts, backed by one of the most sophisticated SaaS technology platforms in the industry, provides the power and confidence to make more informed business decisions. Select Achievements: ● Functioned in a multifaceted consultant capacity; provided subject matter expertise supported by scenario, sensitivity, and statistical analyses to ensure optimal financial success of a broad array of client projects ● Advised senior executives (including C-level executives) how to structure and administer over 35 interest rate and FX hedging programs; recommended direction to cultivate positive outcomes and facilitate effective decision-making ● Collaborated with cross-functional teams on business development initiatives by pitching proposals to prospective clients and presenting at conferences and client trainings ● Employed transformational leadership to devise and spearhead a process reengineering project that informed the product development roadmap ● Successfully eliminated all manual processes by creating and implementing standardized, complex financial models/operational templates for use department-wide Show less



PwC

• Professional Services
• 700 & Above Employee

• Senior Associate

  • 2013 - 2015

  Denver, Colorado PwC is one of the world's largest professional services firm with a global network of over 276,000 people in over 157 countries working together to solve complex problems for clients. Exceptional, high-quality client experiences are led by people who have the passion and skills to make a difference by putting quality first and leveraging powerful technology. Select Achievements: ● Achieved "exceeded expectations" on performance reviews and ranked as a "top performer" (highest… Show more PwC is one of the world's largest professional services firm with a global network of over 276,000 people in over 157 countries working together to solve complex problems for clients. Exceptional, high-quality client experiences are led by people who have the passion and skills to make a difference by putting quality first and leveraging powerful technology. Select Achievements: ● Achieved "exceeded expectations" on performance reviews and ranked as a "top performer" (highest attainable ranking) ● Became an integral part of a top-performing, cross-functional team and demonstrated aptitude to manage multiple concurrent projects delivered both on time and within budget ● Recommended improvements to new/existing business processes based on industry best practices. ● Reviewed, analyzed, and verified complex financial models; identified, isolated, and remediated issues ● Implemented a risk-based, testing approach to gain assurance over financial statements through business process evaluation, analytics, trend and ratio analysis, and financial statement line item testing Show less



PwC

• Professional Services
• 700 & Above Employee

• Assurance Intern

  • 2012 - 2012

  Dallas, TX Secured a prestigious internship with this global entity and was offered a full-time position