Chicago, Illinois, United States
As Chief of Staff to the CFO of a publicly traded AI company, I lead cross-functional initiatives spanning finance transformation, procurement, enterprise risk management, and organizational effectiveness. Most recently, I designed and launched Finance's AI adoption program—partnering with executive leadership and IT to secure investment, assess workforce readiness, and build a scalable approach to AI capability development in support of a company-wide productivity goal. My work sits at the intersection of strategy, operations, and change management, helping organizations navigate complexity, align stakeholders, and drive measurable business outcomes.
• Chief of Staff to the CFO, partnering with Finance leadership to drive enterprise priorities, align cross-functional stakeholders, and translate executive strategy into execution. • Built and launched Finance's AI adoption program, partnering with the CFO and IT to secure investment, reduce licensing costs, assess workforce readiness, and scale Copilot adoption through a structured pilot supporting a corporate goal of improving work productivity by 20% through AI. • Rebuilt the enterprise risk management program, establishing governance, executive ownership, and Board-aligned reporting to improve visibility into key business risks and mitigation plans. • Led procurement transformation efforts, transitioning operations to an outsourced delivery model, improving governance, reducing costs, and creating a scalable support structure for the business. • Designed executive operating cadences spanning Finance leadership, Audit Committee, Board reporting, and strategic planning processes to improve decision-making, accountability, and execution. • Partner with executive leaders across Finance, Legal, IT, HR, and Sales Operations to clarify ownership, remove operational bottlenecks, and accelerate delivery of strategic initiatives.
• Served as strategic partner to the CEO and executive leadership team of a private equity-backed digital transformation consultancy, driving governance, strategic initiatives, and enterprise execution during a period of rapid growth and organizational change. • Led post-acquisition integration initiatives, redesigning operating models, leadership processes, and cross-functional structures to unify teams and accelerate business integration. • Established executive governance across Board, ELT, and SLT forums, creating decision-making frameworks and operating rhythms that improved accountability and execution against company objectives. • Led a global real estate and facilities optimization initiative, assessing the company’s worldwide footprint, reducing lease and operating liabilities, and rationalizing North American facilities to lower costs while maintaining employee and client experience. • Built and led a global executive operations function supporting leaders across North America, APAC, and LATAM, enabling consistent execution in a highly distributed organization.
I advised Co-CEOs by optimizing workflows, managing operations, and enabling leadership to focus on strategic growth. I spearheaded events including summits and corporate programs, coordinated with PR agencies, implemented a corporate travel system, and oversaw a support team responsible for office launches and operational policies.
I supported the CEO in a fast-paced startup environment, providing executive assistance while overseeing HR activities, financial processes, and operational scaling. I introduced IT solutions, managed vendor partnerships, and coordinated culture-building programs to help the company grow effectively.