Strategic Financial and Operations Leader with an impressive track record of driving success and transformation through effective utilization of people, processes and technology. Deep expertise in accounting, budgeting, financial modeling and analytics, controls, process and tax. Passionate about utilizing agile change methodologies for continuous improvement and developing a controlled, financially sound operating model. Excellent communication skills that capture the trust and confidence of both subordinates and fellow officers and inspire the entire team to deliver positive bottom-line results.
• Business Strategy and Leadership. C-Suite leader who provides data driven insight on business operations and finance through analytics and metrics. Chair of Management Committee driving business direction, finance, new business opportunities and M&A.
• Strong Controllership, Operations and Systems Mindset. CFO/COO with a demonstrated ability to drive significant impact on early stage to mature businesses, enhancing existing process, systems and people. Assess and control risk across the business, vendors and service providers. Identify and implement best in class capability at a global and private business level.
• Process Improvement Proficiency. Certified Black Belt in Six Sigma/ LEAN. Trained in redesign of processes to improve operating effectiveness. Led strategy for global process improvement and system implementations.
• Asset Management Leader. Deep experience across public and private asset classes in 40 Act and alternative funds. Innovative self-starter and architect for multiple fund launches across many jurisdictions.
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