• Served as a Financial Reporting Vice President at a large financial institution, managing teams responsible for creating Financial Statements and leading department-wide projects; successfully converted clients to new systems and developed internal databases to improve reporting accuracy.
• Previously worked as a Financial Reporting Assistant VP, supervising a large team and significant number of funds, while implementing training programs and working on data optimization initiatives.
• Early career experience as a Financial Reporting Assistant Treasurer and Financial Analyst, focusing on managing fund cycles and improving departmental processes, including developing and teaching training courses.
• Proficient in MS Access, Excel, SQL, Confluence Unity Systems, Bloomberg Terminal, and Agile & Waterfall Methodologies; completed additional training in risk management and process improvement strategies.
• MBA in Finance and Financial Institutions from Boston University, Bachelor’s degree in Economics with minors in Mathematics & Business from Brandeis University, CFA® Certified, and Bloomberg Certified in Equity and Fixed Income.

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