Treasury Analyst• Develop Equity walk and Long-Term Debt schedule to assist with improving forecasting accuracy for the holistic bank portfolio• Monitor and analyze marker rate reporting in order to assist the ALM desk in forecasting and developing assumptions• Successfully own and prepare ALCO and TIMC package for executive review, including analysis of funding, investment performance, and risk factorsCommercial Banking Analyst• Prepared and analyzed monthly and quarterly close activities, in addition to forecast packages for the Commercial Banking line of business• Owned preparation of comprehensive monthly package for senior management analyzing and driving action of root-causes of significant changes and overall business performance• Assisted the Commercial pricing team in analyzing deal terms, pricing, and strategic alignment to support deal review with Relationship Managers• Identified and resolved a revenue share disconnect between commercial product lines and supporting finance teams

• Ensured accuracy of monthly $3M P&L report to ensure accuracy of journal entries and understand root-causes in order to provide update to senior management resulting in $55k savings• Comprehensive review of weekly labor hours, outbound lines, and inbound lines for distribution centers through which I identified and resolved a system discrepancy• Assisted North America warehouse controller and worked closely with Ernst & Young in preparing cost samples and inventory reconciliations for annual audit• Monitored maintenance expenses, year-over-year variations and derive operational decisions resulting in service contract renegotiation with vendor

• Conducted FinTech investment landscape analysis in order to engage in weekly investment review meetings with senior management to discuss portfolio performance, pipeline, and exit strategies.• Assisted in equity investment process through: managing deal flow, conducting due diligence, assessing management teams, and reviewing term sheets.• Managed overhaul of M&A deal tracking system in order to capture historical comparable and key deal metrics.

• Ensured accuracy of monthly $3M P&L report to ensure accuracy of journal entries and understand root-causes in order to provide update to senior management resulting in $55k savings• Comprehensive review of weekly labor hours, outbound lines, and inbound lines for distribution centers through which I identified and resolved a system discrepancy• Assisted North America warehouse controller and worked closely with Ernst & Young in preparing cost samples and inventory reconciliations for annual audit• Monitored maintenance expenses, year-over-year variations and derive operational decisions resulting in service contract renegotiation with vendor

• Prepared monthly labor, benefit, and expense reports to determine appropriate usage of university funds and grants• Audited purchase orders and expenses in order to ensure accuracy and compliance with policy guidelines• Administered all financial matters related to university clinical trials and research efforts

• Standardized financial statement preparation in order to improve cycle and capital efficiency within yearly contractual margin analysis resulting in more accurate cost allocations over the life of the contract• Managed and developed relationships with engineers, auditors, and financial analyst in order to understand the full scope of work and implement a statement solution with across-the-board impact