Work

Finance and Operations

• Established the finance and operations function from the ground up — building a structured operating cadence across cash, inventory, procurement, and fulfillment.
• Rebuilt SKU-level demand planning and reorder logic, improving forecasting accuracy by 55% and cutting excess stock exposure by 35% via a weekly planning system syncing Shopify sales, vendor lead times, MOQs, inventory, and cash position.
• Deployed AI-assisted internal tools across procurement, inventory tracking, customer support, and reporting — eliminating manual tracking and saving ~10 hours per week.

Assistant Manager, FP&A

• Reduced budget variance by 18% YoY by developing scenario-based budgeting models across departmental CapEx and OpEx planning.
• Conducted financial viability analyses for 20+ projects ($50K–$400K) — cash flow, IRR, and funding compliance — delivering go/no-go recommendations to senior administration.
• Owned financial planning and reporting across 10+ departments while supervising junior finance staff and managing monthly and year-end close.

Transaction Risk Analyst

• Reduced transaction review time by 30% by building a probabilistic risk-scoring model used by 15+ analysts to prioritize high-risk cases.
• Labeled and validated transaction-risk patterns used to train Amazon's internal fraud-detection ML systems.
• Drove 3 process improvements adopted across the risk operations team by converting recurring fraud-review patterns into structured decision-support tools and case-prioritization logic.

Wealth Management Associate

• Managed quarterly performance reporting and financial planning for 25+ high-net-worth clients across $10M+ in AUM.
• Researched and evaluated 100+ investment products to support portfolio construction aligned to client risk profiles and goals.
• Prepared performance reports, allocation summaries, and investment analysis for quarterly client reviews, converting complex portfolio data into clear client-facing materials.

Summer Associate

• Mapped NYC's generative AI education landscape into a decision-support dashboard guiding program leadership's grantmaking decisions.
• Cleaned, structured, and validated grant performance data across the nonprofit portfolio, improving reporting consistency and funding compliance.

Founder — D2C Consumer Brand

My own direct-to-consumer startup, run several years ago, selling copper water bottles and built end to end as a solo operator.

• Founded and ran a direct-to-consumer brand selling copper water bottles.
• Owned the full operating stack: sourcing, manufacturing, inventory, fulfillment, and customer experience.
• Managed marketing, pricing, and unit economics for an early-stage consumer product.