• Utilized strong knowledge of accounting and regulations to resolve $1
● compliance issues for 10 small businesses, ensuring full tax law adherence and mitigating future penalties.
• Delivered clear, actionable guidance to clients, reviewing the impact of their balance sheets on tax obligations and helping them achieve compliance.
• Coordinated with multiple departments to manage 25 concurrent client cases, ensuring timelines were met and client needs were addressed efficiently.

• Directed long-term planning strategies to align with Capital expenditure and COGS objectives, resulting in a $25M cost reduction.
• Oversaw financial planning and budgets for 50M+ server cores across global data centers, ensuring precision through historical data analysis and customer feedback.
• Supported financial decisions under regulatory oversight, in high-stakes environments with commodity style pricing volatility — ensuring compliance and stakeholder alignment.
• Managed risk analysis for a $100 billion investment portfolio, ensuring accurate reporting and providing timely financial recommendations to senior leaders, leading to a 20% improvement in investment decision-making.
• Led cross-functional collaboration across multiple teams to meet tight project deadlines, delivering 100% of reports and projects on time, showcasing strong organizational and expectation management skills.
• Streamlined internal processes, increasing productivity by 50% through the automation of k

• Advised financial institutions (banks, loan holding companies, community organizations) on asset-liability management, including assessing market values, pricing strategies, and sensitivity to economic shocks in portfolios.
• Acted as a subject matter expert, responding to client inquiries and offering strategic guidance to mitigate risks and ensure compliance with evolving regulations.
• Analyzed market trends and regulatory changes, delivering actionable insights and recommendations to help clients manage risk and ensure regulatory compliance.
• Delivered insightful presentations and case studies at client conferences, focusing on statistical models and receiving positive feedback for clarity and effectiveness.
• Created knowledgebase resources to assist clients in problem-solving and enhance their understanding of valuation techniques and financial analysis.