Proven leader in strategic partnerships at JP Morgan Chase, adept in data-driven decision-making and fostering growth strategies. Excelled in enhancing brand awareness and revenue generation, achieving significant compliance and integration milestones. Skilled in problem-solving and performance tracking, consistently delivering impactful results through effective cross-functional collaboration and innovative risk management approaches.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Governance & Controls, Strategic Partnerships
JP Morgan Chase
02.2021 - Current
Achieved seamless integration of acquisitions by overseeing due diligence activities related to governance matters.
Defined performance indicators and quality metrics to maintain compliance with governing policies, standards and adoption requirements.
Collaborated with cross-functional teams to develop governance-related training programs, raising awareness on critical issues.
Developed risk management strategies for improved organizational stability and security.
Assisted in developing ethical guidelines for employees while fostering a culture of accountability throughout the organization.
Ensured regulatory compliance, proactively identifying areas of potential risk and taking corrective actions.
Built cross-functional relationships to support organizational change.
Enhanced governance frameworks by implementing robust policies and procedures.
Established and executed governance implementation roadmap.
Managed a team of professionals responsible for executing various aspects of the organization''s governance activities efficiently and effectively.
Supported strategic planning efforts by providing insights into relevant risks, opportunities, and compliance requirements.
Digital / Email Marketing Manager
Herff Jones // Varsity Brands
09.2019 - 12.2020
Supported organizational growth by identifying new market opportunities and strategizing on how to effectively reach these audiences via email campaigns.
Enhanced subscriber growth, creating compelling incentives for sign-ups and promoting the mailing list across multiple channels.
Maximized customer retention, implementing a comprehensive re-engagement strategy for inactive subscribers.
Boosted click-through rates, developing engaging calls-to-action and visually appealing templates.
Increased email open rates by designing attention-grabbing subject lines and personalized content.
Collaborated with designers to produce visually stunning email creatives that captivated audiences and supported branding efforts.
Provided ongoing training and support to junior team members to foster growth within the organization while maintaining high-quality work standards.
Increased brand awareness through strategically timed newsletters featuring company updates, product launches, and industry news.
Improved sales conversions with carefully crafted promotional emails that highlighted customer benefits and product value.
Analyzed campaign performance data to identify trends and make data-driven optimizations for future initiatives.
Digital Marketing Execution Lead
JP Morgan Chase
08.2018 - 09.2019
Managed total lifecycle of digital initiatives incl. all aspects of development, fulfillment, deployment and implementation of marketing strategies; Primarily focused on email marketing deployment, but responsibilities include website development for Chase.com secure and public content, landing pages, microsites, etc.
Served as SME for all things digital marketing (w/ strong focus on email marketing*) while adhering to and promoting existing quality controls across all lines of business; Ensured quality execution of multiple global-scale marketing campaigns simultaneously w/ attention to legal/regulatory requirements. Led all project meetings to establish structure, provide guidance, ensure accurate/timely milestone achievements; Coordinated multiple deliverables across numerous processes within each unique campaign
Marketing Database Deployment Analyst / Email List
PMA
07.2017 - 03.2018
Developed customized deployment plans to ensure smooth transitions during software rollouts.
Analyzed performance metrics to identify areas for improvement within the deployment process, leading to continuous optimization efforts.
Optimized resource allocation by analyzing client requirements and creating tailored deployment strategies accordingly.
Provided post-deployment support to stakeholders, addressing any concerns or issues promptly and professionally.
Strategic Marketing Manager
THOMAS PUBLISHING CO
09.2014 - 03.2016
Increased brand visibility by implementing strategic marketing campaigns and utilizing various advertising channels.
Built strong relationships with key industry influencers, expanding the company''s network and increasing its credibility in the marketplace.
Managed cross-functional teams to ensure timely execution of marketing initiatives and alignment with company objectives.
Provided data-driven consulting to clients for all online initiatives by analyzing cookie-level data through a combination of proprietary tools; Made recommendations on means of optimizing each client's unique objective (max reach, lowest cost/acquisition). Developed insights, pushed analysis further to make recommendations that lead change/development of new projects;
Oversaw launch of new strategic ROI model aimed to learn more about customer satisfaction while primarily driving customer retention and brand recognition on a deeper level; $650K in customer retention sales within 2 fiscal quarters.
Developed company spend analysis models, which included web analytics vs. media placement performance; Drove analysis and generated insights on all level of engagement regarding analytics, segmentation and targeting spaces
Sports & Entertainment Senior Analyst
Madison Square Garden, MSG
05.2014 - 09.2014
Delivered accurate financial forecasts by conducting thorough data analysis and research on market trends.
