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Work Background
KatapultVice President, Delivery Excellence & Program Management
Mar. 2024
KatapultDirector of Software Delivery & Program Management
Nov. 2021 - Mar. 2024Design, develop and deploy Project Management solutions which will include PM methods / delivery approaches and tools to support delivery
Lead complex, multi-disciplinary, and highly visible technical projects Coordinate across many engineering teams through the full project lifecycle -- requirements gathering, development milestone planning, cross-functional testing, and delivery Present analyses and recommendations to the executive leadership team based on technical risks & challenges discussed with engineering teams Partner with stakeholders to deliver objectives, key results and milestones Facilitate engagement with internal and external stakeholders, ensuring strategic alignment, clear understanding of program goals and desired outcomes End-to-end ownership of cross-functional programs, including roadmap planning, resource planning and project execution Responsible for making project decisions, achieving tactical goals while retaining a strategic focus
KatapultTechnical Project Manager
Jan. 2019 - Nov. 2021Break down projects into milestones, deliverables, critical path and activities
Clearly track and promptly report on project status, including schedule, budget,
resource allocation, risks and issues
Working with business stakeholders to break down conceptual projects into technical business requirements Create detailed project timelines and make adjustments as needed, setting clear
expectations for the working group
Lead change, anticipate how other teams might be impacted and facilitate scoping
and process design with them
Identify, communicate, and mitigate potential risks to the success of projects you
lead
Working cross-functionally among engineering, marketing, risk and finance to
balance competing forces, negotiate optimal outcomes and prioritize
Provide insights for strategic improvements and make recommendations for
continuous improvement to enhance delivery effectiveness
ZibbyProduct Manager
Jan. 2018 - Jan. 2019Greater New York City AreaDesign, develop, implement and track new product features from beginning to launch through continuous improvement
Audit portfolio to identify and address gaps in lease management system to address external risk Work with the technology team to create technical specifications for each project
Prioritize and strategize Company goals and projects that align with financial goals
ZibbyOperations and Business Intelligence Manager
Apr. 2016 - Jan. 2018Greater New York City AreaLead state by state, federal and debt facility compliance throughout internal processes, product developments and external integrations Identify opportunities for improved efficiencies and higher cash collections Developed and maintained key protocols, data dictionaries, visual diagrams and program guidelines of all data tables and key technologies used throughout the Company Lead internal and external reporting and KPI identification by department, project and product changes. Developed and maintained key protocols, visual diagrams and programs of all data tables and key technologies used throughout the Company Acted as part of the Integrations team to ensure key milestones and deliverables were met and remained on track in key implementations Assisted consumer underwriting and product pricing Responsible for all HR tasks including recruiting, hiring and on-boarding, compliance and ongoing adhoc tasks
ZibbyFinance Manager
Sep. 2015 - Apr. 2016Greater New York City AreaManage funding team to ensure proper and timely funding of leases due to retailers. Develop funding procedures while consistently evaluating and evolving to ensure maximum efficiency. Manage relationships and expectations between retailers, partners and funding. Develop inter-department communication channels and processes. Create, employ and monitor AP, credit, banking, debt financing, and reporting processes. Solely responsible for creating monthly debt facility reports, highlighting monthly origination and payment activity. Handle monthly close items associated with all financial statements. Create and maintain key stakeholder reports on a regular and as-needed basis. Aid in the development of financial reporting standards within our internal lease management system. Work with the technology team to write supplemental data reports. Handle all state registrations, filings and business licenses. Assist with regular inventory and payment allocation reporting. Assist executive team with fundraising, diligence and board requests as needed. Work with the Senior VP of Finance to consistently update working financial model to properly manage expectations.
Loove LLCFinance and Accounting Manager
Oct. 2014 - Aug. 2015Greater New York City AreaResponsible for creating, implementing and maintaining all processes, policies and best practices for Finance & Accounting, HR and record retention to ensure compliance with DOL, NYS, IRS, HIPAA, WCB. Ensure that we have all the necessary insurance policies and maintain appropriate coverage
Manage and maintain all accounting and bookkeeping employing GAAP practices
Build, administer and maintain all employee benefit and compensation packages Quarterly and annual tax filings for the LLC and its partner’s companies Budgeting, forecasting and modeling for each business vertical Administer payroll and handle all wage and tax reporting A/R, A/P and cash flow management Monthly reconciliations and key stakeholder reports Corporate governance
AppFirst, Inc.Operations Coordinator
Jan. 2013 - Aug. 2014New York, NYWorking directly with the CEO, CFO and VP of Sales to create annual forecast models, pipelines, updated capitalization tables and act as a primary contact for valuation, diligence, audit and financing interactions.
Responsible for all daily and monthly financial transactions and information as well as AR, AP and vendor relationships to maximize supply chain efficiency.
Acting administrator of HR, involving developing and implementing company policies, submitting payroll, employee and office management, performance management
Report all state and federal labor and revenue taxes, maintain insurance policies and general incorporation matters.
Executive assistance Maintain all company records and accounts Logistical support for Marketing events Office management
AppFirstFinance Operations
Jan. 2012 - Jan. 2013Greater New York City AreaHandle day to day operations and finances
HR & Hiring assistance
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