Streamlined M&A data analysis by leveraging Power BI to cleanse datasets and develop interactive dashboards, providing clear insights into KPIs for $900M divestiture projects. Accelerated financial reporting by utilizing advanced Excel functions-SUMIFS, XLOOKUP, FILTER, and UNIQUE-eliminating manual tasks and saving 12 hours monthly. Achieved over $6 million in cost savings by identifying and correcting a critical workflow error.* Identified and resolved a significant workflow error, saving… Show more Streamlined M&A data analysis by leveraging Power BI to cleanse datasets and develop interactive dashboards, providing clear insights into KPIs for $900M divestiture projects. Accelerated financial reporting by utilizing advanced Excel functions-SUMIFS, XLOOKUP, FILTER, and UNIQUE-eliminating manual tasks and saving 12 hours monthly. Achieved over $6 million in cost savings by identifying and correcting a critical workflow error.* Identified and resolved a significant workflow error, saving the company over $6 million.* Developed and maintained interactive dashboards using Power BI for clear visualization of KPIs related to divestiture projects totaling $900M. Show less

Handled the forecasting and reporting for the expedited liquidation of a $6.5B mortgage-backed securities portfolio. Created an ROE forecast model to optimize earnings throughout the liquidation phase. Provided key data and visualizations to support a successful $2 billion merger, ensuring smooth integration and strategic alignment. Aided senior management and the Board of Directors to guide critical decision-making. Executed process improvements to boost operational efficiency and enhance data… Show more Handled the forecasting and reporting for the expedited liquidation of a $6.5B mortgage-backed securities portfolio. Created an ROE forecast model to optimize earnings throughout the liquidation phase. Provided key data and visualizations to support a successful $2 billion merger, ensuring smooth integration and strategic alignment. Aided senior management and the Board of Directors to guide critical decision-making. Executed process improvements to boost operational efficiency and enhance data management capabilities.* Accelerated the liquidation of a $6.5B MBS portfolio, completing the process 6 months ahead of schedule.* Devised an ROE forecast model that strategically maximized earnings for mortgage-backed securities during the liquidation.* Played a pivotal role in supporting a $2 billion merger by delivering crucial data and visualizations to senior executives and the Board. Show less

Refined a comprehensive financial forecasting model using Excel and VBA, enabling precise forecasting of the company's balance sheet and earnings. Modeled the effects of various interest rate scenarios on future cash flows, optimizing strategies for Mortgage-Backed Securities (MBS), derivatives, and repurchase agreements. Headed the installation of a new trading system for $12B in assets, leading a team of six. Worked regularly with the Chief Investment Officer to ensure accurate asset and… Show more Refined a comprehensive financial forecasting model using Excel and VBA, enabling precise forecasting of the company's balance sheet and earnings. Modeled the effects of various interest rate scenarios on future cash flows, optimizing strategies for Mortgage-Backed Securities (MBS), derivatives, and repurchase agreements. Headed the installation of a new trading system for $12B in assets, leading a team of six. Worked regularly with the Chief Investment Officer to ensure accurate asset and liability valuation. Piloted the creation of over 25 reports for senior management and the Board of Directors, leveraging SQL, Excel, and Tableau for detailed data analysis.* Led a critical earnings impact analysis, influencing the decision to repurchase $85M in common equity.* Implemented a sophisticated calculator to accurately price Adjustable-Rate Mortgage-Backed Securities by projecting and discounting cash flows. Show less