BlackLine frees up capacity for Finance & Accounting teams.4,000+ companies around the world trust BlackLine to help ensure balance sheet integrity and confidence in their financial statements.

 Client-facing revenue generator for enterprise (million-plus $M+) financial institutions, implemented front office trading SaaS solutions across multiple asset classes Cultivated relationships among C-level business and technology executive stakeholders and presented monthly and/or quarterly customer business reviews to internal and external steering committees Resourced and managed annual customer discretionary budget ($250K+), spanning multiple projects, and delivered constantly-evolving customer priorities on-time and on-budget while meeting and often exceeding customer expectations Nurtured and grew assigned customer relationships, and increased discretionary spend through delivery of new products and features, while providing on-site user training and customer support for customer “go-lives” Resolved customer escalations by liaising across multiple departments (e.g., product, development and technical support), while developing organizational best practices for use across customer base

 Implemented Social Media (LinkedIn) program to allow Financial Advisors (FAs) to prospect and grow their business, resulting in several significant (>$1M) net-new money account openings Engaged senior stakeholders to define program requirements, confirm milestones and establish key performance indicators for trend analysis to highlight achievements and development areas Coordinated and participated in User Acceptance Testing with internal and external partners, which helped to identify and resolve key implementation issues uncovered during program’s initial pilot Developed LinkedIn program strategy through collection of FA feedback and re-evaluation of existing third-party vendor solution Managed monthly and quarterly external vendor business reviews to ensure contractual service level agreements were met

 Line Manager for global team of managed service resources spanning different technical skill sets Engaged IT leadership across all UBS divisions, resulting in a complete redesign of the Graduate Training Program that was successfully rolled out in the U.S. in 2013 and globally in 2014 Implemented global software delivery upgrade of change management system (HP Project & Portfolio Mgmt.) responsible for supporting the UBS General Global Ledger Identified managed service resource cost inefficiencies, resulting in a $130K (USD) per year cost benefit for GFIT department

 Operated the Data Warehouse Help Desk, reducing outstanding issues (>50%) Audited sales representative group software usage, driving increased usage (>25%)