• Testing deposit models to analyze performance and behavior of model output under various economic scenarios• Providing economic and business intuition related to key drivers of deposit growth, interest rates paid, and non-interest revenue• Perform data analysis to provide insights on drivers and trends of dependent variables such as deposit growth, interest rates paid, and non-interest revenue• Develop overlays for model output to compensate for model performance issues• Own end-to-end development of qualitative models, applying statistical methods to forecast deposit-related items

• Used data analytics tools to manipulate large data sets, improving our revenue forecasting, flux analysis, and detecting anomalies in revenue data and journal entries for Google Ads revenue • Revenue month-end close lead supporting accounting operations; utilize SQL/Python to create fully automated workflows to improve accounting and reporting processes; responsibilities included managing a contracted analyst, rotational analyst, and finance intern• Deferred revenue program manager (ASC606); extract, analyze, and report deferred revenue data from a wide variety of sources for 10K/10Q disclosures coordinating with Engineering, Accounting, Tax, and Legal; responsible for optimizing multiple SOX controls; total program impact: ~$4B USD• Digital Services Tax (DST) project lead; created a fully automated process from scratch which calculates payments for all countries in regulatory scope; total project impact: ~ $1B USD• Led the forecasting and analytics team for Google Ads working cross-functionally to develop and implement impactful metrics used for making business decisions at the SVP level

• Utilized financial tools to extract data and produce company-wide revenue and product reports to influence senior leaders to make strategic planning decisions• Developed an internal system for analyzing advisor profitability to assist senior management in determining key drivers of profitability and resource allocation • Analyzed and audited CFO investor call scripts to ensure accuracy and insightful nature of data resulting in updated and improved investor data on quarterly calls

• Advised clients on holistic financial planning and building customized asset allocation portfolios to plan for their future; consulted with high net worth individuals and institutions providing unbiased, comprehensive wealth planning strategies, plan design and implementation.• Served as a financial consultant for estate and multi-generational planning, asset protection, wealth transfer, cash flow analysis, business continuity and succession planning, and philanthropic planning.

• Management consultant for financial advisor practices in Atlanta, GA, and Alabama • Conducted investment and economic research including analysis of financial markets with a focus on communicating insights clearly to clients• Advised clients on asset allocation, economic trends, portfolio and fund analysis and investment product selection• Top 5 territory in 2016 and exceeded sales goals every year