Dynamic and skilled consultant with expertise in strategic planning, project management, and operational efficiency. Proven ability to lead cross-functional teams and drive impactful transformations in the financial services organizations.
Overview
7
7
years of professional experience
Work History
Manager
EY
New York, New York
08.2024 - Current
Led enterprise-wide transformation programs for top financial services institutions, delivering operational efficiency across multiple lines of business
Directed cross-functional teams of 70+ professionals through complex regulatory transformations
Architected strategic operating model redesigns for global investment banks, optimizing end-to-end processes, and producing cost and time savings
Managed client relationships to ensure service quality and satisfaction through engagement lifecycles with senior leaders across the industry
Senior Consultant
EY
New York, NY
04.2022 - 08.2024
Led client engagements to identify process improvements and strategic initiatives
Developed detailed project plans to ensure timely execution of projects and programs
Analyzed business operations to provide actionable insights for clients' challenges
Collaborated with cross-functional teams to deliver comprehensive solution
Presented findings and recommendations to executive leadership for strategic decision-making
Trade Management Supervisor
BNP Paribas Securities Services
Denver, CO
12.2020 - 03.2022
Supervised a team of 10+ Trade Management analysts in the daily performance of their duties while adhering to team procedures
Monitored trade matching, confirmation, and settlement across fixed income and equity products (domestic and global)
Advised on new client onboarding: reviewing client investment agreements, custodian requirements, reporting needs, and system readiness
Implemented process improvements to enhance operational efficiency within the department
Built policies, procedures, and best practices to optimize processes across the team
Monitored performance metrics to identify areas for improvement and development needs
Collaborated with cross-functional teams to resolve client inquiries and issues promptly
Analyst
BNP Paribas Securities Services
Denver, CO
01.2019 - 12.2020
Ensured timely and accurate matching and settlement of the Foreign Exchange trades, To Be Announced (TBA) trades, and money market transactions
Worked closely with internal parties to ensure client reporting and deliverables are accurate and sent in a timely manner
Ran point on multiple global projects to align Denver operations team to the global processes
Spearheaded training of new analysts and ran cross trainings with existing analysts to ensure no gap across the department
Administrator, Participations and Special Projects at Warner Bros. Discovery: Finance, Contract, Reporting & Administration (FCRA)Administrator, Participations and Special Projects at Warner Bros. Discovery: Finance, Contract, Reporting & Administration (FCRA)