Associate Project Manager

• 2023 - Present

I’ll be supporting the Department of Homeland Security, Immigration and Customs Enforcement (DHS/ICE) helping set fees for the Student and Exchange Visitor Program (SEVP) I’ll be supporting the Department of Homeland Security, Immigration and Customs Enforcement (DHS/ICE) helping set fees for the Student and Exchange Visitor Program (SEVP)

Lead Associate

• 2022 - 2023

Management Analyst

• 2019 - 2022

• Led initiative to make an adjustment to fees because of COVID-19 in order account for a potential shortfall of over $4 B due to a decrease in visa demand and worldwide travel • Part of team responsible for creating unit costs for the Bureau of Consular Affairs, the public facing part of the Department of State with total model costs of over $4.5 B • Led stakeholder engagement for the visa portfolio regarding cost modelling in the Bureau of Consular Affairs, a portfolio of over $2.7… Show more • Led initiative to make an adjustment to fees because of COVID-19 in order account for a potential shortfall of over $4 B due to a decrease in visa demand and worldwide travel • Part of team responsible for creating unit costs for the Bureau of Consular Affairs, the public facing part of the Department of State with total model costs of over $4.5 B • Led stakeholder engagement for the visa portfolio regarding cost modelling in the Bureau of Consular Affairs, a portfolio of over $2.7 B • Served as a secondary contact and later primary due to staffing for the passport portfolio, a portfolio of over $1.7 B • Calculated the unit cost for SIA passports that are used for US Government employees and families, leading to almost an additional $8 MM in collections for the bureau • Represented the cost modelling team in a series of interagency agreements regarding a change in United States Citizen and Immigration Services • Served on Diversity & Inclusion Council which was called for by A/S by the recommendation of the U/S for Management at Department of State

Lead Analyst

• 2018 - 2019

Working on a high visibility project implementing audit readiness / sustainment standards in a Department of Defense (DoD) Agency. Duties include: • Performing analysis of business processes and internal controls to identify risk areas. • Developing internal control documentation and assist in the implementation of key controls, including Complimentary User Entity Controls (CUECs). • Developing test plans to support internal test work and conduct testing in accordance with Financial… Show more Working on a high visibility project implementing audit readiness / sustainment standards in a Department of Defense (DoD) Agency. Duties include: • Performing analysis of business processes and internal controls to identify risk areas. • Developing internal control documentation and assist in the implementation of key controls, including Complimentary User Entity Controls (CUECs). • Developing test plans to support internal test work and conduct testing in accordance with Financial Improvement and Audit Readiness (FIAR) guidance. • Summarizing test results and prepare briefings to leadership on test results and related status updates. • Responding to Notices of Findings and Recommendations (NFRs) from auditors. • Developing and implementing Corrective Action Plans (CAPs) to address material weaknesses or deficiencies identified through audit findings, control assessments and testing. • Developing assertion packages, including Process Cycle Memoranda, Process Flowcharts, Key Supporting Document and Risk Matrices. • Directly liaising with auditors and key stakeholders.

