KPMG USManaging Director, Financial Risk Management
Jan. 2001 - Sep. 2016Los Angeles, CaliforniaClients assisted in the following industries: CCAR, Financial Services, Information Technology, Energy, Utilities. Specialize in Banking Integration, Enterprise Risk Management, Operations Risk Management, Sarbanes-Oxley compliance, business performance improvement and general project management. Advanced from Consultant, Manager and Director roles executing and leading engagement delivery for clients in financial services, energy, utilities and technology to leading Advisory Services teams as a Managing Director to execute same for a +$50M book of business across North America from 2011-2016.
• Led integration planning and execution of multiple FDIC-assisted and market acquisition transactions, and integration activities for financial institutions across all lines of business. Operated Integration Management Office activities and coordinated vendor system defect resolution efforts through post-conversion. Regularly presented integration progress reporting to C-suite stakeholders and boards
• Evaluated and implemented Enterprise Risk Management programs for firms in Financial Services, Utilities, and Technology
• Managed initial Sarbanes-Oxley (SOX) implementation over +3 year period for Fortune 5 company; deployed as a solo resource throughout North America and Africa to successfully remediate financial reporting compliance issues