• Developed and maintained fair valuation methodology and policy for illiquid private equity and private debt securities• Reviewed daily price movements of held securities against market color with understanding of valuation models and methodologies utilized by commercial pricing vendors• Automated pricing processes by creating Alteryx workflows for valuations data• Prepared Valuations Committee reporting in Tableau, monitoring valuations quality and risk• Ran daily pricing production including monitoring pricing vendor feeds, performing ad-hoc pricing processes, responding to client pricing inquiries, and reviewing audited controls reports• Performed UAT testing of Markit Enterprise Data Management platform, ensuring audited controls reporting and daily business functions were production-ready for newly adopted system

• Responsible for ongoing valuation of Freddie Mac’s investment portfolio including CMBS, non-agency MBS, and interest rate derivatives portfolios• Conduct extensive review of individual securities utilizing Intex, BlackRock AnSer, and Credit Suisse Locus to determine reasonableness of valuations and underlying assumptions• Developed automated hedge accounting process in Access producing report for daily derivative valuation review• Formulated detailed business requirements to transition daily and monthly pricing and valuation of investment portfolio from external vendor to internal group

• Analyzed user demographics, market size, and demand factors, while evaluating pricing agreements and potential cannibalization of existing product revenues to determine product pricing• Ensured maximization of royalty fee revenue and elimination of unauthorized access by auditing and assessing usage levels of products offered on third-party platforms• Spearheaded design and implementation of database managing customer and competitive intelligence data, allowing for market trend analysis, using Access, Excel, and Salesforce

• Created financial models, utilized discounted cash flow and comparables analysis methods, and determined profitability timeline through scenario and sensitivity analysis to value company• Established new sales channels by performing cost/benefit analysis of various eBook distributors and suppliers to determine cost-effective distribution channels while creating greater market presence • Revamped business plan to attract angel investors by incorporating new marketing strategies, competitive industry analysis, financial projections, and company valuation

• Translated client needs to develop software database solutions allowing for improved management and reporting of client employment data• Increased efficiency with development of standardized document audit process by creating training guides and utilizing Excel and proprietary databases • Oversaw help desk of seven specialists for client legal questions and documentation audit projects