Active member and solution architect for the Americas Professional Services implementation team, serving as an architectural SME for designing and building Anaplan model solutions for new and existing client partners, translating legacy business requirements into multi-dimensional connected planning models.

• Vice President actively led multiple finance enterprise data solution development projects by leveraging the IBM Cognos TM1 Planning Analytics OLAP platform as a Business Systems Analyst, Solution Architect and Project Manager.• Extensive experience supporting the global index funds business as the subject matter expert in direct fund expenses, revenue modeling and profitability scenarios. • Key projects include repricing sensitivities and expense forecasting, as well as leading projects on fund level profitability and client level reporting as the OLAP lead expert.• Leveraged Python and SQL to extract, transform, and load data sets for use in designing data solutions to optimize business insights.• Modeled variable cost scenarios for index fund P/Ls for repricing analysis.

• Developed Data Science models utilizing Python designed to identify signals in net new flows into US iShares products across asset types.• Utilized Hyperion Essbase for North American FP&A forecasting models.• Designed $1.0tn fund level Direct Fund Forecast Model.• $2.5bn fund level revenue reconciliation, with breakpoint tiered revenue scaling model for validation BLK revenue to custodian models.• Key member of reporting team for 15c Annual 40 Act Fund Level Profitability Analysis for BoD, developing growth and scaling models of breakpoint savings and revenue sharing.

While at Crosslink, I represented the Investment Reporting relationship between the Accounting and Marketing departments, while coordinating the audited investment returns and the manner in which they are promoted in various marketing reports. Other ongoing reporting calculations:Manual calculations include Long book EPS and P/E, and ETF performance across funds. Representative investor calculations include blended Growth of a $1, Net IRR, TVPI, and PME across a family of Hedge Funds, Venture Capital Funds, and blended Crossover Funds. Routine performance reporting include mapping audited financials to Salesforce for LP level individual reporting, importing Bloomberg data using intermediate Bloomberg API functions, and preparing information for DDQ / RFP reporting.Special projects include:Troubleshooting analysis in Lightkeeper, Advent Axys, and Bloomberg terminal functionality, including syncing gross returns with LK and Advent Axys reporting platforms. Developing ongoing personalized LP performance reports for family offices and institutional investors.

During my time at Cascade I had the unique opportunity to work on multiple projects involving monetization modeling for unique illiquid assets, often using source documents and data conversion techniques to convert raw data and SQL database outputs into manageable benchmark modeling. Used advanced forecasting techniques to help model unknown data points to make informed assumptions regarding future valuations. Developed an updated valuation model with dynamic inputs based on historical benchmark data.

During my time at ITT Tech I managed a team of 4 that consistently ranked in the top 20 (out of 140 schools) for overall financial aid performance management, from quarter to quarter. I used daily Oracle and Cognos reporting software to track federal and private receipts of approximately $2,640,000 each quarter, and $10,546,000 annually from three separate government agencies: The Department of Education, The VA, and the California Student Aid Commission. I also worked closely with 3 other departments consisting of nearly 30 employees throughout the campus to promote communication and efficiency. My department tracked over 450+ individual ledger accounts on a weekly basis, including 80+ VA disbursements & refunds. I reached the highest 9-month performance goal possible on the ITT PP&E performance review and was promoted twice within the first 12 months of my time at ITT. I also hired, coached, and developed 3 new Financial Aid Coordinators as Head of the FA department.

Created and maintained comprehensive cash flow analysis, budget spreadsheets, and investment pro-forma. Streamlined the team’s internal business workflow to increase efficiency & communication within the team. Analyzed monthly financial reports as a key member of Finance Committee, correcting past financial decisions and implementing sound accounting principles. Created cash flow tracking and budget spreadsheets, negotiated highest and best contract offers for sellers, developed and maintained team website, business plan & sales strategy development, and systems analysis consulting.

Budget analysis and development, wrote and awarded multiple grant applications with private and federal organizations, development marketing materials, presented revenue generating programs to the Board of Directors, developed and maintained public relations with large donors and community leaders, wrote and maintained the company's complex marketing plan, and helped the Board of Directors with strategic business planning.

I proudly served as President of the social fraternity Delta Upsilon at the Stockton Campus of the University of the Pacific during the 2006-2007 academic school year. During this time, the Greek Life Department at the University awarded me the Chapter President of the Year Award in 2007, among many other chapter awards for my Fraternity. During my time as President, I managed an Executive Council, over 50+ active brothers, daily house issues, weekly meetings, reporting to our international offices, financials, and maintaining relationships with top school officials.

Specialized in assessing financial performance of company projects and investments. Negotiated & executed investment projects with new developers. Created cash-flow analysis systems for investors on current and upcoming projects.