• Led complex and technical analysis and presentation of direct institutional sales force with focus on productivity, effectiveness, and predictive analytics.• Produced and distributed sales and pipeline report for executive committee review.• Designed business metrics report used to assess sales pipeline management and communicated significant reporting issues to senior management.• Competitive benchmarking, analysis, and presentation of direct sales team incentive compensation plan redesign project to align with industry standards.• Partnered with CRM administration team to reduce report generation lead time by 50%. Performed Systems and Operations line finance support, including financial reporting, controls, and planning and analysis for $14M annual spend business unit.• Developed and implemented Pyramis KPI process.• Supported projects, including dashboard reporting, rolling forecasting, and ROI project analytics.• Led finance aspect of technology initiatives, including software launches, equipment refreshes, and steering committees.• Served as relationship manager for various intercompany channel agreements, lead reporting, planning, and variance analysis.

• Developed and implemented enhanced economic planning model.• Managed monthly, annual, and multi-year planning and forecast processes for brokerage business revenues, expenses, and operational statistics.• Worked on strategic planning with business partners to meet financial and operational targets.• Maintained monthly reporting package for senior management, highlighting major financial, statistical, and historical analysis.• Oversaw monthly close process of over $700M annual spend, coordinating journal entries with Corporate Accounting.• Provided monthly expense variance analysis and commentary.• Conducted ad hoc analysis on NF specific and brokerage company-wide requests for line-finance personnel and senior management.

• Prepared and analyzed financial reports and statements. • Created and executed monthly presentation of financial results to directors of Information Services business unit.• Developed and implemented annual budgets and quarterly forecasts to ensure financial results represented were an accurate account of expected activity for the fiscal year.• Monitored monthly and year-to-date financial performance in comparison to annual budget.• Offered ongoing financial support by developing monthly accruals, journal entries, purchase orders, and invoice approvals and providing overall financial advice and expertise to clients.• Managed daily maintenance of general ledger accounts.• Performed daily calculations of net asset value for institutional domestic trust funds.• Helped ensure accuracy of accounting operations. Reported directly to portfolio managers.• Executed semi-annual and annual auditing of funds.