• Execute complex forecasts and reporting presentations for monthly and quarterly board of directors meetings • Manage all phases of the $50B+ company’s fiscal year budget process, including integrated timeline establishment, data source consolidation across 6+ teams, and summary deck development for board of directors • Support integration of online brokerage company after $725M acquisition• Lead internal quarterly reporting of income statement, balance sheet and key operational metrics used by investor relations and senior leadership in preparation for quarterly earnings calls and press releases• Create internal monthly and quarterly flash reporting, presenting synthesized and actionable variance analysis to senior leadership with respect to the firm’s income statement, balance sheet, and key performance indicators• Partner with IT and Finance to enhance functionality, efficiency, and data availability within forecasting and reporting software

• Work with Risk and Finance managers/peers to manage and understand credit risk exposure across the organization• Assist in assessment of the Allowance for Loans, Leases, and Losses (ALLL) for Auto Finance, Bank Mortgage, Commercial Finance and Ally Bank• Evaluate and articulate the key drivers of change and downstream impacts to the balance sheet and income statement• Develop & deliver quarterly financial forecast presentations to Ally leaders• Assemble Allowance for Credit Loss (ACL) Committee slide deck to be presented quarterly to Ally executives• Leverage Microsoft Excel proficiency to analyze and manipulate large volumes of data

• Teamed with EY management to develop, deliver, and implement client restructuring proposals• Advanced communications and strengthened partnerships across EY to serve clients in the banking, utility, medical, manufacturing, and film industries• Managed client documentation and deliverables on web-based platforms• Reviewed and improved quality of client deliverables • Mentored, coached and provided developmental feedback to six associates and interns, and eight global rotators from India throughout multiple engagements

• Staffed on mortgage look back project for Fortune Global 500 financial services company• Collaborated with project leaders to implement improved guidance and procedures • Trained 20+ loss mitigation team members in critical reporting and data mining tools• Integrated a 30-person EY loss mitigation satellite office alongside firm leaders, including: o Directed technical installation of office equipment o Initiated project life cycle o Contributed to daily status communications with project management

• Partnered with EY India to facilitate efficient completion of 300+ federal and state tax returns for Fortune 500 utility company• Conducted activity-related interviews, analyzed associated data, and wrote technical memos to calculate and support a Fortune 500 client’s research and development tax credit• Researched and analyzed tax law to deliver presentations to managers, senior associates, associates

• Provided support for senior wealth manager advisor during client meetings• Researched individual securities, bonds, mutual funds to present to wealth management advisor