Experience

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  Mambu

  • Netherlands
  • Software Development
  • 700 & Above Employee

  • Director, Customer Delivery & Support

    • Sep 2022 - Nov 2023

  • Customer Onboarding Sr Manager

    • Apr 2022 - Sep 2022

  • NAM Customer Onboarding Manager

    • Jul 2021 - Apr 2022

    • Leading NAM customer onboarding team of seven (Application/Integration Consultants and Project Managers) • Overseeing ongoing projects focused on enhancing processes and customer experience • Collaborating with Product on new features - ensuring long term improvements while presenting creative and effective short-term solutions• Engaging with Sales/Solution Engineering/Product and customers and constantly enhancing customer onboarding experience

  • Senior Application Consultant Onboarding and Support

    • Jun 2018 - Jul 2021

    • Successfully onboarded LATAM and NAM customers – guided them throughout the entire journey – from requirements gathering, though enablement, UAT, and the go-live• Managed customer support process and escalations for existing customers • Onboarded team members by engaging and training them to continually evolve

• 

  Santander Private Banking International

  • Miami, Florida

  • Vice President Accounting

    • Feb 2017 - Jan 2018
    • Miami, Florida

    • Managed an accounting team responsible for General Ledger journal entry booking, Month/Quarter end close, Accounts Payable, Fixed Assets and Payroll accounting and reporting.• Automated reports used for monthly forecasting and variance explanations to senior management resulting in a .5 FTE sav...

• 

  Morgan Stanley

  • Greater New York City Area

  • Vice President Accounting, Reporting and Projects

    • Aug 2013 - Feb 2016
    • Greater New York City Area

    - Managed an accounting team of 6 that was deployed to Glasgow and improved segregation of duty controls by transitioning the cash funding process to operations and centralized the cash accounting function for all regions (US, Asia, and EMEA) in one location- Provided support, training, and guida...

• 

  Morgan Stanley

  • United States
  • Financial Services
  • 700 & Above Employee

  • Vice President Accounting

    • Dec 2006 - Aug 2012

    - Managed a team of 12 employees responsible for the accounting, reporting, and forecasting functions of the compensation department- Led the team to successfully perform ADP reconciliation to general ledger, funding, bank account and tax withholding liability, accounts reconciliation, recording of stock withholdings for equity based deferred compensation transactions, as well as financial reporting and forecasting of the related compensation lines-Provided budgeting and forecasting guidance for income statement and balance sheet compensation lines to the Business Unit Controllers and Legal Entity Controllers-Improved compensation reporting by developing a BRD for IT in order to link the sub-ledger with the general ledger and Human Resources data in one environment, facilitating a more transparent and efficient reporting system- Served as the team’s Operational Risk Officer, reporting risk incidents and developing action plans in order to enhance controls- Delivered and managed all internal and external audits with precision and detail- Coordinated SOX compliance efforts by performing quarterly SOX testing for the income statement and balance sheet lines owned by the team, personally delivering a thorough assessment of the control environment- Converted legacy Smith Barney Financial Advisor notes and bonus agreements to the Morgan Stanley systems and standardized accounting and reporting using a common platform for the related $5 billion employee receivable- Developed and implemented “metrics that matter” in order to identify areas of improvement, leading to increased achievements of department and team goals- Supported staff in internal mobility efforts and played an active and influential role in recruiting for the team- Elected, as one of only 48 Morgan Stanley VP’s to take part in the 2010 Social Strategy competition for ‘Best Financial Advice’ to 12 nonprofit organizations

  • Senior Manager, Accounting

    • Dec 2004 - Nov 2006

    - Led as key partner to the UK Compensation team for 7 months to assist in creating a new compensation general ledger posting tool (GPS) and implemented a new payroll system for the UK employees- Acted as team lead for the Single Broker Dealer initiative of consolidating legacy Dean Witter employees into the Morgan Stanley systems, by reengineering the compensation general ledger posting and funding process- Managed the compensation team responsible for cash compensation accounting and reporting

  • Accounting Analyst - Manager

    • Jul 1999 - Dec 2004

    - Processed expatriate payroll, including special allowances (e.g. cost of living, hardship), hypothetical tax deductions and tax equalization payments- Managed diverse expatriate reporting requirements for various international locations and worked closely with local HR and Controllers to comply with regulations- Reconciled the payroll to the general ledger, coordinated funding with the Treasury, reviewed the tax liability accounts to ensure proper debit from vendors and worked with Payroll IT Support to set up and maintain the new earnings and deduction codes

• 

  Domnitch Management

  • Greater New York City Area

  • Accounts Receivable Specialist

    • Jul 1994 - Jun 1999
    • Greater New York City Area

    -Responsible for A/R associated with the realestate management of five buildings in Queens. -Recorded rent payments received, deposited in the bank. Performed bank reconciliations and managed the month end close process. -Provided customer service to tenants and assisted with apartment sale cl...

• 

  Cunard Line

  • Greater New York City Area

  • Reconciliation Analyst

    • Mar 1993 - Jul 1994
    • Greater New York City Area

    - Part of the accounting control team and responsible for reconciliation and resolution of outstanding items in the error suspense and control accounts. - Worked with various teams (i.e. Accounts Receivable, Accounts Payable) in finding resolution to outstanding items and booking them to correct...