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United States200k-300k USD
Strategic finance leader driving FP&A, fundraising, and scalable financial operations.
Experience
Senior Strategic Finance Director
Hazel Health Inc.
Sep 2022 - Present (3 years 2 months)
Strategic Finance Manager
Panorama Education Inc.
Apr 2021 - Sep 2022 (1 year 5 months)
EYStrategy & Transactions Senior Consultant
Ernst & Young
Aug 2019 - Apr 2021 (1 year 8 months)
Investment Associate
Stewart Capital Advisors
May 2015 - May 2018 (3 years)
GRFinance manager with 15+ years in accounting, treasury and controls.
Experience
Finance Manager
Zim Integrated Shipping Services
Sep 2024 - Sep 2025 (1 year)
AMCorporate Finance Supervisor
A.P. Moller - Maersk
Oct 2023 - Aug 2024 (10 months)
Corporate Finance and Treasury Supervisor
Hamburg Süd
LMResults-driven Customer Success professional with over 10 years of experience.
Experience
Strategic Accounts Director
Augmedix
Dec 2024 - Present (11 months)
Senior Principal Customer Success Manager
Unqork
Nov 2021 - Sep 2023 (1 year 10 months)
Principal Customer Success Manager
Economics student skilled in financial analysis, valuation, and client-facing advisory.
Experience
Investment Banking Summer Analyst
Castle Oak Securities
Jun 2025 - Aug 2025 (2 months)
Legal Intern
Callahan|Inman Family Law
Jun 2024 - Sep 2024 (3 months)
Research Intern
Center for Family Representation
Sep 2022 - Jan 2023 (4 months)
AIDynamic and results-driven financial leader
Experience
Senior Manager, Internal Controls and SOX Compliance
Charles River Laboratories
Aug 2022 - Present (3 years 3 months)
Financial Director
United States Air Force
Apr 2009 - May 2021 (12 years 1 month)
Experienced SWIFT consultant specializing in financial security and compliance.
Experience
Project Manager - Swift Specialist
Royal Bank of Canada Wealth Management
Apr 2024 - Present (1 year 7 months)
Production Operations - Swift Specialist
Legal and General Investment Management
Sep 2022 - Dec 2023 (1 year 3 months)
Senior Swift Payments Application Developer
SCVisionary CEO/CFO with extensive leadership and strategic management experience.
Experience
Director / President
Confidential Group Company
Jul 2017 - Present (8 years 4 months)
Chief Financial Officer
Confidential MNC
Jan 2010 - Jul 2017 (7 years 6 months)
Director - Transactions Advisory Services
Product Owner and seasoned Finance professional
Experience
Credit Risk Analyst
Guaranteed Rate
Apr 2020 - Oct 2023 (3 years 6 months)
Underwriting Consultant
Divvy Homes
Jan 2019 - Mar 2020 (1 year 2 months)
Senior Risk Manager
Capital One
Feb 2014 - May 2018 (4 years 3 months)
Head of Finance with 7 years' experience in financial reporting, tax compliance, and process optimization.
Experience
Finance Manager
Amanzi Telecommunications Ltd.
Jan 2021 - Present (4 years 10 months)
Senior Project Accountant
Amanzi Telecommunications Ltd.
Dec 2019 - Dec 2020 (1 year)
Accountant
KGExperienced wealth management executive specializing in investment strategy and team leadership.
Experience
Partner, Managing Director
Snowden Lane Partners
Jan 2013 - Dec 2021 (8 years 11 months)
MLVice President, Senior Financial Advisor
Merrill Lynch
Jan 1997 - Dec 2013 (16 years 11 months)
Account Executive
SDConscious leader driving transformation in corporate banking with a focus on regulatory compliance a
Experience
Head of Financing Solutions
ABN AMRO N.V.
Jan 2022 - Present (3 years 10 months)
Head of Structured Finance & Portfolio Management
ABN AMRO N.V.
Aug 2020 - Jan 2022 (1 year 5 months)
Managing Director, Financial Institutions Coverage
ABN AMRO N.V.
JSExperienced industrial engineer specializing in corporate finance and banking.
Experience
Deputy Manager – Credit Solutions
Scotiabank Peru
Oct 2019 - Dec 2024 (5 years 2 months)
Corporate Finance Manager
Agrovision Peru SAC
Jan 2025 - Present (10 months)
Senior Relationship Manager
Scotiabank Peru
Finance leader driving structured finance, investments and public-sector modernization.
Experience
CEO / Manager
Securitisation Company & Credit Rights Investment Fund FIDC
Jan 2023 - Present (2 years 10 months)
Strategic Projects Manager
State Department of Finance, Espírito Santo
Dec 2022 - Present (2 years 11 months)
VFEconomics and Finance Analyst with expertise in structured finance.
Experience
Junior Analyst
FIX affiliate of Fitch Ratings
Mar 2025 - Present (8 months)
Technical Assistant
FIX affiliate of Fitch Ratings
Mar 2023 - Present (2 years 8 months)
Securities-backed financing specialist advising HNW clients and family offices.
Experience
V.P. Capital Markets
Millennia Capital Partners
Aug 2023 - Present (2 years 3 months)
Founder
MedCorp OÜ
Nov 2020 - Present (5 years)
International Account Executive
StoneCreek Global
Finance professional with 5 years' experience in corporate credit and advisory.
