• Effectively used programs, such as Hyperion and SAS, to develop five year financial forecast for senior leadership• Developed multi-year Capital Plan, partnering with appropriate subject matter experts on all core elements of the CCAR exercise, including: PPNR and balance sheet forecasting, capital policy and capital adequacy assessment process, risk identification, financial health assessment and evaluating financing methods.• Successfully implemented a five year division wide strategic plan covering financial projections key financial metrics for strategic goal owners.

• Develop revenue and expense models that support strategic decision-making efforts by providing • Prepare P&L reports for senior management detailing cost drivers and alternative methods to increase revenue stream.• Review salary and benefit commitments, reconcile and manage a budget of over $90 million, and project future fund balances to ensure appropriate and proper use of budgetary resources. • Evaluate recharge rate proposals and make recommendations for rate approvals to the Assistant Vice President-Business Operations. These include Labor rates, Service Core composite rates, and Per Diem rates.• Established a successful process improvement plan to decentralize benefits across all units in order to accurately reflect current and permanent operating costs.• Previously developed, and currently managing a campus-wide database of more than 1,000 permanent employees by tracking salary and benefit increases, new hires and retirees, as well as collective bargaining unit agreements.

• Examine budget estimates and proposals for completeness, accuracy, and conformance with established concepts of fund accounting, procedures, and regulations.• Analyze monthly department budgeting and accounting reports to maintain expenditure controls.• Consolidating data for budget presentations and providing an overview of the financial status of all operations for directors, controllers, and top management • Provide advice and technical assistance with cost analysis, fiscal allocation, and budget preparation.• Prepare and distribute budgeting reports, answer inquiries, and reconcile discrepancies in records and accounts.• Perform cost-benefits analyses to compare operating programs, review financial requests, and explore alternative financing methods.• Analyze current year performance, and a prediction of next year’s beginning and ending carry forward for all funds: Systemwide Assessment, Federal, and Statewide funds.

• Perform in depth analysis of debt instruments, income statement, statement of cash flows, collateral and balance sheet safety• Analyze financial performance of private equity fund holdings, high yield bonds, and options to assess portfolio risk and profitability • Develop and manage complex Excel-based financial models (e.g. Monte Carlo Assimilation and Capital Asset Pricing Model)• Analyzed the impact of debt and equity financing on capital and ownership structures• Develop financial tools to measure performance of portfolio (e.g. Style Analysis, Benchmarking analysis, key performance indicators)Provided Timely Financial and Operational Information to Senior Management• Assisted in managing a budget for the endowment of the university and then use that money to invest in buying and selling of stocks, high-yield bonds, hedging for risk management, options and other areas of the market • Prepared presentations on PowerPoint and various investor documents on Word and Excel to the investing board• Provide comprehensive reporting, analytical, and actionable recommendations to senior management to help with investing business decision