- Manages FP&A and Capital Management teams to support client operating and capital budgeting, reporting and controls.- Team designed and implemented a financial reporting platform that joins 6 different data sources into one tool analyzing 80 thousand lines of data monthly. - Partnered with sourcing team to build an analysis of 40 plus cleaning and janitorial vendors. This provided an ability to create multiyear budgets and forecasts at a building level for 2,300+ properties by cleaning commodity and vendor. Analysis has led to efforts focused on the reduction of cleaning costs portfolio wide.- Responsible for creating financial models representing various scenarios of capital investments. Results used to decide multi-million dollar capital investments.

- Super-User for the Marketing Finance implementation of SAP EPM reporting.- Remediated reporting for conversion to EPM and led training of broader finance team as SAP eLedger began to be the book of record for Bank of America’s general ledger- Provided product unit reporting, forecasting and planning for Bank of America’s Targeted Customer Offers.- Expense reporting, forecasting and planning for the Customer Data, Analytics and Modeling team.

- Studied the proposed EITF 13b changes, researched effective yield calculations, manually analyzed over 660 investments to determine the impact of converting each investment as it stands today to this new proposed method. This analysis led to the banks senior executive management team raising concerns of the implementation of the changes to FASB. My analysis quantified the one time impact of the accounting changes as well as the technology changes that would be required to implement. Result was for the bank to proceed with an alternative accounting method that was acceptable to FASB.- Forecast and plan tax credit income from real estate investments in low income housing, new markets and historic areas. Scope of work includes analysis of 600+ tax credit investments with annual tax credits of $700+ million and annual investments of $850 million. Analysis is presented to business partners for strategic decision making on making investments or selling tax credit portfolios.- Review current financial analysis process for opportunities to develop a more efficient, optimized process. A business review for common elements resulted in 6 models being consolidated by using Excel to standardize the base elements. Moving to the new business model resulted in a process that saved at least 3 days work on a monthly basis, freeing up capacity for the analyst and manager. - Led team in automating reports leveraging Microstrategy and Essbase for recurring reports.

- Key leader for the Corporate Workplace Finance integration of Countrywide and Merrill Lynch real estate portfolios into a business as usual environment.- Directed department efforts in transitioning to Hyperion and Essbase for reporting, planning and forecasting from an Excel based format.- Led special projects such as business case development, benchmarking, outsourcing validation and ad hoc reporting to support business partner decisions.- Oversaw the Corporate Workplace Finance relationship for outsourced facility management that included annual expenses exceeding $100 million. - Enhanced and implemented new process for allocating direct expenses to the various Bank of America line of businesses from majority pooled rate structure to a by building rate structure.- Conceptualized and implemented process to collect repairs and maintenance expense on a by building basis from 220+ property managers and include in a by building rate process.- Presented forecast and plan details to portfolio and executive leadership teams and successfully worked with portfolio management teams to identify and reduce expenses to meet financial targets.

- Commercial Real Estate Finance lead for large merger that included analysis of staff rationalization, creating outsourcing models, disposition of properties, and tracking merger saves.- Create various models for the large including purchase accounting.- Developed automated financial reporting models.- Work with facility partners and clients on development of cash flow models and analysis of large real estate transactions.- Provide support to Global Consumer and Small Business Banking for allocated occupancy expense that exceeds $1 billion. - Provide monthly financial analysis and variance reporting on allocated occupancy expenses.

- Developed database to enable cross-functional team use the Fixed Asset system.- Participated in cash flow modeling of large portfolio sale/leasebacks valued at $1.2 billion.- Create various models for a large merger including purchase accounting adjustments on owned properties and mark-to-mark adjustments on leased properties.- Created mapping structure to move all merger related fixed assets into the legacy model.

- Assist the LOB with development of plan for project related expenses and capital plans.- Manage occupancy reserves of $250MM covering eighty properties that are part of the international and domestic portfolio. - Support and coordinate leased and owned real estate dispositions including asset write-offs and distribution of sale proceeds.

- Assisted in revaluing product line.- Researched revenue implications of discontinuing product classifications.- Developed system to track pricing questions from sales department.

- Prepared and analyzed short and long-term financial and resource plans, including headcount planning and expense budgeting.- Assisted in setting and meeting quarterly and annual targets and forecasts.- Performed variance analysis on monthly expense reports, presenting measurements to the IBM RTP manufacturing controller.- Researched and provided product cost for all brands of IBM computer products.

Infantry - 2nd Battalion 3rd Marine RegimentSurveillance/Target Acquisition - 2nd Battalion 3rd Marine RegimentMarine Security Guard - Moscow, RussiaMarine Security Guard - Caracas, VenezuelaInfantry - 2nd Battalion 6th Marine RegimentChemical, Biological Incident Response ForceUSMC Reserves