Strategic Finance Manager

• Sep 2021 - Present

Senior Financial Analyst FP&A

• Nov 2020 - Sep 2021

Financial Consultant/Application Developer

• Nov 2019 - Nov 2020

Creating and building out financial and technology solutions for small businesses Creating and building out financial and technology solutions for small businesses

FP&A Manager-Associate Vice President

• May 2018 - Oct 2019

• Worked with 30+ Project teams across all lines of business to proactively correct and implement budgeting and multi-year high capital forecasting for strategic IT improvements• Continually engaged with Project managers to build business cases based off of strategic process improvement initiatives which encapsulate one-time costs, ongoing costs, benefits, return on equity and overall project scope• Created and presented project financials based off of budgets, expense and benefit forecasts and the shareholder value add with a deep understanding of the projects’ objectives to senior leadership including line of business CFO’s and the CEO of US operations• Through analysis and understanding of the projects’ timeline and scope proactively raises concerns of key operational issues that may affect the future process, budget, and implementation of project milestones• Collaborated with tenured and new project teams to continually advise, train and clarify the financials with a concentration on capturing true forecasts that properly display the business’s actions through the completed implementation process• Worked as a liaison between multiple lines of business leadership and Senior management to provide insightful analysis that allows senior management to make informed decisions on starting and/or continued funding of strategic IT initiatives

Financial Business Analyst - Associate- Asset Management

• Mar 2015 - May 2018

• Successfully worked with multiple lines of Business Management, Sales, Technology and Finance to analyze, comprehend, create and ultimately implement a global change to Investment strategy, Product hierarchy, Products, fund management, security mapping, account data and extensive accounting systems updates• Has taken initiative and am continually consulted on global projects, processes and logic to analyze, identify root causes, create and organize systems to simplify, enhance and achieve the ultimate optimization of processes and resources• Collaborates with Senior Management daily to ensure understanding and meeting of all deliverables in a timely manner, maintaining large amounts of data across all lines of business, and maintaining and presenting metrics• Worked as Project Manager as well as lead analyst in meetings and presentations with global project teams while driving and progressing the implementation and execution of the initiatives at hand from start to implementation • Lead role with the Investment data management and securities team to ensure the proper execution of trading, accounting flows and pricing• Creates processes and training material for the department as well as trains and manages a team of analysts

Financial Consultant

• 2014 - 2015

• Streamlined financial processes in order to reduce resource hours and capital expenditures• Processed, while working with banking clients, the transfers of cash, stocks and mutual funds specializing in the organization and reconciliation of tax cost • Uploaded tax cost as well as current market value and the reconciling of sales, transfers and corporate actions in a timely manner• Created, analyzed, and researched tax cost basis exception reports and Adhoc reporting • Streamlined financial processes in order to reduce resource hours and capital expenditures• Processed, while working with banking clients, the transfers of cash, stocks and mutual funds specializing in the organization and reconciliation of tax cost • Uploaded tax cost as well as current market value and the reconciling of sales, transfers and corporate actions in a timely manner• Created, analyzed, and researched tax cost basis exception reports and Adhoc reporting

Budget Analyst and Communications Consultant

• Mar 2014 - Dec 2014

• Analyzed budget proposals in excess of a billion dollars from 12 City Departments including the Controller’s Office and the Finance Department, generated Budget Synopses and created questions for the heads of department in order to streamline practices and reduce cost• Has taken the lead role I managing and public speaking on several community meetings including seminars with the United Way and Penn regarding financial education within the community• Developed a program and created all presentation materials to implement a financial education program in the 4th district• Excelled at the writing of legislative documents including Bills and Resolutions

Student

• Sep 2009 - Sep 2012

Cum Laude Finance degree Cum Laude Finance degree

Credit Analyst/Underwriter/Sr. Loan Officer

• 2008 - 2009

• Assessed and analyzed property value, debt-to-income ratio and credit reports during the loan underwriting process• Provided clients with a broad range of independent/objective debt strategy advice and subsequently reduced their amortization schedules by half • Resolved issues with lenders and title agencies during processing procedures • Assessed and analyzed property value, debt-to-income ratio and credit reports during the loan underwriting process• Provided clients with a broad range of independent/objective debt strategy advice and subsequently reduced their amortization schedules by half • Resolved issues with lenders and title agencies during processing procedures