· Experience as finance team lead in the acquisition and integration efforts with Optum/United Health Group in the FinTech industry· Create from scratch the company’s comprehensive income statement to meet the various requirements of the expanded organization by understanding detailed business drivers· Forecast and budget the monthly/quarterly financials to upper management/executives with annual revenues of $120M+· Design and present PnL models that highlight the contribution margin of 100+ clients to help aid customer relationships, pricing of products and internal financial analysis· Lead and manage the monthly sales forecast pipeline which involve contributions from multiple department leads for each stage of the sales cycle

· Produce the monthly financial KPI presentation designed for the executive team and external investors in a private equity environment within the FinTech industry· Develop 130+ custom built commission and rebate statements for external customers, business partners and internal sales reps with monthly payouts ranging from $2M to $5M· Partner with functional managers to identify and implement process and reporting improvements to increase efficiency and overall growth· Build and report cost variance models that highlights cost savings opportunities across all functions of the business· Reconcile sizable forms of data to ensure financial accuracy/integrity via advanced Excel modeling/Tableau

· Streamline the Finance/Accounting month-end process by five full business days by developing dynamic Excel/Tableau techniques/Macros, which enabled the company to cleanly pass audit during its early start-up stages· Integrate the company’s internal data warehouse to allow management access to real-time data presented via Tableau

· Provided cost, fund-planning, reporting and analysis to upper management in compliance with regulatory processes · Forecasted Bookings/Sales/Profit/Cash Reporting/ETCs/Government Contracts/Staffing for the program· Extracted data from various business systems including SAP/APEX/MPM/BW/ELF/LAT· Certifications earned: Earned Value Management (EVM) and Six Sigma Specialist

· Analyze personal financials obtained from clients to determine strategies for meeting clients' financial goals· Implement financial planning recommendations and referred fourteen different wealth clients to upper management for financial plan implementation· Created and reviewed financial models including relationship pricing, proforma/debt analysis and rollover inquiry· Prepare presentations such as investment performance reports, financial document summaries and income projections to upper-level management review to help in business related decision making· Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting Commercial Real-Estate loans· Examine different commercial loans, reviewing copies of loan applicants' credit histories and corporate financial statements to better identify the strengths and risks involved in the proposed commercial loan deal· Competed and won the bank’s annual case competition. Worked in a small group spread across the country. Our reward winning presentation was based on an innovative mobile service as it relates to Real Time Banking