• Lead sub-organizational financial reviews with CFO and IT leadership committees to ensure key financial drivers are communicated and articulated appropriately • Coordinate, lead, and develop MetLife’s domestic infrastructure technology annual budget, partnering with respective CFO leaders • Prepare and present MetLife’s domestic infrastructure financials; detail monthly and yearly expense drivers in variance to the annual budgets and forecasts• Provide purchase approvals (Ariba) and ensure appropriate accounting detail and financial analysis exists, along with correct, subsequent leadership approval• Manage and ensure appropriate Hyperion forecasts exist during each month’s financial close cycle while assessing trends• Align with Project Management Office (PMO) and project managers to obtain most accurate forecast exists for the many active infrastructure projects• Proactively assess processes for possible optimization and/or process enhancement• Leverage communication experience to deliver clear, concise financial information that can be easily interpreted by all audiences

• Manager of Traditional Life and Individual Disability products within MetLife’s America’s Controllers group.• Prepare and present consolidated earnings walkthroughs by product (Traditional Life/IDI) and MetLife legal entity while noting/outlining significant events and their impact to earnings on a quarterly basis.• Responsible for monthly (GAAP) and quarterly (STAT) closing process.• Produce Actual vs. Projection reports for responsible products by various margins/sources (Underwriting, Net Investment Income, Expenses, Deferred Acquisition Costs (DAC), Dividends), providing detailed analysis and commentary on the variances. Responsible for leading A vs. P monthly conferences with wider audience including CFO, Expense, Valuations, Actuarial, and other groups.• Prepare Actual vs. Actual analytics and drivers by period (i.e. – Year Over Year, Sequential, Year to Date) and by margin/source on a more granular level such as variances in premiums, policyholder benefits, and reserves.• Compile monthly GAAP Analysis Package which outlined, with detailed analytics, the A vs. P and A vs. A variances • Manage MetLife’s Closed Block portfolio which consisted of Traditional Life policies in existence prior to MetLife’s demutualization in 2000/2001. This block of business has its own set of guidelines and rules for policyholders prior to the demutualization (i.e. - dividend payout percentages).

• Worked with Risk and Finance managers/peers to manage and understand credit risk exposure across the enterprise. Assisted in assessment of the Allowance for Loans, Leases, and Losses (ALLL) for Auto Finance, Bank Mortgage, Commercial Finance and Ally Bank. Analysis of the ALLL included current and projected loss trends, asset quality, macroeconomic factors, and other key business drivers. • Evaluated and clearly articulated the key drivers of change in the reserve level and downstream impacts to the balance sheet and income statement.• Responsible for quarterly Auto/Mortgage peer analysis including IR presentation summaries of major competitors.• Ensured consistent reporting, analytics and accounting treatment are applied to ALLL/Provision across the various lines of business.• Maintained robust documentation (auditable, supportable), by aggregating data across various metrics to determine their individual and cumulative effect on the allowance for loan and lease losses. • Supported the Ally Bank and Ally Financial Allowance for Credit Loss (ACL) Committee meeting with documentation, official meeting minutes and analysis – including specific portfolio drivers/detail.• Responsible for financial disclosures (10-Q/K) related to ALLL, Provision and Rep and Warrant (R&W).• Supported relationships with Internal Audit, Loan Review, SOX Compliance, External Audit and Regulators• Utilized SAP and Hyperion environment to provide common, consistent data and reporting.

• Supported the bank’s GWIM line of business and solely responsible for Bank of America’s Global Capital Management (BACM) Line of Business Reporting within GWIM, which is comprised of mutual funds, structured products, and individually managed accounts totaling roughly $80B in AUM• Responsible for weekly, monthly and quarterly BACM reporting including flow trend analysis and account reconciliation• Provided necessary SEC and Regulatory filings• Collaborated with business partners and management on an ongoing basis and provide analysis for ad hoc requests• Lead quarterly legal, compliance and audit reviews to ensure proper approval prior to releasing asset under management details• Responsible for entire GWIM Finance Group (Merrill Lynch, US Trust, & BACM) weekly Client Balance/AUM Reporting totaling roughly $2.1T• Utilized advanced Excel skills, systems knowledge, communication skills, and financial acumen to streamline and enhance reporting

• Performed major components of audits related to capital markets, risk management, counterparty credit, accounting, and finance• Identified and developed compensating controls and made recommendations to management.• Assisted in the design of audit coverage and executed or lead audit testing when necessary.• Participated in various projects simultaneously while analyzing data provided by different line of business managers to ensure appropriate policies and guidelines were being followed. • Engaged in emerging risk/business monitoring.

• Required knowledge in fields such as investments, retirement options, legal guidelines, financial markets, and general investment taxation issues. • Obtained NASD Series 6 and 63 licenses. • Held discussions involving securities and their related products and regulations.• Developed strong client relations and discussion skills, resulting in the uncovering of assets and eventual client investment. • Promoted to Integrated Client Services Associate in with duties additional to the above involving reviewing client financial documents and enhancing employee efficiency and business unit collaboration.