• Perform credit and financial analysis of prospective and approved financial institutions.• Analyze financial statements to determine financial health of counterparties (i.e. profitability, liquidity,leverage, etc.)• Due diligence reviews that include analysis of delinquency reporting, policy and procedure and legalstructure.• Responsible for weekly executive management presentations and reporting.• Monthly and quarterly monitoring of clients’ financial health.• Utilize SQL to develop reports for loan quality and client renewal aging.

Partner with fortune 100 financial clients in the development and automation of financial reports and statements. Serve as the subject matter expert for the end user to integrate technical/business solutions.• Provide business finance solutions for: Bank of New York, BlackRock, U.S. Bank, Prudential, Invesco, and Morgan Stanley.• Actively interact with clients to understand business needs, identify the best solutions, and architect the processes to meet those needs.• Financial statement building and ensuring proper flow of data from databases to automated output-ready statements.• Analysis and design of new business process requirements definition, information gathering, and consistent documentation methodologies.

Contract work. Preparation and evaluation of prospective company’s data and financial statements for credit risk assessment.• Developed reports for president and executives detailing risk, financial statements, and recommendation for potential funding.• Analysis of collateral such as Accounts Receivable, Inventory, and Equipment.• Evaluation of clients’ financial status by producing financial ratios.• Performed executive level presentations of prospective borrowers detailing overview of borrower, loan amount, and pledged collateral.