Responsible for Accounting, Financial Planning and Analysis, Budgeting, Profitability and IT for Firestone Financial subsidiary.

Senior Finance leader at Santander Holdings USA. Responsible for technology and operations financial governance and control at the holding company and across the various US entities.•Led development and implementation of new financial infrastructure and FP&A capabilities for $400M SHUSA Technology and Operations organization. Capabilities implemented included strategic planning, budget and forecasting processes, management reporting and cost allocation methodologies.•Provided guidance for technology-related accounting treatments (e.g. SOP-98 - Capitalization of Software Development Costs).

Technology Services (2010-2014)Finance Business Partner for Technology Services. Operated in a global matrix environment. •Consistently achieved aggressive budget targets.•Identified $40 million inefficiencies to address budget challenges.•Supported financial project governance for a 200% increase in technology investment spending.•Supported implementation of Lean for Finance organization to support colleague engagement, communication and improved focus on process efficiency.Citizens Business Services (2005-2010)Managed financial performance and stability of Royal Bank of Scotland legal entities in North America. Financial responsibility for a broad range of business lines including Technology, Operations, Properties, and Risk.•Spearheaded financial integration of several entities representing $1 billion expense base into Citizens Business Services, including ABN-AMRO legal entity, Properties and an array of Technology and Operations-related organizations.•Consistently achieved aggressive budget targets, driving operational efficiencies to offset targeted investment growth.

Fidelity Personal Investments •Finance Business Partner for various retail business units (Online Brokerage, Customer Service Group and Private Wealth Management Group). •Developed and implemented territory reporting infrastructure, branch measurement, Active Trader pricing analyses, metrics and service model scenarios.•Managed deliverables for annual Retail Transfer Agent Board presentation.

Chase Investment Services Group/Brown & Company Securities Corporation•Financial responsibility for retail investment organization. Lines of business included full service brokerage, discount brokerage, trust and investment management, 401(k), and IRA processing.•Directed financial management for self-clearing Chase Retail Investment business, which ranked 7th in daily online trading volume, with $350 million in revenue and a $4.5 billion balance sheet. •Financial Operations Principal for several broker-dealer legal entities (Chase Investment Services/Brown & Company).