Director Of Operations

• 2011 - 2018

Key achievements include: • Management responsibility for >15 employees for a specialty medical group clinic; provide leadership oversight for front-line office professionals' performance and development including reception area, and medical and physician assistants; introduced and delivered training to all staff professionals resulting in significant efficiency improvements in procedures (2016) • Identified by senior leadership and tasked to analyze the firm's financial needs;… Show more Key achievements include: • Management responsibility for >15 employees for a specialty medical group clinic; provide leadership oversight for front-line office professionals' performance and development including reception area, and medical and physician assistants; introduced and delivered training to all staff professionals resulting in significant efficiency improvements in procedures (2016) • Identified by senior leadership and tasked to analyze the firm's financial needs; provided in-depth research and provided detailed recommendation for various investment options and 401k benefit options • Successfully transitioned company from ICD-9 to ICD-10 process as required by Medicare and private insurers; ensured codes and procedures were active; met deadline with minimal disruption (2015) • Created semi-monthly financial reporting package, cited as the new 'division standard' • Introduced and implemented automated daily close process; improved closing time by >60% • Recommended and ultimately implemented new performance review system; other operating oversight included administration of pay and benefits Show less Key achievements include: • Management responsibility for >15 employees for a specialty medical group clinic; provide leadership oversight for front-line office professionals' performance and development including reception area, and medical and physician assistants; introduced and delivered training to all staff professionals resulting in significant efficiency improvements in procedures (2016) • Identified by senior leadership and tasked to analyze the firm's financial needs;… Show more Key achievements include: • Management responsibility for >15 employees for a specialty medical group clinic; provide leadership oversight for front-line office professionals' performance and development including reception area, and medical and physician assistants; introduced and delivered training to all staff professionals resulting in significant efficiency improvements in procedures (2016) • Identified by senior leadership and tasked to analyze the firm's financial needs; provided in-depth research and provided detailed recommendation for various investment options and 401k benefit options • Successfully transitioned company from ICD-9 to ICD-10 process as required by Medicare and private insurers; ensured codes and procedures were active; met deadline with minimal disruption (2015) • Created semi-monthly financial reporting package, cited as the new 'division standard' • Introduced and implemented automated daily close process; improved closing time by >60% • Recommended and ultimately implemented new performance review system; other operating oversight included administration of pay and benefits Show less

Financial Consultant, Inventory and Operations Management

• 2013 - 2014

Key achievements included: • Managed inventory to optimize P&L results for this largest supermarket in the San Juan metro area; launched inventory resale system to distributors; results included significant cost savings • Analyzed product line mix from the East Coast and Puerto Rico to identify and resolve price discrepancies resulting in improved profit margins • Identified and added new clients from the mainland to buy bulk grocery products; increased profits >5% Key achievements included: • Managed inventory to optimize P&L results for this largest supermarket in the San Juan metro area; launched inventory resale system to distributors; results included significant cost savings • Analyzed product line mix from the East Coast and Puerto Rico to identify and resolve price discrepancies resulting in improved profit margins • Identified and added new clients from the mainland to buy bulk grocery products; increased profits >5%

Summer Intern, Financial Institutions Product Management

• 2009 - 2009

Key achievements included: • Analyzed and prepared report defining effects of SEC ruling re: writing down debt on a company's balance sheet and the impact on stock prices for this analytical information provider to finance professionals • Researched 10-Ks, analyzing valuation assumptions; clarified credit value adjustments to improve banking regulation reports; ultimately reports were distributed to clients for greater clarity and understanding Key achievements included: • Analyzed and prepared report defining effects of SEC ruling re: writing down debt on a company's balance sheet and the impact on stock prices for this analytical information provider to finance professionals • Researched 10-Ks, analyzing valuation assumptions; clarified credit value adjustments to improve banking regulation reports; ultimately reports were distributed to clients for greater clarity and understanding

Equity Trader (2007 - 2008); Agency Trading Manager (2004 - 2007); Accounting Associate (2004)

