Cross-Border Transaction Strategy, Forensic Accounting, Fractional CFO Advisory
Financial Leadership for Global Impact
A global perspective shaped by lived experience across the Philippines, Australia, and the United States. A thoughtful approach grounded in integrity, clarity, and mission-driven leadership.
I provide cross-border advisory, forensic accounting, and fractional CFO leadership for organizations navigating complexity. My work blends Big Four rigor with a human-centered philosophy: financial systems should empower people—not overwhelm them.
Learn more about me.
Experience & Track Record
Ernst & Young U.S. LLP
Senior Associate, International Tax & Transaction Services
New York, NY
Executed forensic workstreams for $50B and $17B global restructurings in 50+ jurisdictions across four global regions. Produced audit-ready E&P calculations, stock basis analyses, and transaction cost allocations.
“I Have A Dream” Foundation
Director of Finance
New York, NY
Directed $6M annual operating budget, architected crypto donation program (ASC 820/958 & AML/KYC), and secured $2M in competitive multi-year grants within five months.
State University of New York
Administrative/Research Positions
Albany, NY | Utica, NY
Supported administrative and financial operations across multiple roles while completing graduate studies.
Philosophy
I believe finance is never just about the numbers. It’s about the trust behind them: the board member who needs a straight answer, the funder who needs to see their dollars did what was promised, the organization that needs to grow without breaking under its own weight. I bring the same rigor I learned untangling multi-billion-dollar cross-border transactions to every engagement I take on, whether that’s a nonprofit’s grant compliance or a merger’s tax basis calculation. But rigor without context is just noise. My work is grounded in understanding what’s actually at stake for the people relying on the outcome, and building financial structures that are not only technically sound but genuinely built to last.
Global Restructuring & Legal Entity Rationalization Subcontracting
A globally informed approach to cross-border complexity. I support boutique tax firms, mid-tier CPA practices, and corporate tax teams handling multi-jurisdictional M&A.
Multi-country tax compliance research
Legal entity rationalization
Cross-border restructuring coordination across 50+ jurisdictions
Capabilities
Post-Transaction Tax Forensic & Compliance Consulting
Audit-ready deliverables under tight timelines, grounded in forensic precision.
Earnings & Profits (E&P) calculations
Stock basis & tax basis analyses
Transaction cost allocations
Section 197 intangible asset modelling
Institutional Digital Asset Governance & Crypto Policy Advisory
Digital asset governance shaped by global risk awareness and sovereign-level training.
Crypto gift acceptance policies
Risk vetting
ASC 820/958 integration
BSA/AML/KYC protocols
Nonprofit Fractional CFO & Executive Financial Leadership
Thoughtful, steady financial stewardship for mission-driven organizations. I help nonprofits build financial systems that feel clear, stable, and empowering.
Operating budgets ($1M to $10M)
Board reporting & financial storytelling
Internal control structure
Nonprofit lending models & cash flow strategy
Nonprofit Grant Financial Architecture & Lifecycle Management
Grant budgeting that reflects both mission and compliance.
Multi-million dollar grant budget engineering
Inter-departmental compliance workflows
Annual audit and Form 990 support
Financial reporting & compliance coordination
Custom & Ad Hoc Support
Bespoke support for organizations navigating unique challenges or emerging priorities. I design tailored engagements that address specialized needs with clarity and precision.
Special projects & one-time analyses
Policy drafting & financial governance support
Interim finance leadership & transition coverage
Cross-functional advisory across finance, HR, operations, & data
Credentials & Continuing Education
State University of New York Polytechnic Institute
M.S., Accountancy, Concentration in Forensic Accounting & Valuation
University of Miami
M.B.A., Concentrations in Marketing & International Business
TAFE New South Wales
Certificate IV, Business (Advertising)
University of the Philippines Diliman
B.S., cum laude, Economics
United Nations Office on Drugs and Crime
Certificate in Counter Proliferation Financing
Certificate in Trade-Based Money Laundering
Certificate in Money Laundering via Cross-Border Transportation of Cash
International Monetary Fund
Certificate in AML-CFT Risk-Based Supervision of Financial Institutions
Certificate in Compliance Risk Management
Certificate in Cyber Risk Supervision
Schedule a Consultation
I partner with organizations seeking thoughtful, globally informed financial leadership.
Areas of Engagement:
Global Restructuring Subcontracting
Post-Deal Tax Forensic Support
Institutional Digital Asset Policy Consulting
Fractional CFO & Nonprofit Leadership
Grant Budgeting & Compliance
Bespoke Services