Financial Planning and Analysis

• Responsible for managing a financial center and its employees on a day-to-day basis.
• Develops talent, including proactive sourcing of candidates
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution

Financial Center Manager

Financial Aid Advisor – Higher Education

Senior Quantitative Finance Analyst

Senior Managing Director, Transaction Financial Due Diligence

Manager, FP&A