Served a wide variety of clients in the financial services industry, including asset managers, broker-dealers, employee benefit plans, and both privately- and publicly held life insurers with revenues ranging from $1 billion to $15 billionManaged and mentored associates on multiple engagement teams and collaborated with EY associates and client personnel throughout the US, Europe, and AsiaDelivered industry insight to clients through experience with life and annuity products, separate accounts, and the private placement insurance marketplaceDeveloped technical knowledge of actuarial concepts, fair value leveling, foreign currency translation, lease accounting, purchase accounting, share-based compensation, statutory financial reporting, US GAAP, IFRS, and SEC registration and reporting requirements, and other technical and regulatory areasPrepared memorandums on technical accounting topics and internal professional practice consultations for executive reviewDrove improvements in engagement economics across projects through detailed budget planning and forecasting, resource allocation, and project managementManaged a PCAOB inspection for an integrated audit of an SEC-registered broker-dealer, with focus areas including revenue recognition, related party transactions, and the entity’s claim of exemption from SEC Rule 15c3-3 - resulting in a successful outcome of zero findings/commentsFacilitated IPO readiness for a private equity-backed global wealth solutions provider, with projects including enhancing the control environment to meet public company standards, advising on the framework for global consolidation, and assisting with due diligence procedures and reporting in advance of an offering on the London Stock Exchange

Engaged directly with an investment manager with $2 trillion in assets under management as the day-to-day relationship manager for inquiries and problems related to its derivatives trading accountsRose from a support role on the team to a position managing the daily movement of an average of $100 million of collateral between client-owned and counterparty accounts across the Federal Reserve, Euroclear, and Crest settlement markets and escalated control, accounting, and technological issues to senior managementAssisted with the development and implementation of new procedures and workflows to satisfy new trading and settlement requirements mandated by the Basel III and Dodd-Frank regulatory reforms, most notably the conversion of swaps from over-the-counter to central counterparty exchangesPerformed an internal audit on the department-wide trade confirmation procedure and implemented an enhanced process, reducing average daily completion time by more than 40%Received two Special Achievement Awards from the CEO of BNY Mellon Asset Servicing in recognition of ‘an outstanding commitment to providing the highest level of client service’