● Utilized SQL Server Management Studio, Tableau, Excel, and proprietary tools to organize and analyze data, create reports, and present network optimization recommendations to client executives ● Optimized supply chain networks for Fortune 500 clients by examining large data files and analyzing “what if” scenarios to evaluate parcel carrier selections, cost savings opportunities, delivery zone changes, time in transit reports, and other network trends ● Collaborated with internal partners to manage client projects including new carrier evaluations and RFP events● Worked with various teams which supported 12 different client portfolios that represent over $750M in annual parcel spend and account for 30% of the company’s revenue● Onboarded new customers, working cross functionally with IT, Project Management, and Implementation teams to create custom business rules that accomplished accurate and functional data labeling and GL allocation● Managed a suite of custom reports built to assist clients in managing their parcel network, adding insights and adjusting code on an ongoing basis to maintain functionality and enhance client experience ● Built Tableau dashboards that provide additional visibility to trends within our customers’ transportation spend and presented cost savings during weekly, monthly, and quarterly business reviews ● Maintained relationships with internal and external stakeholders, facilitating weekly meetings, managing communications between the GMT Team and the client, and presenting feedback to leadership

● Organized and oversaw the firm’s annual tax reporting testing and production process ● Lead and facilitated interdepartmental meetings to ensure various audit controls were met ● Presented findings to senior management regularly, reporting on financial impact and potential risks to profitability ● Conducted quality assurance by performing quantitative data analysis via SQL and Microsoft Excel to ensure file integrity and accuracy before data is reported to the IRS ● Reviewed, interpreted and resolved data discrepancies within client tax statements and other related financial documents● Managed various business processes for department lead, ensuring procedural accuracy and mitigating risk● Created and maintained departmental reports and supported new reporting initiatives to provide analysis and summarize historical trends for VP and C-Suite level executive ● Performed analysis to identify possible process improvements, developed and implemented procedure updates, and enhanced department efficiency and accuracy; Trained associates on procedure changes as needed to support the overall department’s growth

● Managed clients’ various Freedom allocation models and kept in range with our set parameters by executing trades via Fiserv APL accordingly for withdrawals, deposits, and strategy updates● Determined necessary trading for stocks, UITs, ETFs, and mutual funds when deposited into an existing client accounts or when used for funding on new client accounts ● Executed mass trades with strict deadlines via APL on accounts which have a specified trading frequency, may be in debit, or had holdings which had drifted out of set ranges from their specified model percentages ● Facilitated client trades of more than a million dollars per day, regularly ensuring mass quantities of data were accurate and dollars were allocated appropriately● Supported direct manager on special projects including quarterly account rebalancing, team member training, and departmental process improvements

● Communicated with financial advisors and registered sales associates to assist in executing mutual fund trade orders, processed trade corrections, and advised on share class conversions ● Researched and completed various transactional reports to ensure day-to-day mutual fund trading processes continued in an accurate and efficient manner in compliance with the US Department of Labor and FINRA ● Collaborated with mutual fund companies, transfer agents, and various internal departments to resolve mutual fund related discrepancies

● Supported financial advisors and coordinated with sales assistants regarding client accounts, transaction history, and updated registrations to ensure proper compliance with FINRA regulations ● Processed the movement of shares between brokerage accounts and direct accounts held at mutual fund companies● Prioritized deadlines, created process efficiencies, and communicated effectively with management, internal teams, and clients to ensure timely responses and resolutions

Assist account managers when reviewing policies for correct coverage, entering data into the agency management system, issue certificates of insurance, maintain the pilot library, and prepare proposals and premium finance agreements.

Worked with the Educational Support Program in the Business Learning Center assisting students with economics, finance, management, and statistics.

Greet customers and assist with locating needed items. Maintain knowledge of current sales and promotions. Open and close cash registers, count money, balance drawers, and make nightly deposits. Keep stock of inventory and assist with ordering products.