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Professional Experience
 

Education & Certifications

  • Virginia Tech

    • Master of Business Administration

    • Bachelor of Science in Accounting

  • Certified Public Accountant

Community Organizations

The Links, Incorporated

  • Member, National Audit Committee

 

Crown Jewel (NC) Chapter of The Links, Incorporated

  • Member

 

Deltas of Charlotte Foundation

  • Board Member at Large

  • Member, Nominating Committee

  • Chair, Strategic Planning

  • Chair, Property, Planning
    and Management

  • Volunteer Partner, Stratford-Richardson YMCA

 

Virginia Tech Pamplin Advisory Council, Pamplin College of Business

  • Member

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Clarabella Homeowners Association

  • Board of Directors

    • ​Led board efforts and supported execution of homeowner directives.

  • Secretary​

    • ​Recorded and preserved minutes of board and association meetings, actions, and resolutions to maintain records and minimize liability.


​​The Reverend Dr. William J. Lee, Jr. Scholarship Foundation of Silver Mount Missionary Baptist Church

  • Board Member

  • Contributed to developing the foundation’s scholarship guidelines, application, and scholarship awarding.

Occupation

Vice President, Finance Lead – CFO Consumer Technology: Enterprise Data and Platforms (2023 – Present)

  • Build and maintain strong customer relationships while fostering a risk-conscious, compliance-driven culture. Implement proactive monitoring, governance, risk identification, and escalation processes to make informed risk decisions aligned with the business unit’s risk appetite and compliance requirements.

  • Collaborate with Consumer Technology, Finance, and business teams to drive results, execute key deliverables, and support strategic initiatives.

  • Develop and enhance financial, business, and product analytics to inform leadership decision-making and support business strategies that improve financial outcomes.

  • Lead the forecasting process, including the development of the annual budget, monthly updates, and preparation of Monthly Business Review materials for executive presentation.

  • Analyze complex issues and situations, using data to generate actionable insights and drive decision-making.

Vice President, Finance Business Support (2018 – 2023)

  • Partnered with Consumer and Global Wealth & Investment Management and Central Corporate Finance teams to consolidate, analyze, and report financials for the baseline forecast process.

  • Built and maintained strong relationships with executives and senior leaders, ensuring transparency and accuracy in financial reporting aligned with partner expectations.

  • Delivered key financial support for daily operations within the Global Technology & Operations business unit, enabling informed decision-making.

  • Collaborated closely with Business Finance Officers (BFOs) to manage annual technology expenses, including month-end reporting, accruals, and technology initiatives.

  • Managed vendor forecasting and reporting for relevant contracts, working with Technology Forecasting and BFO leads to ensure accurate accounting.

  • Provided early identification and awareness of risk and opportunities. Earned corporate recognition for successfully implementing end-user process improvements. 

  • Drove and implemented reporting process enhancements, ensuring smooth execution while collaborating with technology and finance teams.

  • Supported critical strategic initiatives and transformation activities; providing guidance, including UAT testing support.

Community Leadership

The Links Incorporated, Crown Jewels (NC) Chapter (2020-Present)

  • ​Member, National Audit Committee (2022 – Present)

    • Oversee and assess the implementation of audit compliance policies.

    • Evaluate the adequacy and integrity of accounting, reporting, auditing, and financial controls.

  • Chair, Scholarship Committee (2024 – Present)

    • Manage the scholarship application, review and award process to benefit graduating high-school seniors.

  • Member: Arts Facet

    • Foster interest in the arts while creating and supporting art-related educational opportunities.

    • Helped establish the "HeARTfelt Expressions Program," an inaugural speaker series offering artistic experiences for trauma victims to create written art that inspires and uplifts.

  • Member, National Trends and Services Facet

    • Drove awareness and encouraged engagement in voter activism through various registration and social media contacts.

  • Member, Strategic Planning Committee

    • Reviewed strategic priorities and developed actionable plans for execution.

Virginia Tech - Pamplin Advisory Council, Member

  • Senior-level council engaged to promote, support and improve the university’s Pamplin College of Business.  

    • Provided advice to the college dean, while strengthening with constituency groups.  

  • Member, Communications sub-team

    • Collaborated with Pamplin’s Director of Communications to support and enhance the overall communications strategy.

    • Provided guidance and direction for the maintenance and development of the Pamplin Strategic Plan for Communications.

    • Offered an objective perspective on what is essential to maintaining an effective communications plan.

    • Monitored and assessed the ongoing development of all Pamplin communications initiatives.

Additional Experience

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