Bluevine believes small businesses are the anchor of the American economy and deserve fair and responsible banking innovations that are easy to use and enable access to a holistic platform of products and services.Hands-on role focused on defining and leading organizational efforts to mature Bluevine’s Finance, Operations, and related infrastructure.

Responsible for design and delivery of Finance's product ecosystem. Initially recruited by CFO & Controller to validate Finance's readiness for Bank regulatory review and launch, pivoted to partner with Product and Engineering to define and socialize Finance and select Operations needs for all of Varo's banking and lending products. Subsequent focus was on partnering with the CFO and his management team for the creation & delivery of a strategic roadmap for the finance platform.

Reporting to CFO, led project delivery & process analysis team with direct management of the department's highest priority initiatives. Focus during tenure was cost reduction & process improvement through automation & org redesign.

Led BancWest's program responsible for the evolution and ongoing oversight of its capital management process (including its successful CCAR & DFAST regulatory submissions). Initially focused on the build of the firm's capital management capabilities & infrastructure to meet regulatory expectations, then focused on integration of these new capabilities into ongoing operations at both the Bank and Parent Intermediate Holding Company (IHC) levels. Recruited by CFO and Head of Capital Management… Show more Led BancWest's program responsible for the evolution and ongoing oversight of its capital management process (including its successful CCAR & DFAST regulatory submissions). Initially focused on the build of the firm's capital management capabilities & infrastructure to meet regulatory expectations, then focused on integration of these new capabilities into ongoing operations at both the Bank and Parent Intermediate Holding Company (IHC) levels. Recruited by CFO and Head of Capital Management, first as a contractor in 2015 then converted to an employee in 2016 following successful submission. Direct management of 10+ program staff, with functional oversight of program resources up to 300+ FTEs. Show less

Recruited by Corporate Controller to serve as the Program Manager over remediation efforts related to Federal Reserve’s FR Y-14Q/M reporting process. Designed program structure and provided ongoing oversight for $10+MM program with leads from Finance, Risk, Technology, and select Lines of Business.

Recruited by Finance leadership to partner with department heads to establish a project management methodology and apply it to their in-flight efforts.

Directed Finance & Accounting activities for the Bank’s $20B+ Commercial Banking Group (including 9 operating Divisions & Admin group). Lead central team of 10, with dotted line oversight of additional 15 imbedded group FTEs.

Drafted to newly created position focused on enhancement of Bank’s regulatory reporting infrastructure in response to increasingly demanding Regulator requirements. Focus areas included review of regulatory requirements with focus on identification of profitability and efficiency opportunities, and Bank Holding Company response to DFAST/CCAR.

Recruited by Corporate Controller to lead organizational review, identify improvement opportunities, and manage key projects. Designed & led Finance's Project Management Organization (PMO), responsible for active management of project portfolio, oversight of department project resources, and delivery on select high-profile efforts.

Recruited by segment Controller to lead redesign of Sarbanes-Oxley (SOX) controls framework, including resulting process improvements. Responsibility for program design and administration, resolution of audit, compliance and regulatory issues for segment Finance function. Oversaw team of 5.

Project lead for one of Finance’s highest priority initiatives to redesign organization’s key financial reporting hierarchies. Functioned as project SME in areas of product accounting and performance reporting.

Led Finance / Accounting department’s Project Management Office, overseeing staff of 5+ FTE. Managed high-profile projects while concurrently responsible for delivery on overall project portfolio. Promoted twice, received President’s award (for top 5% of employees).

Provider of consulting services to Federal / State / Local government agencies.

Performed benchmarking / best practices studies for clients in Financial Services and Pharmaceuticals industries.