Perform daily reconciliations and external wires for Prudential’s Empower sale in order to follow SEC requirements for Third-Party cash.Work directly as a key point of contact with third party banks in order to manage the cash receivables for Prudential Private Capital (PPC) leverage loan deals.Help create and streamline monthly reports for third party cash including the Open Payables and Receivables reports and the Third Party Par Reconciliation reports.Analyze and input data and terms for new and existing private capital investments from PGIM and PPC asset managers using PAM for Investments and Wall Street Office.Review existing deal terms for leverage loans. Collaborate with deal and legal teams and update deal terms accordingly.Calculate and process floating rate bank loan interest and fee payments using LIBOR and Federal Prime rates.Process initial, periodic and final disbursements and draws in accordance with funding warrants on behalf of Prudential affiliated lenders. Review and Analyze new managed investments to insure compliance with applicable credit agreements in order to draft necessary adjustments.Train and on-board new team members and provide periodic training to existing team members.Review and analyze daily, weekly, monthly and quarterly reports, such as Data Integrities Reports, Commitment Extract Reports, Key Indicators Reports (KIR) and Average Libor Index reports. Locate inconsistencies and errors within reports and resolve issues pertaining to the reports internally or in collaboration with external teams. Submit updated and reconciled reports within internal systems for final approval.

Performed daily tax analysis and tax reporting operations for the Global Wealth & Investment Management Division. Analyzed cost basis inquiries and requests from internal units & external firms by conducting appropriate research and complying with the company protocols and IRS regulations.Reviewed estate laws for various states, and estate administration documents to insure proper distribution of assets to beneficiaries.

Analyzed existing expenditures in order decrease business expenses and increase revenue. Worked with C suite executives of small and middle market private businesses and public organizations to find the best solutions for their business needs and future goals.Insured compliance with various state privacy laws as applicable to accessing and utilizing personal information.

Collaborated with Change Management team to initiate the process of integrating and updating the General Ledger.Created projections for new deferral rates applicable to leased assets, in compliance with the new Lease Accounting Standards (ASC842) for the Controllership team.Analyzed projections with Financial Planning and Analysis team to forecast future budgets.

Worked with Dean and faculty to assess and monitor the budget and marketing initiatives for development of new MBA program, business scholarship competitions and educational and career initiatives.Assisted School of Business professors and staff with administrative tasks for daily operations at the college.

Utilized Excel to conduct financial audits and streamline funding processes.Researched policy issues and engaged in proactive community outreach.

Served as mediator between constituents and federal agencies, helped organize community events, and worked on the Congressman’s reelection campaign.