Strategic Finance
Professional
As Principal Consultant, I support small businesses and startups with forecasting, budgeting, and FP&A solutions to drive informed financial decisions and sustainable growth
Financial Services
Comprehensive strategic finance consulting for financial institutions and corporations. Expert advisory services in regulatory compliance, risk management, and financial optimization.
FP&A & Forecasting
Expert advisory services in financial planning, budgeting optimization, and automated forecasting solutions. Specialized consulting on QRM and Hyperion platform integration for enhanced decision-making.
Market Risk & Analytics
Daily risk reporting, VAR analysis, duration & convexity modeling, and comprehensive stress testing frameworks.
CCAR & Regulatory Compliance
Specialized consulting on CCAR and DFAST compliance frameworks. Expert advisory services for regulatory submission strategies, capital planning optimization, and stress testing program development.
Professional Experience
Proven consulting expertise developed across leading financial institutions
Manager, Financial Performance & Market Risk Analytics
Freddie Mac, McLean, VA
Provided specialized risk analytics consulting, delivering expert analysis of Duration, Convexity, and Vega metrics. Advised ALM teams on hedging strategies and developed sophisticated forecasting models for DFAST regulatory compliance requirements.
Manager, Financial Planning and Analysis
PenFed, Tysons, VA
Delivered strategic FP&A consulting that contributed to $10B asset growth (from $25B to $35B). Provided expert advisory on forecasting optimization, QRM automation implementation, and executive dashboard development for enhanced financial decision-making.
Senior Market Risk Analyst
JPMorgan Chase, Delaware
Developed automated stress test reporting systems using VBA for the CIO team while delivering daily VAR reports and executive-level analytics for the CEO's office.
Approval Officer
Bank of America, Newark, DE
Underwrote $500K+ loans, evaluating financials and credit risk while assessing DCR and industry-specific financials for strategic lending decisions.
Technical Expertise
Specialized competencies in financial systems and regulatory analytics
Strategic Partnerships
Driving financial excellence across industries
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Specializing in financial institutions and regulatory compliance