Established a strategic direction through key software partnerships, facilitating US entry of BENELUX based Treasury Advisory firm. Established foundational learning program for both consultants and clients new to treasury software. Advised clients on transfer pricing regulations and transition from LIBOR to alternative reference rates.

Enterprise & finance technology strategy and execution. Managing global teams & projects across US, Europe and Asia (teams 20 to 50+) to gather user data, requirements, engineering solutions and deploy globally. Clients ranged from $40B AUM Hedge funds to $270B Global e-commerce giants.Select Client Engagements:Client: $40B Hedge Fund; New York & Singapore (Jan 2017 – Jan 2020)Role (Internal): Engagement Manager, Project DirectorManage 4 project teams consisting of Cloud Consultants, Engineers, Project Managers and Clients (~30 ppl) to design and execute a firm-wide bank communication upgrade to a highly secure infrastructure. Strategic direction and short term goals connected progress with project, operations and treasury and Oracle teams.Client: $270B Online Retail and Tech; Seattle, New York, Luxembourg, Singapore (Jan 2017 – Jan 2020)Role (Internal): Engagement Director, Solutions ArchitectDeveloped central financial system strategy (46 processes) including stabilization phase and long term vision, and global payment expansion for AP (Oracle), payroll, treasury/finance & risk. Built FinTech data lake and centralized AI forecasting program, with 98% accuracy. Managed global project team of 50+.Client: $160B Tech Company; Mountain View, CA (Oct2015 – Dec2016)Role: Industry Expert, Project AdvisorEvaluated legal ownership structure in place and inter-company financial relationships for efficiencies. Provided advanced cash management training for a new treasury team.Client: Digital Payment company.; Tel Aviv (Jan 2016 – Nov 2016)Role: Project Manager, System SpecialistDirected international team of 10 to rebuild a bank communication infrastructure.

Managed the treasury system administration, international corporate cash positioning, and special treasury technology projects. Managed film and TV production financing from funding to closeout, and created cash-flow hedging programs for exotic production sites, such as Iceland and Morocco in highly dynamic environment. Identified opportunities for automation of standard cash processing, as well as foreign exposure management to increase compliance and controls. Implemented and maintained user dashboards for the treasury systems within the company.Results:• In-house bank design for processing real-time cashless settlements of inter-company transac¬tions and facilitating synthetic hedging of foreign exchange exposure.• Designed multi-currency cash concentration structure across 15 countries in 5 continents.• Created automatic execution of FX spot trades for straight through processing from the need to the settlement.• Dismantled host-to-host bank connections to create a SWIFT connection to 60 global banks.

Commercial Sales & Operations