We partner with executive teams to develop and implement creative and scalable solutions. I have successfully implemented the following strategies and processes in client...more businesses in the Fintech, Transportation, SaaS, Media and Entertainment industries:
Business Outlines Executive Strategy Capital Raise Financial Modeling Partnership Strategy Legal Agreements & Contracts Branding & Marketing Business Growth Strategy Personnel Recruitment Leadership Training
Implemented and oversaw all marketing, sales, brand management, product management, partnership outreach, and business operations. Over 2 1/2 years, worked and managed over...more 80 contributors to media content, executive team and production staff.
Key Responsibilities - * Provide accurate daily cash analytics to portfolio managers and executive management to utilize in the day-to-day management of over $200B AUM. *...more Reconcile cash ﬂow and securitization transactions to internal and custodial accounting platforms. * Build cash projection models for executive management to mitigate portfolio risk and use to determine daily market activities.
Key Responsibilities - * Data Audit - Mutual fund classiﬁcations, security pricing, performance returns * Produce monthly/quarterly performance reports as well as all ad hoc...more performance requests * Diagnose and troubleshoot trade discrepancies to ensure ﬂawless settlement execution in the market for ﬁxed income tradable securities * Daily/Monthly reconciliation of 40 equity portfolios, verifying validity of cash positions and maintaining integrity of internal account data
I am looking to help solve complex business problems utilizing my entire tool belt of data analytics and interpersonal skill set. I want to be challenged while helping the rest of my peers level up on their skills and work product. A strong company value set is critical.