- Supports digital asset (cryptocurrency) fund administration business with over $30B in assets- Owns the short- and long-term product roadmap for MG Stover, setting quarterly OKRs and KPIs for senior management- Engages with clients to determine market trends and identify differentiators to improve product offering- Leading a data management initiative with to identify key data sets, ensuring a single authoritative source for each and creating a data quality suite of reports to highlight gaps- Developing and executing on a future state technical architecture plan to improve maintainability, stability and scalability, focused on migrating all applications from low code (Retool) environment to modern architecture, utilizing React-based frontends, microservice APIs for backend processing and automated regression testing- Leads the agile scrum development process: approving user stories, reviewing requirements with developers, reviewing test plans and coordinating production releases- Lead for internal management reporting for client/fund profitability, employee utilization, budget tracking and resource planning to support decision making process at senior management level- Lead for trade processing/holdings reconciliation reengineering project - moving from monthly to daily processing by automating trade feeds into accounting system and creating web-based reconciliation system to support intra-month and EOM recon processes, including break resolution notes, supporting documents, and four-eyes check- Developed wire payments workflow tool for investor redemptions/distributions, re-engineering disparate business processes across fund accounting, investor services and treasury teams into single process- Owner for client-specific reporting workstream: leading requirements discussions with clients, working with developers to implement logic, and getting final signoff from clients for release

Product Owner of an agile team for Servicing-Released Exchange (SRX)- Owns system that enables sellers of single-family mortgages to sell the mortgage servicing rights (MSRs) through an auction process to a network of Freddie servicing buyers using predefined pricing matrices- Sets product vision and roadmap - Driven by internal/external client discussion and analysis of servicing-released market trends - Prioritizes list of features, groups them into epics and maintains target release dates- Uses JIRA to manage, plan and report on product backlog, utilizing Agile best practices (e.g. two-week sprints, frequent releases, regular client demos, automated regression testing)- Ensures user stories are adequately documented for development (with analyst) - Reviews test scenarios to ensure adequate coverage (with tester)- Reviews/approves all development work to confirm it meets requirements (with developers) - tech stack includes MongoDB backend, Angular frontend and microservice architecture for data manipulation

Project Manager for SimCorp Dimension implementation within Investments & Capital Markets (ICM)- Owner of project schedule, budget and resourcing plans- Coordinates between internal (business and IT) and external (vendor and consulting) resources- Responsible for vendor management for project change requests- Manager of ICM Finance Change Management team - Handles functional application support for key accounting/tax systems - Supports the business during period close processing - Owns change management documentation including documentation of testing, risk controls and deployment

Technical lead on the implementation of SimCorp Dimension (SCD), used for accounting and settlement of over $50B in mortgage assets on E*TRADE's Balance Sheet - Responsible for leveraging onshore and offshore dev resources to build/update interfaces into/out of SCD including: Oracle for general ledger, Trintech for reconciliation, Bloomberg AIM for trading, Bloomberg Data License for security master and internal Regulatory Data Repository for regulatory reporting - Supervising business analysis and QA teams to design and test technical workflows around SCD - Coordinating with project manager to maintain overall project plan to ensure on-time and on-budget delivery - Leveraging Ernst & Young and SimCorp vendor SMEs as neededSupported documentation of data lineage in Collibra for workflows in/out of SimCorp Dimension, including trading, security master, pricing and reporting interfaces

