Financial Analyst
Current• Administered 3 NMTC allocation rounds with a total value of $15bn in tax credit authority.• Managed a $5bn tax credit fund adhering to policies, procedures, and regulations. • Assessed the approval/rejection of 75 applications, totaling $5.63 billion in allocation requests.• Conducted complex data analysis to present insights from each allocation.• Provided requirement lists and conducted quality assurance for 12 software development sprints.• Developed VBA code to craft templates for automating and streamlining reporting processes.• Analyzed datasets of large size to advise on New Markets Community Development projects. • Led the Award Management Information System (AMIS) User Acceptance Testing (UAT) sprint. • Provided financial reporting and analyzed data related to our Community Development Enterprises.