U.S. Public Finance - Local Governments• Serves as the New York State School District sector lead analyst.• Monitors credit ratings and credit developments on an ongoing basis.• Performs qualitative and quantitative analysis to determine credit strength of municipal credits.• Versed in Moody’s methodologies for General Obligation, Revenue, Pool Financing and Lease and Moral Obligation bonds.• Contributed to sector wide research for the local government team, including New York State closing power plants, New York state school sector trends, and New York State budget.• Member of the Lack of Sufficient Information task force.• Serves as a member of the Annual Issuer Comment Report (AICR project) team and assisted with various project enhancements.

- Constructed precise financial forecasting models that ensure actual spending is in line with budget.- Collaborate with the Finance department to ensure timeliness, accuracy, and clarity of budget and spending.- Strong understanding of P&L, Income Statement and Balance Sheet analysis.- Create and deliver monthly reports of current KPI and future trends.- Prepared reports demonstrating cost-benefit analysis of proposed initiatives and policies. -Monitor performance with ongoing and customized ad-hoc reporting.- Oversaw quarterly federal and instructional funds reconciliation.- Supervised the education loan process, complying with federal and institutional regulations. - Constructed user-friendly online tools that produce efficiency for internal and external processes. - Participated in the internal, state and federal audit processes.

- Designed and maintained reports, tracked and analyzed processing, disbursement, and reconciliation of federal and institutional aid. - Gathered, analyzed and disseminated reports relating to financial aid spending. - Performed quarterly reconciliations.- Complied with the state, federal and institutional guidelines.- Processed and disbursed over $300M in financial aid for a nine campus-wide system.

- Qualified students for grants and loans under state, federal and institutional guidelines.- Trained personnel on financial aid policies and regulation assuring compliance. - Advised new and returning students in financing educational expenses.- Ensured timely and accurate awarding, authorization, and disbursement of aid.- Supplied daily reports to management for processed aid.