Solutions-oriented, experienced, and professional
About Me
My Experience
Growth-focused professional with extensive experience in overseeing and directing multiple administrative, financial, and operational functions with keen focus on accomplishing organizational goals.
Track record of facilitating software and system optimization as well as identifying and minimizing issues/risk. Proven expertise in analyzing internal operations and determining areas of process enhancement. Demonstrated success in designing and implementing effective business strategies, plans, and procedures to achieve optimum outcomes. Adept at managing capital investment and expenses to meet investor growth/profitability targets. Instrumental in recruiting, leading, mentoring multifaceted teams for continuous process and performance improvement. Proven ability to establish and maintain collaborative partnerships with clients, stakeholders, vendors, interdepartmental teams, and senior leadership. I have a vision of a company culture that encourages inclusion, energy, and creativity.
Key Achievements
- Vendor Renovation: reduced vendor costs by 20% per year for five consecutive years as well as achieved savings of $1.5M by addressing contract renewals 12-18 months in advance and applying essential negotiations.
- Employee/Team retention rate almost 0% over 25 years while training to an A level. Finding top talent to ensure client satisfaction and company growth. Avoiding the cost of 6-9 months of employee’s salary by change.
- Not fearful of changing Systems/Tech Stack to obtain the highest level of Operational and Company success. Major trading system changes include Charles River Development Trading, Aim Bloomberg, & RedBlack Trading. Major Backoffice infrastructure changes include SS&C APX and Black Diamond. Recently performed a successful upgrade to Salesforce/Practifi within 2 months in December 2022.
- Outcomes to tech stack efficiencies, reduce cost/operational risk and increased productivity by 15%.
- I’ve designed and implemented CRM dashboards to obtain company KPI’s to drive performance for business development outcomes with measurable results.
My Goal/Focus
My focus has been on driving operational efficiency and bottom-line profitability, and my achievements reflect my success in those areas. Strongly self-directed, with a drive to continuously improve my team’s performance, I can select, train, motivate, and grow exceptional teams. In addition, I’ve demonstrated a history of overseeing Hedge Fund Administration, managing accounting procedures, fostering relationships with vendors, and developing and executing financial plans. With a natural talent for identifying inefficiencies and a record of turning around under-performing operations.
