Lake City Army Ammunition PlantGOCO• Finance lead for a division of 60+ people, with an average of $75M in revenue annually• Creation and ownership of EAC/ETC process• Daily FP&A activities, monitoring P&L, & ad hoc reporting for upper management• Strategic planning and forecasting for project management division, inclusive of 5-year plan• Monthly operations reporting to management on all major metrics, including sales and EBIT• Collaboration with project managers regarding forecasts & monthly project business reviews for all projects (50+)• Oversee process for Capital Appropriation and spending• Support pricing efforts of projects and analyze process improvements• Train team members and project managers on finance processes• Budget forecasts for depreciation, project management, supply chain, and engineering overheads• Audit support (revenue recognition, project pricing, overhead rates, EAC)• DoD contracts – Cost-plus fixed-fee and Firm-fixed price • Create and provide updates on Key Performance Indicators (KPIs) for project, business unit, and division• Managed project to implement new pricing estimation and proposal software (Propricer)• Understanding of predictive and agile projects• Month-end close support – journal entry review• Billing review, unbilled receivables, cash forecasting – Approve monthly PBPs & Progress Bill• Works with cross-functional teams across Operations and Engineering to support production• Working understanding of CAS and FAR• Team includes Billing Analyst and highest-level Financial Analyst• Inclusion Network – Diversity & Inclusion L&L and Generational Differences L&L lead

Lake City Army Ammunition PlantGOCOFinance lead for a division of 60 people, with an average of $75M in revenue annuallyFinancial analysis, month-end close, and various metric tracking for Modernization and Innovation (project management and engineering) divisionSupport project and program managers by forecasting and tracking ETCs, EACs, and EBIT on projectsOversee the process for Capital Appropriations requests, and track vs. budget and obligationSupport pricing efforts of projects Prepare backup for billing and track cashMonthly Ops (sales/revenue, awards, EBIT, cash) reviews for the Project Management division with director-level and upper management attendees Strategic Planning - future year and 5-year

Lake City Army Ammunition PlantGOCO

INSTITUTIONAL INVESTOR SERVICES – PENSION FUND CLIENTS-Act as a Relationship Manager for 10-15 mid-market clients-Act as a liason between clients and various internal teams-Minimize State Street risk by reviewing internal controls-Cross-sell internal products when appropriate for clients-Complete periodic risk reviews for existing and new clients-Assisted in and completed Anti-Money Laundering requirements

FINACIAL REPORTING--Review quarterly, semi-annual, and annual reporting --Prepare final financial statements for print and submission to the SEC--Oversight of Joint Venture team in India

WEALTH MANAGEMENT DIVISION - BANKING AND NOT-FOR-PROFIT CLIENTS-Manage Client Service Manager, Sr. Associates-Act as a Relationship Manager and an escalation point for clients (100+) and team-Consult with team to advise on more sensitive issues/clients/reporting-Collaborate with clients and internal teams to provide solutions for various client needs-Increased revenue of ~45 clients during Revenue Uplift project-High Client Satisfaction survey scores (NQR Surveys)-Create efficiencies within team to reallocate and share resources throughout division-Attend Governance calls for oversight of six internal areas, including trading, income, and pricing-Complete periodic risk reviews for existing and new clients-Minimize State Street risk by revieiwing internal controls-Cross-sell internal products when appropriate for clients-Multi-client Conversion Quincy STT to KC STT-Additional project management: ArtsKC Fund Lunch and Learn, PrepKC Year One Program Coordinator

WEALTH MANAGEMENT DIVISION - CORPORATE PENSION CLIENTS-Managing small team of 2-5 team members -Act as a liaison between clients and various divisions of State Street, and between State Street and client advisors and investment managers-Reviewing daily work of portfolio administrators-Providing ERISA specific reports-Multi-client Conversion Quincy STT to KC STT

INSURANCE SERVICES DIVISION-Reviewed daily work of fund accountants-Prepared month-end and quarter-end reports, following insurance-specific regulations and deadlines-Statutory Steering Committee Member-Client conversion from Princeton STT to KC STT

MUTUAL FUNDS DIVISION-Day-to-day accounting of mutual funds-Preparation for/and daily pricing of funds-Daily, weekly, and monthly reconciliations-External client conversion/new client onboarding