• Instrumental in implementing a change management project where we created a financial reporting and analytics center of excellence that spans across all lines of business for a large corporation in the non-bank financial industry. • Created robotic process automation using macros and formulas in excel for the financial reporting center of excellence to significantly lower the time it takes to complete reports. • Trained clients on reporting automation techniques so they can apply them throughout their financial reports. • Managed complex data analytics project for a large corporation in the non-bank financial industry that took data from multiple lines of business with different datasets and combined them to provide insights into the overall business that is presented in quarterly investor meetings. This required data preparation, transformation, consolidation, use of third party data, and business intelligence visualization tools to gain the insights we needed. • Created payments M&A strategic themes and interactive overview dashboards using Capital IQ, excel and Tableau. These dashboards provide insights into M&A in the payments industry over the past ten years. They are designed to be fully interactive and are embedded on the CDG website.• Assisted in business development efforts which includes thought leadership postings on social media, developing decks for potential clients, and developing a white paper.• Helped internally by creating social media presence, creating a simpler and timelier expense reporting process, new templates for presentations, and organized file structure.

•Accounted for, and made sure commissions revenue is properly and quickly recognized for the Chicago office (largest office in our market)•Improved forecasting•Created forecasting reports for the central market•Used data and data analytics to analyze client profitability•Created other operations reports using the companies data for the central market•Ensured that we are in compliance with our agreements, ERISA, and the law.•Worked on team that manages billing and write offs• Was on team that helped streamline compliance and forecasting requirements and also provided training for this new process

•Prepared personal, fiduciary, and corporate income tax returns•Assisted non-profits with accounting and financial reporting•Supported small businesses in accounting and financial reporting•Managed IT systems and provide technical support for the firm•Implemented Private Network Storage, which saved a significant amount of time over previous methods used for file sharing and transfers

•Collected economic, industry, and market data from different sources and conducted analysis and created models for business valuations•Performed compensation analysis for use in business valuations•Gathered financial data and subject company information through management interviews and interaction with a firms accounting and tax professionals•Conducted forensic examinations for use in business valuation•Assisted in credit analysis, blockage discount analysis, and many other types of analysis•Tracing of assets for marital dissolution•Examined expenses for creation of adjusted family living expense reports•Lead on adjusted family living expenses and dissipation reports•Investigated income and expenses for dissipation of marital assets•Interacted with high net worth clients and top family law firms in Chicago in confidential matters•Involved in analysis of projects ranging from millions to billions of dollars•Created reports and models of findings in all of the above areas using Excel, Word, and PowerPoint.•Responded to queries, concerns, and issues of clients•Provided support to team members in order to deliver projects successfully•Supported the firm’s expert witnesses in all stages of litigation consulting in cases of marital dissolution in Cook and Lake county, as well merger and acquisition cases in the Delaware Court of Chancery•Managed IT systems and provide technical support for the firm•Implemented Office 365, SharePoint, and Mail Server, which saved thousands a year in IT costs for the firm•Improved data entry methods, new methods will save hundreds of hours a year