Leads end-to-end project management of bespoke software and data solutions, managing full product lifecycle from requirements gathering to implementation and support. Expertly collaborates with clients and cross-functional teams, including international development teams in Serbia and India, to deliver over two dozen custom platforms for sales optimization, customer retention, reporting, and pricing management. Acts as the primary client relationship owner, driving sales, proposals, and contract negotiations.Full Lifecycle Ownership: Successfully delivered 25+ user-centered platforms, optimizing sales, pricing, and reporting processes for clients. Managing the entire lifecycle from concept to deployment, including UI design, mockups, QA testing, and user training.Client Relationship & Sales: Drove sales growth by managing client accounts, delivering proposals, statements of work (SOWs), timelines, and financials.Cross-Functional Collaboration: Led multi-national development teams in Serbia and India to ensure timely project delivery, overcoming challenges related to time zone and remote collaboration.ERP/CRM Implementation: Spearheaded successful integration of various ERP/CRM platforms for clients.

Led strategic planning and financial analytics projects, implementing BI systems and enhancing reporting processes to drive data-driven decision-making. Oversaw the implementation of multiple healthcare-related financial systems, ensuring accuracy in reporting and efficiency in system workflows.System Implementation Leadership: Managed the implementation of five critical systems, including Strata Jazz for financial reporting, Workday for operational efficiency, and ActionOI for benchmarking, ensuring seamless integration.Financial Data Management: Monitored and improved data warehouse integrations and SQL stored procedures to optimize reporting accuracy and operational efficiency.Project Management Excellence: Coordinated cross-functional teams to deliver on-time, on-budget BI projects, driving efficiencies and developing SOPs for sustained success.

Led the financial planning, budgeting, and reporting functions for a $500M+ behavioral health services company. Spearheaded the migration to a new accounting system and built the FP&A team from scratch, establishing robust forecasting and reporting processes to enhance strategic decision-making.$500M+ Budget Management: Directed the financial planning process for a $500M budget, covering operational expenses, payroll, and capital expenditures across 25 entities.System Migration Leader: Spearheaded the implementation of Sage Intacct, integrating third-party tools for budgeting, forecasting, and reporting.FP&A Team Development: Built and developed a high-performing FP&A team, utilizing Power BI and connecting to enterprise data warehouses to enhance reporting and decision-making processes.

Led financial planning and analysis for multiple business lines, managing budgeting, forecasting, and variance reporting for a $75M+ budget. Established best practices for financial processes across the organization, and led key strategic initiatives to optimize performance.$75M+ Budget Oversight: Directed the 2019 budget planning process, overseeing operations, payroll, and capital expenditures for multiple business units.Process Standardization: Streamlined and standardized 40+ processes across the organization, improving payroll, forecasting, budgeting, and reporting functions.Program Leadership: Led pilot programs and ASC606 implementation for data centers, and launched the MAST Finance Best Practice Program to share insights across regional finance teams.Cross-Functional Collaboration: Facilitated networking and knowledge-sharing through monthly Women’s Business Network and Brown Bag lunch sessions, supporting cross-team collaboration.

• Create and submit bi-monthly fundings to client on a timely basis, request checks for vendors and manage both client and vendor relationships.• Create and update Funding Tracker which ensures all FM and PM fundings are closely monitored, along with checks and bank account activity• Manage monthly corporate reporting including, as well as year-end processes• Create and manage T&E processes, expense report training sessions, and maintain expense report guidelines as well as manage and approve all Purchase Card transactions on a monthly basis

Charged with deliverables to perform valuations and financial analysis for global asset management and advisory firm with a focus on fixed income securities, reconciliations, audit preparation, risk mitigation, best practices, and employee training.• Verified NAVs for fixed income funds to ensure accuracy and mitigate risk that encompassed high-yield and investment grade bonds, municipals, treasuries, bank term loans, derivatives, and preferred stocks.• Reviewed and analyzed daily fixed income funds to reconcile cash, shares, paydowns, coupon rates and maturities.• Trained, coached, and mentored existing staff and new hires to fill gaps in skills with accounting and best practices.

Led marketing and financial analysis initiatives for independent wealth advisory firm with asset valuations, audits, budgets, risk assessments, proformas, web and print collateral, best practices, SOPs, process and policies.• Performed Charles Schwab RIA Benchmarking Study through audit and categorization of company’s $400M+ in assets, and evaluated firm’s budget to determine operations deficiencies and make funding recommendations.• Created and updated website, brochures, and various print collateral to drive customer acquisition and retention.• Selected to represent firm at Goldman Sachs’s Asset Management RIA Roundtable Due Diligence conference.

Led marketing and financial analysis initiatives for independent wealth advisory firm with asset valuations, audits, budgets, risk assessments, proformas, web and print collateral, best practices, SOPs, process and policies.Performed Charles Schwab RIA Benchmarking Study through audit and categorization of company’s $400M+ in assets, and evaluated firm’s budget to determine operations deficiencies and make funding recommendations.Created and updated website, brochures, and various print collateral to drive customer acquisition and retention.Selected to represent firm at Goldman Sachs’s Asset Management RIA Roundtable Due Diligence conference.

Provided assistance to Special Credits Officers with analysis of commercial real estate using cash flow proformas, valuations, and risk mitigation, inclusive of multi-family, land, industrial, office, mixed use, retail, hospitality, and special use.• Improved risk, structure, and security profile by 35%, as well as exposure reduction of 40% by identifying credit issues to Officer while ensuring adherence to all banking guidelines, policies, SOPs, process and rules.• Evaluated long-term viability of properties in distress through cash flow analysis, valuation, and proposed turnaround strategies to mitigate risk.• Identified loans for debt restructuring, and loan modification and/or completion, along with completing monthly loss forecasting to Officer for inclusion in risk profile to senior management.

Served in analyst role in corporate development program as a part of operations and business services with DTC settlements, reconciliation of cash breaks, fixed income and trade roll purchase activities, wire charges, A/R and A/P.• Performed $10M+ of repurchase/reverse repurchase of trade rolls and settlements daily while overseeing $100M+ of REPO rolls monthly, and finance trade A/R and A/P. • Mitigated risk for $1B+ in fixed income trades daily as a part of DTC settlements, along with supporting $15M+ in prepayments, and TALF for $50M+ bi-monthly.• Reconciled cash breaks, assisted with failing trades, and oversaw SPO and wire charges to clear breaks.