As the CFO & COO at Clozure, a pre-seed startup, I am responsible for overseeing the company's financial health and operational efficiency. My role involves strategic financial planning, budgeting, fundraising, and managing day-to-day operations. I am passionate about driving growth and ensuring the company's long-term success.

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• Supported the CFO in efficient management of key strategic initiatives, ensuring alignment and accountability with their leadership team, cross-functional partners, and private equity stakeholders• Led Corporate Shared Services (CSS) workstream for large-scale business strategy transformation program, partnering with executives to define realization plans that achieve a collective 50% reduction in OPEX and developing governance processes to ensure accountability, identify & mitigate risks, and monitor progress• Facilitated cross-functional evaluation & executive approval of ERP upgrade, including business case development, ERP platform & implementation partner selection, and execution program mobilization• Identified 45% OPEX reduction for Controllership organization by rationalizing resource requirements, introducing offshore capabilities, and mobilizing process improvement and automation projects

• Designed, built, and led the Finance Innovation function that provides digital transformation, process improvement, and change management services to achieve leadership’s key optimization priorities• Implemented Meta’s Intelligent Automation Center-of-Excellence, employing emerging digital technologies (e.g., RPA, OCR/NLP, AI/ML), delivering 45 automations that eliminated 140,000+ hours of manual effort• Launched Process Mining capability and delivered 5 projects across multiple Finance functions that identified 63 opportunities in its first year with over $61M in working capital benefits and 87,000 hours of labor savings that have been realized 47% and 17% respectively through follow-on projects• Accelerated project execution for Finance teams by providing resources (e.g., tools & templates, advisor research) and offering training & professional certification programs (e.g., Prosci, Lean Six Sigma)

• Designed & implemented multi-year global service delivery model transformation for Finance’s BPO partners that reduced OPEX by $18M by evaluating & consolidating vendors, selecting optimal global site locations, and managing a seamless transition of services from legacy sites & providers to the target state• Organized CAO’s long-range strategy & plan by conducting leadership interviews, producing & guiding leadership off-site alignment meetings, and synthesizing output & communications plan for distribution• Facilitated CAO organization’s response to the sudden COVID-19/work-from-home requirements, including designing & facilitating a readiness assessment, managing development & deployment of remediation plans, and organizing the reprioritization of key CAO initiatives within evolving resource constraints• Conducted end-to-end Source-to-Pay process evaluation and identified opportunities to accelerate throughput by 15% and enhance overall customer experience while maintaining enterprise risk posture• Led change management & communications workstream for successful Oracle Fusion ERP upgrade, including producing & distributing regular community engagement materials and program updates and overseeing the end-user training program from UAT through post-implementation with 100% compliance

• Served Finance Shared Services leadership by providing accountability, alignment, & oversight for high-priority strategic initiatives, as well as facilitating key rhythm-of-the-business activities (e.g., executive communications, business partner relationships, all-hands meetings, workforce planning)• Led Finance Shared Services integration program for the Microsoft acquisition by defining critical success factors, designing target operations & delivery models and related people/process/ technology integration plans, and program managing the successful execution of multiple interdependent workstreams• Executed multi-functional enterprise operations strategy that discovered opportunities to reduce operating margin $200M+ by designing assessment methodology, gathering data, evaluating service delivery requirement, and developing & aligning on program recommendations with leadership

• Developed shared services strategies for Finance and HR functions of a global Social Media company that demonstrated $15M+ reduction in OPEX by defining operations scope, designing optimal target operating & service delivery models, and facilitating executive approval of the business case• Delivered Procure-to-Pay transformation initiative at a global Social Media company, including developing and facilitating a two-day leadership workshop, identifying process & technology improvement opportunities, and developing a transformation roadmap that reduced resource requirements by 50%

• Managed development & issuance of RFP to outsource Finance and HR functions for a global Commercial Media company, including requirements documentation, price modeling, and vendor selection• Assessed efficacy and efficiency of offshore IT delivery center for leading Telecom company, identifying opportunities to generate significant cash inflow for strategic initiatives and streamlined IT operations• Defined target operating model for Corporate Finance function of global Biopharmaceuticals company, aligning organizational design to corporate strategy and redefining Finance & Accounting services

• Developed IT strategy and corresponding operating & service delivery models for national Healthcare Services company, including organization design, systems consolidation, and infrastructure optimization • Produced and negotiated third-party logistics master service agreement for the world’s largest chemical manufacturer that resulted in $3M+ annual savings

• Developed and issued an outsourcing RFP for the Middle Office, Back Office, and Accounting functions for a national mortgage financing government sponsored enterprise, reducing OPEX by $15M+• Analyzed labor efficiency of Data Center infrastructure organization for a leading Healthcare Supplies manufacturer, resulting in the identification of $10M+ annual savings

• Engaged over 50 business owners of the fastest growing middle-market companies in the DC Metro region to assess their business environment and identify opportunities for stakeholder value creation• Formulated innovative capital planning strategies to maximize long-term business value through increased business performance, optimal asset utilization, and improved measurement systems• Led junior analyst teams through data analyses, project material development, and targeted research

• Built financial models to forecast and measure business performance and explore scenario planning• Coordinated project management and communications with clients and advisor teams• Contributed to organization's intellectual property with thought leadership and industry publications

• Supported issuance and servicing of $1 trillion+ of primary-market, fixed income securities• Produced comprehensive transaction analysis used to identify potential negative outliers • Revised technical procedure manual which realigned workforce with updated protocol

• Managed blueprint procurement project which resulted in $500,000 corporate savings• Facilitated global reverse auction to minimize production costs of manufacturing units• Supervised 2 temporary employees during procurement project to expedite results