• Managed the largest employee group in the company (~21% of consultants). Innovated and simplified a major pain point in reconciling timecard between the vendor management system and the corporate timekeeping system. New process reduced manual effort and expedited collections for the most prominent client. • Provided action oriented monthly margin analysis and highlight specific problem areas and trends. • Responsible for accounts receivable for the entire company. Reported weekly collections details for the executive leadership team. Identified at-risk accounts and coordinate escalation efforts with the VPs of each division. • Tracked customer purchase orders and analyze remaining availability. Coordinate customer renewal purchase orders. • Calculated commission reports for referrals and recruiters timely and accurately. Build and tracked overhead expense budgets for the enterprise support services division. Identified an inefficient and risky reimbursement process. Key stakeholder in developing an enhanced reimbursement process and rolling out the new Expensify system. • Coordinated master data initiation and validation for all entries to customer, project and resource level data elements that are within the accounting system. Independently analyze, identify and resolve all errors and inconsistencies in master data and customer/project setup.• Served as a key liaison to customers and prospects. Synchronized and handled issues/inquiries with urgency and tracked the successful resolution of customer matters. Keept leadership team informed of the status on customer inquiries, issues or opportunities.

• Oversaw the M&O and Dynamics segments from the Segment Program Manager (SPM) perspective. Collaborated with Plan Design, Incentive Analytics, MSIT, and Field Compensation Analysts to evaluate eligibility for program support. Assessed FY17 Feasibility and Implementation Board proposals. Built strong partnerships with internal stakeholders by engaging in weekly v-team syncs. • Initiated Top Attainment/Gold Club data accuracy projections for FY16 and FY17 manual revenue adjustments. Consolidated the findings into process and workflow decks used in executive level reporting. Partnered in presenting deliverables and engaging with stakeholders. • Directed the International Revenue Allocation dispute cases. Drove the engagements between subsidiaries to help resolve revenue and quota disputes. Managed over 125 cases and shifted over 18M in revenue. Created the allocation override adjustment and quota shift files in a timely and accurate manner. Produced and presented case overviews to GM level arbitration committee. Recommended a resolution after detailing the evidence and field engagement.• Improved the central manual revenue adjustment submission process by developing a standard template for every adjustment owner. Built-in validations that called out missing or incorrect data, resulting in 63% accuracy increase for submissions. This template was used to shift over 3.6 billion dollars in FY16. • Engaged with the manual revenue adjustment stakeholders to provide training on the template features and collect usability feedback. Established expectations for the submission timelines and data quality. • Fostered a close partnership with the operations support team responsible for processing the manual revenue adjustment submissions. Built and maintained a SharePoint to establish program efficiency.

• Responsible for creating, reconciling, and analyzing new accounts for the firm’s largest product which averaged over 20 million in new assets daily. • In charge of monitoring and progressing trading activities for the Portfolio Managers.• Created daily reports for two department heads and the CEO of Eaton Vance on new account creations and accounts restricted from trading. • Managed the data feeds for all domestic accounts.

• Assisted in management of 31+ million dollar loan portfolio: Built excel tracking systems for loan maturities, extensions, modifications, monthly sales, & interest. Ultimately the tracking system was used for in-house functions as well as reporting to banks and the firm’s annual audit.• Assisted in management of 10 million dollar line of credit: Specifically in charge of compliance and collateral management with our bank. • Accounting: Responsible for A/P & A/R. Created & maintained vendor digital and hard files. Reconciled cash and credit cards for three entities. Prepared and made bank deposits. • Cash flow projections: Created and maintained cash flow projections for each loan category. • Risk Analysis: Performed analysis on portfolio risk to help track and improve the valuation system.• Customer service: Point of contact for accounting inquiries.

• Full Charge Accountings: Responsible for QuickBooks, payroll, bill paying, quarterly tax reports• Job Cost & Profitability: Researched completed jobs to determine strengths and weakness in bidding procedure. Analysis was used to improve labor and material estimations.

• Intern Activities: Participated in classes on types of investment vehicles and sales techniques• Advisor’s Assistant: In charge of data entry and document originations.