• Spearheaded annual financial due diligence assessments for asset-backed securitization and lending arrangements ranging from $50 million to $1 billion. The underlying collateral included portfolios of Trade A/R, Consumer Loans (auto, buy now/pay later, credit cards), Real Estate, and Machinery & Equipment• Conducted 50+ in-depth risk assessments for potential warehousing agreements, analyzing portfolio factors such as receivable concentrations, total dilution percentages, and delinquency trends• Researched detailed financial trend analyses across diverse industries, including but not limited to Financial Technology Lenders, Financial Service Companies, Real Estate Management, and Consumer Products• Led the Health and Fitness committee to host monthly office-wide lunch walks and sporting leagues

• Elevated player strength, agility, and game proficiency through targeted and effective practices• Instilled lifelong values such as discipline and sportsmanship in team members 10 - 13 years old• Embodied a positive role model for both team participants and spectators within the community, fostering a culture of respect and inspiration

• Crafted State tax returns for major entities, including some of the largest C- Corporations, S-Corporations, and Partnerships in the United States• Identified and implemented strategic tax-saving measures, resulting in substantial cash savings for clients, including amounts exceeding $1,000,000 in specific jurisdictions, achieved through research and identification of special savings opportunities• Collaborated with the data and technology team on multiple projects, leveraging advanced software such as Alteryx to create innovative workflows, to streamline processes, and reduce time required for clients in preparation of workpapers

• Prepared 30+ corporate and state tax returns the subsidiaries of Ohio National Financial Services, across multiple jurisdictions • Peer reviewed colleague’s returns to ensure accuracy and completeness of the returns