Senior level finance, strategy, and operations leader with 10+ years experience in e-commerce, fintech, payments, lending, and financial services at Square, Amazon, FIS, and American Express.
Financial storyteller who translates complex financial results into easily understandable talking points for Board of Directors and regulatory submissions.
Seattle & NYC
FINANCE, STRATEGY, & OPERATIONS EXECUTIVE
Strategic investment analysis, unit economics, go-to-market funnel optimization, margin framework development, Risk management, integration decisioning and roadmaps; financial planning and analysis (FP&A).
Board, investor, and regulatory reporting expertise including quarterly reporting, annual financial statements, earnings releases and stress testing.
Proven skill in growing global, high-performing teams in challenging and changing environments.
Cost optimization through top down recommendations and earning alignment with department heads to implement cost-cutting measures without compromising quality
Builds scalable processes and workflows to manage multiple projects, and deliver on time.
Fintech Industry Expert with deep knowledge of financial principles, accounting standards, and regulations
CFO / COO Advisory
Fractional CFO/COO
Drives process improvements to manage financial health of organization and contribute to growth and strategic decision making.
Proven ability to produce accurate and timely reporting, develop efficient and effective operational teams and provide technical expertise in complex areas
Amazon – Finance
Marketing/Membership:
Established team and developed market entry playbook that aligned cross-functional stakeholders on market penetration strategy in countries in LATAM, APAC, and EMEA new to Amazon and/or its membership benefits.
Payments:
Responsible for Amazon’s second-largest cost (payment acceptance) and its intra-company allocations and analysis plus revenue generating consumer and merchant financial products
Square Head of Corporate Finance
Square:
Hired to build first centralized FP&A team in Square and act as strategic advisor to Square CEO, implementing scalable processes to accelerate revenue and increase margins
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