• Developed forecasting template to standardize and increase efficiency in the market and budget planning process.• Projected retailer growth to align rebate and incentive structure for individual retailers.• Preformed analysis on customer financing programs to determine impact on sales.

• Performed independent valuation of the Agency Residential and Commercial Mortgage Backed Securities portfolio over $100 Billion to ensure the accurate reporting of the Balance Sheet.• Streamlined reporting process for key control reports monitoring market activity which resulted in improved accuracy and shortened reporting times to Senior Management.• Developed new monthly price tracking report to identify unauthorized trading• Provided backup to Product Control by analyzing and validating daily P&L among various Mortgage Backed Securities products to complete P&L before deadlines.• Communicated and established relationships between Operations and Trade Support staff to ensure accurate and timely reporting of P&L daily.

• Researched Defined Benefit and Defined Contribution participant data for multiple clients to ensure proper benefit amounts are paid.• Communicated with participants to provide accurate information regarding various pension plans

• Supported meetings by setting up necessary equipment prior to the meeting time, helped moving of people for updated seating plans and various office functions in multiple buildings• Filtered through client calls to remove solicitors and direct clients to appropriate departments to save an hour per day for various departments• Ordered supplies to keep office buildings stocked within budget

• Prepared PowerPoint presentations and researched information to go with the presentations for informing new clients. • Provided support by entering data into Morningstar Office to research investments for current clients.