Led a team of 27 with ultimate responsibility for Chubb’s Global Technology P&L. Responsible for strategic and annual plans, forecasting, modeling, analysis and commentary. Strategic partner of Global CTO, business CFOs and other executive leaders. Assess and opine on technical accounting matters and ensure proper GAAP accounting. Develop, implement, and enforce controls and procedures. Identify and implement process and efficiency improvements. Drive informed business decisions.

Led a cross-functional team of transformation and consolidated reporting functions to maximize benefit to our technology, business, and finance stakeholders. The team identifies, designs, and executes initiatives that reduce the time our finance team spends on data generation, access, and preparation tasks and replaces it with additional time and tools for analysis and interpretation.This vision supported by specific projects, process transformations, and system implementations enables our finance team to focus on their core value proposition: turning data into information via thoughtful analysis to aid in stakeholder decision making and the measurement of results.

Led a team of six motivated problem solvers to assess, improve, streamline and automate corporate accounting and finance technology and processes. Provide full lifecycle project management from opportunity for improvement to fully implemented solution. Liaise with internal and external teams, vendors, and consultants to manage and execute project plans and meet deadlines. Assess and identify areas for process improvement. Keen eye for scalable solutions that benefit multiple teams and processes.Implementing a suite of best-in-class FinTech tools including Workiva, Anaplan, and OneCloud. Together, sitting atop clean and organized data, these tools will 'eliminate the copy and paste'. Developed and drove a vision for how accounting and finance teams of the future will operate at SEI

Managed the forecasting, budgeting, planning, financial analysis and accounting activities for SEI's Advisor Business Segment. Manage and oversee expense and revenue books including monthly close process and variance reporting. Serve as a consultant to senior management providing analysis, modeling, pricing and data interpretation to assist in decision making. Identify areas for process and technology improvement and oversee cross-functional teams to implement improvements. SEI's Advisor Network provides investments, technology and outsourcing support to independent as well as Broker-Dealer affiliated Registered Investment Advisors in the US.