• Lead multiple projects that drove strategic business decisions and improved operational efficiency, including $1.7M paperless billing statement cost reduction, creation of legal expenditure metrics, improvement of the expense reimbursement processes, and building a centralized portfolio driven forecast model.• Perform complex financial, budgetary, statistical, procedural, organizational, and other management analyses in support of business entities’ financial operation and tracking financial KPIs. Prepare a variety of detailed financial statements and reports requiring analysis and interpretation of financial data. • Create SQL queries to manage and update the mortgage portfolio, forecast the trend of the portfolio by using statistics and mathematics.• Collaborate with the executive team, business managers, and operational teams to analyze spend, track performance, and update forecasts.• Publish financial forecast results from the models with Hyperion financial planning system.• Produce a financial model to guide the cost analysis process by establishing and enforcing policies and procedures.• Identify and drive expense management improvements, including the creation of analysis and ad-hoc reports

• Design performance and target tracking reports for recurring and ad hoc programs.• Perform ad hoc analysis to support management strategic plans and investor decisions.• Prepare quarterly investor presentations.

• Assist in the preparation of the consolidated annual budget and monthly forecast and capital plans for 25 companies from various industries, including technology, food service, manufacturing, and international wholesale• Build pro forma financial models in support of business growth scenario analysis.• Ensure timely and accurate reporting of consolidated financial forecasts with variance analysis to prior periods and budgets.• Refine existing models and develop new models to better predict operating performance and minimize the risk of forecast/budget variances.• Assist with the development of standardized reporting that aligns metrics and drivers with the associated financial outcomes.• Develop and produce high-quality analytics to drive operating results.• Assist with other ad hoc financial analysis and reporting.Size of assets under managementWith $617 billion under managementWith a network of 23 countries and territoriesApproximately 607 investment professionalsOver 150 years of experience serving the financial markets

• Managed a team of 10+ people globally that delivered 50% of the company’s financial modeling products, including the largest risk management product (Aegis) that accounted for 70% of the company’s annual revenue • Globalized and rebuilt the data analysis department by improving the system of communications between analysts and senior management; reduced the annual employee turnover from 50% to 5%• Led client (investment managers) meetings that addressed index treatment of corporate deals and portfolio customization• Organized cross-functional projects that transformed the industry system and risk factors used in major models

• Analyzed major corporate actions and fundamental data for 45,000+ securities on a monthly basis• Led projects that expanded the model coverage of securities by 20% and Dow Jones, S&P, FTSE, MSCI indices by 50%