• Responsible for the creation/maintenance of the $2M budget of the Global Operations team, consisting of personnel in the US and Hong Kong, freight & overhead• Controls customer pricing and ensures the budgeted margin is realized as input costs fluctuate • Facilitates the on-time & on-budget production of over 5 million units of products annually • Introduced costing reconciliation process that allowed the analysis of estimated costs vs actual landed costs & chargebacks. This saved the company over $400k in 2022 alone.• Implemented numerous systems including Zenefits, Shopify, & NetSuite that helped the company manage its growth from 5 employees and $25,000 in sales to over 35 employees and $10 million in sales • Negotiates pricing with contract manufacturers and reviews supplier performance & quality to ensure they align with business needs• Report and monitor financial results/operational performance of the various production & warehouse teams to senior management & investors• Contributes to the forecasting process and multi-year business plan• Support financial and business reporting which included weekly, monthly, and quarterly business and financial reporting• Investigate variance drivers through partnership with cross-functional stakeholders and create action plans for resolving any identified discrepancies.• Analyzed demand plans & communicates supply needs to vendors• Manages Supply Chains from domestic suppliers and those in Asia and Europe• Sources new factories globally to meet customer needs from pricing & volume or to meet local requirements• Keeps & updates documentation for compliance purposes for product & factories.

• Built budgets & supported division management for over 1700 stores for all P/L lines• Budgeted & forecasted SG&A expenses for over 8500 stores.• Performed ad-hoc analysis, decision support & monthly reporting for over 1700 7-Eleven Stores and Senior Management.• Modeled the value of 7-Eleven Inc. (using the DCF model) as a part of the annual impairment testing process. • Supported the Real Estate department during the annual budget process by performing analysis of various transactions, such as store construction, remodeling, travel, consultancy costs, etc. • Created and presented the monthly business reporting to the CFO & shareholders• Performed Post-Acquisition financial analysis to enable management to reconcile the results of pre-acquisition due diligence with actuals post closing• Provide supporting detail for management to use in evaluating business activities and making necessary adjustments• Worked and collaborated with numerous functional departments, such as Real Estate and Franchising to build inputs into the forecasts / budgets.• Thorough understanding of key business drivers and effective communication of analysis.• Analyzed the trends and other relevant information to develop operating assumptions necessary to complete Business Plans, Budgets, Mid-Year Plan and Bi-Monthly Forecasts

Team Lead for a group of senior associates responsible analyzing and reconciling trade risks for $1.6 Trillion of customer assets.Performed root cause analysis to identify new trends and research new sources of data.Developed new methods that increased efficiency, scalability, and reduced operational risk.Subject Matter Expert and point of contact for various Mutual Funds operations processesCommunicated research findings to senior management and other departments.Organized and facilitated meetings to promote knowledge transfer and project progress.Facilitated the migration of a Microsoft Excel-based process to a fully automated platform. This provided the firm with more robust controls and mitigated risk due to human error.Liaised between Technology teams and Functional teams to facilitate the migration of Hyperion Brio based reports to SAP Business Objects.Integrated a new financial product onto the reconciliation platform which enabled the reconciliation of an additional $11 Billion daily.Created and document new operational procedures and propagated to senior management.