Tax Expert (Contractor) - Ernst & Young - Atlanta, GA
(2025-01)
- Partnered with high-net-worth ($5M+) financial advisors and clients to develop comprehensive wealth planning strategies, including retirement planning, wealth preservation, risk mitigation, and long-term financial growth initiatives.
- Delivered detailed financial and portfolio ($5M+) analysis in collaboration with financial advisors, identifying strategic opportunities for asset optimization, risk mitigation, and long-term investment growth aligned with client objectives.
- Reviewed trust structures (irrevocable/revocable) and advised on estate and trust tax filing requirements, including K-1 income distributions, to support accurate reporting, compliance, and effective tax planning outcomes.
- Partnered with financial advisors to implement retirement and distribution strategies, optimizing IRA and qualified plan withdrawals to enhance tax-efficient wealth outcomes
- Built trusted client relationships through personalized advisory services, regulatory awareness, and data-driven insights, leveraging financial research tools and market analysis to deliver compliant, client-focused recommendations and reporting.
Business Tax Expert - Intuit - Atlanta, GA
(2020-01 - 2025-01)
- Advised executive stakeholders and high-value clients on financial risk, governance, and operational strategy initiatives for a Big Tech organization with $200B+ in annual revenue, delivering risk-based assessments that strengthened financial oversight and informed strategic decision-making.
- Delivered financial risk and advisory support to large banking institutions by identifying fraud exposure, strengthening control environments, and recommending process enhancements that contributed to multi-million-dollar cost savings and improved client outcomes.
- Partnered with senior leadership and cross-functional teams to execute regulatory remediation and strategic advisory initiatives, accelerating issue resolution by 25% while enhancing stakeholder engagement, financial risk management, and operational effectiveness.
Senior Risk & Advisory Consultant - Deloitte - Atlanta, GA
(2023-01 - 2024-01)
- Led audit assessments for a Big Tech company with $200B+ in annual revenue, designing a risk-based audit plan that streamlined coverage of financial reporting, IT, and compliance controls.
- Performed quality control reviews for big banks, identifying significant fraud exposure and delivering process improvements that contributed to multi-million-dollar savings.
- Executed remediation efforts under OCC Heightened Standards, partnering with executive stakeholders to close critical audit findings and accelerating issue resolution by 25%.
- Led cross-functional project plan development and structured kickoffs, managing stakeholder engagement and risk across operational, technology, and financial taxonomies, and delivering clear, actionable recommendations to senior leadership.
Principal Financial Services Consultant - SIA Partners - New York, NY
(2018-01 - 2023-01)
- Led digital transformation and compliance optimization for global financial institutions ($50B in revenue), managing a 15-member team to deliver automated features that increased operational efficiency by 40% over an 18-month modernization initiative.
- Delivered executive briefings on regulatory developments, recommended risk mitigation strategies and business impact.
- Developed and embedded enterprise risk management frameworks tailored to large, complex banking institutions, aligning risk appetite with organizational strategy and enhancing risk visibility for C-suite and board stakeholders.
- Mentored, coached teams of 4+ consultants, reviewing work for quality and consistency, and achieving a 30% error reduction through disciplined QA standards and execution.
- Developed regulatory thought leadership and supported business development efforts, contributing to new client engagements.
