Diligent and results-oriented professional with over 8 years of experience, specializing in advanced management processes and financial transformation. Skilled in leading and managing teams to deliver exceptional service to Private Equity, VC investors, and major asset management clients. Adept at developing comprehensive playbooks, crafting standardized templates, and conducting in-depth analyses to drive enhancement, growth and increasing revenue generation. Known for superior communication and leadership skills, with a talent for mentoring and training junior associates to excel in financial transformation initiatives.
Experienced in spearheading the formation of a Financial Transformation team within the organization, implementing standardization and guidelines, and designing process handbooks and deliverable templates. Proficient in working with QuickBooks and generating comprehensive databooks adhering to US GAAP standards. Skilled in sanitization and classification of vendors in the general ledger to optimize financial operations. Expert in conducting detailed analysis of historical financial operations to identify areas for improvement. Collaborated in creating Excel macro templates to facilitate revenue, expense, balance sheet, and payroll exhibits. Adept at mentoring and training junior associates in process recommendation and team policies.
