• Managed company-wide ESG programs and policies internally, helping the firm commit to Science-Based Targets Initiative (SBTi) backed goals, submit an EcoVadis questionnaire, calculate Scope 1, 2 and 3 emissions, establish a decarbonization plan and maintain various other compliance activities to preserve client relationships with associated revenue valued over $10M annually.• Drafted and submitted multiple clients’ Carbon Disclosure Project (CDP) Carbon and Climate questionnaires to ensurecompliance with customer demands.• Revised a client’s EcoVadis questionnaire and resubmitted evidence to achieve Gold status, thus meeting customer pressures for contracts amounting to over $2M in revenue.• Drafted ESG reports and annual updates for multiple companies spanning across industries such as real estate, professional services, oil and gas and communications.• Participated and took leadership roles in numerous internal organizations and employee resource groups, such as A&MOne (PRIDE), A&M Equity Change Team, A&M Diversity, Equity and Inclusion Advancement Group and Green Teams.

• Worked in a fast paced, high intensity environment and assisted with meeting tight court deadlines for high-profile cases.• Executed claims reconciliation process by evaluating 1,000+ claims; prepared claim detail summaries to assist with the distribution process, and prepared claims exhibits to facilitate the objection process.

• Filed numerous State and Federal returns for hedge fund and private equity fund clients.• Reviewed K-1s for one of our hedge fund clients for quality assurance purposes.• Taught incoming staff how to utilize important workbooks that aided in the completion of tax returns.• Received return offers from EY Boston and EY Singapore.

• Advised a food service company to move to a newer and larger kitchen to avoid a cease-and-desist order from the state, thus resulting in 30% additional revenue.• Filed Massachusetts and IRS tax documents including but not limited to 1020S, 1040, and a 355S for individuals and S-Corporations valued at over $2 million.• Entered journal entries on QuickBooks that affected a variety of different accounts such as cash, accounts payable, and accounts receivable.

• Contributed to the implementation of a project that brought a branch of the credit union to the local public high school, resulting in a 25% increase in member accounts below the age of 18.• Developed and implemented marketing plans that resulted in the expansion of our customer base by 100 members in just two months.• Led an initiative to reduce the supply cost of boxed checks, saving the bank 34% without any loss in quality.

• Performed member transactions with accuracy and precision while cross-selling a variety of credit union products, such as credit cards, debit cards, and personal loans to increase credit card accounts by 10%.