Benjamin Taragin
Studied at Harvard Business School
Worked at EY
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About Benjamin
I’ve always been drawn to helping people feel more in control of their lives, and for most people, that starts with their money. With a background in finance and consulting, I saw firsthand how many smart, capable people still felt overwhelmed, stressed, or stuck when it came to managing their finances. It wasn’t a knowledge problem. It was a clarity, structure, and behavior problem. That’s what led me to become a personal finance coach. Since then, I’ve worked with over 100 individuals and families to help them take control of their money, build budgets that actually work, pay off debt, and start making real progress toward their goals. I’ve also seen how money impacts relationships, which is why I focus not just on numbers, but on communication, habits, and alignment. My approach is simple: no judgment, no overwhelm, and no complicated systems. I meet you where you are, help you understand what’s actually going on with your money, and build a clear, realistic plan you can stick to. My goal is to help you feel calm, confident, and in control - not just for a month, but long-term.
Why do I coach?
I coach because I’ve seen how much stress, tension, and even conflict money can create in people’s lives, and I know it doesn’t have to be that way. So many people feel like they’re “bad with money,” when in reality, they’ve just never been given a clear system or the right support. For me, this isn’t just about numbers. It’s about helping people feel more in control, more confident, and more at peace in their everyday lives. I’ve worked with individuals and couples who went from avoiding their bank accounts to feeling organized, aligned, and intentional with their money. Seeing that shift, both financially and emotionally, is what drives me. I also care deeply about the impact money has on relationships. I’ve seen how a lack of communication and clarity can lead to constant stress and arguments, and how quickly that can change when both people feel heard and have a plan they trust. Coaching matters to me because it’s practical, it’s personal, and it creates real change. Helping someone go from overwhelmed to in control is what makes this work meaningful to me.
Work Experience
Project Manager
EY
February 2024 - November 2025
• Orchestrated a $6M AI co-investment portfolio that outperformed comparable firmwide benchmarks by 3x across ROI and pipeline generation metrics, overseeing 17 concurrent client-facing AI solutions from scoping to execution. • Directed capital allocation for a $6M fund, utilizing real-time performance data to advise leadership on pivot-or-persevere decisions, ensuring capital was consistently deployed toward high-velocity, high-return projects. • Developed a suite of Power BI and Excel-based KPI dashboards that provided executive visibility into milestone health; leveraged these insights to keep teams on target and identify at-risk projects. • Established a recurring executive communication cadence, synthesizing execution hurdles into visual, decision-ready reports that accelerated approvals and resource mobilization. • Created a shared community across 17 project teams, implementing peer-to-peer problem-solving forums that slashed onboarding time and eliminated recurring technical bottlenecks.
venture builder
EY
September 2023 - February 2024
• Functioned as a core Venture Builder within the EY Venture Studio, supporting internal founders in developing, launching, and scaling new technology products across the firm’s ecosystem. • Assessed early-stage partnership opportunities by analyzing product fit, market potential, and strategic alignment, helping leadership prioritize which ideas to advance. • Advised founders on key decisions around resourcing, growth strategy, and prioritization as ventures progressed from concept to operational maturity. • Converted market and internal research into targeted recommendations that guided teams through early-stage ambiguity. • Introduced AI workflows that eliminated repetitive tasks and streamlined early-stage processes across ideation and incubation. Innovation Management
Enterprise Risk Manager
EY
May 2022 - September 2023
• Served as a client-facing Senior Consultant, delivering Enterprise Risk expertise to Fortune 500 clients to enhance governance, optimize controls, and strategically manage complex business risks. • Redesigned a manual workflow into an automated process using AI tools and macros, freeing teams to focus on higher-value work and increasing efficiency by over 20%. • Developed reporting systems that consolidated 1,000+ data points into executive-facing dashboards, enabling earlier visibility into risks and project roadblocks. • Guided senior stakeholders through operational decisions by translating complex findings into actionable recommendations that supported smoother execution. • Introduced a structured approach for evaluating business processes at scale, giving clients a clearer path to improve their internal systems. Risk Management
Risk Advisory Intern
EY
June 2018 - August 2018
• Applied consulting skills and problem solving techniques while working in teams to assist clients in aligning their technology risks with their business goals • Documented SOC 1 and SOC 2 reports while identifying key technology risks and meeting benchmarks • Assisted clients in improving their businesses by providing recommendations and through establishing and maintaining an effective IT risk and control environment
Project Manager
TAMID Group
January 2017 - May 2019
TAMID Group Consulting provides pro-bono advisory services for the most exciting and innovative international startup companies. Led a team to provide consulting services to Chooze, a startup company designed to help parents choose names for their kids using psychology and other innovative technology. Market Research, Client Relations and +2 skills
Education
Harvard Business School
Other; Certificate in Entrepreneurship Essentials
2021 - 2021
Entrepreneurship Essentials is a 4-week, 30-hour online certificate program from Harvard Business School. Entrepreneurship Essentials introduces participants to the entrepreneurial journey from finding an idea to gaining traction in the marketplace to raising capital for a venture. Participants learn an overarching framework—People, Opportunity, Context, Deal—to evaluate opportunities, manage start-ups, and finance ventures. This course also introduces participants to the idea that entrepreneurs run structured experiments to validate ideas and refine business strategy. Participants work through real-world challenges faced by entrepreneurs across a variety of industries, and come away with tangible tools and techniques that they can apply to their own entrepreneurial journeys.
Robert H. Smith School of Business
Bachelor of Science (BS), Finance, Technology Entrepreneurship
2015 - 2019
Activities and societies: Sports Business Society, Hillel/Kedma, Murals for Justice, RHA, DUNK. Sport Management Fellow at the Robert H. Smith School of Business Major: Finance Minor: Technology Entrepreneurship Extra Curricular: - BiDiT Entrerprises, CEO and Founder - Campus/Brand Ambassador for Strivr Mobile Application - Brand Ambassador for Campus Pursuit - Campus Ambassador at BAAS Bikes - DUNK: Dedicated Undergraduates Nurturing Kids - Sports Business Society - Murals for Justice - Various Hillel Committees
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