Leads a team responsible for the strategic vision and roadmap addressing the model portfolio needs of financial advisors; has also led efforts to deepen and scale portfolio analytics and construction solutions and financial planning and coaching offer needs. Facilitates data-driven decisions at both the technology team level and the stakeholder level, assuring alignment on key results and tactics that span sales, marketing, product, user experience, data analytics, subject matter experts, and senior stakeholders. Hires, evaluates, and coaches team members in outcome-oriented solution development, championing organizational transformation toward true focus on serving the needs of our clients while also advancing effective cost management and revenue growth. Active participant in diversity, equity, and inclusion efforts across the organization.

Resolved complex and pressing issues for global companies facing foreign exchange, commodity, and interest rate risk. Operated globally distributed product team while mentoring client success team for flagship SaaS market risk management software used by hundreds of corporations, including Fortune 100 firms. Utilized Scrum, Kanban, and XP (extreme programming), along with BI (business intelligence) reporting and data visualization. Communicated confidently with C-suite executives and daily software users. Composed articles, webinars, conference presentations, and training materials in collaboration with sales and marketing team to gain prospects, educate market, and demonstrate expertise. Consulted with sales team offering expertise in targeting needs of complex clients and providing solutions that thrill and land largest prospects.• Generated over $10m in annual revenue.

Collaborated in cross-functional team to create, enhance, and launch an ASC 820/FAS 157 valuation and consulting service. Provided clients with appropriate fair-value adjustments and explained results to audit firms. Promoted and drove valuation service internationally through agile processes, writing white papers and articles, orchestrating webinars and conferences, meeting prospects, and clarifying model to accounting firms. • Attained over $2m in annual revenue.

United and partnered with an integrated team of business and software developers. Supported firm with incorporating and transitioning toward Agile processing. Built and marketed a web-based debt management system allowing clients to manage loan and bond portfolios tracking interest expense, refinance risk, and instrument valuation. Consulted and advocated for clients, prospects, and colleagues to secure appropriate design of desired new functionality.• Solution showcased over $10m in annual revenue.

Structured and articulated business requirements for 3 integrated software products to handle mutual fund fee distribution, brokerage fee processing, and corporate financial accounting. Facilitated and steered project management coordinating the conversion to new and modern systems ensuring vendors performed according to client expectations. Established business requirements, process flows, and use case specifications for various additional projects.• Recognized with “K-Pin Award” for outstanding client satisfaction based on unsolicited feedback.

Assembled business analysis, training, and support for development projects relating to hedge accounting, complex derivatives, performance measurement, and International Financial Reporting Standards (IFRS). Mobilized designers to develop business specifications and testing plans for system enhancements. Advised and instructed clients in using PAM© financial software, including answering questions about the design of the software and advocating ease in its capabilities in mutual fund accounting, hedge accounting, and investment performance analysis.