Lead program manager for investor funding platforms. Work cross-functionally with various Finance teams (i.e., Accounting, Finance, and Capital Market teams) to review new requests. Scope new features and maintain the engineering roadmap to ensure on-time delivery of Finance deliverables.

Product owner for two agile scrum teams focusing on finance automation initiatives. Work with cross-functional teams to identify and prioritize data needs to support Finance and Business Intelligence teamsDefine the roadmap and Agile queue to ensure engineering productivity and properly set business expectationsLead key projects from concept through planning to development, launch, and post-launch support.Deliver ETL and data modeling solutions to satisfy reporting requirements for company product launches.

Key stakeholder working to develop internal Trial Balance. Responsible for defining requirements, analyzing results of ledger data for consistency with financial records, managing project timeline.Managed daily cash reconciliation process to help track borrower, investor and corporate cash.Prepared monthly reconciliations for internal month-end close process, investors and vendors.

Planned and executed operational internal audits in accordance with various internal audit methodologies designed under guidance drawn from the Committee of Sponsoring Organizations of the Treadway Commission (COSO) framework. Managed all aspects of the audits, including: identifying risks and key controls, formulating effective testing methodologies, budgeting, supervising staff, coordinating daily activities, and reviewing staff testwork. Main client list includes wholesale banks and retail banks. Evaluated design and effectiveness of internal controls to assess accuracy of financial reporting. Benchmarked client business process against leading practices, providing recommendations for process improvement opportunities.

For various clients, perform Sarbanes-Oxley testing on different internal controls to ensure compliance with government standardsAssist on internal audits of clients of various industries through interviews, testing, research and write-ups for purposes of completing client requested consultationsResearch target companies to help collaborate on the firm’s strategic plan for anticipated, upcoming federal regulations and prospective clients