Managed executive operations of credit union and led over 100 employees.

Led the Asset Liability Management Committee and advised the Board on portfolio management.

Designed and implemented a continuous auditing program over private equity and credit investment valuations. Led discussions with investment professionals to discuss audit’s recommendations.

Created an audit software tool (including a user interface, database, and interactive dashboard) to track audit issues and recommendations. Used the software to track audit hours and identified approximately $28,000 in savings from using interns rather than outsourcing.

Collaborated with executives in the London finance division to identify specific processes to test for effectiveness and devised means to perform such tests.

Executed tests of effectiveness over financial close, revenue, accounts payable, and cash controls for both Sarbanes-Oxley compliance and Internal Audits.

Edited and selected content for the website, managed search engine optimization, and directed advertisements on social media.