Experienced managerial professional with background in public sector financial management and capital planning. Subject matter expertise in affordable housing, economic development, and transportation.
Overview
15
15
years of professional experience
Work History
Assistant Director, Office of Capital Budgeting
Maryland Department Of Budget And Management
Baltimore, MD
05.2023 - Current
Supports the Executive Director in managing day-to-day operations of the Office of Capital Budgeting (OCB);
Evaluates capital budget requests for state-owned facilities and state-supported grant and loan programs; develops recommendations for five year Capital Improvement Plan
Prepares briefing documents and presentation materials for the State's Budget Secretary related to capital budget process, recommendations, and policy issues
Oversees preparation of the Governor's Capital Budget Volume and accompanying budget production documents introduced during the Legislative Session
Reviews and approves agency proposals for facility replacement or improvement initiatives
Capital Program Manager
Washington Metropolitan Area Transit Authority
Washington, DC
07.2022 - 05.2023
Developed quarterly budget forecast for assigned portfolio of approximately 40 regional transportation improvement projects
Coordinated with internal WMATA departments to monitor project delivery; assessed budgetary risks due to changes in cost, scope, or schedule
Performed monthly accrual analysis and approved Purchase Requisitions
Assisted with preparation of external milestone reporting for the Federal Transit Authority
Executive Director/Assistant Commissioner
Department Of Housing Preservation & Development
New York, NY
03.2017 - 07.2022
Prepared, maintained and monitored the Department of Housing Preservation and Development's (HPD) $1.5 billion annual capital budget forecast and 4- and 10-year capital plans
Reviewed project underwriting for all affordable housing transactions requesting HPD subsidy and authorized submission of loan requests to the New York City Office of Management and Budget for final public approval
Served as frontline liaison among internal HPD departments to provide technical budget expertise and policy guidance related to public funding of affordable housing development
Recruited, supervised and trained direct support staff responsible for capital budget operations
Prepared analysis and budgetary support for City Hall initiatives and City Council testimony
Served as a participant of HPD's executive leadership team and as a member of the Project-Based Section 8 RFP Selection Committee.
Unit Head - Housing
Mayor's Office of Management and Budget
New York, NY
12.2014 - 03.2017
Evaluated quarterly operating and revenue proposals and ongoing capital budget requests for agencies carrying out an affordable housing development mission
Formulated recommendations on budgetary needs and efficiencies and presented quarterly budget updates to Budget Director and senior leadership
Analyzed budget data to monitor and evaluate agency and/or project-specific performance
Recruited, trained, supervised and evaluated direct support staff.
Analyst/Senior Analyst - Economic Development
Mayor's Office of Management and Budget
New York, NY
09.2011 - 12.2014
Development Assistant
Environmental Defense Fund
New York, NY
09.2008 - 07.2009
Education
Master of Community Planning -
University of Cincinnati
Cincinnati, Ohio
06.2011
Bachelor of Arts -
McGill University
Montreal, Quebec
05.2008
Skills
Financial Management
Organizational Leadership and Personnel Management
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.
CAPITAL PLANNING AND BUDGETING PROGRAM MANAGER at San Francisco Public Utilities CommissionCAPITAL PLANNING AND BUDGETING PROGRAM MANAGER at San Francisco Public Utilities Commission