▫ Understanding of Hedge Accounting and Economic Hedge treatment of derivatives used for risk management▫ Research regulatory guidance and operational impacts of new derivatives strategies▫ Perform quantitative and qualitative valuation related analyses on a variety of derivatives asset type▫ Prepare/Review monthly and quarterly GAAP and STAT financial reporting impacting derivatives line items▫ Monitor economic impact and research outages related to derivative collateral holdings, P&I, exchange-traded and OTC derivatives for futures, currency forwards (foreign exchange), options and swaps.

▫ Research and assess the impact to Investment Controllership when there are new accounting guidance changes▫ Work with different departments within Controllership and Investments to assist with an implementation plan when there are guidance or regulatory changes▫ Partner with portfolio managers on new investment ideas, reporting treatment, financial statement impact and capital impact▫ Coordinate the FRC and Internal Audit testing for Investment Controllership▫ Manage CECL and the impairment process▫ Prepare Statutory and GAAP financial statements, disclosures and footnotes on a quarterly and annual basis

▫ Prepare and review quarterly and annual GAAP and Statutory investment schedules.▫ Utilize investment accounting principles to analyze finance records in order to meet SSAP, NAIC, GAAP and Statutory regulations.▫ Conduct monthly analysis on yield and income variances on fixed income securities.▫ Assisted other team members on resolving issues and answering questions concerning daily activities and corporate actions.▫ Support individual and team accountability to meet or exceed expectations in both time and quality by providing direct and actionable feedback to internal and external partners.

Responsible for creating detailed project road maps, plans, schedules and work breakdown structures for stakeholders of the project. Supervised in the completion of full System Development Life Cycles, IBM BigFix and ILMT installations, Amazon Web Services, BPF Migration, and ESB to IBM Integration Bus (IIB) Migration.

Managed a team of fund accountants to ensure accurate calculation of daily and periodic Net Asset Valuations (NAVs) for multitude of different mutual funds. Assisted in a variety of fund valuation methods, reconciliations and fund conversions.