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Work experience

20152017

VP BUSINESS DEVELOPMENT (Consultant)

Spark Labs, New York
  • Resolved pricing & revenue issues. Created financial models & Cash flow projection for a newly launch SaaS product ($30 Million dollars in revenue at scale). Improved Investor pitch deck.
  • Drove process improvement activities that delivered efficiency and consistency in the sales teams approach to prospecting, creating brand awareness, building relationships, discovering project opportunities, and closing those projects.
20152017

FINANCE CHANGE (IHC Regulatory Reporting) SENIOR BUSINESS ANALYST

Credit Suisse, New York
  • Gather and document formal Business Requirements; manage the testing lifecycle for each release cycle, write BRDs, coordinate test results and defects through AML/Quality Center ensuring testing meets entry criteria for production fix. Conduct new mapping scenarios and requirements analysis between regulations and management objectives.
  • Run workshops to engage stakeholders. Determine areas of improvement and develop prioritizations, solutions and implementations; led global team meetings/ presentations (EMEA, USA, INDIA & ASIA PAC).
  • Optimize project delivery from inception to implementation; ensure timely and cost effective delivery.
20152015

CHIEF FINANCIAL OFFICER (Consultant)

Empire Mobile Games, New York
  • Advised the President/CEO on the strategic vision including cultivating stakeholder relationships and collaborating in the development and negotiation of contracts.
  • Enforced adequate controls are installed and that substantiating documentation was approved and available such that all purchases may pass independent and governmental audits (will be listed on a public exchange in the next 6 months).
20132015

Director of Finance and Operations North America

Lanson Champagne
  • Maximized sales revenue from $1.2 Million to $ 10 Million in two years.
  • Analyzed current performance prioritized growth opportunities, prepared business model, conducted variance analysis and implemented corrective actions.
  • Built market position by locating, developing, defining, negotiating, and closing business relationships.
  • Handled commercial execution of the brand strategy and developed marketing strategy for wholesale and retail in multiple states (23). Including opening distribution in those states.
  • Produced and presented semiannual and annual financial statements to Headquarters (Lanson France).
  • Designed business plans / strategies for maximizing profitability, addressed major strategic issues, formulated policies & procedures to facilitate internal financial and process controls.
  • Created a solid MIS base for monthly reports highlighting the performance of the business with key findings and observations.
  • Solely responsible for all aspects of the business: finance, human resources & payroll, production planning, marketing forecasting, wholesaler / importer relations, logistic, legal and compliance for all North America.
  • Directed and led the day-to-day operations, strategic planning, Healthcare/401k, reconciled bank accounts, A/R and A/P Management, oversaw inventory of two warehouses (NJ and CA).
Dec 2011Oct 2012

Senior Assistant Trader Exotic & Hybrid

Deutsche Bank New York, NY
  • Ensured the integrity of the bank's trading positions through accurate trade capture, portfolio management, price reconciliation and query management.
  • Trained and supervised five new hires during transition to new onshore location for the exotic Middle Office.
  • Audited complex equity middle office's efficiency and procedures in New York Deutsche Bank: reviewed manual processes and created new procedures to increase efficiency in all front to back trade capture activity.
  • Coded new templates to help monitor the daily risk for the corporate and complex desks.
  • Drove changes in technology to improve systems, control and procedures and increased efficiencies in production processes by implementing new excel spreadsheets and data extraction tools.
  • Oversaw the changes with operations and technology to improve the settings of structured products in order to reduce manual bookings(included UAT testing for STP tickets).
Jan 2010Dec 2011

Book runner Complex Equity Derivatives

Deutsche Bank London, United Kingdom & Tokyo, Japan
  • Organized training for P&L and valuation Deutsche Bank in Tokyo. Upgraded the control and reviewed existing processes to maximize efficiency of managing operations for exotic business transactions and close out knowledge and information gap. This improved communication with business units and regional and global teams.
  • Ensured the integrity of the trade population for the close of business, reporting of daily risk and P&L, verification of risk and P&L through the P&L attribution.
  • Performed daily calculation of portfolio and trade-level risk to traders and top management including options, volatility and spread risk.
  • Produced daily equity derivative P&L, Ran P&L scenario analysis for proprietary structures & portfolios. Conducted full trading book reviews. Justified adjustments and ensured correct daily P&L sign off with trading desk. Provided commentary & results to a variety of stakeholders.
  • Performed analysis of data, processes and systems and recommended improvements across all aspects of operating model.
  • Collaborated with Risk Management to assure reported risk matched risk evaluated by daily VAR analysis.
Sep 2007Jan 2010

Senior Assistant Trader Exotic & Hybrid

Deutsche Bank London, United Kingdom
  • Trade capture of complex and vanilla derivative structures into risk management system. Ensured risk was maintained correctly, explanation/investigation of P&L & risk movements to trading desks.
  • Monitored barriers embedded in products, bonds and option expiries, equity and interest rate swap fixings, and specific events embedded in exotic derivatives.
  • Responsible for resolution of all queries related to trade, position, risk and P&L. Products included proprietary baskets, asians, cliquets, range options, best/worst off baskets, total return swaps, dividend swaps, variance swaps, autocallables, hedge fund linked notes as well as delta one products and cash equity transactions.
  • Initiated and led a project to audit past bookings and ensure all new bookings have static data and payoffs matching confirmations for all Index Exotic books and the entire Hybrid book(P&L +15 Million euros).
  • Resolved pricing script and re-pricing options in Local Vol. Calculation of coupon and expiry level with P&L impact.
  • Collaborated with Compliance, Market and Credit risk ensuring that their requirements are fully met.
  • UAT testing for new in house corporate actions processing tool, provided input/critic and attended regular meetings with project managers and developers.
Jun 2006Sep 2007

Global Equity Derivatives Senior Analyst

Deutsche Bank London, United Kingdom
  • In charge of settlement of all cash Equity options and swaps for all currencies Deutsche Bank London and Frankfurt.
  • Co-ordinated smooth settlement with client in a timely manner and to ensure that consistent cash flow occurs on value date.
  • Liaised directly with trading desk to ensure trades were booked accurately and could settle within the market deadlines(including monthly expiry for options).
Feb 2005Oct 2005

Structured Products Commissions Manager

Societe Generale Corporate Investment Banking Paris, France
  • Built and managed a new Middle Office department to support the Front Office. Managed and trained 8 new staff members.
  • In charge of resolving all derivatives issues, queries, client ISDA Master Agreements and settlement of 127. 5 Million Euros.
  • Promoted after 2 months improving processes at a brokerage Back Office.

Education

20022004

Economics and Finance degree (work based training with Credit Agricole Investor Services bank)

University Technology Institute - Rene Descartes Paris V, FRANCE