• Created and maintained multiple financial models and dashboards to analyze trends including subscription revenue, P&L by region and customer, and AWS hosting costs. Presented findings to CFO and CEO.• Created a two-year plan forecasting the impact of proposed investment initiatives by collaborating with department leads and evaluating multiple scenarios. Enabled approval for next steps from the CEO. • Conducted a full annual re-forecast at the end of Q1 after realizing initial plan’s projections were unobtainable. Met with CEO and other senior managers to evaluate each department’s expenses and find synergies between teams to create an updated, detailed plan, which was approved by Private Equity firm.• Synthesized data to create and present month-end review and quarterly outlook to CEO.

• Assumed responsibilities of two analysts who left the firm before own start date and quickly acquired industry and company knowledge by facilitating meetings with members of the firm and re-engineering daily and monthly liquidity and investment performance reports.• Built strong relationships internally, during the firm’s acquisition by ProAssurance, and with external partners including asset managers, custodial client representatives, and state treasury officials.• Prioritized and completed all acquisition-related tasks in a timely manner, which included the opening, closing, and legal renaming of bank accounts, reallocation and transfer of investment portfolio holdings, and restructuring of enterprise risk management documentation.

• Resolved misstated cash balances by $4 billion by proposing and designing new financial models to reconcile third-party cash accounts• Led various process improvement projects to enhance the controls of JPMorgan’s general ledger through concise data analysis and automation• Facilitated and led a year-long, audit-related process improvement that identified and systemically corrected the classification of over $15 billion in cash accounts in the general ledger.• Managed three analysts responsible for three critical month-end processes, providing formal and informal training and feedback, which led to all analysts receiving strong year-end reviews.

• Collaborated with three team members to pioneer a new team structure that included consolidating responsibilities across all regions and lines of business. Grew the team from 4 to 14 members in a six-month period.• Created reconciliations that in production reduced intercompany float by $1.3 billion year over year and resolved $12 billion of discrepancies in the reporting of interest-bearing cash accounts• Monitored and controlled differences on the intercompany balance sheet and income statement for the Corporate Investment Bank during the month-end close• Enhanced intercompany balance sheet reconciliation process by creating a granular mapping system that identified discrepancies, leading to a 40% reduction in gross float.• Coauthored the firmwide accepted cash accounting policy after highlighting issues to senior management

● Settled various equity derivatives such as options, futures and swaps to control operations of the trade● Completed daily and weekly reports to expedite unconfirmed trades to meet end of month Federal requirements

● Analyzed Southeast Asian market and trends to bring companies to the Maneeya Center in Ratchaprasong district● Contacted, setup, and led meetings with foreign restaurant owners to become partners in future projects

● Improved both professional and language skills in a Spanish environment at an engineering management company● Translated logistical papers, contacted clients, and researched logistical data in Spain