• Head of finance for industrial touch screen computer manufacturer, Faytech North America.• Support the strategic acquisition of Faytech group by Pyramid AG, enhancing market positioning and technological capabilities.• Foster and manage key partnerships and joint ventures across diverse sectors including technology, industrial, advertising, and healthcare, driving innovation and business growth.• Designed and implemented internal AI based sales tool resulting in a robust 2024 pipeline.• Orchestrate cross-functional collaboration between sales, product, and engineering to identify new business opportunities.• Lead financial due diligence / valuation analyses to guide investment decisions and business strategy.• Support technology scouting initiatives, evaluating emerging tech for product integration, and leading to top-tier client adoption.• Establish financial controls and GAAP compliance, ensuring accurate financial reporting and internal controls.• Drive talent acquisition and development, mentoring teams to foster a culture of excellence and innovation.

• Implemented FP&A reporting initiatives to monitor KPIs, track profitability, and asset utilization across business units• Sourced bank relationships, raised $3M in revolving and trade debt• Collaborated with senior partners and investors to ensure execution of value additive strategies and transactions• Sourced deal flow and business development activity• Identified potential risk areas and implemented controls to ensure client SOC2 / HIPAA compliance• Restructured global supply chain, procurement, and logistic teams resulting in higher gross margins

• Head of finance for touch screen software development company, Metroclick.• Foster and manage key partnerships and joint ventures across diverse sectors including technology, industrial, advertising, and healthcare, driving innovation and business growth.• Designed and implemented internal AI based sales tool resulting in a robust 2024 pipeline.• Orchestrate cross-functional collaboration between sales, product, and engineering to identify new business opportunities.• Lead financial due diligence / valuation analyses to guide investment decisions and business strategy.• Implement KPI tracking around acquisition costs and retention metrics to optimize the B2B SaaS portfolio.• Support technology scouting initiatives, evaluating emerging tech for product integration, and leading to top-tier client adoption.• Establish financial controls and GAAP compliance, ensuring accurate financial reporting and internal controls.• Drive talent acquisition and development, mentoring teams to foster a culture of excellence and innovation.

• Implemented FP&A reporting initiatives to monitor KPIs, track profitability, and asset utilization across business units• Sourced bank relationships, raised $3M in revolving and trade debt• Collaborated with senior partners and investors to ensure execution of value additive strategies and transactions• Sourced deal flow and business development activity• Identified potential risk areas and implemented controls to ensure client SOC2 / HIPAA compliance• Restructured global supply chain, procurement, and logistic teams resulting in higher gross margins

• Managed $100B in liability products to ensure bank funding metrics and P&L targets• Oversaw FOMC rate hike re-pricings to maximize revenue and minimize portfolio sensitivity• Worked with Technology, Operations, Market Management, and Sales to drive product innovation• Strengthened reporting and analysis and created systems and tools to inform decision-making• Provided analytical advice to the bank’s liquidity management executives

• Assessed credit models to ensure validity of loan facility assumptions at origination across multiple sectors• Back-tested portfolios at origination using RAROC, CEVA, and RWA to isolate value-destroying relationships• Managed RWA exposure / profitability metrics via active management solutions• Utilized CDS, securitization, loan sales and insurance to manage capital exposure and P&L• Ensured risk/return metrics on capital deployment through credit model validation

• Monitored monthly deposit volumes / NIM metrics to optimize portfolio performance• Leveraged corporate coverage analytics at a sector / relationship manager level to assess deposit retention and profitability• Developed LCR / RNFB friendly products (e.g. evergreen / notice deposits) to maximize portfolio stability and yield• Reviewed portfolio pricing metrics with senior management to ensure optimal product, tenor, and volume allocation