Portfolio budgeting and planning, financial presentations, business partner to multiple program & project managers and senior directors. Program/Project Profitability Analysis through financial metrics.

Business partner for ~$200 MM Affordability of Care project portfolio and ~$40 MM IT project portfolio. Oracle month-end close and OTBI reporting. Accounting, accruals, GL analyses for multiple projects. Assisted with Budgeting, Planning and reconciliations on a $1B budget in Service Delivery Organization (SDO). Performed modeling and metrics evaluation. Business partner to multiple VPs in SDO. Performed ad-hoc analyses and special project research.

Assisted with Budgeting, Planning and reconciliations on a $1B budget. Performed financial modeling and reporting automation. Business partner to multiple VPs.

Accomplishments:Extensive use of Morningstar Direct. Prepared over 1,100 mutual fund competitive decks in the Morningstar Direct reporting program. Also prepared models including blended mutual fund returns, blended benchmarks, risk statistics (alpha, beta, standard deviation, Sharpe and information ratios, correlation), and specialized charts & tables in the program.Global Product Analytics GroupResponsible for providing analytical support to Sales across Nuveen’s suite of open-end funds, separate accounts and UCITS. Review Nuveen’s strategies relative to competition and prepare competitive analysis decks to support recommendations.

Accomplishments: Extensive use of Morningstar Direct and Institutional Data Manager. Designed and implemented effective reporting procedures for the group. Led investment reporting for top clients of the company.Institutional Services & Retirement GroupCollective Investment Trusts/Collective FundsResponsible for financial reporting/financial statements, external financial data integrity, project management, GL analysis, cash management, and reconciliations. Financial ratio and variance analysis. Conduct policy/procedure design and implementation.•Provide monthly client reporting utilizing Morningstar Direct. Quarterly adviser reviews. •Conduct production of quarterly fund disclosures and ratios. •Streamline new investment fund set ups.

Accomplishments:Implemented a new payroll program for company, provided due diligence on new 401K provider.Responsible for internal and external reporting, financial statements, project management, GL analysis, cash management, and reconciliations. Provide budgeting and planning on a $40 million budget, revenue/expense trending, financial ratio and variance analysis. Conducted policy/procedure design and implementation.•Provided monthly executive management reporting and special project research.•Conducted construction expense tracking and reporting on new healthcare clinics. •Streamlined compliance reporting processes for grants and other programs.

Accomplishments:Promoted in 2010. Successfully managed the Renewable Energy Incentive Program budgets. Project lead for Renewable Energy certifications.Responsible for providing internal reporting to management and Renewable Energy Department. Budgeting and planning analysis on a $50 million residential and $80 million commercial incentive program. •Prepared internal reports utilizing Excel, Access, and accounting system. •Prepared Green-e/Green Choice audit package for internal auditors. •Spearheaded CSP development reports. Included permitting, engineering (EPC), financial and other milestone updates. •Prepared Renewable Energy reports that involved partnering with internal departments & management. •Analyzed compliance with Renewable Energy Standard. •P&L preparation and analysis for satellite projects.•Championed Resource Planning projects and reported findings to Director. •Provided support in evaluation and functionality of Renewable Planning models.•Assisted with financing projects. •Reviewed bond indentures and Internal Revenue Code.

Accomplishments:Client acquisition and financial decks. Passed Series 7, 66 and 31 (licenses currently expired). •Prepared financial plans.•Mutual fund analysis