Worked with a regional bank to prepare for upcoming FDIC Part 370 compliance date by performing a current state assessment of its technology infrastructure and operations to identify gaps that would inhibit the bank’s ability to provide customer and account level detail to the FDIC.Supported a regional bank with identifying account types that qualify for pass through coverage for compliance with FDIC Part 370 by reviewing and documenting advisory opinions, and drafting executive-level summary slides on related topics.

Acted in a project management capacity to support a mid-sized regional life insurer with the initial implementation of a Target Operating Model for their operations department. Specific focus on implementing lean management techniques, introducing standard operating procedures, assisting with design of an on boarding program, and redesigning the reporting process.Supported Recovery and Resolution Planning (living will) submission to the FDIC for a GSIB bank as a member of the strategy workstream by helping to document the scenario assumptions and preparing playbooks outlining the Strategic Actions and Regional Portfolio Sales to be executed by the FDIC in the event of bankruptcy.Supported a Finance Transformation for a regional, mid-sized life and annuities company by assisting with an ERP software selection, documenting current data flows and required data attributes to implement a new Enterprise Data Warehouse and facilitating coordination of multiple projects through overall project management.

Performed a current state assessment of accounts payable, accounts receivable and fixed assets of an insurance company.Evaluated general ledger and procurement systems for possible implementation to improve security and efficiency.Analyzed and sorted journal entry data to identify spikes in manual journal entries and those most affected by the increase.

Independently created a dynamic Excel model to automatically access both current and historical values of positions held.Created an analysis model for all equity positions across sectors with the ability to sort by preferred criteria.Assisted with the firm’s transition to use Bloomberg as a tool for security analysis.