a private markets alternative investments subsidiary of New York Life Insurance CompanyData Analytics & Visualizations (fka Business Intelligence)• Assist with CRM transition and migration of the firm's information into a data warehouse• Perform and assist with ad hoc analysis and auditing of CRM data with data migration• Manage quarterly collection and updating of portfolio company data for private equity performance analysis and reporting• Own updating and refreshing of dashboard visualizations, including investor/fund sourcing dashboards to facilitate self-service frameworks for firm personnel• Contribute to expanding the firm's data tracking and analysis capabilities• Manage and maintain the team's pipeline of deals in the firm's database

• Assemble and perform QC checks on monthly/quarterly/annual appendices to validate accuracy of R&R data input into Divestiture Playbooks for Auto, Credit Card, Regions, and Mortgage Servicing Rights (MSR) businesses• Spearheaded the development and coordination of the Global Recovery Plan with key financial controllers and led the final submission of the Resolution Plan to the Fed pursuant to Section 165d of Dodd-Frank• Cross-referenced and analyzed previous yearly submissions to coordinate discussions of variances within liquidity & capital, risk-weighted assets (RWA), supplementary leverage ratio (SLR) etc.• Organized kick-off and weekly touchpoint meetings with sub-LOB financial controllers to provide daily status and workstream updates, manage appendix production, and facilitate collaboration with other functional teams• Serve as PMO to sub-LOB financial controllers and representatives of executive management teams across all lines of business to effectively manage resolution and recovery timelines and maintain partnership with key stakeholders to uphold the firm’s global compliance requirements

• Performed unit costing studies and analysis on an expense base of over $100m which were leveraged for deal pricing and client profitability• Leveraged client level detail, headcount, and various service activity expenses to redesign and enhance the allocations financial model related to the Depositary Services Product expense base ($75m), resulting in an efficient quarterly workflow• Analyzed new investment deals to orchestrate monthly Fund Accounting pipeline report outlining deal inflow and outflow and capture Custody volumes for loading into the Wholesale Client Profitability (WCP) tool• Developed and presented decks to senior management discussing study outputs as well as new strategic initiatives with the team’s recent reorganization structure• Established procedural documentation for training newcomers regarding the allocations process for Custody Middle Office, leading to increased consistency in expense allocations at the client level

• Led and organized daily meetings to facilitate team discussions regarding project deliverables, training and incorporation of project management tools such as Jira, and development of technical and professional soft skills• Analyzed capital expenditure statements to prepare a five-year forecast including revenue, expenses, staffing, and accounts alongside a sensitivity analysis used to determine profitability of a potential new Chase branch addition and presented recommendations to executive leadership within the firm• Consulted a New York-based non-profit organization with financial and operational challenges to provide a solution, involving location strategy and a hybrid work model, to meet the new 2021 budget requirements due to COVID-19

• Supported finance team in utilizing and reviewing financial reports to develop an understanding of the business reasons for variances • Assisted in preparation of presentations for a process enhancement project and quarterly earnings release for senior management • Developed an in-depth understanding of banking products and services in the retail banking sector to meet in-branch financial goals

• Utilized effective learning techniques to educate and motivate students from the ages of 4-16• Collaborated with supervisor and full-time teaching professionals to create innovative learning methods• Executed efficient marketing tactics through promotional flyers and website updates for Educational Discovery Summer Program