• Manage $30MM advertising, promotion and trade budgets across portfolio of $350MM brands, including forecast assessments and variance analyses that lead to accurate P&L reporting each month and quarter-end cycle• Evaluate profitability and margin KPIs associated with category, product and SKU levels to determine cost and volume drivers. Deliver volume and operating income summaries to cross-functional teams as part of S&OP process• Involved in coordinating inputs for AOP volume forecasting and total business division expense planning for 2023• Utilize advanced Excel formulas, BPC analyses and SAP functions in day-to-day projects and ad-hoc reports

Responsible for recording and auditing investment transaction ledgers associated with 63 domestic and international mutual funds ranging in net assets from $5 million-$10 billion, including that of trades, profit and loss, interest/dividend payouts and taxes. Engage in daily mutual fund pricing function to determine net asset value and distribute to shareholders and various vendors. Reconcile records for accuracy and compliance with GAAP by coordinating with external partners such as custodian and investment banks, corporate investment solutions softwares and data substantiation firms.

Responsible for driving ~$10,000 revenue per month by discovering clients’ priorities and goals. Connected customers with a targeted portfolio of 25+ solutions including an array of personal and business financial services, loan and credit opportunities, digital banking solutions and day-to-day account management. Built and sustained ~30 client relationships per week by initiating and maintaining effective and personal communication with new and existing clientele; utilized Salesforce for client management.

Conducted ~$1M in transactions per week including account management, cash handling, payables, wires and foreign currency. Provided financial solutions, assisted with lending services and built 10-15 personal and business customer relationships per week.