Driving finance process digitalization initiatives, I empower organizations to optimize accounting and transactional finance operations, financial technology selection, and close & consolidation efficiency. As an author and co-author of multiple Magic Quadrants for finance markets, I deliver actionable insights and strategic guidance to finance leaders.
Guided organizations through comprehensive finance transformation initiatives, collaborating with executive leadership and cross-functional teams to drive impactful change. Led accounting departments in streamlining processes and maximizing operational efficiency, while supporting clients in implementing technology-driven solutions for Accounting Standard Codifications to ensure compliance and enhance reporting accuracy.
Ally Bank, Product Owner, 1 years
AMTdirect, VP Accounting Services, 9 years
Trinity Partners, Controller, 5 years
Digital Finance Processes
B.S. - Accounting
CPA
Improving close and consolidation timelines
Accounting process improvement
Close and consolidation technology
Accounts payable optimization
Accounts payable technology