• Ensures SOX business controls are in compliance and serves as liaison between business systems and internal/external audit teams.• Leads data privacy initiatives with business systems that will successfully adhere to policies and regulations as well as providing documentation in Confluence.• Conducts user access reviews across multiple applications to ensure access is accurate and complete. • Supports the definition, management, and refinement of project and operational backlogs as well as user story creation in JIRA.

• Conducted critical requirements discussions and manages dependencies across multiple functional areas while also supporting scope items in the backlog to achieve the best outcome.• Partnered with key stakeholders in Finance, Information Technology, Compliance, Legal, and other business stakeholders to develop, document, and optimize processes to effectively support the project’s key objectives in an Agile environment. • Provided user access support for users in Salesforce as well as help with user audit reviews.• Helped transform security requirements into user stories in Jira as well as provide documentation in Confluence.

• Served as subject matter expert on various financial systems for information security, compliance, access, and monitoring of new and existing users for the Compliance and Cybersecurity Division.• Ensured adherence to security requirements and processes to maintain highest level of protection for source code, secure interfaces, passwords, and Oracle financial data. • Lead and coordinated the gathering of artifacts for NIST 800-171 which included assessments, reviews, evidence, and other items as needed.• Helped with system audits for SOX and SOC as well as POAM management with owners to be sure application controls were in compliance.

• Developed and maintained an understanding of business processes, applications, customer needs and established working relationships with key business managers.• Worked with project managers and product owners to support the project management process which includes planning, defining scope, design, quality assurance, compliance, user acceptance testing, and documentation in the Agile methodology lifecycle. • Evaluated and created user stories for accounting, finance, and production support system related issues by means of SQL querying and data analysis as well as support various value streams in IT Finance. • Lead multiple project initiatives and gathered requirements from business to deliver to development team.

• Provided support for existing projects, including functional support for end user needs.• Collected data and managed information in Excel through various functions such as vlookup and pivot tables.• Followed existing processes to modify access to various users and have knowledge of various systems and platforms using Oracle and Access Central to conduct data analysis.• Effectively communicated with project team and mid-level management regarding end user analysis results.

• Clarified system, workflow, and process needs with operations to understand the purpose and content of requested enhancements. Document business requirements and technical details using Accel.• Identified system enhancements that would improve business processes and support future business needs.• Developed detailed technical design for workflow automation, and implemented system changes including monitoring for successful and intended outcomes.• Lead and facilitated meetings with project team, end users, and senior management.

• Fulfilled daily application support responsibilities by responding to user inquiries regarding application related problems in the FPCMS mutual fund business systems.• Ad hoc assignments included detailed demographic, metric, productivity reports and analysis. • Responsible for daily processing of asset activity received by business clients, including trade settlement, accrual adjustments, amortization schedules, equities, and fixed income instruments. • Used excel to create pivot tables, formulas, and macros for financial reporting and to keep track of various fund setups and error logs. Used Tableau to run reports.• Researched derivatives such as futures, options, and swaps to make sure position holdings and shares were calculated correctly.