Functional Skills
Project Management
Financial Modeling
Valuation
Compliance and risk
Systems Integration
Accounting
Benchmarking
Budgeting
Business Analytics
Business Development
Communications
Data Modeling
Forecasting / Projections
Leadership Development
Software Skills
Microsoft Office
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Capital IQ
Microsoft Access
Python
SQL
Certifications
CPACertified Public Accountant
CFAChartered Financial Analyst
Sector Experience
Business Services
Financial Services
Technology
Languages
English
Russian
Spanish
Notable Clients
Aprio
Big 4 Accounting
Bulge Bracket Investment Banks
Fortune 500
Top Consulting Firms
Experience
DK Management Consulting Inc.
Management Consulting
Independent Consultant
11/2021 - Present
Project #1: Excel-Based Cash Forecasting Model
• Built a 12-month Excel cash forecast using a three-statement model with DSO/DIO/DPO and an indirect cash flow statement.
• Added automated checks, documentation, training, and structured tabs for transparency and flexibility.
• Identified and resolved key data issues impacting model stability.
• Benchmarked cash and NWC vs. peers.
Project #2: Internal Audit and Data Enhancement for Stress Testing and Risk Management
• Benchmarked stress testing program against SR 15-19.
• Identified proportional enhancements and assessed NetSuite governance/reporting capabilities.
• Recommended dashboards and reports to strengthen risk insights.
Project #3: Risk Management Analysis and Implementation of Risk Management Enhancements
• Analyzed balance sheet risks and recommended targeted control/governance upgrades.
• Developed a monthly NetSuite-based risk reporting package.
• Improved governance through quarterly stakeholder reviews with minutes.
Project #4: AI and Generative AI Projects in Finance
• For Mercor, created Finance prompts with evaluation rubrics of 20+ criteria (sources, justification, weighting, type, dependencies) to ensure evidence-based accuracy and deep reasoning in generative AI model responses.
• For Uber, evaluated AI-generated financial outputs using rubrics and produced training data (prompts, restrictions, files) to improve LLM performance.
• Built a 12-month Excel cash forecast using a three-statement model with DSO/DIO/DPO and an indirect cash flow statement.
• Added automated checks, documentation, training, and structured tabs for transparency and flexibility.
• Identified and resolved key data issues impacting model stability.
• Benchmarked cash and NWC vs. peers.
Project #2: Internal Audit and Data Enhancement for Stress Testing and Risk Management
• Benchmarked stress testing program against SR 15-19.
• Identified proportional enhancements and assessed NetSuite governance/reporting capabilities.
• Recommended dashboards and reports to strengthen risk insights.
Project #3: Risk Management Analysis and Implementation of Risk Management Enhancements
• Analyzed balance sheet risks and recommended targeted control/governance upgrades.
• Developed a monthly NetSuite-based risk reporting package.
• Improved governance through quarterly stakeholder reviews with minutes.
Project #4: AI and Generative AI Projects in Finance
• For Mercor, created Finance prompts with evaluation rubrics of 20+ criteria (sources, justification, weighting, type, dependencies) to ensure evidence-based accuracy and deep reasoning in generative AI model responses.
• For Uber, evaluated AI-generated financial outputs using rubrics and produced training data (prompts, restrictions, files) to improve LLM performance.
BDO USA
Management Consulting
Manager
9/2019 - 4/2021
Manager responsible for Model Validation; Sensitivity Analysis and Backtesting; Review of Bonds/Loans/Investment Portfolio Fair Value; and Review of Derivatives Fair Value.
Ernst & Young (EY)
Management Consulting
Senior Consultant
2/2015 - 9/2019
Project #1: Finance Lead for building of multi-stage CCAR database
Project #2: Review CCAR model controls
Project #3: CCAR documentation compliance
Project #4: Credit Review department Audit
Project #5: Treasury Department Audit
Project #6: CCAR documentation compliance
Project #7: End-of-Day Reporting and Project Management
Project #2: Review CCAR model controls
Project #3: CCAR documentation compliance
Project #4: Credit Review department Audit
Project #5: Treasury Department Audit
Project #6: CCAR documentation compliance
Project #7: End-of-Day Reporting and Project Management
Citigroup
Finance
Analyst
6/2011 - 12/2014
Ensured successful submission of 4 CCAR exercises for $343B Securities portfolio
Ensured effectiveness of new $4M CCAR database throughout 3 Software Development Life Cycles
Corrected database granularity and data gaps
Improved database transparency and robustness: designed spreadsheet for User Interface allowing user to easily define and change functionalities for definition of product types, identification of CCAR model for stressing, and reconciliation to Regulatory reports
Ensured effectiveness of new $4M CCAR database throughout 3 Software Development Life Cycles
Corrected database granularity and data gaps
Improved database transparency and robustness: designed spreadsheet for User Interface allowing user to easily define and change functionalities for definition of product types, identification of CCAR model for stressing, and reconciliation to Regulatory reports