Project Bermuda – Co-led the operational finance workstream to establish a regulated offshore sister company in Bermuda, aligning organizational structure with global business strategy and ensuring compliance with local regulatory requirements.

• Co-led cross-functional teams in operational finance to structure and launch a regulated Bermuda offshore entity, supporting global strategy for market expansion and risk management.

• Directed end-to-end organizational design activities, including drafting governance frameworks and appointing local directors, to satisfy Bermuda’s legal and compliance requirements.

• Oversaw the submission and approval process with Bermuda Monetary Authority and local agencies, ensuring timely incorporation and regulatory certification for business operations.

• Coordinated partner, shareholder, and legal communications to facilitate smooth onboarding, operational readiness, and regulatory alignment among international stakeholders.

• Implemented financial controls and reporting structures tailored for offshore compliance, enabling transparent operations and annual filings in accordance with Bermuda legislation.

Marketing Technology Project

• Steered migration of financial planners and advisors to a new integrated marketing platform, streamlining local marketing, social media outreach, and client notifications, resulting in an 85% user adoption rate and enhanced campaign efficiency.

• Collaborated with IT and external vendor teams to troubleshoot and resolve system issues, translating business needs into technical specifications for platform enhancements and bug fixes.

• Conducted data profiling and quality checks to validate the integrity and consistency of marketing and client engagement data across multiple systems, supporting reliable reporting and decision-making.

• Developed and delivered recurring and ad hoc reports on campaign performance and client outreach effectiveness, providing actionable insights to marketing and senior leadership.

• Supported testing efforts for new platform features and upgrades, documenting results, assisting with user acceptance testing (UAT), and validating data accuracy post-implementation.

• Translated marketing and system requirements into detailed technical specifications, collaborating with developers and product teams to optimize reporting logic and data workflows.

• Maintained comprehensive documentation, including data dictionaries and process trackers, to ensure clear communication and onboarding for new team members and stakeholders.

• Provided ongoing support and training to users on system workflows, reporting tools, and triaging data-related issues, enhancing operational efficiency.

Home Office Domicile Project - Managed end-to-end execution of corporate headquarters address change across all 54 jurisdictions, ensuring regulatory compliance with Departments of Insurance nationwide and avoiding $400k in potential costs.

Client Electronic Engagement Project – Drove adoption of electronic delivery (eDelivery) solutions, increasing 23% client opt-in rates and reducing paper and postage expenses, resulting in measurable operational savings and improved client engagement.

Enterprise Reentry – Spearheaded cross-functional planning and execution of post-pandemic office re-entry (300+ branch locations), implementing safety protocols and phased return strategies that ensured compliance with State & local health regulations while minimizing disruption to business operations.

New Workplace Solutions – Directed $10M corporate workplace modernization initiatives to redesign office layouts into hybrid-friendly environments, enhancing collaboration, space utilization, and employee satisfaction. Led change management support and adoption programs.

Directed the Northeast platform migration project, overseeing 200+ client groups and 1M+ members, including high-profile accounts, ensuring seamless transitions with minimal client disruption. Delivered with 100% success; under budget and ahead of schedule.

Aligned Sales, Operations, and Program Management teams to deliver on-time migrations and resolve issues rapidly, improving client satisfaction.

Standardized project tracking by creating scheduling and reporting templates, increasing visibility for leadership and enabling proactive risk management.

Facilitated quarterly cross-functional operations reviews and daily Command Center triage calls, driving resolution of client and system-critical issues.

Oversaw Salesforce implementation, capturing requirements, leading UAT, and ensuring successful transition from legacy CRM.

Partnered with the CEO to launch a civil engineering consultancy, establishing HR policies, customer service operations, and Standard Operating Procedures.

Drafted and analyzed bids for public works projects (MTA, Queens Midtown Tunnel, NYC Public Schools), enabling the firm to win contracts and grow market presence.

Managed budgets, payroll, and compliance for union and city contractors, ensuring regulatory adherence and cost efficiency.

Ensured certification and adherence to NYS & NYC requirements for Minority and Women Owned Business Enterprises (MWBE)

Led and project managed 50+ global analytics initiatives involving data investigation and issue resolution across multiple financial and audit applications, collaborating with a cross-functional team of 20 members spanning 5 countries to ensure accurate data flows and robust reporting.

Executed complex data analysis using advanced tools, contributing to root cause identification, data profiling, and data quality assurance efforts that improved audit efficiency and insight generation.

Produced executive-level reporting and technical documentation on project deliverables, dependencies, and risks, translating business requirements into clear, actionable specifications to guide development and support data-driven decision-making.

Designed and implemented global training programs, including an anti-fraud e-learning course deployed in 50+ countries and 17 languages, achieving a 95% completion rate and enhancing data literacy and compliance among audit teams.

Developed proof-of-concept analytics models and dashboards to monitor IT audit performance, improving transparency and consistency, while facilitating Agile meetings to align priorities and ensure timely delivery of data tools.

Provided ongoing user support and guidance on analytics methodologies, reporting tools, and system workflows, ensuring effective adoption and issue resolution in analytics projects.

Recognized as a trusted advisor to the Head of Finance Internal Controls, leading finance technology transformation initiatives.

Oversaw successful firm-wide PEGA platform rollout, streamlining general ledger attestation and compliance reporting.

Authored BRDs, process flows, and test plans while coordinating global working groups to manage risks and deliver results.

Represented U.S. Internal Controls in Global Steering Committees, shaping finance technology strategy and adoption.

Led regional calls with Risk Management and Finance Technology to drive global technology initiatives, enhancements and production fixes.

Documented end-user requirements, release notes for system fixes, enhancements and user test scripts.

Developed and produced Market Risk vs Regulatory firm inventory reconciliation for Alternative Net Capital requirements.

Led efforts in developing an automated reconciliation process, including drafting business requirements for automation and user acceptance testing.

Led bi-weekly calls with Senior Management to report reconciliation results, discuss outstanding issues and resolution management.

Managed reconciliation of Market Risk inventory of Equities trading positions versus the Firm’s general ledger under the SEC’s Consolidated Supervised Entity (CSE) regulatory mandate.

Liaised between Product Control and Risk Management to resolve reconciliation differences.

Led global calls (New York, London, Hong Kong, and Tokyo) to address data quality issues, technology enhancements and process improvement initiatives.

Facilitated global calls and meetings to train regional counterparts and migrate production responsibilities to Mumbai, India.