Featured Talent

Profile

A seasoned finance leader with over 12 years of experience in strategic financial management, business advisory, and cross-functional leadership within the banking and financial services sector. With expertise in facilitating strategic decision-making, conducting scenario analyses, and leading high-impact projects, this professional excels in driving business growth and operational efficiency. As a senior finance manager, they lead a team of analysts, contributing to major finance transformation project and strategic planning initiatives. Holding an MBA and a Bachelor’s in Finance, they are well-equipped to provide strategic insights and foster collaboration across teams.

Career Highlight 1: Served on committee that oversaw administration of $2 billion SBA Paycheck Protection Program. Led the training and coordination of over 200 associates working with customers and approving loan applications. This initiative not only provided essential support to customers during a critical time but also generated $50 million in fee income for the company, significantly boosting revenue.

Career Highlight 2: Co-led a major finance transformation project integrating Workday Financials and Adaptive Planning. By streamlining financial processes and aligning systems with strategic objectives, the project reduced operational inefficiencies, resulting in considerable time savings for the company. The project is projected to reduce 5 FTE once fully complete at an annual savings of approximately $500,000.

Career Highlight 3: Worked with line of business to identify and execute on expense reduction goals as part of larger enterprise-wide program. The program aimed to reduce expense run-rate from a 7% increase to 2.5% increase. Ultimately achieved a 2% increase, coming in under budget.

Why Hire This Candidate (In Their Own Words): I have consistently partnered with executive leadership to develop and implement long-term strategic plans. My expertise in facilitating strategic decision-making, leading high-impact projects, and managing cross-functional teams has driven business growth and operational efficiency. By focusing on long-term planning and strategic leadership, I am well-equipped to contribute significantly to an organization’s financial success and sustainable growth.

Strengths: Financial management, project management, and cross-functional leadership

Hobbies & Personal Interests: Golfing, business reading, following current events, sports

Education: BS Finance, MBA

Industry Experience: Banking, Capital Markets, Financial Services, Wealth Management

Company Fit: Large

Management Experience: 4 years of direct experience. Current team is six direct reports.

Software Experience: Workday, Adaptive Planning.

Open To: Hybrid, In-office