Finance / FP&A / Virtual CFO Services

• Apr 2022 - Present

Manager of FP&A

• May 2020 - Apr 2022

• Reporting directly to the CFO, reinvented the way the Ancora and its leadership can view and analyze the financial results. Through this, led to decisions that have revamped the company’s portfolio and expenses. • Improved marketing expense by analyzing our Lead to Enrollment funnel pipeline to marketing allocation. Allowed insights into unsuccessful channels and identified better opportunities to spend on effective marketing. • Provided profitability by program for the first time by allocating campus level expenses to programs through Python. • Built the 2021 budget starting from program to campus, region, and business unit. Incorporated into the Annual Operating Plan for the first time and set goals and expectations for the upcoming year in detail. • 2022 improved upon nearly every aspect with Google Sheet CRM while updating or improving KPI reporting. • Created new reporting for comparing actual results to budget and prior year with key metrics. Has allowed for performance analysis by campus each month with increased accountability for hitting targets. • Created a dashboard for the new financial data in a user-friendly fashion alongside simple to follow visualizations. • Created and maintained monthly and annual presentations to the board and ownership of financial results.

Sr. Data Analyst - Marketing and Analytics

• Apr 2019 - Feb 2020

• Presented to management several projects and customer information requests that led to problem resolutions • Developed and tested three randomforest models to predict attrition at various lifecycle stages to tailor marketing to segments of customers. Producing 85% – 94% cross-validation accuracy. • Provided dashboards for attrition and call center activity assisting with solutions for an urgent product issue. • Created monitors and analytics for customer offers and enrollments vs indicative for a new product. Allowed the team to adjust the offer creation logic as needed and project future profitability. • Created numerous dashboards leading to new understanding of customer demographics and product performance. • Visualized data for renewal rates and each customer segment leading to new marketing initiatives. • Completed numerous ad-hoc requests to analyze and visualize data to provide insight on customer behavior.

Alternative Investments Associate Director

• Apr 2015 - Sep 2018

⦁ Team leader of the investor services group covering $3B in hedge fund and private equity fund offerings. Responsible for handling all trading activity, position movement, and wires while coordinating with financial advisors, clients, administrators, operations, and third-party vendors. ⦁ Daily problem-solving and projects for cross-functional teams. ⦁ Final review on all contributions and ensuring all are audit-worthy. Designed a process to ensure the completeness and accuracy yielding improving results. The last quarter's audit sample produced 88% with no issues - up from 36% initially. ⦁ Enhanced a journaling tool to become an automated process. Elimnated manual errors and time required to complete the task, decreasing from several hours to less than one. ⦁ Created an order process based around a tracking spreadsheet and standardized email confirmation templates. Has reduced errors to one in two years -eight times better than it was. ⦁ Designed enhancements to the prequalification form website and procedure. Incorporating feedback from brokers, sales assistants, and complicance, simplified into a new user-friendly and straghtforward concept. ⦁ Improved the distrubution of K1 requests by using macros and asking for standardized reporting from the fund auditors. Sending copies of K1s used to be a process that could take over an hour for one request. Now takes only a few minutes.

Investor Services Specialist

• Oct 2011 - Mar 2015

⦁ Primary investor services contact for four funds totaling over $9B. Responsible for all inquiries and transaction processing. Coordinating with the funds and their clients, and seven internal groups. ⦁ Converted a $3.5B fund and launched a new $1.25B fund for the same dealing date. ⦁ For the conversion, since their accounting and liquidity were so complex, I assumed the responsibility to enter the fund's history. The ultimate result was a correctly completed and seamless transition onto the platform at the conversion date. ⦁ Lead for firm-wide Liquidity Project. Oversaw the progress and created the requirements to enhance the system. ⦁ Created specifications and procedural changes needed for audit confirmation procedure, redemption reporting, ERISA reporting, conversion process, and order process improvements. ⦁ Oversaw three associates in Mumbai on work related to the funds. Each consistently improved and were able to take on more work or more difficult funds. ⦁ Trained five new employees. Mentored one exclusively for six months; managing her entire workload and training. Afterward she assumed responsibility for $5B in clients and became one of the best employees in the group.

Senior Associate

• Mar 2007 - Oct 2011

⦁ A complex client had a chronic issue with their statements I designed a solution. After pitching to the fund the one-time negative aesthetic effects but ultimate benefits, they agreed and once complete the issue was eliminated. ⦁ Responsible for converting 40% of firm assets from the NTAS database to Partner. Coordinated with development, accounting, and IR teams to build new formats, reports, and functionalities. ⦁ Assisted in managing the day-to-day work of the employees in Share Registry. Third most senior member of a group of eight. Mentored, trained, and delegated within the group. ⦁ Lead on development for an order module that consolidated all redemption transactions into an online database and eliminated paper transactions.