Management consulting - Integrated business knowledge and requirements to design financial consolidation, reporting, people planning, budgeting, and forecasting processes for consulting clients - Provided finance and accounting acumen and Corporate Performance Management (CPM) solutions to implement client specific requirements and improve planning and reporting process using OneStream tools, Excel, VB.Net, and SQL - Visualized desired operating models and identify issues, risks, and develop solutions - Collaborated with internal and client-side resources and effectively communicated throughout the implementation, testing, and training process

- Manage portfolios for quarterly and annual reporting, financial due diligence, process improvement, client relationship, and trainings

- Conduct fixed income analysis of debt capital market and structured finance including corporate bonds, convertible bonds, mortgage-backed securities (MBS), and distressed loans for asset management firms, hedge funds, and private equity firms- Calculate and review taxable basis and income based on transactions, reorganization, modification, cost recovery, and interest accrual of discount and premium using IRS code section 1272(a)(6) or 1272(a)(3)- Research investment information using Bloomberg terminal, Capital IQ, INTEX, and other sources- Model transaction-specific cash flow projection and analyze scenarios if the trend is consistent and reasonable - Develop to improve workflow and financial models using Excel and Alteryx- Assist in creating test scenarios and execute system tests on Azure and other business applications- REIT (Real Estate Investment Trust) Project – analyze transaction data, calculate ordinary & capital income, and model a pro forma income summary when requested by the client. If investments are modified, review the modified terms, re-calculate the yields, and test the significance of modification. Successfully managed to deliver quarterly income and basis reports over two years as the lead analyst- Alteryx Project – develop and maintain workflows and interfaces to analyze investment transactions and issue data and to transform data into a desired format which is compatible with in-house software applications. The workflows reduce the processing time by 600% through optimization

- Assisted with procurement, employment records and payrolls- Responsible for reimbursements regarding travel requests- Reconciled state and foundation fund transfers and updated financial data and journal entry- Prepared documents for financial statements to prepare audits for a non-profit organization

- Tax Analysis and Information Reporting for Debt Investments (TARDI) group of National Federal Tax Services (NFTS)

- Consulted with clients regarding basic value added tax (VAT) filing, reviewed sales and invoices, and calculated deductions and adjustments for self-employed taxpayers- Investigated taxpayer’s property and past tax payments using government tax system to calculate the amount of tax liability or tax refund