• Built a Python script to forecast compensation, incorporating forecasted FX rates and current average cash and SBC compensation by group, bringing forecasts within 10% of actuals. The script streamlined the forecasting process, enabling faster and more accurate compensation projections for reliable OpEx reporting• Developed a comprehensive headcount forecasting model, achieving a variance of less than 1% compared to actuals by incorporating assumptions such as known starts, terminations, resignations, and recent attrition rates• Forecasted corporate credit card usage over three years using SQL and excel, projecting spend and user growth. Partnered with procurement to negotiate a reduced commitment with Ramp, aligning with realistic headcount trends and saving $15M in total costs• Influenced legal leadership to adopt a data-driven approach to tracking and forecasting, replacing contingency-based forecasts with a model based on historical spending patterns, improving forecast accuracy by 34%• Designed a dynamic forecasting model for team offsites that tracked actual spend and key variables like offsite attendance and travel costs; by leveraging this scalable framework, we improved annual planning accuracy by 50%• Managed a $4 billion OPEX budget, leading forecasting and tracking Shopify’s core operational spending across 12 departments including legal, talent, trust, and GTM Ops, while ensuring alignment with strategic goals• Optimized facility expense tracking by streamlining GL mappings by partnering with accounting, enhancing reporting capabilities through dashboards and providing stakeholders with faster access to key business insights and KPIs for informed decision-making

• Assist with design and successful implementation of a new global financial accounting solution to unify global real estate leases across 15+ markets• Utilized Alteryx to independently design and perform reconciliations and analysis for lease system integrations Alteryx allowed for efficient reconciliation of large data sets of over 14,000+ leases and streamlined the process to reduce time needed for future reconciliations between the systems• Led training for the US and Canadian market on TRIRIGA, which is a global lease accounting and administration system. The training allowed me to gain valuable teaching experience and demonstrate a complete understanding of the system and its functionalities in relation to the business needs• Data Analysis performed showing the data was consistent in both the legacy system along with the new system TRIRIGA• Provide Director level leadership with weekly updates on project KPIs including system issues, proposed solutions, and successful fixes to provide insight on the performance on the implementation of the new ERP• Main point of contact between the US business and our system development team to communicate and address any system functionality issues that require program enhancements

• Performed financial analysis and oversight in support of business development teams proposals for new store locations to increase profitability and increase market positions against competitors• Developed and maintained forecast models for stores under 2 years of operation while issuing weekly KPI updates to upper management to highlight both strong and under performing stores as well as any underlying conditions to said performance• Informed C-Suite of the details of the analysis during monthly real estate planning committee meeting and fielded any questions about the financials of the deals presented• Led modeling efforts of a new store in New York City by designing a multiple-sensitivity NPV analysis to quickly present the P&L impacts to upper management to aid in the greenlighting of this new store that was projected to bring in $20+ million in revenue each year• Refined the existing growth curves used in the new store model by compiling data of 1,500+ stores for 5 years and evaluating the correlations of performance and demographics which lead to an improvement in accuracy of the model leading to a more precise projection of the P&Ls of new stores• Collaborated with marketing analytics team to develop 2 new growth curves to increase accuracy of new store model projections within Hispanic and isolated markets by 15%• Forecasted new store sales to publish individual site sales goals and track real time operating performance of 1,200+ stores, leading to improved understanding of regional market economics and growth expectations• Collaborated closely with the office manager for the HQ office space to provide an accurate picture of current and future expenses as well as working with the manager to reallocate capital for future office improvements

● Perform financial modeling to estimate cash flow projections for the fund and forecast the fund’s appreciation due to market trends using Excel and VBA.● Manage applications for commingled funds through calculating fund performance metrics, allocating expenses, analyzing cash flows, completing quarterly and ad hoc reporting requirements, and assist with external audits● Responsible for maintenance of database for all financial assets and tasked with critical data collection for all assets and portfolio data in order to ensure performance metrics are accurate and in line with Global Investment Performance Standards.● Ensure correct accounting methodology is applied for upcoming acquisitions to be created and recorded in the YARDI database in order to calculate and report accurate performance metrics and provide end-user support. ● Collaborate with external departments to ensure data accuracy and quality when updating the accounting chart of accounts to ensure the clients receive reliable quarterly financial reports.● Develop strategies to analyze and present revenue, loss, and expense analysis through developing macros in Excel and utilizing pivot tables.

● Assisted in researching technical accounting issues and documenting conclusions.● Supported the internal and external audit processes.● Participated in the preparation and review of earnings release as well as the quarterly financial report.● Recorded changes in stockholders’ equity and stock-based compensation by entering the financial activity into propreitary SQL Server database.● Prepared basic and diluted earnings per share calculations as well as estimated holdings for clients on an ad hoc basis.● Completed ad hoc requests, as required in a timely manner.● Responsible for monthly closing process for properties.● Reviewed and approves work such as tenant credit memos, non-recurring tenant billings and questionable cash receipts for entry by contract managers.● Prepared Preview Statements and distributes to field to ensure following month’s recurring charges and past due charges are accurate.● Calculated and records appropriate depreciation and amortization of fixed assets, tenant improvements, and leasing commissions.

DWS● This position carries over into the Client reporting analyst position at BNY Mellon as I was selected to continue employment in the division being lifted from DB to BNY● Lead data migration project of ongoing real estate fund administration outsourcing deal with BNY Mellon. Project completed February 2015.● Arranged weekly project updates for the CFO and controllers for both open-end funds and separate accounts to ensure fund structure and data were preserved in the migration process.● Formulated macros in VBA in order to integrate automation for the data verification portion of the project with the objective of accelerating the ability to migrate the data before the deadline while decreasing the possibility of erroneous data to be migrated.● Scrutinized monthly reports that would be sent to clients through extracting, aggregating, and analyzing financial data from a large relational database using SQL.● Communicated issues and resolutions between end-users and developers to ensure accuracy of reports and deliverables.

• Directly supports Financial Manager in ensuring the overall financial health of the dealership• Utilize ADP to enter payroll, stock vehicles, purchase entries, create new purchase deals and enter account receivables entries• Monitor financial details of the agreements to ensure legal requirements and compliance are met• Interacts with Sales and Accounts Management team to structure and finalize transactions and agreements• Review finalized agreement documentation for submission to the bank, present copy for customer and internal accounting• Strengthen relationships with primary source financing institutions including Chase, PNC and US Bank• Continuing to gain full understanding of Accounting Department’s role, expanding exposure into Financial Operations of the dealership

• Received and sorted through the large call volume each day and presented the agent with a prioritized list of customers needing attention• Supported and maintained client information as well as submitted and organized documents relevant to claims, discounts and change of information• Tracked policies and entered in payments via the integrated transaction processing system, Necho • Developed customer service skills from every day interactions with clients in person or on the phone• Sorted, updated and organized 700 + client information manually via an Excel spreadsheet.• Uploaded client information onto agent’s Microsoft Outlook account to notify him of birthdays to foster a closer agent-customer relationship