Consultant - Financial Services

• Major: Accounting

• Major: Finance

■ Took ownership in over 30 audits on defined benefit pension plans
■ Performed complex actuarial benefit calculations
■ Conducted enforcements for material errors in calculations
■ Drafted and issued subpoenas
■ Regular communication and collaboration with clients

■ Performed asset reconciliations to discover data discrepancies
■ Actively participated in face-to-face client meetings using own data analysis
■ Reviewed and summarized complex plan documents in vernacular language

Financial Planning & Analysis:
o Periodic indirect rate review analysis and presentation construction
o Completed labor inputs for Q3 forecast
o FP&A systems for forecasting and analysis
o Review and summarization of service line rate impacts
o Developed service line PM labor and non-labor inputs for FY17 rate modeling project financials

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