• Projectso Create a financial performance scorecard to summarize monthly and quarterly performance.o Transfer processes from Excel to SAS Enterprise Guide for faster processing and more advanced capabilities.o Develop a model to forecast financial results based on industry planned truck build. • Additional Roleso Create and maintain monthly material expense variance reporting and analysiso Calculate budget and forecast numbers for material expense and year over year varianceso Prepare and deliver presentations for monthly resultso Provide ad hoc analysis, modeling and reports

• Projectso Implement and manage customer account aging and risk scoring systemo Manage collections efforts and lead the development of collections goals and strategieso Create standard daily, weekly and monthly reporting for membership, account balance and collections metricso Maintain daily data validation reports, correct process and data errors identified in the reports• Additional Roleso Produce client statements and trial statementso Manage the annual 1099 process by collecting processing choices, providing payment reporting and answering questions for all clientso Support development efforts by testing new functionality in environments outside of production, creating database tables as well as stored procedures and authoring user stories for system enhancements

• Projectso Created an automated solution for Underwriting managers to combine operations data, audit data and manager comments that produces a scorecard for each Underwriter used for quarterly performance reviewso Created a monthly process to reconcile fees recorded in the CRM system to the fees collected in the accounting system and gather reasons for the varianceso Provided data and analysis for an ongoing list of projects managed by Senior Process Improvement Consultants, Product Managers, Underwriting Group Managers, Sales Leaders, Sales Executives and Process Improvement Directorso Developed SAS EG projects for finance partners and trained them on the use of SAS EG• Problems Solvedo Provided analytics that were used to realign customers to the proper resources to provide appropriate support and products to meet their needso Improved reporting efficiency to allow all reporting to be handled by one fewer FTE• Additional Roleso Lead initiatives to develop reporting capabilities across Corporate & Institutional Bankingo Prepare and present monthly analysis to Sales Executives showing risk vs return metric trends as well as trends on pricing and fee collection in their portfolioo Maintained highly confidential bank customer financial statement and product pricing data as well as governed access to the datao Perform advanced data manipulation and statistical analysis using SAS EG, Excel, Access and Tableau for a $120B portfolio across Corporate & Institutional Bankingo Developed new reporting capabilities and processes

• Projectso Led the creation of retail cycle counting departmento Hired and managed 5 direct reportso Redesigned the retail store physical inventory processo Improved the accuracy and speed of the inventory valuation processo Implemented a forecasting processo Led the budgeting, forecasting, cost accounting and inventory implementation of an ERP system, Infor - M3• Problems Solvedo Understood and led the budgeting process within 2 weeks of start dateo Corrected inventory value that was understated by more than $6Mo Identified, documented and proposed solutions for undocumented inventory movemento Provided a preview of program gross margin to sales staff for negotiating prices• Additional Roleso Provided financial reporting and management for the Core’dinations and Locker Lookz business lines o Provided gross margin analysis for products, customers and sales channelso Performed weekly, monthly, quarterly, annual and audit analysis and reporting

ProjectsForecasted and tracked spending for plant relocation from Fresno, CA. to Acuna, MexicoFinancial modeling and analysis for remanufactured brake shoe build or out-source decisionProject leader for designing and delivering training for the SAP BW business analysis toolDeveloped financial analysis and justification for new products (6 to 10 per year)Problems SolvedDeveloped databases that standardized and automated material price analysis for the entire companyTrained the Fresno Plant Controller in Excel, assisted with report creation and budget / forecast developmentBrought new product development financial analysis in line with Knorr Bremse global standardsAdditional RolesCreated and maintained monthly profit, margin and expense reporting and analysis for business leadersPrepared, validated and submitted budget / forecast financial statements to local and foreign parent companiesAssisted with PowerPoint presentations for leadership meetingsProvided ad hoc analysis, modeling and reports