Senior Associate

• Dec 2022 - Present

Associate

• Apr 2021 - Dec 2022

Financial controller for the EMEA region of JP Morgan’s Fixed Income Finance business. My responsibilities include ensuring general ledger accuracy, balance sheet substantiation and certification, and adhoc reporting requests. Financial controller for the EMEA region of JP Morgan’s Fixed Income Finance business. My responsibilities include ensuring general ledger accuracy, balance sheet substantiation and certification, and adhoc reporting requests.

Financial Analyst

• Dec 2018 - Apr 2021

Role 1 (Asset Management): Investment accounting and reporting for a ~$100B portfolio Role 2 (IT Finance Reporting COE): Implement process improvement and reporting controls for IT finance management reporting Role 1 (Asset Management): Investment accounting and reporting for a ~$100B portfolio Role 2 (IT Finance Reporting COE): Implement process improvement and reporting controls for IT finance management reporting

Financial Development Program Analyst

• Jun 2017 - Dec 2018

As a rotational finance analyst, I have experience in Regulatory Reporting, Controllership, Financial Planning and Analysis, and Treasury Capital Management As a rotational finance analyst, I have experience in Regulatory Reporting, Controllership, Financial Planning and Analysis, and Treasury Capital Management

FDP Intern - Regulatory Reporting

• Jun 2016 - Aug 2016

Intern in Regulatory Reporting, supporting the newly assembled Y-14 team that was responible for acquiring and analyzing data for CCAR stress testing. Tasks Included: • Reconciled the company's reverse mortgage loan portfolio to the general ledger • Preparing the weekly FR-2900 report which determines the required deposit reserves a bank must hold at the Federal Reserve Bank • Foreign legal entity exposure reporting to the Bureau of Economic Analysis Intern in Regulatory Reporting, supporting the newly assembled Y-14 team that was responible for acquiring and analyzing data for CCAR stress testing. Tasks Included: • Reconciled the company's reverse mortgage loan portfolio to the general ledger • Preparing the weekly FR-2900 report which determines the required deposit reserves a bank must hold at the Federal Reserve Bank • Foreign legal entity exposure reporting to the Bureau of Economic Analysis

Accounting Assistant

• Sep 2015 - May 2016

Supported the accounting department of a small mechanical and electronic manufacturing company. Tasks Included: • Performing monthly warehouse inventory reconciliations • Supporting staff accountants with accounts payable and accounts receivable journal entries • Preparing and issuing client invoices Supported the accounting department of a small mechanical and electronic manufacturing company. Tasks Included: • Performing monthly warehouse inventory reconciliations • Supporting staff accountants with accounts payable and accounts receivable journal entries • Preparing and issuing client invoices

Anti-Money Laundering Intern

• May 2015 - Aug 2015

Monitored and implemented pro-active actions to prohibit money laundering and terrorist financing activity for one of the largest regional banks in America. Tasks Included: • Researching various currency transactions and foreign companies that the bank engaged in business with • Analyzing historical account activity and trends of former banking criminals • Reporting and updating management of geopolitical events that could pose a compliance risk Monitored and implemented pro-active actions to prohibit money laundering and terrorist financing activity for one of the largest regional banks in America. Tasks Included: • Researching various currency transactions and foreign companies that the bank engaged in business with • Analyzing historical account activity and trends of former banking criminals • Reporting and updating management of geopolitical events that could pose a compliance risk

Store Associate

• May 2014 - Aug 2014

In charge of reconciling warehouse inventory to the system, keeping shelves stocked, and ensuring vendor deliveries were accurate and tied to the puchase order. In charge of reconciling warehouse inventory to the system, keeping shelves stocked, and ensuring vendor deliveries were accurate and tied to the puchase order.

Recreation Assistant

• May 2012 - Aug 2014

Provided recreational equipment and services to the military community by preparing events with 1000+ attendees Maintained 98% accuracy of inventory with a value of over $100,000 Increased equipment rentals by 9% during the summer by tailoring recreational events to satisfy customer needs Provided recreational equipment and services to the military community by preparing events with 1000+ attendees Maintained 98% accuracy of inventory with a value of over $100,000 Increased equipment rentals by 9% during the summer by tailoring recreational events to satisfy customer needs