Founded and built from the ground up a boutique luxury travel and destination event business that utilized a unique model in the industry. Successfully grew business from a zero to more than 50 family/person client base while expertly executing more than 100 trips and events to date.Currently operating on a consulting basis.

- Reported directly to the COO in a high-growth, global, 600+ person tech consultancy, consulting andcross-collaborating with business stakeholders including HR, Finance, Commercial Operations, and IT toidentify operational inefficiencies and implement solutions.- Defined strategy and led implementation team for overhaul of the company's expense platform, enhancing the efficiency of the expense process, resulting in a 40% increase in processing speed and a 30% decrease in expense reporting and approval errors.- Implemented a new platform for international technology procurement, streamlining the process from order to delivery turnaround time by 50%, saving the procurement specialist hours of work a week.- Managed the audit of company-wide resource allocation schedules and bench rosters resulting in a 20% increase in workforce utilization in terms of time and costs.- Oversaw the formation of a central data hub to reduce employee time spent on gathering and analyzing data for management decisions by 50% while also eliminating data inconsistencies between departments.- Built out tools for HR to visualize PTO, headcount, and other data for compliance and weekly reporting,decreasing time spent on these tasks by 75%.- Performed deep-dive data analysis for different departments to gain insights into areas that may needimprovement; analyses resulted in advocating for compensation and performance review standards.- Designed and created dynamic dashboards for real-time budget tracking and P&L data.- Oversaw and created the redesign of rate card calculators including leading COGS, billing, and utilization reviews to ensure rate cards and proposals were financially optimal.

- Performed accounting consulting work for ten pre-IPO, post-IPO, and early growth companies including, but not limited to, audit assists, financial statement preparation and review, GAAP research and implementation, disclosure research and implementation, and pro-forma financial statements.- Consulted startup and early-growth companies on GAAP compliance, accounting system implementation, business plan development, controls implementation, and business & strategy questions.- Worked directly with the CFO and the accounting department upper management to perform a “Big Four” audit assist for a large, national health benefits administrator. Performed intricate checks to reveal a material error as well as several other accounting mistakes prior to audit discovery. Voluntarily produced and provided a list of 10 process improvements for the CFO to make to ensure more efficient and effective accounting to prevent future misstatements.- Assisted the CFO of a Series A funded SaaS company with an overhaul of its accounting system, including cleanup of entries and accounts, implementation of controls, and input related to improvement of data collection and other processes for measurement and tracking of metrics and performance.- Worked with the CEO and COO of a startup to develop a detailed business plan and forecasting to present to investors

- Known as the CFO’s “fix team”; streamlined broken processes by building models/tools, assisted with operations and systems implementation, and project managed/liaised with departments to develop solutions to problems.- Centralized all FP&A functions and operational analyses across 850+ stations nationwide - Created a standardized process to calculate and distribute $4M in bonuses on a quarterly basis.- Found efficiencies by writing VBA code in Excel to automate large tools and models, reducing the workload of 5 people to 1 person.- Selected for an exclusive, high-performance team directly reporting to the CFO of the Markets group; promoted to manager from analyst after one year of employment.- Mentored, managed, and reviewed the work of a junior financial analyst; developed training materials and lead sessions for market finance teams to better utilize financial performance tools.

- Managed audit work streams of three entities; Oversaw liquidation of a high-profile money-market fund from planning to completion under strict regulatory, bank, and court mandated deadlines.- Designed and oversaw the execution of over 31 test procedures to ensure accurate distributions to shareholders.- Managed and executed several testwork areas related to over 100 publicly filed 40 Act funds.- Complied with regulatory requirements of SEC, FINRA and Ontario Securities and Exchange Commission.- Effectively managed client for data retrieval and analysis to satisfy all project dependencies and produce value-add work product.- Supervised and effectively integrated nine staff on to the audit team by providing continuous support and feedback and by maintaining high standards of quality and performance across the team.- Consistently managed, coached, and reviewed deliverables of junior team members.- Maintained open and regular channels of communication with all relevant stakeholders to increase transparency and clarity on roles and responsibilities.- Drove projects to timely and satisfactory completion by coordinating client’s personnel and KPMG team.

- Analyzed usability focus group studies and drew conclusions from data- Assisted usability consultants in developing focus group and recruiter screening questions- Assisted senior staff in various aspects of usability studies- Ensured smooth operation of center

- Prepared support binders for partner depositions and testimonies- Analyzed companies' financial documents for mismanagement of assets, falsified financial information, errors in financial reporting, etc.- Conducted research on different accounting methods/rules for purpose of investigations- Worked on client sites during investigations

· Managed hundreds of accounts: created and submitted related forms for account management (i.e. adding additional signers, requests for new cards, ordering checkbooks, etc.), assisted in the processing of wire transfers, and resolved issues concerning customers' accounts· Maintained excellent customer relations and customer satisfaction through weekly phone calls to new customers· Cross-trained on two banking systems· Trained and supervised new and existing tellers

· Processed hundreds of transactions daily (cashing checks, withdrawals, deposits, cash advances, etc.) · Handled thousands of dollars in cash on a daily basis and ensured that it was secured · Performed duties of assistant head teller such as balancing coin counter and vault, and processing ATM and mail deposits

· Inputted and tracked financial data for 2008 using Quick Books, while managing accounts payable and receivable · Reconciled bank statements to ensure accuracy and resolved issues concerning supplier payments and inventory · Organized statements and invoices to facilitate in logging process