• Spearheaded a new organization to create a 12-person, multi-disciplinary team of auditors, product owners, technologists, and data scientists accountable for the cross-functional development and delivery of global, multi-year strategic and audit plans to improve and measure operating outcomes in Internal Audit: audit effectiveness and efficiency, quality, stakeholder/customer value, and talent development. • Partnered with audit, business, and IT leaders to establish and drive strategic priorities, objectives, and delivery plans, develop and review cost-benefit analysis (CBA), design and implement technology and operational solutions, manage staffing models, set KPIs and measurements, and track progress. • Managed a comprehensive annual operating plan, advancing audit practices, board reporting, risk-based planning, training, communications, and talent management.• Directed annual audits using advanced analytics to elevate confidence in results and provide deep insights into various business processes, enhancing risk management and business value.• Worked with IT and risk management on AI governance and regulatory strategies, enhancing audit's approach to emerging technologies and data management.• Achieved a 15% reduction in audit staffing through data automation and analytics, maintaining high-quality audit deliverables.• Led operational enhancements and technology upgrades, including implementing AuditBoard, boosting user satisfaction by 50% and audit efficiency by 10%. • Oversaw analytics upskilling program for auditors, scaling use within the overall audit plan from 5% to 30%. • Led multi-year project to rationalize and reduce 200+ key controls assessed annually for SOX, SOC1, SOC2, and COSO, and decreased the effort to complete these audits by over 20% (i.e., 2 FTEs).

• Developed and executed comprehensive annual IT audit plans (approximately 25% of the overall audit plan), aligning with the organization's strategic, risk management, and technology priorities. The IT audit plan encompassed 8-12 annual risk-based audits, advisory engagements, and audit testing of almost 200 IT key control processes supporting the company's Sarbanes-Oxley (SOX), SOC1, SOC2, HIPAA, and PCI DSS compliance. • Led risk-based audits focused on cybersecurity (e.g., identity & access, vulnerability, and breach response management), data management and governance, agile development processes, network design and protocols, and disaster recovery to deliver insightful audit findings and observations to senior management and the Board. • Partnered with regulators, external auditors, and internal stakeholders to lead the company’s initial readiness assessment and ongoing compliance programs for SOC2, PCI DSS, and NY DFS financial services requirements. • Managed and inspired IT audit team of 8 direct reports to higher performance by cultivating a positive, continuous learning culture, and empowering the team to create and strengthen IT and business partner relationships. • Established and executed an annual, ethical hacking exercise, collaborating with the CISO and information security team to learn from each other, enhance control practices, reduce risk, and add company value. • Optimized IT audit processes by integrating data analytics, enhancing the efficiency and accuracy of audit outcomes while increasing audit insights (e.g., analysis of 100% of transactions or control occurrences within a process). • Standardized and implemented frameworks for auditing secure software development, agile delivery (i.e., SAFe), and lean management practices. • Deployed innovative project and resource planning, reporting, and issue management tools to boost program efficiency and enhance transparency and accountability in project execution.

• Managed the company's Sarbanes-Oxley (SOX) compliance for 100+ IT key internal control processes supporting US-based bank operations that serviced 15 million customers and $40 billion in assets. • Conducted risk assessments and managed 6-8 annual information security, infrastructure, ATM, and wire transfer audits, providing insights and recommendations to senior management to strengthen the company's IT controls. • Provided quarterly organizational training on emerging guidance and frameworks (NIST CSF, PCI DSS, CIS, ISO).

• Managed 5-8 service engagements and audits annually for top US banks and other Fortune 500 financial services organizations, providing consistent communications, project and resource management, and reporting potential risk exposures to EY senior management, audit teams, and client executive management. • Increased sales of specialized third-party risk assurance services (SOC1, Trust Services) by over $1 million through strong customer service and providing expertise aligned with an understanding of the client's strategic objectives.

• Managed team responsible for processing, reconciliation, and monitoring of all US-based legal disbursements totaling $50 million annually. • Designed and led data integrity projects to improve expense recovery processes and increase annual revenue by approximately $5.2 million, partnering with IT, legal, back-office management, and external suppliers to drive overall operational implementation of cost-recovery technologies across 6 major office locations.

• Assessed risk in the deployment, configuration, and management of data protection and cybersecurity implementations, recommending solutions to customer stakeholders at Fortune 500 companies in financial services and consumer retail.

• Created a comprehensive business plan, raised $2+ million in funding, and managed business development activities for a digital media agency that enabled small businesses to scale advertising across diverse digital distribution channels.