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Work Background
Turnhouse ConsultingFounder and Principal Consultant
Dec. 2020Los Angeles Metropolitan Area · RemoteFinancial and technical Infrastructure for a startup Film Festival (2023)
Crafted financial and technical infrastructure for an emerging Film Festival. Orchestrated the
procurement of platform technology for films submission from over 70 countries. Lead
developer of the festival’s curation, streaming, and judgment processes. Pioneered a dedicated
community forum for global filmmakers. Offered strategic insights on budgeting, scheduling,
pricing, and venue selection.
Strategic Growth and Business Development | Multi-site Automotive Sector (2021 - 2022)
Analyzed financial statements and performance metrics to derive insights on operational,
investment, and financing flows. Developed financial models to guide tactical decisions,
forecasting business shifts. Ensured clear stakeholder communication aligned with strategic
vision. Evaluated capital structures, optimized valuations, and led effective acquisition
strategies, guaranteeing post-acquisition integration. Steered businesses through acquisitions,
facilitating smooth exits. Translated complex data into clear presentation materials, forecasting
pro forma financials and cash flows.
EYManager
Nov. 2016 - Nov. 2020Los Angeles, California, United StatesOversaw comprehensive global treasury technology engagements, spanning cash management, liquidity, risk assessment, and payment processes. Provided strategic counsel on bank compensation structures and helmed the end-to-end execution of treasury management system implementations, notably driving financial transformations within the insurance realm. Contributed data-driven decision-making and key insights and expertise on liquidity forecasting methodologies, while critically assessing the present and emerging trends in retail and consumer payment technologies
IONPrincipal Presales Consultant
Jan. 2013 - Sep. 2016New York, New York, United States · HybridSpearheaded treasury system demonstrations, elucidating the unique value proposition and capabilities to potential clients. Proficiently orchestrated RFP responses and conducted rigorous system selection assessments, enhancing the company's financial foundation and propelling operational excellence.
IT2 Treasury SolutionsPrincipal Presales Consultant
Jun. 2009 - Jan. 2013London, England, United Kingdom · HybridChampioned the adoption and refinement of treasury management best practices within the solution, solidifying the product as an industry leader in a challenging, control-centric marketplace.
Piloted and promoted cross-departmental projects, culminating in the launch of groundbreaking treasury solutions that augmented both efficiency and risk control. Fostered enduring relationships with high-caliber clients, providing invaluable guidance on liquidity and cash management—driving sales and heightened stakeholder satisfaction and loyalty.
Wall Street SystemsHead of Sales Science
Jan. 2008 - Apr. 2009New York, New York, United States · HybridDeveloped and managed comprehensive sales operations strategies for an expansive suite of FX, investment and debt management solutions, serving top tier financial institutions and corporations. Innovated and launched sales processes and management tools, propelling both revenue surges and market presence. Forged synergies with the product and marketing ensuring solutions were continually aligned with the shifting dynamics of the finance ecosystem and client expectations.
Wall Street SystemsPresales Consultant
Apr. 2005 - Jan. 2008Skills: Presales · Analytical Skills · Business Development · Sales Management · Portfolio Management · Business Planning · Executive Reporting · Foreign Exchange (FX) Options · Communication · Ad Hoc Analysis · Financial Performance
Fidelity InvestmentsTreasury Project Manager
Jan. 2000 - Dec. 2005Boston, Massachusetts, United StatesFidelity Investments is a privately owned investment manager. Managed the design, development and implemention of in-house Secure FTP EDI bank interfaces, Web based user payment application and interfaces, bank performance scorecards and promoting standardized treasury practices across business lines.
PrudentialTreasury Manager
Jan. 1990 - Dec. 2000Valhalla, New York, United StatesPrudential Financial companies serve individual and institutional customers worldwide and include The Prudential Insurance Company of America, one of the largest life insurance companies in the U.S.
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