• Oversees operating expenses by employing analytical insights and traditional financial instruments to drive actionable improvements.
• Constructs monthly predictions, yearly expense plans, and identifies avenues for performance enhancement.
• Conducts monthly variance analysis across diverse operating departments to monitor and manage financial health.
• Facilitates process automation and system enhancement of financial planning platform, ensuring streamlined project execution.

• Participated in the budget and forecasting process, ensuring timely communication of monthly actuals.
• Managed tracking of close processes and monthly calendar deliverables, monitoring their impact on various projects.
• Maintained and submitted system updates concerning forecasted corporate expense results as reported by project managers on a monthly basis.
• Reviewed monthly expense results, conducting research on identified anomalies, and analyzed forecasted results in conjunction with the accrual for each project.

• Developed and maintained financial models, utilizing multiple data inputs for precise ad-hoc allocation prorate adjustments across various legal entities and products.
• Streamlined and documented expense allocation processes, procedures, and metrics, boosting efficiency through the application of LEAN methodology and tools.
• Leveraged advanced knowledge of Hyperion Planning, PeopleSoft, SharePoint, Microsoft Excel, and Microsoft Access to validate monthly allocation prorate, enhance internal controls, and facilitate peer training on allocation processes.

• Expertly led significant initiatives and projects within the Specialized Investments Finance Division, skillfully analyzing requirements and executing management requests, resulting in impactful process enhancements.
• Delivered thorough analysis of projections to accurately distribute actuals across multiple business lines, ensuring precise financial allocation.
• Communicated effectively with senior management regarding the financial impacts of monthly, quarterly, and annual close sign-offs, providing insightful explanations and analysis.
• Acted as a crucial intermediary between business lines and subsidiaries, participating in budgeting and forecasting processes, and consistently communicating actuals on a monthly basis.

• Managed the FAS115 process, ensuring accurate allocation of unrealized gain/loss balances to the correct business lines.
• Streamlined information flow from accounting subledgers to downstream systems, enhancing interdepartmental communication and efficiency.
• Delivered prompt responses to an extensive range of ad hoc requests across cross-functional business units, consistently exceeding performance objectives.