FINANCIAL PLANNING & ANALYSIS (FP&A) | FINANCIAL MODELING | CHANGE MANAGEMENT PROJECT MANAGEMENT | RESOURCE UTILIZATION | FORECASTING | STRATEGY FORMATION• Build executive relations with the Chief Financial Officer and Business President while earning a reputation for excellence by building infrastructure and facilitating cost management improvements.• Revamp expense management processes to exceed executive management expectations; achieve $MM reductions in targeted expense; and secure revenue growth and margin expansion.• Improve data sets and deliver reporting enhancements by transitioning to Power BI from MS Excel.• Accomplished $MM sale of Mortgage and Lenders Services (2015); closed partnership agreement with Top Ranked Insurance Agency with $MM book roll of personal lines business (2017), and $MM sale of National Farmers Union (2018); handled $MM technology acquisition from a competitor (2019), and developed IT partnership agreement with an InsureTech start-up (2020).• Operate as a finance business partner, turning around underperforming initiatives while achieving mutually beneficial agreements.• Refine reporting functions by crafting 3-year plan to reduce expenses along with driving year-over-year savings and meeting business targets and objectives by slashing overhead costs.• Conceptualize framework to support monthly expense reporting, annual forecasting, and long-term zero-based budgeting processes while training analysts on financial/operational dashboards using Microsoft Power BI along with highlighting key performance indicators, trends, and variances.• Handle cost management, corporate business partnership development, and strategy formulation while delivering data-driven recommendations to executives in support of organization improvements.• Coordinate with government agencies, bankers, and C-suite executives while improving cost management system along with building reporting functions and assessing multiple cost centers.

COSTING & BUDGETING | CAPITAL PLANNING CAPITAL PLAN DEVELOPMENT | STRESS SCENARIOS FORECASTING• Focused on returning AIG to capital markets while supporting full repayment of US Treasury, including five public offerings of $46Bn completed by the US Treasury, and $13Bn purchased by AIG (2012).• Enhanced linkage amid modeling AIG’s capital plan and overall budgeting process while working with corporate functions and business units as well as provided U.S. GAAP & Statutory accounting guidance to AIG’s Life, Retirement, and Property Casualty business unit segments to forecast stress scenarios.• Supported processes related to capital planning involving comprehensive view of liquidity and capital.

FORECASTING TOOL DEVELOPMENT | FINANCIAL MODELING | CAPITAL MANAGEMENTLIABILITY MANAGEMENT | AUDIT & ASSURANCE | DEBT CAPITAL MARKET TRANSACTIONS• Developed AIG’s equity story for $8.7Bn equity offering, including preparation of key metrics and marketing materials while ensuring delivery of adequate information for the audit committee and SEC disclosure.• Built long-term forecasting tool for AIG’s liquidity and capital plan, including working with business units to institutionalize long-term planning process to support internal and capital market strategies.• Supplied analytical tools for internal and external customers while modeling pro-forma financial profile for US Treasury and FRBNY exit strategies as well as orchestrated capital/liquidity presentations for senior executive management, including peer analysis, capital management, and liability management.• Arranged rating agency evaluation materials, including pro forma of debt-related metric to support a debt capital market transactions as well as executed a pivotal role in administering the ‘going concern’ analysis as a part of year-end audit, thus realizing clean opinion issued by PwC.

FINANCIAL ANALYSIS | QUALITY ASSURANCE | SEC FILINGS• Delivered analysis of AIG’s GAAP results for preparation of components regarding press releases and financial supplements while conducting quality control reviews on SEC filings and annual proxy statements.• Coordinated with departments and monitored annual and quarterly deliverables while administering production and distribution of internal financial reports and compiling cross-functional reports.