Leads enterprise-wide expense allocation and legal entity reporting strategy. Oversees EBM, TBM, and Inter Unit Charge integration; maintains Apptio allocation processes; supports transfer pricing, tax documentation, and entity restructurings; and ensures accurate, compliant financial reporting. Partners with service providers, business stakeholders, Global Tax, and technology teams to simplify methodologies, improve processes, and deliver scalable allocation solutions. Manages complex projects and develops team capabilities.

Leads RGA’s global investment structuring strategy, overseeing complex transactions and initiatives from concept through implementation. Advises senior stakeholders and cross-functional Finance, Treasury, Legal, Tax, Risk, and Actuarial teams on capital, accounting, regulatory, tax, liquidity, and rating agency considerations. Manages internal teams, external relationships, governance, investment risk, strategic partnerships, and operational improvements across global investment platforms.