Sales intelligence platform for financial services companies. Visit Anasova.com to learn more.

As the Head of Finance and first finance hire, I built and managed the finance and accounting teams for this high growth financial services software company. Improved the usability of the income statement and cash forecast driving better investment decisions while also tightening accounting controls and processes to reduce monthly close from 18 to 8 days and reducing errors by 75%.As a member of leadership team, quickly evolved operational efficiencies and organizational development to support nearly 100% growth year over year, reduced operation hours by more than 50% through implementation of automated solutions and improved processes for finance, accounting, human resources and operations.Prior to hiring of Head of People, increased employee benefits satisfaction through improved medical plan offerings, dependent coverage, and medical/parental leave policy as part of driving the annual healthcare benefits review and renewal process.

In this role, I built a scalable, dynamic and efficient client acquisition funnel via the utilization of technology, data and human capital. Collaborated with sales and marketing to set strategy and KPIs as well as execute initiatives to achieve long-term growth targets, such as email campaigns and webinars.RevOps team owned the SalesForce and Hubspot instances at Apex to create and run processes, workflows, automations and all other technology-supported initiatives for sales and marketing. My team owned the sales and marketing data and analysis in order to provide reporting and insights to continually improve the successes of these organizations. Lastly, my team supported sales and marketing on ad hoc projects ranging across (but not limited to) content, sales collateral, conferences, etc.

As Chief of Staff, I extended the reach of the CEO through responsibility for the firm’s corporate strategy, corporate development and operating rhythm. In addition, I had responsibility for analytics and strategic partnerships. In this role, I drove the flow of internal information through coordinated Town Halls, executive committee meetings and management offsites. I fostered a data driven culture by advocating and pushing analytics across the business while fostering coopetition as I engaged partners throughout the industry to improve Apex's offerings.

After running the OptionsHouse deal team, I transitioned onto E*TRADE's Business Management team where I acted in a Chief Administrative Officer/Chief of Staff capacity. I lead large cross-functional strategic initiatives to drive improved product delivery and business performance. Led a business growth initiative in which I defined the vision, key deliverables, success metrics, and go-to-market strategy. Drove execution through partnering with marketing, UX/UI, technology, PMO, and market research teams to develop an agile product roadmap to maintain team alignment on vision and delivery. Conducted an assessment of the brokerage's product delivery process and organizational structure. Helped identify and implement quick wins and long-term improvements.

Led OptionsHouse sale to E*TRADE for $725M, announced July 2016. Ran diligence process.Led and managed corporate strategy, corporate development and financial planning & analysis for this growth-stage private equity-backed financial technology company. Built financial operating model, department budgets, KPIs, annual strategy plans and business plans for new opportunities. Ran both buy and sell side due diligence.

During General Atlantic (Private Equity) acquisition of OptionsHouse and merger with TradeMonster, led post-merger integration pricing effort by working with market research firm, project managing internal team, and performing in-depth analyses to create recommendation approved by the Board and implemented in the marketCreated bottoms-up vendor analysis and forecast through partnership with Legal to identify all vendors, contract terms and pricing, and opportunities for negotiation and simplification in newly combined firm.

Partnered with business leaders to drive Board level strategic direction of the company as well as with business units to ensure collaboration and coordination to achieve corporate success metrics.Defined and executed new business opportunities based on industry and competitive trends and customer pain points to ensure organic growth success, in particular on data & analytics and custody offerings. Promoted from Officer January 2014

Promoted to Senior Associate Economist in June 2010Selected to Deputy Secretary of the Federal Advisory Council of the Board of Governors March 2010 Deputy Secretary ResponsibilitiesAdvised and collaborated with 12 financial institution CEOs in preparing quarterly policy objective communiqués and presentations on regulatory reform topics and their unintended consequences on institutions' strategy and business economics used by senior management throughout the Federal Reserve System to inform regulations. Hosted multi-day working group sessions in Washington, DC between the CEOs and policymakers to help facilitate communication.Economist ResponsibilitiesConducted rigorous financial and economic analyses impacting the financial sector and the Midwest economy. Research focused on the changing education needs of Midwest manufacturing and the unintended consequences of the removal of the debit card swipe feeManaged relationships with top Chicago business leaders to garner and protect confidential information on company prospects for use by senior management in business analyses and forecasting. Analyzed business trends using ambiguous and qualitative data on the local real estate and construction sectors and integrated findings into the Beige Book national report from the Federal Reserve