Experience

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  H&r block

  Jan 2006 - Jan 2008

  Senior analyst

  Streamlined annual distribution and set up of infrastructure and software to tax offices across the US, saving over $1mm per year in technician expenses.

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  J.p. morgan

  Jan 2008 - Jan 2015

  Vp technology business management office

  Managed FP&A function for large technology division, managing the budget, headcount and forecast to successfully meet financial and investment delivery goals.Managed and mentored team of financial analysts and data analytics developers to deliver in depth analysis, insights and visualizations.Delivered Total Cost of Ownership Model, providing data driven insights into the financial impact of customer activity and technology investment.

• 

  Empower

  Jan 2015 - Jan 2017

  Vp technology business management office

  Managed FP&A for large technology organization, managing budget and forecast to successfully meet financial and delivery targets.Successfully delivered over $150mm in post-acquisition savings through an expense reduction program.Managed team of analysts and developers to create and publish technology investment analytics, insights and dashboards.

• 

  Dst systems

  Jan 2017 - Jan 2019

  Cfo & cio business partner

  • Developed KPIs and created effective dashboards for the C-Suite leadership team, measuring impact of transformation initiatives, risk and customer engagement.• Implemented Total Cost of Ownership model for technology cost analysis, driving more accurate ROI analysis.

• 

  Louis dreyfus company

  Jan 2019 - Jun 2024

  Global market risk system manager; head of middle office, nam g&o

  • Led creation of new Middle Office team, centralized analysis and reporting of trading prices and positions.• Designed and implemented SAP Hana solution for data collection, reducing reporting errors by over 96%.• Developed process automations using Python, SQL, and VBA, reducing daily report production time by 98%.• Developed PowerBI dashboards to effectively and clearly communicate analysis and insights.

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  Lone bison llc

  Apr 2024 - now

  Consultant

  Lone Bison LLC is a consulting company delivering Technology Business Management, Financial Planning & Analysis, Budget and Forecast management, Data Analytics and Insights, Business Intelligence, Dashboards, KPI development and reporting, Process Automation and more.