- Founded US Advisory Program (customer success initiative) as a means to re-engage with existing clients and foster partnership, help improve all facets of fund operations and drive revenue growth.- Advised over sixty clients on best practices through business process reviews and full technology ecosystem discussions.- Consistently exceeded targets, generating over $4mm in annual add-on revenue while driving numerous successful retention efforts.- Filtered product enhancement feedback from clients back to product teams and wrote business cases to support new initiatives, resulting in further traction with clients and new revenue streams.- Performed in-depth market analysis and developed action plan to support investment and growth into APAC region.- Initiated partner and vendor discussions to augment internal offerings to clients.- Facilitated panel discussions/break-outs at annual and regional conferences and hosted product roadmap presentations.

- Lead consultant on over twenty systems implementations throughout all project phases. Clients span Private Equity, Third Party Administrators, Venture Capital, Hedge Funds, Family Offices, Endowments and Insurance companies.- Successfully managed Central region employees in exceeding chargeability targets- Responsible for regional workload/forecasting and new client effort estimations and pre-sales activities.- Actively built and maintained client relationships by evaluating client needs and offering existing add-on components or designing custom solutions, resulting in new business opportunities with approximately thirty existing accounts.- Responsibilities included new entity and investment setup/liquidations, subsequent closes, portfolio company tracking, waterfall and GP carry modeling/automation, incentive/management fee calculations, redemptions, partner transfers, year-end closings, GAAP/STAT/Tax reporting requirements, valuations, contact management, and investor relations reporting.- Expertise with Master-Feeders, AIVs, SPVs, REITs and multiple ownership layers.Developed client-facing Crystal, SSRS, Excel and Word-merge reports including financial statements, capital calls/distribution notices, fund/portfolio/investor performance, deal stratification, and partners’ capital statements.- Partnered with a start-up energy investment company’s COO and CFO to tailor Investran and DX (document management and client workflow portal) in improving their business model.

- Served as finance lead on $15mm ACN HR Services business process outsourcing project; modeled various transition scenarios as well as budgeted and tracked against forecasts. Reported directly to program manager and served on leadership team. - Evaluated existing HR processes through end-user interviews and reengineered to increase efficiency and tracking capabilities.JPMorgan Chase:- Managed multiple application test teams, as a Test Lead, through concurrent releases of a mortgage system implementationWorked with multiple insurance clients (The Hartford, Sentry, Fireman’s Fund) through successful claims system implementations; specifically during requirements gathering, conceptual/detailed design phases and testing efforts.

- Provided credit analysis and recommendations to seven middle-market lenders.- Attended and assisted with commercial sales calls and loan closings.- Compiled internal risk ratings for potential and existing borrowing entities.- Received formal bank training in Credit Analysis and Loan Structuring.