- Participate in the Retirement and Income Solutions financial statement close process,- Extract and provide necessary data to external auditors, offering valuable insights for SOX compliance- Utilize SQL, SAS, and Oracle database software to streamline data analysis processes- Refine separate account and custom fund reporting procedures, contributing to the preparation ofapproximately 125 custom fund statements and 90 direct filing entity statements annually- Assist with GAAP and STAT reporting for pension and retail annuity products, ensuring compliance withregulatory standards- Lead and train international employees from Principal Global Services in audit and reconciliation tasks,enhancing their skills and ensuring consistent, high-quality output

- Organized, cleaned, and managed company data- Created engaging content across various social media platforms through Meta Business Suite- Collaborated with a dynamic team to develop the company’s operational and financial framework