Diversified, community-based financial services company with $1.9 trillion in assets.
• Advised senior management and executives on the financial performance of diverse businesses, including
Wells Fargo Capital Finance ("WFCF"), Commercial Distribution Finance, Specialty Finance, and Wholesale
International; businesses with combined $6 billion in annual revenue and assets in excess of $90 More ...
Project Manager, Corporate Accounting Policy
Union Bank | San Francisco, CA, USA
July 2014 - January 2015
Member of the Mitsubishi UFJ Financial Group, one of the world's largest financial organizations with total assets
exceeding $2.0 trillion.
• Partnered with executives to establish overall objectives of major initiatives devised to improve efficiency
within Leasing and Merchant Banking business; built cross-functional alignment and defined responsibilities.
• Developed a comprehensive More ...
Pacific Maritime Association | San Francisco, CA, USA
October 2007 - June 2014
Association of the world's leading shipping lines and terminal operators that do business on the U.S. West Coast;
port activity drives nearly half of all maritime trade in U.S., > 9 million jobs nationwide, and 12.5% of the U.S. GDP.
• Spearheaded company-wide annual budget and quarterly forecasts, representing over $120 million in operating expense; reduced annual budgeting process by 30 More ...
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KELLOGG SCHOOL OF MANAGEMENT
Masters, Finance and Marketing | Evanston, IL, USA
Leonard N. Stern School of Business
Bachelors, Accounting | New York, NY, USA
CITIGROUP GLOBAL CORPORATE FINANCE INSTITUTE
Other | New York, NY, USA
Financefinancial planningbudgetingProject Managementfinancial analysisProcess ImprovementAccountingLeadership and Team developmentForecastingself motivatedfinancial Reportingfinancial servicesMicrosoft Office SuiteInterpersonal CommunicationInternal AuditFinancial ModelingCorporate FinanceCross-functional Team LeadershipData IntegrityFinancial Variance AnalysisHyperionRisk AssessmentFinancial Planning & AnalysisFINANCIAL REPORTSREPORTING TOOLSHyperion Essbase and Smart View