Kassandra Lewis Email and Phone Number

Office of the President

Structured Finance Team Project Management (Collaborating with internal ABS, CLO, RMBS, & CMBS asset class teams)Manages custom product implementation projects by working with clients throughout the project management process (delivering via software and APIs)Researches, develops, and improves internal workflows by utilizing company resources and external methodologiesResource optimization driver (providing clarity through analysis and reporting)Product Pricing Committee HeadStrategizes customer experience using Adobe Analytics and Salesforce

Information Technology Project Consultant Managed and organized project documentation & stream tracking for a developing platform team (utilizing both waterfall and agile practices)POC for 150+ project consultants; integrated processes for Procurement, HR, and Project PlansCoordinated with cross-functional teams

Provided accounting for the firm; organized incoming/outgoing invoices and checks in QuickbooksCollaborated with advertising project teams in Basecamp from finance and operations standpointsAnalyzed operations processes for pain points/areas of improvement

Created various personal financial reports for clients, e.g. spending, cash flow, tax projection, etc.Maintained backend of online platform to sync multiple information sourcesActed as a liaison between clients and financial institutionsExplored and researched new client networking opportunities

Researched and contacted potential clients and business connectionsInitiated communication and execution of multiple fundraising eventsOrganization of fundraising data to upper management