Career.
Upright - Cleveland, OH
VP, Product Strategy
Upright is a real estate investment lender and fintech platform, initially known as Fund That Flip until Q3-2023. I came on board with the appetite to learn more about tech development, startup growth, and have a direct hand in making a difference with a young company. My role grew quickly, from Business Process Manager, to establishing a Business Process team leading as a Director, and quickly after expanding our scope and capabilities as I led a new department as the VP of Business Operations. Our charter was to assess the business, identify opportunities, and bridge the gap between Operations and Product & Technology departments.
During my tenure, I was able to accomplish a lot with team improving the process knowledge and project management capabilities to allow us to get more done. The principles I instilled in my teams spread throughout the company, as I later took on roles leading the Strategic Initiatives and Product Strategy functions. With my consultant skillset, I supported and advised the Executive Leadership team in a chief-of-staff capacity. I developed roadmap and strategic planning frameworks, led all cross-functional projects as a delivery leader, and managed project resources to ensure leadership was informed and results were achieved.
Ernst & Young, LLP - Cleveland, OH
Manager, Advisory Practice
Enterprise Risk & Performance Improvement-Finance groups. Project team lead (small and large sized teams) focusing on back-office and digital solutions, managing client relationships, engagement economics, and developing new resources for various clients. I joined as a Senior Consultant and grew to a Manager based on my performance and leadership. Throughout my time at EY, I led deliverables in the automotive, construction equipment, metals & mining, specialty chemicals, and diversified industrial products sectors. I’m proud to have accomplished the following projects:
Streamlined global operations, designing and implementing transformational financial operations for newly formed entities and standing up shared service models, driving significant cost savings and process centralization.
Post-merger integrations of back-office functions of acquired companies, ensuring seamless operations within the parent company.
Process improvements - I delivered a global Record-to-Report (RTR), Procure-to-Pay (PTP), and Order-to-Cash (OTC) process analyses and recommendations. This resulted in streamlined workflows, standardized internal controls, and improved financial reporting cycles.
Delivered risk mitigation expertise, executive executed internal audits and risk mitigation plans, identifying potential pitfalls and providing data-driven recommendations to improve controls.
Barclays Capital - New York, NY
Business Analyst
PMO and change management team driver, responsible for designing and executing solutions to avert risk involved with process improvement/automation projects; liaison between Financial Regulatory Reporting teams and IT. I coordinated identifying gaps while supporting the investigation of any issues, brainstorming, and executing solutions through drafting the Business Requirements Document (BRD) and various phases of testing (i.e., UAT). Supported successfully launching a central repository portal for the Financial Controls Regulatory Capital Reporting (FCREG) team to receive risk reporting.
AOC Solutions - Washington, DC
Consultant
Government sector management consultant, supporting clients through daily advisory support and comprehensive analyses including solutioning action plans.
Clients and deliverables included:
Department of Defense (DoD) Audit Readiness and Management Support with the Office of Undersecretary of Defense (OUSD) Acquisitions, Technology, & Logistics (AT&L). I spearheaded research to identify the level of accountability DoD has on property furnished to Contractors; utilized data analysis to provide results and findings to Director level clients.
Federal Aviation Administration (FAA) Technical Operations Organization’s Business Management Group (BMG) - lead consultant supporting budget management and capital asset management, including resource allocation models.
Education.
John Carroll University - University Heights, OH
Bachelors of Science - Major in Finance, Minor in Economics
Cleveland State University - Cleveland, OH
Masters of Business Administration
