• Financial Business Partner (FBP) for the Worldpay for Business executive leadership team; provided financial and strategic advisory to the small-to-medium enterprise (SME) business segment with $200Bn+ in payment volume and 1,500+ employees. • Collaboration with business partners to create Long Range Plan, Capital Plan and Annual Budget. • Developed multi-scenario, driver-based payment volume forecasting model with analysis of customers, verticals and seasonality; resulted in actual sales performance of +/- 2% of projections. • Led monthly Close and Forecast processes helping partners understand variance to Plan through collaborative analysis across accounting, revenue assurance, operations, marketing, sales and product.• Rigorous and regular sales analysis to support decisions in the areas of organizational design, marketing spend, operational investment and product prioritization. • Established position management and vendor analysis processes that led to $20M+ in expense savings.• Partnered with technology team on capital prioritization by building business cases and ROI metrics; Point of Sale (POS) model led to execution of two SaaS deals and ~$10M in annual capex savings. • Improved corporate governance and cost controls by creating insights that influenced executives to institute approval guardrails for partner agreements; 15% improvement in average approval timing. • Managed and mentored a team of Specialists and Analysts, fostering a culture of continuous improvement and professional growth.

• FBP to the VBS executive team; helped to co-define and execute against the strategic and financial objectives for commercial segment (B2B) representing $1T+ in payment volume and 600+ employees. • Led cross-functional and cross-regional execution of quantitative and qualitative analysis to develop quarterly forecast, annual budget and monthly management reporting.• Helped key stakeholders gain insights into operating expense, headcount and corporate allocations.• Evaluated growth opportunities in the areas of value-added services (VAS), SaaS and fintech partnerships by building complex pricing and product models. • Conduct competitive analysis of commercial business segments for Visa, Mastercard and AMEX.• Presented financial results and key performance indicators at executive staff meetings and offsites.• Designed VAS billing standardization for >20 products across 5 regions working in close coordination with regional financial leaders and international billing teams; improved the accuracy of client statements, sales compensation payouts and product profitability analysis. • Managed team of financial analysts including recruiting, training, goal setting and performance management.

• Relationship Manager for a portfolio of technology customers in various stages (growth to mature).• Drove business development generating 18%+ YoY growth in profit through rigorous underwriting. • Led collaboration across product partners to frame financial problems and deliver recommendations to executives and Board of Directors.• Appointed to the Strategic Execution Council, a cross-functional team of leaders that created consistent processes and increased automation in the areas of Product Partnership, Operations, Human Capital Development and Compliance.

• Delivered financial advice in the areas of sales growth, margin improvement, channel optimization and shareholder returns to enterprise customer executives and Board of Directors. • Partnered with product specialists on the origination and execution of structured transactions (debt / equity / JVs).• Created content on corporate finance topics to enhance sales & marketing; five publications annually. • Managed team of analysts including recruiting, staffing and development (92% retention).

• Built financial models to analyze capital investment, capitalization (debt / equity) and M&A. • Worked with senior management teams to execute strategic transactions and loan origination.

• Directed $1.4 million budget for international non-profit focused on care of children with disabilities.• Analyzed economic development projects identifying synergies and a 20% reduction to expense.• Managed team of international officers including project assignment, training and compensation determination.

• Created and communicated performance updates for 200+ high net worth and institutional investors in four funds (fund-of-funds and single-manager funds) with $450+ million in aggregate capital. • Designed automated fund performance models resulting in 15% time savings during quarterly reporting cycles.

• Conducted Global Private Client competitive environment analysis including research and modeling of financial product pricing, competitive threats, compensation structures and expense management.• Performed data analysis and calculated metrics for Global Private Client segment: 10-K, 10-Q, investor presentations.