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Procure-to-Pay
Banking and treasury, digital wallets, alternate payments, e-commerce payments acceptance, payments process management, payment service provider partnerships, cross-border payments and currency conversions, funding and settlement operations, share of rebate, and share of interchange; supply chain integrations, invoice processing, procure-to-pay process optimization, and vendor performance oversight
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Finance and Fintech
Technology investment management, tech labor strategy, fintech project management, finance operations, accounting integration and reconciliation, P&L management ($50MM+) for OPEX and CAPEX, financial reporting and forecasting, offshoring/near-shoring and labor arbitrage, T&E/expense management, and finance transformation
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Fraud and Risk
AML, disbursements fraud, social engineering, e-commerce abuse, customer trust, fraud investigation and recovery, global crisis events, transaction assessments, payments risk management, SOX controls, and forensic audits
Strategic Planning and consulting
Payments innovation research
P2P ecosystem mapping
Gap analysis and regulatory exposure assessment
Product roadmap & execution planning
Stakeholder management
Change management and training
Program/portfolio retrospectives
Data monetization strategy
0->1 technology fit assessment and implementation
Project Management
Vendor, contractor, and team management
Project planning and documentation: business requirements gathering, user stories
Stakeholder interviews and communications protocols
Steering committee oversight
Identify and manage business, technical, and process dependencies
Roadmap ownership, including resource allocation and burndown tracking
Internal controls validation and sign-offs
Project and deliverable status reporting
