• Member of team assembling Freddie Mac’s annual Capital Plan for the Federal Housing Finance Administration (FHFA) with responsibilities including managing the overall document assembly, connect data from principal spreadsheet to document, conduct editorial reviews of the Capital Plan, implement feedback from divisional senior management, and lead post-mortem review to document best-practices for implementation in the following year’s Capital Plan• Developed and maintained Key Risk Indicators for the Capital Management Council monthly presentations provided to C-Level executives, Senior Management, and FHFA• Created Hyperion processes and templates for Capital Management department for efficient data population from other Divisions• Ad hoc analysis for CFO and Senior Management including evaluating results of Private Mortgage Insurer Eligibility Requirements (PMIER) comparison to Freddie Mac’s Enterprise Regulatory Capital Framework (ERCF) requirements, and detailing steps and timeline toward an IPO with consideration for a government-controlled entity• Nominated by senior management to be one of 12 “high-performing members of the CFO Council to meet monthly with the CFO to discuss employees’ views and concerns, as well as current and emerging issues and challenges facing the organization”

• Oversee and advise over $225M for six different Divisions during tenure providing financial analytical and strategic support of forecasting and budgeting processes • Provide financial insight to drive IT Leadership decisions by developing a multi-scenario cost analysis highlighting drivers in consumption of VMC services on AWS and related costs with a vendor that lacks significant transparency• Contract analysis review to ensure IT is getting a fair or better value by working with vendors and internal teams• One of six team members selected to advise on implementation of SaaS product for IT Finance team with a focus to improve the efficiency and accuracy of budgeting and forecasting• Co-led substantial initiative to consolidate Cost Centers and accounting lines by redistributing respective budgets in a seamless exercise that resulted in less time required by team members across different groups• Received 16 “Spot Awards” given by peers for exceeding expectations and 3 quarterly “Above and Beyond” awards for activities outside normal job duties

• Evaluate, provide financial analysis/modeling, and present recommendations supporting key IT business decisions and special projects related to business operations and contractual transactions• Rebuilt and maintain detailed Three-Year Financial Plan model • Administer annual IT operating budget and project governance processes including budgeting, forecasting, financial analysis and reporting, asset in-service and review/approval of project business cases• Work with IT Departments to ensure accuracy of financial submissions and decisions• Partner with peers in the Office of the CIO to ensure accurate and timely availability of Clarity financial budgets, forecasts and reporting to IT managers as part of IT financial processes• Review, audit and generate reporting through Hyperion Essbase• Assist in peak monthly and annual financial close, forecast and reporting activities as required• Led weekly meeting of IT Department Financial Analysts discussing day-to-day operations, best practices and providing guidance

• Manage finances of IT Store Systems group which includes up to ten projects with a total project budget of $10.0 million• Coordinate with Project Managers to report individual project forecast and actual financials as well as accruals • Investigate, analyze, and present recommendations regarding various special projects related to business operations from a broader corporate scope• Provide analytical support for departmental functions including development of the three-year financial plan, annual operation plan budget, monthly forecasts, capital project analysis and other performance analyses• Hired, trained and manage a Financial Analyst on financial processes and best practices

• Assembled presentations for meetings with companies and built supporting financial models/analyses• Presented to company CEOs, CFOs, and other executive management introducing the Capital Markets group and capabilities• Identified, analyzed, and prioritized companies to target marketing efforts and arrange meetings • Created dynamic databases for At-The-Markets, IPOs, Follow-Ons, and Shelf Registrations in Excel as well as summary analyses• Created quantitative screening lists to identify potential customers for At-The-Market and other capital raising transactions• Created templates for presentations, financial analyses, and other various standard protocol documents as well as established a number of processes necessary for the group and firm• Mentored Junior Sales Trader on investment banking practices, including financial analysis, assembling presentations, calls with company management, etc.• Worked alongside Head of Capital Markets providing ad hoc analyses upon request and being a frequent sounding board

Computer Associates (CA)• Worked with the On-Demand Computing group building a broad detailed financial model for a particular projectDolores Labs (n/k/a CrowdFlower)• Was hired to create a detailed financial model for COO to be used by Company for internal use, forecasting and board updates• Worked with in-house bookkeeper on creating a method to easily and accurately input data from QuickBooksBe Free Bookkeeping• Reviewed financial Excel models of clients then corrected or advised ways to correct issues• Assisted with general bookkeeping and ad-hoc projects on QuickBooksBurnham Brown Law Firm• Created Excel template to convert over 400 timesheet data files in simple “.txt” format, designed a database to hold all converted data, created an analysis with requested and additional datapoints to support claim in lawsuitZeavy LLC• Provided financial information and analysis on select companies, answered finance questions, and advised on potential investmentsYerba Buena Center for the Arts• Verified and audited the raffle process for the “Dream House Raffle to Benefit Yerba Buena Center for the Arts” campaign

• Assisted Equity Capital Markets Team in originating, marketing, pricing and allocating transactions (IPOs, Follow-Ons, Blocks, PIPE/Registered Directs)• Frequently created analyses for CEO, COO, and a Co-Head of the Investment Bank on a monthly and as needed basis • Primary resource for the Equity Capital Markets Group's support of Investment Banking and Sales & Trading• Assisted bankers firm-wide with various analyses upon request• Published daily, weekly and monthly updates on the state of the domestic equity capital and financial markets• Created and maintained various databases in Excel for one off projects to track shareholder analysis, stock repurchase programs, stock splits and delistings• Designed quantitative screening lists to identify potential customers for Follow-On and PIPE/Registered Direct transactions• Maintained numerous databases (i.e. IPOs, Follow-Ons, and PIPE/Registered Direct transactions) in Excel used firm-wide• Repaired, modified, and maintained inherited Excel databases mentioned above and added additional features used by bankers

• Sole junior banker on five Lead Advisor/Agented transactions (M&A, Private Placement and PIPE) and on over 40 Co-managed and Non-Book Lead transactions (IPOs, Follow-Ons, Convertible, Investment Grade and High Yield) performing Analyst and Associate duties• Built supporting models/analysis and assembled presentations for meetings with companies based on company financials and research reports• Composed offering memorandums with detailed company information, company financials, and proposed terms of the transaction• Created and enhanced templates, transaction databases and processes used in San Francisco office and firm-wide• Responsible for PIPE marketing materials as well as PIPE transactions update for firm-wide weekly Monday morning call• Responsible for weekly Equity Capital Markets update for marketing purposes and internal distribution• Trained and mentored first-year analysts and summer interns on corporate finance methodologies (comparable comps, historical deal analysis, ownership summaries, commitment committee process, etc.)• Assist senior bankers in identifying prospective PIPE transactions through quantitative screening lists and other metrics• Assist senior bankers in identifying potential customers within the Wells Fargo lending universe• Collaborated with the Technology, Healthcare, Leisure/Gaming, and Private Capital senior bankers