Accounting and reporting:• Performing monthly close processes (accruals, MTM revaluation, currency translation, etc.) utilizing Quantum and Workday • Preparing 10Q/10K schedules (Investments, Debt obligations, Stockholder’s equity, Interest expense, Cash)• Reconciling general ledger accounts in Blackline monthly• Lead annual Business Continuity Plan (BCP) review and testingTechnology projects:• Participated in the execution of treasury system (Quantum) upgrades: performed UAT for accounting, reporting, and risk modules• Superuser for Quantum, including building new reports, setting up new entities, instruments • Automated the monthly reports utilizing Datawarehouse capabilities• Built and maintained the treasury dashboard in Qlikview/Power BI• Lead a project for moving 10Q/10K schedules from Excel to Workiva • Participated in implementation of Monday.com, including developing the project plan templates and automation • RPA (Robotic process automation) certified analyst

• Supported the Treasury cash flow forecast model, including modeling M&A scenarios, share repurchases, dividend increases to quantify the impact on long term liquidity, financing needs, and credit ratings• Assisted in developing and presenting the Capital Allocation Plan (semi-annually); Frequently interacted with CFO• Assisted in issuing nine bonds, establishing CP (commercial paper) program and revolving credit facilities• Performed quarterly dividend analysis for Nasdaq and peers • Lead the preparation for annual meetings with S&P and Moody’s • Supported development of treasury policies and documented the processes

-Work closely with the Treasurer and other members of the department to assist in managing Nasdaq's funding, liquidity, capital and relationships with creditors and regulators.-Prepare cash reconciliation and investment schedules for financial reporting requirements-Assist in preparation of credit rating presentation for both S&P and Moody’s

• Assist S. Prakash Sethi, University Distinguished Professor of Management in the Zicklin School of Business, in research on socially responsible investing trends• Use Morningstar, Bloomberg, Reuters database to collect and analyze financial data of the largest socially responsible mutual funds in the United States; Present key information to Professor; Draft abstracts for relevant articles

• United Financial Analysis Department and Financial Reporting Department to optimize organizational structure of the bank and reduce labor costs; improved performance by 40%• Built internal credit rating system for evaluation of diverse institutions (banks, small and middle market businesses), improving the accuracy of credit risk assessment by 30%; Developed excel-based solutions for rating process optimization to decrease risk review preparation time• Managed and calculated Loan Loss Reserve (LLR) for an entire bank credit portfolio (over $100M under management)• Participated in development and implementation of credit policies and procedures to ensure credit process integrity and prudent management of overall credit quality• Managed special project such as stress testing, internal and external audit, Basel II and III exercises and regulatory requests• Developed strong credit judgment skills when recommending credit facilities, taking into consideration facility size, tenor, and suitability for client; Member of credit committee for 3 years • Managed highly effective teams (10 people) and maintained a shared vision through daily communication

• Designed and launched a department to provide timely and accurate financial and regulatory reporting• Increased accuracy of financial reporting by 80% and reduced the number of delayed submissions to zero• Liaised with technology teams in order to build out financial reporting software to decrease average time to prepare report by 60%• Restructured and implemented the risk management policies including but not limited to credit, operational, strategic, compliance and reputational risks overview

• Preparation of month-end, quarter-end and year-end financial statements and regulatory reports;• Prepare surveys and information requests received throughout the year.