Prepaid expert with experience in designing and executing revenue generating growth strategies and managing high performing teams that deliver exceptional results. Ecommerce enthusiast who thrives in fast paced and high impact environments.
Overview
15
15
years of professional experience
Work History
Bolt Financial, Head of Global Account
Forever 21
12.2022 - Current
Bolt is a fast-moving FinTech start-up that provides best in class checkout experiences and multi-million shopper network for fortune 1000 eComm retailers
Reporting to the CTO, responsible for high performing, multi-segmented Business Development Team, with $30B annual GMV and generating $2B ARR
Partner deeply with Product, Marketing, and Sales, to design and execute effective go to market strategies, driving adoption and loyalty with both Merchants and their Shoppers
Established regular feedback loop with Product and Eng teams and influence technical roadmap decisions with the clients and shoppers’ best interest
Guided Merchants roadmaps and performance through in-depth program analysis and competitive landscape, quarterly account plans, and event strategy
Serve as Execute Sponsor both internally with Partnerships, Marketing, Sales and Product, as well as externally with C-Suite across strategic Merchants and their key stakeholders/leaders
Increased Net Revenue by $22M in 2023 by coaching team on strategic negotiations and contract renewals
Typical client stakeholders are C-suite
Client base includes Saks off 5th, Hanes, Revolve, , Lucky Brand Jeans, Solo Stove, Fanatics, Rossignol and more.
Director
08.2021 - 12.2022
Sr. Manager
Blackhawk Network Inc
Pleasanton, CA
08.2017 - 08.2021
Blackhawk Network provides SaaS platforms for gift card programs in store, online, and 3rd party
Here I partnered with external executive teams to design loyalty and promotional campaigns, drive revenue growth and negotiate contract renewals
I also established a customer success operations team, improved inventory monitoring plans, designed new top-tier account management strategy, and created tiered client segments
Client base includes Starbucks, The Home Depot, Best Buy, Dick's Sporting Goods, MGM Grand and more.
Client Relations Senior Manager
CashStar, Inc
Portland, ME
01.2016 - 08.2017
As part of a leading global prepaid and incentive SAAS company, my role was to help our key accounts grow their gift card and loyalty business through digital product offering and marketing, successfully delivering 21% incremental growth
Clients include Costco, Best Buy, J.C
Penney, Dick's Sporting Goods, Ulta Beauty, Dunkin Brands, Hotels.com, and more.
Client Relations Manager
09.2013 - 01.2016
Provided tactical direction and big picture consulting to Fortune 500 retailers to assist in building out annual product and marketing plans to increase overall revenue, traffic, and drive acquisition
In this role, I grew my account base revenue by 70% through product upsell, product placement and strategic marketing.
Marketing Program Manager
Staples, Inc
Framingham, MA
09.2012 - 08.2013
Expanded $50M Staples Gift Card Program with $4M marketing P&L, and successfully delivered double digit sales growth
Launched new Partnership & Affiliate Marketing program and served on a Steering Committee that transformed Staples.com and Staples Retail into a single Omni-channel business
Managed relationships with internal stakeholders, including creative, retail ops, and external vendors (BHN/CashStar/Incomm/SVS).
Product Marketing Specialist
09.2011 - 09.2012
Supported the planning and execution of Staples Gift Card marketing programs, B2B advertising, 3rd party partners, online and retail promotions
Managed vendor relations, cross channeling marketing, and $1M operating budget.
Email Marketing Specialist
02.2011 - 09.2011
Supported merchandising, marketing, and promotional teams to develop email campaigns that reached 18M business and consumers weekly and lead to $180M sales annually
Lead efforts to develop personalization functionalities, including customer segmenting and lifecycle trigger campaigns.
Top Client Account Manager
02.2010 - 02.2011
Responsible for managing, sourcing, and targeting new small business clients, while developing relationships that lead to incremental revenue for Staples, incorporating brand image into all marketing communications.
Alumni Relations
Nichols College
Dudley, MA
01.2009 - 12.2009
Supported the Director in planning and executing successful Alumni events, executing outreach campaigns to drive engagement and reconnecting lost Alumni to their alma mater.
Founding
Member of Bolt’s Customer Experience org, building, and scaling a multibillion-dollar business function from scratch
Built best-in-class strategic Business Development team, focused on loyalty and site conversion optimization tactics that increases adoption of Bolt’s product offering
Designed multi-segment team to hyper focus in specific Merchant size, industry and impact
Established a highly functioning Executive Sponsorship Program, that lead to increased client retention and engagement levels
Recruit, train, and directly coach and manage a team of senior-level success managers, developing their strategic skillsets for career development.
<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.
Global Head of Financial Planning & Analysis at SLR INTERNATIONAL CORPORATIONGlobal Head of Financial Planning & Analysis at SLR INTERNATIONAL CORPORATION
Head of Non-Financial Risk, Commercial Banking and Global Banking at HSBC Australia & New ZealandHead of Non-Financial Risk, Commercial Banking and Global Banking at HSBC Australia & New Zealand