Self-directed and driven finance executive with comprehensive accomplishments leading financial strategy, risk-management, and cross-functional teams. Innovative thinker with strong finance and operations acumen. Demonstrated success in developing and executing plans in complex, regulated organizations. Recognized for implementing impactful strategies by analyzing details to understand competitors, emerging trends, and stakeholder needs. Highly organized, creative problem-solver who excels at guiding teams through challenging projects. Expertise in managing and advising clients in multifaceted financial operations, acquisition strategy, integration, restructuring, and advising C-level executives and board of directors.Accomplishments• Evaluate, plan, and implement financial management of $100B institution and advise the CFO, CRO, and the Risk Committee.• Ensure financial compliance with policies and planning by analyzing treasury, cash management, investment portfolio, and financial risk management.• Write a financial risk management report for all business functions (finance, accounting, operations) by collaborating with multiple departments; present findings and recommendations to executives and the board of directors.• Create asset allocation performance report with metrics on income, balances, returns, cost of funds, risks, and attribution.• Guided business strategy, financial modeling, investment analysis, capital budgets, on-site acquisition due diligence, integration of acquired small and medium enterprises, and delivered performance data to private equity partners.• Reviewed complex corporate and structured finance partnerships.• MBA, Master of International Business Administration, University of Denver,
Listed skills include Financial Modeling, Strategy, Finance, Corporate Finance, and 16 others.