Co-authored legislation for the City’s first Real Estate Tax Rebate Program, responding to City residents’ concerns with increased real estate tax assessments. The one-time rebate was approved by the City Council to provide all eligible property owners with $18 million in total real estate tax relief and also avoiding a permanent rate reduction to the City’s most significant revenue source.Contributing to the City’s Cash & Investment Management Committee as Market Research Analyst, providing analytical support for evaluating potential investment opportunities within the bounds of State and Local policy.Lead the development of an operating cash flow model for the City’s +$800 million in cash balances, identifying periods of liquidity risk and investment opportunities to drive the investment portfolio strategy. Built to reflect historical trends in cash flow of operating accounts, timing of revenues and expenditures, debt service payments, etc. Preparing and publishing the City’s Monthly Financial Synopses, providing a detailed review of the City’s financial position and presented before City Council, staff, and constituents. Completion of the report requires close collaboration across a matrix of teams in Account Payable, Procurement, General Accounting, Tax Collections, and City Economists.Acting as Lead Financial Analyst conducting a monthly review of the City’s General Fund revenues and expenditures to provide a narrative report outlining mid-year projections, variance analysis to prior periods, cases of misalignment to budgeted projections, and more for the Mayor and other City executive staff.Providing analytical and reporting support for internal and external partners by responding to ad-hoc data, report, and Freedom of Information Act (FOIA) requestsAdhering to established debt management policies for budgeting, issuance, and pay off of the City’s +$1.5 billion in debt obligations.

A support role for the operations of the MDM department within CSG. Working in close connection to client’s IT departments for assistance in establishing, maintaining, and adapting in-house communication platforms provided by CSG. Responsible for direct communication between the department and clients by maintaining various communication channels, including email, phone, and in-person contact for assistance in complications as they may arise.

Assisted with data management of the Mid-Atlantic vendor database which involved qualifying/quantifying accounts and database cleansing to improve the efficiency of record and account matching for over 100,000 vendor accounts.Produced What-if Analysis and forecasting reports for the CFO covering routine business scenarios impacting Accounts Receivable, Accounts Payable, and other General Ledger transactions.