Served as the lead financial expert for the Facades and Glazing business unit for approximately 20 on-going projects, working closely with more than 30 internal customers including senior management, project manages & executives, engineering leads, plant and field superintendents, corporate accounting and purchasing Built financial and operational models supporting key performance tracking, cash flow forecasting, capital expenditure planning, financing initiatives, and decision making Created and presented monthly forecast updates to upper management and company ownership, incorporating job performance, sales pipeline, general and subcontract awards, change order opportunities, financial and operational risks, bridging all revenue and margin deltas

Created the data analytics & business intelligence (DABI) department, mapped and built the analyical and reporting functions for a start-up commercial HMO (Sutter Health Plus) launched by Sutter Health in 2014

Broad exposure to the health insurance industry; provided critical financial and healthcare data analysis services in support Network Management and Actuarial Services

Single POC Financial Analyst supporting the CFO and 6 accounting team members, 6 other internal OH depts and dozens of remote facilities. Designed company's automated financial statements and implemented company-wide budgeting, reforecasting and fiscal accountabilty processes.

Analyzed investment performance for more than 250 real estate development projects and operating investment properties, managing the entire investor reporting process, coordinating the efforts of accounting, property management, and 17 field offices in 3 countries, reporting to more than 80 different qualified private investors

• Obtained Series 7 & 63 within 90 days of hire• Investigated and provided timely resolution for trading errors and customer disputes• Assisted customers with technical issues, account reconciliation/discrepancies• Educated customers and new employees on industry rules and regulations• Negotiated disputed trade executions with securities dealers and market makers