• 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

  • 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

  • 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