Trusted advisor to Executive leadership and served as financial advisor to all functional leaders in planning, refined and implemented strategic initiatives to support effective decision making.

Key contributions:- Restructured financial reporting to support implementation of cost-centers creating a culture of fiscal responsibility and accountability.- Oversight of budgeting, forecasting and monthly board reporting packages.- Partnered with IT to correct fragmented data sources and enhance / accelerate reporting processes.- Collaborated with PE owners and IB firm during sale process and managed workstreams to deliver all due diligence requirements on tight timelines.

Supported mid-cap financial services firm planning and executing key business initiatives including website overhaul and modifications to proprietary internal IT systems.

Responsible for financial reporting and monthly close process, including bank covenant package. Additionally, served as leader for two company-wide strategic projects: BI Solution: Partnered with IT to build, implement and maintain a new business intelligence system. Developed predictive sales and inventory models offering the Buying department new insight into sales and inventory trends. Result: Certain key departments doubled and tripled in the following 18 months.POS / ERP Conversion: Lead implementation team member for new point-of-sale system with oversight of software modification specs, data conversion, and resolution of post-implementation issues to ensure business continuity.

Underwriter and portfolio manager of 25 national clients (sales >$500 million) with ~$1.7 billion in loan commitments. Performed research on clients including industry trends, competitive landscape and financial ratio comps. Recognized for exceptional performance: Summit Award and Cornerstone Award (3 consecutive years).

Preparation of loan committee presentations for credit approval while ensuring compliance with loan policy, credit approval processes, and loan documentation.