Facilitated cross-departmental collaboration, breaking down silos and encouraging information sharing to drive positive business outcomes.
Championed data-driven decision making by transforming raw data into actionable intelligence for key stakeholders.
Built more profitable customer relationships and strategically aimed to grow revenue for the organization by effectively mana ging and pulling all emailing lists for a variety of promotions, running reports and tracking campaign effectiveness; Implemented customer st segmentation, targeting/testing strategies using automation tools incl. Adobe's 1 release of "Test & Target." Responsible for complete list-pull process incl. de-duping, joining/merging tables, list segmentation, custom reports and audience lists.
Developed specs for new site launch and redirected tags site-wide (worked w/ developers to ensure quality) - Project depth lent directly to comprehensive knowledge of analytical site development and redesign phase.
Business Intelligence Analyst
Scholastic
09.2012 - 05.2014
Reduced manual data entry errors by automating routine tasks using SQL scripts and ETL tools.
Designed customized data collection models for specific visualization tasks.
Standardized best practices in report generation across departments to ensure consistency in presentation formats as well as analysis methodologies employed.
Participated actively in stakeholder meetings, presenting data-driven insights and recommendations to support business growth initiatives.
Created and maintained all dashboards, reports, analytic visuals needed to support the business intelligence insights on a we ekly, monthly and ad hoc basis using Adobe Omniture suite, Site Catalyst, Report Builder, Google Analytics, etc.
Conducted need vs. impact analysis on business data to define correct processes to achieve optimal efficiency w/ use of Visio, Tableau, PowerPoint/data visualization tools; Developed tech specs for l implementation;
Performed QA; Updated tags, HTML code
Associate
Caliber Corporate Advisers
08.2011 - 09.2012
Developed and implemented strategies to increase customer satisfaction and engagement.
Prepared technical reports after collecting, analyzing and summarizing business intelligence insight and key trends; Designed new site development and tagging process by studying system capabilities, writing and continuously updating specs.
Provided analysis of content-marketing techniques to improve brand-messaging;
Managed company blog and content. Supported business development by pitching proposals to prospective clients and cultivating media relationships.
Public Relations Intern, Bravo TV
NBC Universal
09.2010 - 05.2011
Maintained and updated media contact lists and databases for ease of access.
Created media kits and utilized promotional materials to meet specific strategic initiatives.
Editorial Intern, The New York Post
Condé Nast
09.2008 - 05.2009
Participated in weekly meetings with editorial staff to discuss current events, story ideas, and upcoming deadlines.
Assisted with the planning and execution of editorial calendars to ensure timely publication of materials and maintain consistency across platforms.
Enhanced the overall quality of published materials by identifying and addressing inconsistencies in style, formatting, and tone across all content platforms.
Received constructive feedback from editors on written work; incorporated suggestions into future assignments to continually refine writing abilities.
Education
Bachelor of Arts - Communications
Marymount Manhattan College
New York, NY
05.2011
Bachelor of Fine Arts - Creative Writing
Marymount Manhattan College
New York, NY
05.2011
Skills
Data-driven decision-making
Performance Tracking
Industry Expertise
Financial Acumen
Growth Strategies
Branding / Brand Awareness
Process Development
Revenue Generation
Partnership Development
Pipeline Development
Competitive Analysis
Partner proposal development
Problem-Solving
Accomplishments
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Collaborated with team of [Number] in the development of [Project name].
Achieved [Result] by introducing [Software] for [Type] tasks.
Certification
[Name of Certification] [Issuing Organization] [Year Month]
[Area of certification]
Salesforce Certified Administrator
Certified Information Systems Security Professional (CISSP)
OSHA Certified
Google IT Support Professional Certificate
Microsoft Office Specialist (MOS) Certification
CompTIA Certification
Additional Information
Philly Sports
Dog Mom
Timeline
Governance & Controls, Strategic Partnerships
JP Morgan Chase
02.2021 - Current
Digital / Email Marketing Manager
Herff Jones // Varsity Brands
09.2019 - 12.2020
Digital Marketing Execution Lead
JP Morgan Chase
08.2018 - 09.2019
Marketing Database Deployment Analyst / Email List
Client Services Specialist & Associate Banker at JP Morgan Chase & Chase BankClient Services Specialist & Associate Banker at JP Morgan Chase & Chase Bank
<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.