Experienced finance and technology professional with a unique blend of expertise at the intersection of financial services and digital transformation. Former Big Four public accountant with proven track record in process improvement, leveraging technology for decision support, automation, and risk management.
My professional journey organized by company
As Principal of Volare Risk Management, I established comprehensive risk management services specifically designed for institutional asset managers and single-family offices. My key accomplishment was developing a sophisticated risk management platform that revolutionized how these clients manage their insurance portfolios.
As CEO and founder of Volare Capital, I created a specialized firm that serves as a strategic bridge connecting investment managers, family offices, and sponsors in the private capital ecosystem. My leadership encompasses providing comprehensive investment portfolio reporting and sophisticated investment underwriting services for portfolios exceeding $1 billion in value.
In my role as Senior Financial Analyst for Digital Transformation at Cisco, I applied a business architect mindset to identify and implement comprehensive financial optimization strategies through innovative technology solutions. I led cross-functional initiatives by conducting detailed user interviews and facilitating design thinking workshops with internal departments across the organization, systematically identifying high-impact automation opportunities.
As Senior Digital Accelerator at PwC, I spearheaded transformational process improvement and digitization initiatives for the firm's highest priority client engagements, driving innovation through systematic opportunity identification, analysis, and technology solution development. My technical leadership resulted in developing automated solutions using Alteryx, Python, and UiPath that streamlined complex business processes for large engagement teams, generating over $450,000 in annual profit improvements.
As Digital Accelerator at PwC, I led comprehensive process transformation initiatives by conducting systematic user interviews with engagement teams to identify repetitive work patterns within audit processes, creating opportunities for meaningful efficiency improvements. I facilitated strategic design thinking workshops with high-priority engagement teams in the Automotive and Aerospace & Defense sectors, collaboratively identifying areas where process improvement and digitization could deliver maximum impact.
Built strong audit foundation across 17+ engagements spanning university endowments, Fortune 500 defense contractors, and asset management firms. Leveraged emerging technologies to automate financial reporting while earning CPA certification.
Academic foundation combining business and technical expertise
Combining technical expertise with business acumen
Foundation in accounting and information systems
Foundation in accounting and information systems