Executive Director, Technology Finance Lead - ESTEE LAUDER - New York, NY
(2024-04)
- Own and drive a $194M IT outsourcing transformation with Accenture, integrating $162M in external spending and $32M in internal workforce into a scalable managed-services model. Lead contract design, workforce rationalization, and commercial negotiations, delivering $35M in sustained annual savings and embedding demand-planning and billing governance to institutionalize cost discipline
- Manage the financial strategy for a $650M global technology portfolio, partnering with the CTO and CFO to align IT spending with corporate growth objectives and capital allocation priorities
- Establish enterprise portfolio governance frameworks for global Markets Technology, delivering executive dashboards, standardized reporting, and decision support across Shopify migration and unified eCommerce platform consolidation initiatives, improving transparency, prioritization, and capital allocation discipline
- Unlocked $100M in incremental revenue by institutionalizing value-based investment frameworks (ROI, NPV, TBM); transformed IT from a cost center to a strategic driver of operating efficiency
- Architected a "Profit Recovery and Growth Plan" delivering $72M in annual run-rate savings by executing aggressive cloud optimization strategies, rationalizing software licenses, rightsizing global data contracts, and standardizing global hardware
- Spearhead enterprise migration from proprietary brand platforms to Shopify, including a $300M impairment of legacy assets, improved balance sheet transparency, and a roadmap to reduce development costs by 50% ($65M) by 2027
- Orchestrate a global vendor consolidation initiative, condensing 118 vendors into 16 key strategic partnerships; negotiated improved terms that secured $30M in recurring annual savings
- Design and strengthen end-to-end P&L and balance sheet control frameworks across record-to-report, order-to-cash, and procure-to-pay processes
- Built and mentor a high-performance global team of 11 across the US, UK, and Panama; fostered a culture of accountability that resulted in a 40% internal promotion rate and zero attrition among top performers
- Streamlined monthly close and financial reporting processes, accelerating timelines and improving transparency for executive leadership
Senior Manager, Financial Management Lead - EY - New York, NY
(2018-08 - 2024-04)
- Led a global IT finance transformation supporting a $2.3B technology allocation model across 160 countries
- Partnered with finance and technology leadership to implement Apptio Cost Transparency (TBM), standardizing cost attribution, reporting, and governance enterprise-wide
- Served as executive sponsor for monthly IT Bill of Services, influencing consumption behavior and improving fiscal discipline across business units
- Directed $350M infrastructure planning (cloud and on-prem), using predictive analytics to unlock $2.4M in annual cloud savings
- Managed and developed a global team of 6 IT finance professionals, implementing training roadmaps and performance accountability frameworks
Senior Manager, IT Finance Strategy & Global Assurance IT Finance Lead - EY - New York, NY
(2016-02 - 2018-08)
- Institutionalized financial transparency and cost governance across $2.3B in global technology spend
- Designed IT cost models, pricing frameworks, and TCO methodologies for technology products and services
- Established software capitalization policies and chargeback mechanisms aligned to service delivery and client engagements
- Partnered on Azure cloud migration business cases, securing $30M in annual savings
- Improved enterprise forecasting and planning through unified reporting standards and enhanced financial controls
- Oversaw $300M annual P&L spend and $350M cash spend across global technology functions
Vice President, Enterprise Infrastructure Business Manager - Morgan Stanley - New York, NY
(2014-06 - 2016-02)
- Managed $100M capital planning for enterprise infrastructure investments
- Led budgeting, forecasting, strategic planning, and executive financial analysis for global infrastructure teams
- Developed business cases for cloud migration and infrastructure modernization initiatives
- Costed and evaluated new IT products and analytics platforms, including Tableau and Spotfire
Vice President, Financial Control Group - Morgan Stanley - New York, NY
(2008-02 - 2014-06)
- Led annual budgets and quarterly forecasts for global Technology & Data organizations
- Partnered with Technology CFO and CTO to manage a $400M annual budget and 1,700 FTEs
- Performed cost-benefit and investment analysis using ROI, NPV, IRR, and payback methodologies
- Oversaw $3B in capital requisitions for hardware, software, and consulting spend
- Developed global location strategy models for 300 employees and consultants, reducing run-rate costs by $18M annually