Finance Professional

Investigated IT OPEX cost per headcount, uncovering expense variances due to workforce shifts, FX, and asset inflation—saving $200K+ annually. Developed a financial model to assess enterprise-wide headcount and benefits cost structure, informing strategic cost management decisions. Automated a QuickSight dashboard to track $5M in IT allocations, saving 10+ hours monthly and supporting proactive variance analysis. Updated legacy SQL queries from 2019, built a configuration file, and created a centralized playbook—cutting finance workload by 50% and resolving 30+ recurring inquiries.

Led a $10M capital raise for a dairy producer, developing pitch materials, financial models, and investor comms—supporting 6-month investor engagement. Conducted telecom company valuation using multiple approaches (income, mark-to-market, market), raising investment value by 15% and identifying $2M in savings. Delivered 4-month industry analysis for a manufacturing client—improving market share by 10% and reducing go-to-market time by 20%. Conducted internal audits and due diligence for telecom and financial services clients, improving compliance posture and identifying $2M+ in financial inefficiencies.

Fast-tracked promotion to mid-management, leading a team of 5 to recover $2M in under 6 months—achieving 40% of the unit’s annual goal at 2x speed. Represented a subsidiary in a $2.6M agreed-upon procedures review, recovering 30%+ of flagged transactions within 2 weeks. Spearheaded migration of reconciliation processes for 8 fintech products to Power BI—enhancing reporting productivity by 25%. Conducted internal control reviews and financial reconciliations, strengthening regulatory compliance and recovering $2M in six months.

Executed complex audit procedures across financial instruments (contingent assets/liabilities, guarantees, credit-related fees, etc.) ensuring SOX and IFRS compliance. Prepared journal entries and general ledger adjustments in line with IFRS standards; handled end-to-end financial statement prep using Caseware. Performed internal controls testing and process walkthroughs, contributing to the identification of $5M+ in potential process efficiencies.

Kelley Merit Fellowship Award Recipient