Genevieve D. Lukoff-Kline, Mba Email and Phone Number

Supporting the development of the new FP&A team at Integrity and assist in the collaboration of the execution of the annual financial planning process on the health side, including the preparation of budgets, forecasts, and long-term strategic plans.• Collaborating with department heads of business units that are under the Integrity umbrella to establish and manage the budgeting process, ensuring accurate and timely submission of budget inputs. Perform ongoing forecasting and variance analysis to provide insights into financial performance.• Conduct comprehensive financial analysis to support business decisions, identify trends, and make recommendations for cost optimization and revenue growth. Analyze key performance indicators (KP|s) and provide actionable insights to improve overall company performance.• Developing and maintain financial reports, dashboards, and key metrics to track financial performance against goals. Present findings to senior management, providing clear and concise explanations and recommendations.• Assist in the development of long-term strategic plans and financial models to support business expansion, new product launches, and other growth initiatives. Evaluate investment opportunities and assess their financial viability.• Identify opportunities to enhance financial planning processes, tools, and systems. Drive process improvements to increase efficiency, accuracy, and quality of financial analysis.• Maintain, enhance, and contribute to the continuous improvement of the FP&A reporting and modeling tool.

Key partner to the Technology Leadership Team; assisting in driving change to modernize client experiences while ensuring technology resiliency and security.Manage financial planning, business analysis, and the monthly financial close process to inform decision making.Perform complex labor analytics for the organization that is frequently identifying opportunities to optimize it’s labor needs in connection with business objectives.Operate the workflow of new purchases ensuring that oversight, thoroughness, and financial visibility are key cornerstones of intended purchases.Build strong business partnerships with technology leadership while informing and influencing strategic decisions.Driving structure and lead analytics and other decision support projects in expense management and acquire in-depth understanding of complex financials and challenging business enterprises.

Supporting the real estate team in analyzing and assessing real estate portfolio performance, facility operational and financial performance, undertake real estate assessments, active manager in portfolio strategy and optimization analysis. Responsible for transaction management support, capital plan modeling, energy utilization assessments and analysis of strategic opportunities. Key Responsibilities:- Financial modeling and analysis for individual initiatives.- Lease and real estate performance modeling and analysis.- Portfolio modeling and analysis, focused on optimization (involvement in the management of Tenet’s key 2022 business initiative.)- Development of the portfolio process creating financial models and a performance management platform that will be used to assess the performance of the portfolio in each market and region; monthly, quarterly, and annually.- Capital planning and cash flow scenario planning.- Sustainability tracking and analysis.- Support of strategic initiatives and coordination with internal departments in order to execute assigned projects.- Engagement with stakeholders in the data gathering and due diligence efforts in corporate and in the market. - Real estate assessments: physical, financial, and strategic to support leadership decisions. - Development of strategic conclusions and related presentations for review by senior executives and the board of directors.

Finance senior associate for 24 assigned departments under Corporate Finance, Financial Risk Management, Corporate Risk Management, Human Resources, and Corporate Communications. Responsible for partner relationships, forecasting/ budgeting the P&L, cash flow analysis, head count analysis, closing for the month and year-end, assisting to create the CFO Report, and assisting to create the Flash Report that went directly to the CFO and Board of Directors. • Examined the departmental budget variances to actuals, forecast, and budget for monthly and annual results to make sure departments are on track for annual budgets compared to previous years. • Submit budget and forecast data to Oracle PBCS for consolidation and reporting. • Validate consolidation of budget and forecast data in Excel. • Leading finance administration of Oracle PBCS; consolidation, archiving forecast/budget versions, hierarchy, and headcount management. • Leading finance administration on financial reporting, with a focus on continuous enhancements, and automation in financial reporting to assist the CFO. • Mentoring compliance posture by maintaining internal policies and procedures on regulations. Perform risk analysis on ad-hoc projects to build forecasting and budgeting spreadsheets for departments to rely on. • Mentoring and leading the internship program in the finance department. • Is a leader in the OCC's Women's Leadership Network (WLN) internal corporate events and assisted with The OCC Academy events in women leadership.

Creating and modifying commercial real estate financial models while performing financial risk analysis on prospective investors who are needing multi-million-dollar loans for their development projects, while using research and analysis to determine if they are a good fit with Hall Group. • Researching investor's real estate risk in development's market to better understand if the client is going to excel with Hall Group. • Develop competitive property analysis by designing financial models and algorithms determining risk of each investor needing a loan from Hall Group. • Lead financial projections and analysis relating to prospective investors on commercial real estate projects. • Creating comprehensive written internal loan recommendations for presentation and review by Hall Structured Finance executive committee.

Responsible for reconciliating and underwriting mortgage loans in the investor accounting department with supporting as an individual contributor to the investor accounting and financial reporting departments. • Managing reconciliation and underwriting mortgage loans in investor accounting to assist with financial reporting. • Perform analysis of exception reports during reporting cycle to make required corrections to loans. • Acts in role of relationship manager when reporting on mortgage loans with clients. • Prepare and delivers investor reporting for agency or private investors. • Prepares remittances to investors along with related cash management functions. • Performing reconciliations of accounts for either agency, private securities, or clearing accounts. • Clears reconciling items within 90 days from point of identification or earlier based on investor guidelines, either through internal wires, escalations, or investor adjustments. • Prepare wires, general ledger entries, as needed to remit or clear aged items timely, and accurately for accounting. • Perform detailed loan level analysis of loan exceptions, using Excel and various workflow and servicing systems.

• Attended various TIAA’s training seminars on TIAA investments, equities, emotional intelligence, and customer service.• Was sent to the headquarters in New York for finance and investment seminars with Roger Ferguson the CEO, marketing leadership team, and executive portfolio managers that presented on the panel while I was there. The company also sent me to Denver, Boston, and Charlotte to their regional offices for meetings and events.• Shadowed financial consultants, regional sales directors, wealth managers, traders, marketing consultants, portfolio managers, the TIAA Executive Marketing Team, the Marketing RFP Team, consultant relation directors, relationship managers, and sales consultants. • Involved in complex projects and completed challenging assignments in the corporate finance department in the summer of 2017 and the marketing department in the summer of 2018. • In the summer of 2018 I was involved in presenting to the Executive Marketing Leadership team on where to market to millennials in the next five years, I also edited and revised metric spreadsheets for the Marketing RFP team, formatted RFP’s, and revised disclosure scorecards for the marketing webinars.

• Respond to external vendors and internal managers regarding all aspects of the accounts payable process, including processing invoices for payment, recording sales tax, assisting with bank reconciliations, and documenting loans.• Research information to provide accurate and timely solutions to internal clients and vendors at multiple locations.• Verify the accuracy of vendor invoices and confirm that the correct general ledger account codes are used.• Generate payment to vendors on a routine schedule and match the check with backup for review by the financial manager.• Inspect paid and unpaid invoices including cleared payment inquiries and check voiding to maintain accurate files and records according to company standards.• Review automatic payments to ensure correct coding and authorization as well as sufficient contracts and documentation.• Develop and maintain a filing system for financial information, records and documents to ensure easily available information.• Monitor account balances, track expenses, prepare analyses of accounts and related financial activity to produce monthly financial reports.