• Team lead for group of 10+ to stand up an attestation system for Financial Crimes work to track Front Line Monitoring, Customer Due Diligence and Sanctions Screening Confirmations• Worked significantly in Teradata, SQL Server Management Studio, SharePoint Designer, MS Office Suite, Alteryx, Tableau and MS Visio• Built multiple SharePoint sites and developed code for several advanced workflows • Developed process methodology and drove innovation in design for multiple projects• Ran several large meetings and project managed the notes and evidence• Worked on several special projects organizing and documenting extensive audit evidence• Worked as Analytical Support for MDM operations in a Top 5 Bank in developing advanced SQL queries, VBA macros, analytic methodologies, modeling and technical abstracts to drive increased efficiency• Assisted heavily in multiple Customer Due Diligence data issue projects and workflows• Worked extensively in Risk & Regulatory Reporting helping troubleshoot and track issues across multiple data layers• Used Alteryx to develop the setup to create and check several hundred Data Quality controls for Risk & Regulatory Reporting to verify values, transformation logic and other standard checks across layers. Also worked to develop the dashboard in Tableau to present results.• Worked developing reference information for several Reference Tables in Risk & Regulatory Reporting. Documented all transformational logic, KPI information, and any other critical data.• Ran team to develop automation for converting multiple non-standard formats of data for entry into the bank. This covered developing requirements, documentation, and process development in Alteryx.• Developed Data Governance guidelines, policies and procedures for clients, working in Microsoft Purview and Informatica• Ran internal classes teaching Excel, SQL, Alteryx, and Consulting for our Junior Consultants

• Project manager for multiple projects managing testing teams of 15+ supporting Global Risk initiatives• Worked on several special projects organizing and documenting extensive audit evidence• Led User Acceptance Testing activities with senior Operations Leadership• Built multiple SharePoint sites and worked extensively with its systems• Established timelines and work breakdown structures and helped track workloads for multiple projects using scrum methodology for agile planning

• Programming large scale systems to implement pension benefits based on complex client plan texts. • Created accurate models for paying out benefits and helped design many of the major portions of the code itself by establishing requirements for coding from client specifics for multiple large clients. • Worked on several special projects establishing higher efficiency through reducing coding redundancy and better working methods for communication protocols for the mostly virtual client team. • Constructed data analysis on the large client databases of employee statistics using Excel and multiple queries through SAS managing the databases.• Project manager for multiple major pension modules • Supervised and assisted in the design, coding and testing for each project • Organized the workload through Oracle to track the overlapping timelines and re-priortize the competing deadlines so everything meets the client’s needs and a high quality product is delivered.• Established several new testplans of case analysis and batch testing, for faster and more efficient analysis

• Actuarial tasks such as calculating liabilities and benefits including creating several macros and models to perform these tasks, working heavily with Excel and VBA • Worked on several special projects to establish benchmarks for billable goals and increased efficiency in workflow• Created multiple workflow tracking tools using Excel and VBA to allow for the consultants to easily track all associate workloads and allow for short forecasting of gaps.• Led training on maximizing usage of Excel and the entire Microsoft Office Suite• Helped establish and design pension programs for clients.• Worked on-site with multiple clients as a client contact to provide immediate assistance on benefits issues.• Worked on-site for a multi-million dollar client as the project manager for a large scale data analysis and clean up project establishing the efficacy of the past providers data. • Helped create RFPs to garner new clients including Powerpoint presentations to potential clients. • Developed statistical forecasting models for liability and asset assessment to establish cash flows and pension liability for 5 to 10 year estimates in Excel with VBA macros.• Helped develop and personalize forecasting tools for client usage and easy manipulation through an in house web tool. • Ran forecasting analysis for clients to establish 5 year experience studies of multiple decrements rates (mortality, termination, etc.)• Helped create client specific analysis on bond rate models to better establish applicable discount rates based on projected cash flows and liabilities. • Helped create and present multiple presentations for clients detailing both annual recurring analysis and high level analysis for the valuation results as well as other special projects.• Project manager of a three man team for a multi-million dollar client for multiple valuation periods.• Monitored timelines to ensure client deadlines were met with a high quality product

• Budget, Cost Benefit and Trend analysis on the development of the largest non-commercial land purchase in California history. • Created multiple trend models for establishing real estate development of the Santa Barbara area.• Headed up a major project to establish the feasibility of a move to “Go Green” for the entire land development. This entailed detailing the scientific processes needed, the crop development and the trend analysis on costs.• Advanced and detailed work in Excel creating effective and efficient processes for the Analytic and Accounting departments. • Creating multiple reports and risk models establishing three and five year plans for various fields and special projects. • General Ledger work and accounting analysis for the Accounting Department.

• Failure analysis, structural analysis, and various lab duties• Contracted out to UL at Lafayette to be the Fluid Dynamics consultant for the Chemical Engineering Department on their multiple CFD projects with Fluent.