Seniority
Director / SVP level
Twenty-five years in financial services finance. Most recently Director, Global FP&A at Citi; previously Senior Manager at Deloitte & Touche. Has built and led global teams of 10–15 and programs of up to 50.
Contact
Start with the problem.
Enquiries reach the principal directly. There is no intake tier and no qualification call before a real conversation.
What to include
- The institution type and roughly where it sits (BHC, IHC/FBO, regional, asset manager)
- The problem as you would describe it internally, not as a scope document
- Any fixed date driving it — a filing, a go-live, a close, an examination
- Whether you are looking for advisory, program delivery or interim leadership
Response
We reply to every genuine enquiry, normally within two business days. If a mandate is outside what we can credibly lead, we will say so and point you elsewhere where we can.
The short version, for a search brief.
If you are screening for a finance transformation, FP&A, CCAR or EPM mandate, this is the profile in one place.
Domain
Banking & financial services
Global systemically important banks, US bank holding companies, IHC/FBO structures, consumer and corporate banking, markets, wealth and private equity portfolios.
Functional
FP&A · Regulatory · Systems · AI
Driver-based forecasting, CCAR/DFAST and resolution planning, Basel/RWA, GL and EPM implementation, finance operating model, and AI enablement in a controlled environment.
Formats
Consulting or interim
Advisory mandates, end-to-end program delivery, and interim senior finance leadership for a transition, vacancy or reporting cycle.
Credentials
MS Accounting · Harvard DSI
MS Accounting, CUNY (expected 2027). Agentic AI in Finance, Harvard Data Science Initiative (2026). BBA Management, Pace University. Project management certification.
Detail
Full background
Capability detail sits under Services; delivered outcomes under Case Studies; career history under About. A detailed CV is available on request.
Direct
Write to the practice.
Confidential enquiries welcome. Nothing you share is discussed outside the practice.
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