Assignments include: • Eileen Fisher Foundation, Director of Accounting and Finance, March 2022 - Present• Her Honor Mentoring, CFO, August 2020 - August 2022• Eileen Fisher Community Foundation & Eileen Fisher Learning Lab, Director of Accounting and Finance, March 2017 - Present• AmericaChina Public Affairs Institute, Treasurer, October 2016 - Present• Finance: Manages accounting, monthly close, forecasting and budgeting, conducts financial analysis and reporting, works with auditors on preparation of organizational 990 and other required tax filings, builds financial models, and provides risk management• Operations: Optimizes financial operations and workflow, supports senior staff in the execution of programs and projects, and oversees transaction processing system• Planning & Business Development: Provides guidance and advice on strategic direction, develops and monitors financial performance measures, assists development and fundraising, and produces projections and analyses in support of key business decisioning process• Account/Customer Relationship Management: Builds and maintains strong long-lasting customer relationships, develops a trusted advisor relationship with customer stakeholders, forecasts and tracks account metrics, and delivers solutions according to customer needs

• Business Management and Supervision: Supervised a team for reimbursements and payroll submissions, managed monthly closes, refined and developed new procedures to drastically decrease billing errors, and enhanced existing collection process to reduce bad debt by 60%• Financial Analysis and Reporting: Conducted various analyses and produced monthly and ad hoc reporting to help leadership team advance strategic planning and inform business decisions, and provided financial reports and analyses for auditors• Budgeting and Forecasting: Designed template to forecast revenue and expenses, executed annual divisional budget, developed budget for service contracts and grants, led a team in negotiations with Office of Children and Family Services and secured a 3-year, $1.5 million contract

• Model Construction, Implementation and Validation: Built a bias correction model on AVMs (Automated Valuation Models) and improved overall accuracy by 11%; implemented a collection extension model and significantly reduced delinquencies by 25%; revamped sampling scheme for acquisition pool evaluation and reduced overall variability by 20%; validated twelve risk models and tracked their monthly performance in production• Risk Decisioning: Re-evaluated existing bankruptcy account foreclosure policy vs. a new proposal and recommended maintaining current policy to maximize collection; compared Vantage scores to FICO with respect to their predictive power; collaborated with marketing to evaluate credit bureau products and successfully reducing early pay-off by 10% • Portfolio Analysis: Developed the methodology for stress-testing existing mortgage portfolios; built a simulation model to estimate the impact of interest rate shocks on non-prime ARM (Adjusted Rate Mortgage) performance and concluded such rate shocks could drive significant future losses

• Performed market research, collected information on over 100 potential non-profit organization clients and analyzed their investment objective and constraints• Refined templates for data input and output and built spreadsheet models relating to budgeting, operations, and business development• Organized a seminar on pension management for non-profit organizations and developed presentations and financial analyses in support of investor relations

• Led and trained over 30 sales teams in 24 provinces on basic product information (primarily industrial pumps), order processing, pricing policy, payment terms, and delivery logistics• Optimized order management and interfaced with the headquarters in Denmark and the regional office in Singapore, resulting in a 30% improvement in order turnaround time• Conducted marketing and logistics researches on over 50 potential buyers in coordination with marketing and finance department

• Participated in new product development such as an accidental insurance for construction workers and provided on-going competitive analysis• Organized seminars and marketing campaigns to develop awareness of insurance products among potential clients