- Create reports and presentations monthly for ALM Committee- Project liquidity requirements using various projections and reviewing various "what-if" scenarios- Prepare and review liquidity risk management stress testing scenarios- Analyze and review yield curve shift and sensitivities testing scenarios, semi-annual prepayment speed analysis, and quarterly profitability presentation and analysis- Prepare, analyze, and review annual capital plan, quarterly branch incentive plan payout, and quarterly peer presentation and analysis- Prepare/Assist/Develop an annual budget for the company and create long-term projection schedules based on departmental needs- Analyze and perform monthly expense analysis on multiple business units and products- Compile data from a variety of sources for the purpose of analyzing issues, ensuring compliance with organization policies and procedures, and/or monitoring program components- Perform other related duties as assigned for the purpose of ensuring the efficient and effective functioning of our work unit- Have developed key understanding of statistical concepts & modeling techniques, bank product (loan & deposit) pricing, and interest rate risk management- Prepare weekly competitive interest rate schedule- Assist in the preparation of sections of the 10-Q and 10-K

- Served as the supervising senior on various audit engagements. Responsibilities included supervising staff and acting as a liaison between firm management and the client- Coordinated the timing, scheduling and budget for numerous financial statement and attestation audit engagements for various financial service clients- Interacted with the clients' senior management on a daily basis to provide accounting and business advice, which improved the efficiency and effectiveness of the client's systems and processes- Planned and performed audit procedures on internal control over financial reporting in accordance with Sarbanes-Oxley section 404- Researched and evaluated various accounting and reporting issues to determine impact on client's financial statements. Areas of focus included FAS 5 and FAS 114 for the calculation of the allowance for loan losses, FAS 115 for other-than-temporary impairment on securities, and FAS 142 for goodwill impairment- Identified and documented critical business processes for audit strategy and developed process improvement recommendations including workflow and internal control issues- Coordinated and prepared correspondence with clients' Audit Committees and Board of Directors- Acted as an In-Charge Auditor on: Univest Corporation of Pennsylvania & Hyperion Bank- Reviewed and provided feedback to management for various SEC documents, including press releases, Forms S-3, S-8, 10-Q, 10-K, and 11-K- Served as the Philadelphia Office representative for the National Senior Banking Network, the firm's network for seniors across the nation to corroborate on hot topics and issues within the Banking Practice- Received an Encore award for outstanding performance and dedication to the firm- Served as a recruiting representative for the firm- Provided formal and informal career mentoring for first-year and second-year associates and interns

- Completed external audit work with four clients

- Support ongoing processes for the Planning division- Gained technical knowledge in Citigroup systems (Essbase and GCMD) to run daily reports for planning and reporting stages- Develop and run reports for month-end

- Extensively used MAS90 (Small-Level Accounting Software) to perform daily operations, post accounts payable invoices, research reports, and for various data inquiries- Processed jobs for billing through a job costing system, Virtual Ticket- Reformatted instructions for job costing systems: Virtual Ticket, Job Manager, Accounts Payable module, and MAS90