• Develop client workshops that result in a tenfold increase in application license adoption, demonstrating effective account intelligence gathering and user engagement strategies.• Design and implement AI-driven compliance monitoring systems for investment bank trading activities, enhancing trade surveillance capabilities.• Create AI analytics solutions that enable insurance companies to capture complete customer feedback without traditional surveys, improving NPS measurement accuracy.• Deliver value realization presentations to executive-level clients, providing expertise in SaaS, AI, and consulting, while also leading transformative customer analytics projects.

• Defined and set attainable critical success factors for major project implementations, ensuring clear benchmarks for evaluation and success.• Fostered and maintained cross-departmental relationships, effectively coordinating efforts to align withoverarching business strategies.• Enhanced project value by performing variance analysis on real-time data and monitoring key performance indicators to inform strategic decisions.

• Oversaw the management of trust fund accounts, ensuring accurate accounting of derivatives with a par value exceeding $3 billion, and tracked client cash flows amounting to over $5 million monthly.• Streamlined daily account balance reconciliation and executed fixed income trades, improving process efficiency and maintaining fund liquidity to prevent overdraft occurrences.

• Analyzed the US Restaurant sector to produce white-labeled research, utilizing discounted cash flow models for financial assessments of covered companies.• Compiled and leveraged data from Bloomberg and FactSet to create accurate financial forecasts, evaluations, and projections.