Develop and implement coalition of gifting guidelines and investment strategies to articulate vision of foundation and translate plans into action. Review private and grant proposals to advance programs and initiatives and achieve positive and measurable outcomes in the community. Build and sustain strong personal and institutional charitable relationships and increase operational capacity related to development of charitable organizations. Establish strong data management system to organize relationships within the local charitable community. Key Accomplishments:• Partnered with two investment managers to outperform market returns by over 15% annualized.• Developed standardized Grant Review Process eliminating more than 50% of time spent reviewing outside grant proposals.• Collaborated with trustees to maintain list of major necessities, targeting organizational needs and annual charitable goals and objectives.

For this position, I evaluated current financial markets, trends, and the overall economic landscape to identify potential opportunities for structured securities portfolio. I followed and maintained relevant market information to prepare written and oral reports detailing securities valuations for internal committees, regulators, auditors, and top ALPS clients. Additionally, I analyzed financial statements to independently determine individual securities valuations of client fund investments and make informed recommendations on whether to increase, decrease, or maintain existing investments.Key Accomplishments:✰ Developed process utilizing various pricing vendors and technology for over 250 open and closed end fund clients, ensuring daily accuracy of security valuations for Hard-To-Value securities, including Overnight Bank Loans, OTC Credit Default Swaps, Centrally Cleared Credit Default Swaps, Total Return Swaps, Interest Rate Swaps and OTC Currency Options. ✰ Spearheaded initial concept, buildout, and client on-boarding process for strategic partnership with Bloomberg (PORT) Portfolio Analytics, managing integration of client fund holdings via internal fund accounting system to properly monitor daily security valuations gains or declines of a fund’s investment holdings, including all types of alternative investments.✰ Led creation of Advisor Portfolio Risk Analytics Platform in partnership with DST Systems Brokerage Solutions and ALPS Fund Accounting, developing standardized risk library in partnership with several of ALPS larger clients.✰ Managed relationships with pricing service providers including Markit, Thomson Reuters, JPM PricingDirect, Bloomberg, IDC, and BAML, leading day-to-day communication with key experts in alternative investments to ensure most accurate source of individual security valuations.✰ Conducted annual due diligence review and authored annual due diligence audit review distributed to all ALPS clients.

Here, I partnered with business leaders to evolve alignment of financial plans with operational goals. I supported efficient spending of available budgets across multiple priorities, and tracking of business critical and productivity metrics. Also, I prepared and presented monthly forecasts, drivers, and variance analyses to leverage and enhance capabilities of existing tools and process improvements.Key Accomplishments:✰ Led development and production of Direct Channel’s monthly financial forecast, and reporting of financial results.✰ Worked closely with CEO and COO on consistent basis to incorporate business strategy, market trends, and current macro-economic trends into forecasting model, input drivers, and monthly production of actualized results relative to yearly budgets.✰ Partnered with large investment banking firm to develop long-range strategic financials utilized during pricing of future multi-billion dollar cash acquisition of NetSpend by competitor.

• Reengineered foreign revenue recognition process for large multinational transportation company based in Kansas City and Mexico, generating an immediate $1.5M net income, a 15% increase in quarterly reported net income for fiscal year end.• Spearheaded financial reporting rationalization analysis for large multinational manufacturer, increasing quality of executive monthly management reports and providing more pertinent information to executive management for corporate strategic planning moving forward.

• Collaborated with clients to identify short- and long-term investment objectives and incorporate into management of their investment portfolios by developing an asset allocation theory program to lessen clients’ risk in order to increase client profitability.• Maintained clients’ investment portfolios security holdings, consistently outperforming S&P 500 performance on a quarterly and annual basis.

• Designed company investment proposals for investment strategy group and analyzed individual security and sector weighting recommendations for trust department model portfolio, consistently outperforming sector coverage by over 20% annualized.• Authored company and industry research reports detailing existing key business processes and assessment of operating effectiveness driving future earnings potential.• Maintained Finance sector coverage list financial models, met with management of investment holdings, and attended sector investment conferences.

• Implemented performance management system for Operations Department of major telecommunications corporation.• Assisted in developing balanced scorecard methodology for shared service center at leading alarm monitoring companies.