• Co-authoring and implementing Strategic Planning & Prioritization processes and procedures.• Configure, maintain, and provide end user-support for the Project Portfolio Management (PPM) application.• Develop and maintain portfolio reports in PPM application and Power BI/ Tableau.• Track and report portfolio and initiative data including time entry, resource capacity and demand forecasting and overall initiative and portfolio status.

• Configure, maintain, and provide end user-support for the Project Portfolio Management (PPM) application.• Develop and maintain Retirement Division portfolio reports, continually revising and updating as projects shift, evolve and are re-prioritized.• Track and report portfolio and project data including time entry, resource capacity and demand forecasting and overall project and portfolio status.• Facilitate Product Portfolio Steering Committee meetings with cross-functional teams, including Product, IT, PMO, and Actuarial.• Create process flowcharts for various business areas, processes, and systems to develop an understanding of a process, study a process for improvement, and to communicate a process to cross-functional teams.• Managed a team of five Business Analysts working primarily on Product launches and Sales & Distribution initiatives.• Managed a team of two Vendor Relationship Managers working on creating a framework for Vendor Management for the Retirement Division.

• Led three concurrent operational auditso Pen Test Audit – Resulted in the identification of significant security issueso Anti-Money Laundering Audit – Resulted in the identification of policy and procedures and process improvementso Payment Card Audit – Resulted in the identification of the lack of a formalized program for payment cards • Evaluated and tested internal controls, including re-performing, inquiring, and observing processes and procedures related to ITGC’s• Coordinated various meetings with IT to discuss control improvements, narrative updates, and process improvements• Collaborated with IT, business areas and vendor for a segregation of duties project• Developed internal and external relationshipso Point of contact between IT and Audit Serviceso Coordinated meetings and testing with external vendorso Assisted in a data clean-up project to move to a new admin system• Performed onsite audit of third party IT vendoro Identified process improvements for monitoring service level agreementso Identified control and process improvements to cover SSAE 16 risks• Participated in and led operational auditso Identified process improvements to mitigate business risks

• Monitored, maintained and reconciled eight cash accounts o Authorized check signer, approved wire transfers• Tracked and reported on fixed assets and related depreciation according to company policy and procedures• Reconciled prepaid expense general ledger accounts• Maintained inventory spreadsheets for multiple funding sources. Reconciled spreadsheets and general ledger accounts to repossession and sale invoices of inventory.• Filed monthly, quarterly, and annual sales tax returns for 30-70 jurisdictions• Coordinated and assisted in month end closing procedures o Performed ADC changes on leases according to their delinquency status o Terminated matured and charged-off leases o Ran various month end reports o Transferred and posted journal entries to the general ledger from leasing program o Posted various monthly expense and income accruals o Performed various other account reconciliations as needed• Assisted manager in preparing monthly financial statements and reports• Assisted outside auditors during audit process

• Facilitated confirmation procedures• Performed walkthroughs for internal controls• SEC reporting experience

• Performed internal control testing• Analyzed financial statements and performed tie-outs• Tested cash and short-term investments