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

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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

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