Lead the FP&A group in:o Analyzing and modelling M&A activity and development of new business lineso Maintaining and developing long-term strategic forecast model (5+ yrs) o Played key role in Bridge's IPOo Managing budget/forecast processo Modeling Private Equity funds, building and maintaining fund modelso Reporting on business performance and KPIs

o Built out an FP&A function within Bridge Investment Group.o Implemented FP&A software package Adaptive Insights.o Developed long-term forecast model (5+ yrs) within Adaptive Insights.o Hired, built, and managed team of financial analysts.o Manage budget/forecast process.o Model out M&A activity, development of new business lines, and their impact to the company.

o Managed data analysis / SQL team in developing analytical testing and reporting to ensure operational compliance with statutory and regulatory requirements.o Lead team in automating monthly compliance testing and other monthly/quarterly compliance reporting.

o Worked with senior management on developing a corporate five year financial plan. Identified areas of focus to improve margins and financial standing.o Priced out new business opportunities, including NPV analysis, and modelled their potential impact on the company’s financial standing and operational impact over several years. Analysis of new business opportunities involved the servicing acquisition of mortgage portfolios ranging in size from $10 Million to $150 Billion.o Valued Mortgage Servicing Rights (MSR) of $60+ Million at fair market value using a discounted cash flow method in order to determine mark-to-market.o Created company-wide and business unit specific budgets and financial forecasts.o Constructed headcount models and projections to assist senior management in making staffing decisions. Headcount models ranged from back-office business units to large call center business units with headcounts ranging from 10 to 500 depending on the business unit.o Managed and trained analyst trainees in budgeting, forecasting, and financial analysis.o Assisted with month end close by creating accruals, monitoring expenses for accuracy, and preparing monthly variance analysis.

o Generated SQL based ad-hoc and automated scheduled reporting for internal business unit managers and external clients.o Developed company-wide and business unit specific reporting on key performance indicators (KPIs) in collaboration with senior management.o Analyzed and identified trends and areas of improvement throughout business units.o Worked with data and databases throughout all areas of the company to drive business decisions and strategy.o Administered Microsoft SQL Server Reporting Services (SSRS) server and generated automated reporting.

o Supported external clients by collaborating with internal business units to provide reporting and respond to ad-hoc requests from investors and clients.o Provided reporting and professional PowerPoint presentations to top company executives and management, including monthly/quarterly reports to the company’s parent company (investment bank Credit Suisse).o Automated over 80 processes and reports through tools such as Microsoft Reporting Services (SSRS) and SQL.o Assisted in preparation of presentations for potential clients.

o Worked in mortgage servicing operations.