Transform the operational landscape of a leading broker-dealer by overseeing all financial and regulatory compliance as the principal FINOP, ensuring net capital adherence while building robust internal controls and reporting frameworks.
Elevate financial operations by leading in-house compliance, regulatory reporting, and operational infrastructure for a high-visibility broker-dealer role. Drive accountability and collaborate with senior leadership, shaping the future of capital markets.
Lead the Portfolio Finance business, managing fund operations from funding to exit, collaborating with cross-functional teams, and ensuring compliance in a dynamic finance environment while mentoring junior staff.
Take ownership of reporting deliverables and collaborate with teams to enhance technology and processes. Apply analytical skills to create dashboards, coordinate data requests, and drive efficiencies in reporting for stakeholders and investors.
Contribute to dynamic investment strategies, evaluate opportunities, and support portfolio management in a collaborative deal team environment, enhancing outcomes for institutional investors through rigorous analysis and execution processes.