Well-qualified Finance Manager, with proven success in improving operations and solving problems, pivoting into the Real Estate sector. Highly proficient in building lasting relationships with key decision makers, customers and team members to further company goals. Ready to leverage training and experience to take on new professional challenges. Highly ambitious and goal oriented team player.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Officer - Institutional Fund Accounting - Unitized Valuation and Reporting Services
Northern Trust
Tempe, AZ
05.2022 - 05.2023
Primary responsibilities include but aren’t limited to supporting a team of associates and accountants within the Fund Accounting team, manages a workflow distribution and maximizing the effectiveness of the direct reports
In addition, monitoring all activities and ensures timely and accurate completion of the daily NAVs and reporting packages for clients, with attention to month end closing, annual reporting and any ad hoc reporting as requested
Responsible for the accurate completion of Net Asset Value’s(NAVs) Reviews and manages the daily valuation of the NAV production cycle for assigned clients and direct reports Ensure Monthly Annual reporting deliverable, including 5500’s supplemental reports are completed
Values and reconciles client’s valuation including Mutual Funds, Separately Managed Accounts that hold fixed, equity, or Derivative Assets Support the implementation of business plans and/or process changes Conducts performance management and career development reviews for staff.
Asset Management - Team Lead
First Insurance Funding - a Division of Wintrust
Northbrook, IL
10.2019 - 05.2022
Primary responsibilities include but aren’t limited to supervise, coach/mentor and develop a team of Account managers.service and manage collateral on all cancelled loans within team’s portfolio, thorough investigation of complex and/or escalation issues at hand. Prepare, analyze and monitor various reports Overseeing and coaching the resources of the team
Providing leadership and guidance to others
Cancelled account follow up and resolution
Managing team's portfolio (i.e
Timely f/up resolution, exception, over 90's, customer owes, cancel confirmations, funds, exceptions etc.) Managing Losses- managing the loss process- review of accounts, proper coding, summaries etc
Ability to recognize, address, and follow through on complex or problematic accounts, programs, or agents to conclusion (includes bankruptcy, wind-downs and work-outs) Managing of Reports- use of tools provided to ensure the proper management of your portfolio Be available and ready to assist as needed
(i.e
Natural disasters, system testing, reporting, covering for short staffed situations
Handle projects as requested or assigned Re- Engineering/Expense control- Continued search for improvements in our procedures to help with time management, streamlining and expense control Run staff meetings and present valuable information Work with the Asset Management Development Specialist regarding staff portfolio audits Keep all team members in close communication with a collaborative mindset
Adapt coaching strategies for distance management (what works for both you and staff)
Celebrate milestones and successes through reports on shared F drive, e-mail to team members and contributions on team conference calls
Know your remote audience - always be available - do not let distance hinder your ability for success
Participate in interviewing, recruiting and training of new staff members Departmental Representative of AM (i.e
Mid Management
Commissions Supervisor
Coldwell Banker
09.2016 - 05.2019
Act as a liaison between agent serviced, commission center, and service center Act as main point of contact for communication, incomplete files, escalations Continuously evaluate procedures and seek improvements/efficiencies and implementation of process improvement General management, scheduling and developing of commission analyst Recruit, interview, and hire new members to the team as well as conduct new staff orientation and training's Responsible for all ongoing training's, development, and performance management Prepare staff schedules, manage PTO, payroll, annual reviews Oversee staff’s workload of 50-90 transactions that need to be closed, 20-100 transactions that need to be pended, and 30-60 transactions that need pay-at-close statements Key contributor in a centralization initiative based and regional assignment
Personal Banking Associate
BMO Harris Bank
12.2013 - 09.2016
Assist in the development and on-boarding of new staff including; coaching, training, and accountability Facilitate client escalations Manage existing clients portfolio, supporting retention and growth through product knowledge and education Compliance with all operational, audit, and security procedures policies and Federal regulations
Skills
Work Coordination
Report Writing
Strategic Planning
Innovation and Creativity
Report Preparation
Community Relations
Budgeting and finance
Investigation leadership
Information Verification
Emergency Response
Asset Protection
Rule Enforcement
Investigation Management
Certification
Licensed Real Estate Agent
Timeline
Officer - Institutional Fund Accounting - Unitized Valuation and Reporting Services
Fund Accounting Specialist – Fund Accounting and Reporting at RisCura InvestFund Accounting Specialist – Fund Accounting and Reporting at RisCura Invest
Unified Petroleum Pricing Fund(UPPF) Officer at National Petroleum AuthorityUnified Petroleum Pricing Fund(UPPF) Officer at National Petroleum Authority
<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.
Associate Director - Fund Accounting & Reporting - Private Markets at SS&C GlobeOp Financial Services India Pvt Ltd.Associate Director - Fund Accounting & Reporting - Private Markets at SS&C GlobeOp Financial Services India Pvt Ltd.