• 2004 - 2008

Held positions with increasing levels of responsibility and promotion. Key achievements included: Equity Trader (2007 - 2008) • Successfully upgraded order execution system including initiating electronic real time entry; results included reducing process time by >80% for this broker/dealer (now part of National Holdings Corp.) • Cleared trades, evaluated trade positions (~$5MM in daily volume); provided consultative advice to clients including real time market commentary;… Show more Held positions with increasing levels of responsibility and promotion. Key achievements included: Equity Trader (2007 - 2008) • Successfully upgraded order execution system including initiating electronic real time entry; results included reducing process time by >80% for this broker/dealer (now part of National Holdings Corp.) • Cleared trades, evaluated trade positions (~$5MM in daily volume); provided consultative advice to clients including real time market commentary; carefully adhered to compliance and regulatory requirements Agency Trading Manager (2004 – 2007) • Maintained focus on quality control for all trades; supervised trades across multiple exchanges for >200 brokers representing >2MM clients across the U.S. and Latin America • Communicated and collaborated across exchanges and broker desks; resolved disputes regarding pricing on trades; responded to SEC inquiries by providing timely information and reports on firm transactions • Acknowledged as key player in keeping the business and trading activity flowing smoothly during major storm which shut down home office functionality Accounting Associate (2004) • Executed daily investment and commission deposits; supervised journal entries and ensured accuracy and timeliness • Compiled, analyzed and presented monthly compliance reports reflecting trade account balances as required for FINRA member firms Show less Held positions with increasing levels of responsibility and promotion. Key achievements included: Equity Trader (2007 - 2008) • Successfully upgraded order execution system including initiating electronic real time entry; results included reducing process time by >80% for this broker/dealer (now part of National Holdings Corp.) • Cleared trades, evaluated trade positions (~$5MM in daily volume); provided consultative advice to clients including real time market commentary;… Show more Held positions with increasing levels of responsibility and promotion. Key achievements included: Equity Trader (2007 - 2008) • Successfully upgraded order execution system including initiating electronic real time entry; results included reducing process time by >80% for this broker/dealer (now part of National Holdings Corp.) • Cleared trades, evaluated trade positions (~$5MM in daily volume); provided consultative advice to clients including real time market commentary; carefully adhered to compliance and regulatory requirements Agency Trading Manager (2004 – 2007) • Maintained focus on quality control for all trades; supervised trades across multiple exchanges for >200 brokers representing >2MM clients across the U.S. and Latin America • Communicated and collaborated across exchanges and broker desks; resolved disputes regarding pricing on trades; responded to SEC inquiries by providing timely information and reports on firm transactions • Acknowledged as key player in keeping the business and trading activity flowing smoothly during major storm which shut down home office functionality Accounting Associate (2004) • Executed daily investment and commission deposits; supervised journal entries and ensured accuracy and timeliness • Compiled, analyzed and presented monthly compliance reports reflecting trade account balances as required for FINRA member firms Show less

Accounting Intern (2002); IT Intern (2001)

• 2001 - 2002

Held two summer internship positions (asked to come back second year) Key achievements included: Accounting Intern: • Prepared and delivered various accounting reports and processes, including bank reconciliations on cash accounts, payroll accounts, internal receivables reports and month-end marketing reports; all researched and presented with minimal supervision IT Intern: • Focused on researching and providing realistic solutions to IT computing problems; assisted in… Show more Held two summer internship positions (asked to come back second year) Key achievements included: Accounting Intern: • Prepared and delivered various accounting reports and processes, including bank reconciliations on cash accounts, payroll accounts, internal receivables reports and month-end marketing reports; all researched and presented with minimal supervision IT Intern: • Focused on researching and providing realistic solutions to IT computing problems; assisted in managing computer equipment at multiple locations; prepared documents and assisted internal professionals during IT conversion; internal customer service problem solving intern, responding to calls from employees and clients on computing issues Show less Held two summer internship positions (asked to come back second year) Key achievements included: Accounting Intern: • Prepared and delivered various accounting reports and processes, including bank reconciliations on cash accounts, payroll accounts, internal receivables reports and month-end marketing reports; all researched and presented with minimal supervision IT Intern: • Focused on researching and providing realistic solutions to IT computing problems; assisted in… Show more Held two summer internship positions (asked to come back second year) Key achievements included: Accounting Intern: • Prepared and delivered various accounting reports and processes, including bank reconciliations on cash accounts, payroll accounts, internal receivables reports and month-end marketing reports; all researched and presented with minimal supervision IT Intern: • Focused on researching and providing realistic solutions to IT computing problems; assisted in managing computer equipment at multiple locations; prepared documents and assisted internal professionals during IT conversion; internal customer service problem solving intern, responding to calls from employees and clients on computing issues Show less