Results-driven senior financial professional with extensive expertise in Pre-Sales, Project Management, Consulting, and Financial Services. Proven track record in pre-sales as well as leading SAAS software implementations for CPM, ERP, and financial reporting solutions, with a focus on delivering service excellence and transforming organizational processes.Skilled in collaborating across all organizational levels to optimize operations and drive continuous improvement. A strategic thinker with a strong consulting background, adept at aligning technology solutions with business objectives.Core Competencies:• Digital Transformation: Senior Pre-Sales Engineer at Workiva, driving Integrated & Connected Reporting solutions for finance teams.• Project Management: Certified PMP with hands-on experience in CPM, ERP, Disclosure Management, and XBRL implementations.• Regulatory Expertise: Deep knowledge of US SEC, GAAP, IFRS reporting, SOX compliance, and alternative investments.• Leadership: Experienced Team Manager with a focus on talent development and retention.• Subject Matter Expertise: Reporting, CPM, ERP, XBRL SAAS solutions. Certifications & Education:• PMP Certified• Certified Sage ERP Implementation Consultant (Sage 300 & Intacct)• MBA in Finance & Investments | Dual BA in Accounting & EconomicsPassionate about leveraging innovative financial technologies to streamline processes, enhance compliance, and empower teams to achieve organizational goals.
Listed skills include Xbrl, Business Process, Financial Reporting, Consulting, and 50 others.