I am a Principal Customer Value Engineer at Celonis with 17+ years of experience helping financial institutions drive transformation through data, process intelligence, and AI. My background spans consulting, banking, and enterprise technology, with a focus on turning complex operational and regulatory challenges into clear, measurable business outcomes.

FY25 President's Club winner (Awarded to <2% of VEs)

At Ernst & Young, I advised leading banks on regulatory transformation, liquidity risk, treasury, and enterprise data strategy. I led cross-functional engagements for global financial institutions, helping clients navigate complex business and compliance challenges while aligning strategic priorities with scalable execution.

I focused on turning regulatory and operational complexity into measurable outcomes by strengthening forecasting, reporting, stress testing, and target-state data capabilities. Alongside delivery, I helped grow client relationships by combining strong execution with executive-level advisory, leading to meaningful follow-on work.

I also supported broader practice development through thought leadership, go-to-market content, and collaboration with business and technology leaders across the firm. This experience strengthened my ability to connect deep financial services expertise with transformation strategy and enterprise technology in a way that resonates with senior stakeholders.

• Assisted a large multinational company in an assessment of two trading platform options to replace the centralized investment management functions of their legacy system. Implementation options included solutions from Misys (Summit FT) and ION Trading (Wall Street Suite).

• Lead the technology stream in a team that assisted a Fortune 50 broker dealer in a risk assessment of their short interest trade reporting obligations.

• Co-lead a team that drafted a comprehensive business requirements document for a Fortune 50 broker dealer of their Large Options Positions reporting obligations.

• Assisted a banking and capital markets client in a standardized assessment of their legal entities to determine control, based on the activities that those entities engaged in.

• Worked for a Fortune 50 financial holding company to provide an overview of the design of controls, oversight and reporting required for calculation and process improvement for the Market Risk Department.

• Worked for a multinational banking corporation in assessing their counterparty credit risk processes for Basel II compliance.

• Worked in a team that assisted a multinational financial services firm in an assessment of their Alternative Trading System (ATS) with respect to their Form ATS and current policies and procedures filings.