Experience
Financial Advisor
Siemens Healthcare
Jan 2024 - Present (1 year 10 months)
Senior Credit Analyst
Ahli United Bank Egypt
Jan 2021 - Jan 2024 (3 years)
WUFinance professional with expertise in capital markets and investment strategies.
Experience
Capital Markets / Leveraged Finance - Associate
Arena Investors, LP
Oct 2022 - Present (3 years 1 month)
Structured Finance / Workout & Recovery - Analyst
Deutsche Bank
Jun 2021 - Oct 2022 (1 year 4 months)
Portfolio Manager
AY
United Arab Emirates250k-300k USD
OPERATING PARTNER | STRATEGIC FINANCE & PORTFOLIO VALUE CREATION
Experience
WPIB & PE Instructor
Wall Street Prep
Jul 2025 - Present (4 months)
Founder
InstaVal
IISenior Finance Manager delivering actionable insights and process improvements.
Experience
Senior Finance Manager
Celsius Network
Jan 2022 - Jan 2024 (2 years)
CMBS Market Risk / Product Controller
Natixis USA
Jan 2021 - Jan 2022 (1 year)
Enterprise Risk Manager
Bank Leumi USA
Jan 2021 - Jan 2021 (0 months)
CMExperienced Funding Manager specializing in banking and capital markets.
Experience
BBHead of Unsecured Funding
Banco BPM
Oct 2023 - Present (2 years 1 month)
BBHead of Structured Finance Team
Banco BPM
Oct 2022 - Oct 2023 (1 year)
BBStructured Finance Manager
Aug 2019 - Sep 2023 (4 years 1 month)
Accounts Payable Supervisor / Auditor
Hamburg Süd
Jun 2018 - Jul 2019 (1 year 1 month)
Accountant
COPISA Constructora Pirenaica S.A.
Mar 2018 - May 2018 (2 months)
Qualtrics
Jul 2020 - Nov 2021 (1 year 4 months)
Manager - Management Consultant
Cognizant
Jul 2018 - Jul 2020 (2 years)
Senior Consultant - Management Consultant
Deloitte
Mar 2015 - Jul 2018 (3 years 4 months)
Analyst Intern
Three Line Capital
Jul 2022 - Sep 2022 (2 months)
Accenture
Jan 2022 - Sep 2022 (8 months)
Production Services & Governance – Swift Consultant
London Metal Exchange
Apr 2021 - Nov 2021 (7 months)
Middleware – Swift Consultant
London Stock Exchange Group
Aug 2019 - Apr 2021 (1 year 8 months)
Leading Asset Management Company
Aug 2007 - Jan 2010 (2 years 5 months)
Senior Management Roles
Various MNCs
Sep 2001 - Aug 2007 (5 years 11 months)
Risk Manager
Capital One
Jul 2012 - Feb 2014 (1 year 7 months)
Risk Underwriter
Capital One
Jan 2009 - Jul 2012 (3 years 6 months)
Odd-Mac Engineering Ltd.
Jul 2018 - Aug 2019 (1 year 1 month)
Assistant Accountant
Britam Bands Sacco Limited
Nov 2017 - Jun 2018 (7 months)
Albion Group International
Jan 1994 - Dec 1997 (3 years 11 months)
Jun 2015 - Jul 2019 (4 years 1 month)
Vice President, FIG Balance Sheet Advisory
RBS
May 2009 - Jun 2015 (6 years 1 month)
Analyst, Insurance Banking - ECM/M&A
FBR Capital Markets & Co.
Jul 2007 - May 2009 (1 year 10 months)
Oct 2015 - Oct 2019 (4 years)
Credit Solutions Officer
Scotiabank Peru
Apr 2013 - Oct 2015 (2 years 6 months)
Corporate Credit Risk Analyst
Banbif
Jun 2008 - Mar 2013 (4 years 9 months)
Director of Investments
PREVES State Pension Fund
Oct 2020 - Dec 2022 (2 years 2 months)
Deputy Manager of Evaluation
State Department of Economy and Planning
Mar 2014 - Sep 2020 (6 years 6 months)
VAManagement Analyst
Vale
Nov 2010 - Dec 2012 (2 years 1 month)
Intern
FIX affiliate of Fitch Ratings
Jun 2022 - Present (3 years 5 months)
Finance Intern
Elanco
Sep 2021 - Present (4 years 2 months)
Nov 2019 - Oct 2021 (1 year 11 months)
Suffolk University Investment Fund
Sep 2018 - May 2019 (8 months)
Jan 2019 - Jun 2025 (6 years 5 months)
Founder & Managing Partner
Upside Capital
Jan 2010 - Dec 2019 (9 years 11 months)
Investment Director
CDG Capital Private Equity
Jan 2008 - Dec 2010 (2 years 11 months)
Associate - Structured Finance
BMCE Capital
Jan 2005 - Dec 2008 (3 years 11 months)
Project Manager / Financial Excel Specialist
Broadridge Financial Solutions / UBS
Jan 2020 - Jan 2021 (1 year)
Assistant Vice President/ BFC Product Associate
Bank of America
Jan 2016 - Jan 2020 (4 years)
Banco BPM
Jan 2011 - Oct 2022 (11 years 9 months)
CRFinancial R&D Consultant
CRIF
Jun 2010 - Jan 2011 (7 months)
PRFinancial RM Consultant
Prometeia
Jun 2008 - Jun 2010 (2 years)
