• Analyze operational and financial data to build pricing models for competitive bids / RFPs• Since 2021, priced at least 22 offensive bids resulting in 16 wins and $82m new revenue, and 8 successful defensive re-bids resulting in $43m revenue retained• Collaborate with Operations, Business Development and all Corporate departments to create and submit proposals • Reprice existing contract renewals and create pricing for any additional/ad-hoc client requests• Lead operational, financial and start-up reviews with regional teams, corporate teams and executives• Research and respond to questions from controllers, general managers, & regional VPs regarding pricing of contracts and performance assumptions• Maintain and update excel pricing model to increase accuracy and efficiency of pricing• Manage multiple projects concurrently to meet all expected deadlines

• Analyzed operational and financial data to build pricing models for new/renewing client contracts• Monitored financial performance of existing contracts and determine if re-pricing is warranted• Queried for and analyzed data to provide analysis for clients and management to explain changes in cost and profitability of contracts• Prepared reconciliation reports and statements for clients to provide operational and financial data related to billing• Trained and assisted junior analysts in querying for data, building Access databases and producing client reports• Advanced use of Excel and Access, intermediate use of Power Pivot (SQL) to query for data used for analysis and reports

• Analyzed, consolidated, and interpreted financial data related to the bank’s derivatives portfolio• Completed end of day closeout/curve upload and daily P&L for derivatives book, and any needed P&L reconciliation with trading desk• Managed daily Dodd Frank reporting system to ensure compliance with regulations• Coordinated and completed any needed testing, changes or upgrades to Dodd Frank reporting system• Oversaw and reviewed collateral transfers (margin calls) with dealer banks and review dealer risk exposure report disseminated daily throughout the bank• Created daily accounting entries and performed monthly reconciliation for dealer collateral accounts, interest payments and fees• Responsible for ad hoc reporting to internal and external clients- market valuations, NPV breakdowns