Experience

National Debt Relief · Consumer finance · 3,000+ employees · Remote

Recruited as the first dedicated finance leader to a rapidly scaling debt relief business. Trusted by Co-Presidents to lead the company's highest-stakes financial, operational, and analytical initiatives.

• $4M+ in annual recurring savings by auditing the full accounting system and eliminating waste across vendor contracts, duplicative services, and non-personnel spend.
• $20M projected annual savings from an offshore workforce strategy: analyzed functional candidates, modeled savings scenarios, forecasted headcount, and negotiated a new Dominican Republic facility.
• Rebuilt a failed analytics function from the ground up. Created Data Intelligence, Marketing Analytics, and Sales Analytics teams, modernized systems, and promoted internal leaders into executive roles.
• Led post-acquisition integration after prior failures, restoring operational alignment and protecting revenue continuity across multiple targets.
• Launched a company-wide quarterly bonus framework and corporate scorecard that became the primary performance language for executives and the board.

ABR Dynamic Funds · $1B+ AUM asset manager · Hedge funds, mutual funds, UCITS · New York, NY

• Directed all financial operations: cash flow, payroll, billing, vendor contracts, audits, and international fund administration across 100+ share classes.
• Maximized cash utilization by transitioning to interest-bearing accounts and building daily cash management processes.
• Built and executed the launch budget for a new hedge fund, meeting all regulatory and investor requirements.
• Managed investor reporting, distributions, and partnerships with international fund administrators.

National Debt Relief · New York, NY

• Built the FP&A function from zero. Hired and onboarded the CFO, then scaled a team of directors, managers, and analysts.
• Developed the company-wide P&L forecast model used as the primary performance tracking tool across the business.
• Led acquisition due diligence and integration planning for multiple targets, ensuring financial and operational continuity.
• Expanded scope to include Workforce Management, developing custom models that integrated business intelligence across departments.
• Reduced customer acquisition cost variance and improved LTV modeling, directly informing marketing spend allocation.

American Express · Fortune 100 financial services · New York, NY

Towers Watson

• Performed year-end pension accounting disclosures for multinational companies. Conducted pension and retiree welfare valuations for top-tier industry clients.