● Product Manager for the MIK platform (security master, pricing and restricted list) used to support KKR Public Markets  o Set development priorities and strategic direction of the platform, incorporating feedback from Front Office, Accounting and Compliance teams  o Documented system requirements, created test scenarios and executed testing   o Planned out production deployments and data backfills/migrations as needed  o Worked with with offsite development resources  o Security Master      ▪ Managed upstream data provider integration with Markit for bank debt and Bloomberg for other asset classes      ▪ Managed downstream integration with Eze OMS, Sungard VPM, BMS Everest and Advent Geneva for trade processing/accounting      ▪ Developed data exception reporting and operational procedures to maintain data quality  o Pricing      ▪ Implementation lead for system that incorporated asset class hierarchy to retrieve automated prices from IDC (fixed income), Markit (bank debt), Bloomberg (equities and broker pricing) and internally-generated pricing (illiquid securities) to be fed downstream into Advent Geneva (accounting system)    ▪ Leverage shared development resources to develop price exception/tolerance reporting    o Restricted List    ▪ Integrated with Bloomberg Back Office legal entity hierarchy to capture complete set of impacted issuers    ▪ Maintain front-end for Compliance users to create/update restrictions as needed    ▪ Send trading restrictions to Eze OMS, BMS Everest and Bloomberg Terminal to limit trading in specified and related issuers● Manage data warehouse report dev team (set priorities, manage testing, and plan deployment/backfill)  ● Ad-hoc data analysis in SQL Server using custom queries and SSIS package development for data transformation

- Sole business analyst/project manager responsible for all projects for accounting and product control teams (included automation of counterparty exposure reporting and application to help investment analysts track internally-valued positions) - Gathered requirements from end users, synthesized them into technical documentation and worked with offshore developers/QA to get software built - Worked with business users to set expectations regarding scope, timelines and resources which were communicated via formal project management documentation

- Responsible for the maintenance of the single security master and issuer database utilized by Barclays Capital encompassing dozens of vendor data feeds from sources such as Bloomberg, Reuters and OCC and supporting hundreds of downstream consumers - Responded to queries from end users regarding reference data coverage, vendor mappings and internal business rules - Handled requests from downstream users by analyzing current state of vendor data feeds and writing functional specification documents to bring in new data points and/or feeds - Coordinated with testing (SIT/UAT), project management and release teams to ensure that open issues were closed out and moved to production in a timely manner

Project Manager for automation of Separately-Managed Accounts (SMAs) - Maintained project plan in MS Project and led weekly planning meetings with key stakeholders- Coordinated with investment managers to ensure that all financial data required for accounting was provided, specific to security type (equities, options, futures, bonds)- Used SQL Server Integration Services (SSIS) to build data transformation processes that converted each manager’s transaction and holdings files into Vastardis standard formatImplementation lead for Advent Geneva - transitioned from SS&C AdvisorWare to Geneva- Acted as a liaison between Advent consultants and operations team at Vastardis - Documented current accounting workflows and deliverables using MS Visio - Determined how these workflows could be implemented and enhanced in Geneva- Built standardized data feeds for pulling security master data (equities, options, futures, bonds and asset-backed securities), trades (buys, sells, covers, shorts, spot/forward FX) and corporate actions out of Vastardis data hub and converting them into Geneva XML loader files- Created an application to send cash flows and valuations out of proprietary performance system into Geneva as accounting adjustments and security prices for FoF clients - Avoided double-entry of manager capital statements and cash flow notices - Sent cash flows into Geneva as cost adjustments or accounting-related transactions, depending on desired accounting impactLead business analyst for online Fund-of-Funds (FoF) performance system- Gathered requirements on calculations and reporting from operations and client users- Wrote specifications for real-time performance calc driven by a data warehouse using multiple methodologies (time-weighted, IRR, daily)- Created GUI mockups and use case diagrams and tested all aspects of the system, including the GUI and performance calc results- Demonstrated systems at client sites and gathered feedback for future updates

- Maintained business areas and responded to ad-hoc reporting requests on the Procurement Data Warehouse using Oracle Discoverer (4i)- Responsible for all aspects of the creation of PERT (Planning Execution & Reporting Tool) - Built to assist in the planning and execution of KAPL procurable budget - Gives an integrated view, joining data from the Procurement Planning System (PPL) and the Financial Planning System (FPS), and has the ability to break data down by a wide variety of characteristics - Requirements Gathering - met with finance, technical sections and upper management to determine what types of metrics were needed, and from which systems data could be extracted - Development - built a real-time, ColdFusion-based metrics and reporting tool that extracted/transformed/combined data from several different Oracle databases to create an integrated view of the procurement planning process