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Work Background
AmazonSenior Finance Manager, Amazon Advertising
Apr. 2021 - Nov. 2021Strategic advisor to senior sales and HR leadership supporting a large, matrixed commercial organization. Acted as an integrator across planning, performance management, organizational structure, and executive communications.
* Redesigned weekly and quarterly operating reviews to focus on performance outcomes, pipeline health, talent capacity, and leadership accountability—improving clarity and execution across the sales organization.
* Led long‑range planning and annual roadmaps in partnership with business and HR leaders, aligning organizational priorities, headcount strategy, and growth objectives.
* Built executive dashboards and analytics to surface performance trends, risks, and resource needs for senior leadership.
* Supported organizational redesign efforts, consolidating roles and coverage models to improve efficiency, clarity of accountability, and employee experience.
* Managed and developed a team of five analysts, establishing operating rhythms, prioritization frameworks, and quality standards.
J.P. MorganExecutive Director, US Private Bank Finance, Head of USPB Planning & Analysis, New York CFO
Oct. 2013 - Nov. 2020Enterprise financial and operational leader partnering closely with the CEO, CHRO, and senior HR leaders on workforce strategy, compensation design, organizational effectiveness, and culture‑related initiatives.
* Served as a trusted advisor to executive leadership, supporting enterprise decision‑making across strategy, workforce planning, performance management, and organizational design.
* Co‑developed compensation and performance frameworks with HR to support large‑scale advisor recruitment (300+ hires annually), balancing productivity, engagement, and ROI.
* Led multi‑year workforce and financial planning, aligning talent strategy, operating models, and growth priorities across regions and markets.
* Designed executive dashboards and KPIs to track attrition, productivity, headcount, performance outcomes, and organizational health.
* Led large‑scale change initiatives including restructurings, market expansions, and operating model redesigns, ensuring leadership alignment and clear communication.
* Partnered with HR on performance reviews, talent assessments, and leadership planning discussions.
* Oversaw governance, operating cadence, and executive review materials for senior leadership and board‑level discussions.
JP MorganVice President, US Private Bank Finance, Business Finance Manager
Nov. 2010 - Sep. 2013Trusted advisory and support role, working with market managers, regional CFOs, and regional heads, on growth strategies, by providing financial analysis and projection data. Spearheaded special projects, such as driving opportunities with existing clients, prospecting, promoting other products, preparing presentations for business reviews and offsite planning, and leading systems and tool rollouts. Conceptualized and prepared reports related to key profitability drivers, financial results, and industry data which were distributed nationally and relied upon by senior management. Created ROI measurement and budget tracking frameworks to monitor marketing spends and determine impacts.
Barclays WealthVice President
Sep. 2008 - Oct. 2010Led enterprise initiatives spanning compensation design, talent incentives, organizational analytics, and technology implementations. Managed cross‑functional teams through discovery, design, testing, training, and go‑live for large‑scale programs.
* Conducted data‑driven analysis on compensation structures, recruitment strategies, and workforce productivity to support leadership decisions.
* Supported the development of five‑year growth and organizational plans in partnership with U.S. and UK leadership teams.
Lehman BrothersAnalyst / Assoicate
Sep. 2002 - Sep. 2008
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