Assistant Director of Admissions at Primacorp Ventures Inc. (2025-10 – 2026-05)
- Redesigned operational workflows across a regulated multi-campus environment, generating $117K in incremental revenue within four months and ranking Top 2 of 39 campuses in British Columbia.
- Implemented executive scorecards and pipeline reporting cadences that strengthened leadership visibility, improved accountability, and eliminated operational bottlenecks.
- Led a governance and compliance transformation across 30+ regulated programs using Kotter's framework, restoring 100% compliance and protecting $95K in revenue.
Finance Associate (MBA Practicum) at Careerin Tech Society (2025-07 – 2025-09)
- Coordinated a $450K government funding proposal across finance, leadership, and external stakeholders, managing deliverables, timelines, and procurement requirements end-to-end.
- Implemented CRM automation and reporting structures that increased organic engagement by 200% while reducing campaign costs by 15%.
Reimbursement Analyst at Assist Card (2023-10 – 2024-05)
- Adjudicated 100+ international medical and travel reimbursement claims weekly by interpreting policy provisions, contractual terms, and supporting documentation while maintaining 98% compliance.
- Exercised delegated authority to approve claims valued at up to $1,000 USD, applying internal governance standards, escalation protocols, and case-specific judgment.
- Improved claim segmentation workflows, reducing processing time by 20% while supporting consistent decision quality and customer experience.
Senior Consultant, Enterprise Transformation at OGB Global Limited (2021-10 – 2023-10)
Led NetSuite implementation and CRM transformation engagements across LATAM, establishing governance frameworks and operating cadences. Directed change adoption and structured accountability routines across 125+ regulated environments, reducing operational overhead by 30% and accelerating reporting by 5 days.
- Monitored and audited approximately $92M in cross-border transactions with global banking partners (including Davivienda) for a remittance client (Remitly), screening against FBI and international watchlists and applying AML/KYC compliance protocols to ensure regulatory adherence.
- Served as Account Manager for B2B client relationships within a credit bureau engagement (Equifax), managing client onboarding, account growth, and retention while supporting a digital transformation and process automation program that reduced closing cycles by 5 days and improved data accuracy by 40%.
- Trained B2B clients on platform usage for credit report generation and delinquency reporting, supporting onboarding and system adoption.
- Advised on life insurance and investment product strategy across academic savings, retirement, and wealth-linked insurance solutions for regional carriers within the Grupo Breca ecosystem (Rimac Seguros) and BBVA.
- Built executive dashboards and KPI frameworks supporting data-driven commercial decisions.
- Advised regulated fintech, insurance, and telecommunications clients on governance, risk culture, auditing, and cross-border operations.
Financial Consultant (Promoted from Debt Specialist) at Financial Future Inc. (2018-05 – 2021-09)
- Evaluated consumer financial capacity by assessing cash flow, debt obligations, repayment ability, financial hardship, and credit bureau information to determine appropriate debt restructuring solutions, holding approval authority over program qualification.
- Selected to lead Caribbean market expansion for a consumer credit and debt consolidation business, building bilingual operations and commercial infrastructure supporting a $36M engagement portfolio.
- Established Salesforce, RingCentral, and DocuSign ecosystems supporting regional growth and stakeholder coordination.
- Led performance transformation resulting in a company-record $2.3M production month.
- Maintained business continuity and structured accountability during the 2020 digital transition.
