Licensed professional who is adept at leading cross-functional initiatives and collaborating with key business stakeholders to achieve strategic objectives and growth. Skilled in translating complex data sets into easily digestible and actionable insights to support informed decision-making on a macro level. Adaptable and flexible, thriving in managing projects in fast-paced and dynamic environments, while committed to fostering strong relationships with clients, team members, and senior leaders to drive project success.
Work History
Senior Analyst, Operational Risk Management
1 Year 6 Months
LPL Financial | 02.2025 - Current
Manage three technical resources to support seamless & timely project execution.
Lead access management and governance for critical systems to support internal audit activities and progress remediation efforts through the creation of control frameworks.
Manage enterprise data governance and access while helping develop strategic reporting for senior leadership by transforming raw data into targeted reporting dashboards.
Support key business partners in the development of strategic data channels and automated reporting frameworks to deliver insights into operational health and performance for senior leadership.
Perform targeted process reviews and help lead change management efforts to improve operational efficiencies.
Travel to newly acquired broker-dealers to provide on-site risk assessments and employee evaluations to support new business acquisitions.
Serve as the business unit resiliency coordinator, supporting annual business continuity attestations and critical process and control testing for teams across Service, Trading, and Operations, ensuring compliance with FINRA Rule 4370.
Analyst, Operational Risk Management
1 Year 7 Months
LPL Financial | 07.2023 - 02.2025
Developed an incident management program that tracks business disruptions across Service, Trading, and Operations, while providing consultative risk support to impacted teams leading to more efficient remediation timelines.
Supported the development of key performance indicators (KPIs) and key reporting frameworks for teams across Operations with the goal of providing actionable insights and trend analysis into key business health.
Supported business partners across Service, Trading, and Operations during large-scale technology infrastructure deployments in user access testing (UAT) and process testing.
Collaborated with cross-functional teams to streamline processes and improve operational efficiency.
Recipient of the 2024 LPL Extraordinary Achievement Award for my work in creating and managing the incident management program.
Senior Accounts and Project Manager
2 Years 4 Months
Olly Olly | 03.2021 - 07.2023
Managed the success of 100+ active marketing campaigns by building strong client relationships and translating complex data into clear, actionable insights delivered through monthly and quarterly reporting calls.
Conducted ongoing process audits to identify bottlenecks, optimize internal workflows, and improve operational efficiency, resulting in significant weekly FTE time-savings.
Managed long-term marketing projects to ensure key client deliverables are completed within their service level agreement (SLA).
Consistently surpassed upsell targets through effective identification of client business needs and delivery of customized business solutions, resulting in an average of 15% month-over-month revenue increase per account.
Trained newly hired Account and Project Managers, providing guidance on project management methodologies and account growth strategies.
Account Manager
1 Year 8 Months
StormWind Studios | 01.2019 - 09.2020
Managed an enterprise account book of business and conducted market research to identify and connect with target client segments, expanding an existing book of business through cold-calling and referral-based sales.
Served as the primary point of contact for client escalations and support issues, while collaborating internally with cross-functional departments to ensure delivery on all service level agreements.
Developed and executed client retention strategies, including promoting upgrades and cross-sells throughout the renewal cycle.
Helped coached junior account staff on closing complex deals and assisted colleagues with product and service expertise.
Business Development Representative
5 Months
Hivewyre | 04.2018 - 09.2018
Conducted business development activities, including email canvassing and cold calling to connect with key business stakeholders, showcasing key product features and service value to overcome objections and close on new business.
Executed account performance audits to identify changing business needs and develop customer success plans to meet operational and revenues growth goals.
Translated complex marketing analytics into clear, actionable insights to support business growth.
Selected to train newly hired account managers due to my communicative strengths in translating product complexities into easily understandable ideas.
Spring 2017 Internship Program, Finance
2 Months
Morgan Stanley | 01.2017 - 03.2017
Assisted senior advisors in gathering data to drive the business by defining strategy, developing execution plans, and measuring performance.
Focused on current and predictive financial trends in the emerging technologies sector by researching and analyzing financial projects and model allocations to propose alternative investment strategies.
Supported in the day-to-day organization of files, collateral material, and due diligence work to make sure research and records were compliant with financial policy.
Mentored under a senior Financial Advisor to gain an in-depth understanding of the financial industry and the role of a Financial Advisor.
<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.