•Understand the client's financial and operational strategies, oversee process of financial modeling, and the development of key metrics that support the client's strategic plan
•Lead process for development, calculation, presentation, and communication of client company wide KPI's
•Develop and monitor client business unit KPIs on revenue growth, customer retention, profitability and development path to profitability, margins analytics, cost savings opportunities and overall metrics such as sales productivity, marketing efficiency, revenue growth and retention, and unit economics
•Review client monthly/quarterly financials and management reporting – analyzing operating results, reforecasting financial projections, assessment of business risk, and communicating key messages and trends to senior client management and various stakeholders
•Recruit, hire, train, manage and lead an operations team to facilitate the day-to-day client services, as well as provide a clear direction for wor

•Prepare & present weekly risk reports to the DFG management team, credit analyst, traders, and portfolio managers.
•Retrieve trading data & relevant metrics from systems (Bloomberg, rating agencies, internal systems, etc.) and consolidate to assist management in monitoring performance and detecting business risk
•Responsible for reflecting all DFG financial activity (related to DFG's CLO funds) through internal record-keeping & proper reconciliation with our vendors (collateral administrators and banks)
•Coordinate with DFG's trading counterparties to ensure timely & accurate loan trade settlement.
•Assist in the preparation of Internal monthly performance reports & external quarterly recap investor letters

•Support the build out, development, testing and implementation of various strategic business initiatives (Rewrite of Cash Prime Brokerage client charging engine, New Financing P&L engine, Enhancement of client financing reports, Decommissioning of legacy systems, etc.)
•Perform daily client level cash financing P&L validation. Analyzing variances and investigating
● &
● discrepancies to ensure P&L reported to senior management is complete and accurate
•Perform gross interest financing month end process for Non-US Prime Brokerage business
•Redesign and streamline daily and monthly processes to create efficiencies
•Liaise with CIB Treasury, Operations, Technology, Tax, Financial Control, Margin Department, Collateral Management, & Equity Finance Pricing and Stock Borrow/Loan desks