Baily Prince
Student Coordinator and Financial Accounting Consultant CO-OP at Westminster College- Claim this Profile
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English Native or bilingual proficiency
Topline Score
Bio
Credentials
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QuickBooks Online Essential Training
LinkedInFeb, 2022- Oct, 2024
Experience
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Westminster College
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United States
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Higher Education
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200 - 300 Employee
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Student Coordinator and Financial Accounting Consultant CO-OP
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Dec 2021 - Present
-Collaborated within small groups of 1-2 interns to assist over 40 small businesses seeking assistance in both accounting and finance. -Collaborated with a team of 5 other interns to design a system for tracking supplies and other expenses to produce financial statements for 4 companies. -Trained a team of 10 interns to use QuickBooks and other accounting software to prepare them for their roles as consultants. -Consulted with multiple clients on personal matters including but not limited to income reports, personal disbursements, and invoices.-Regularly held training classes to teach both finance and accounting concepts to be used to assist businesses across the Salt Lake Valley.
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Lab Assistant/Tutor
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Dec 2021 - Present
-Collaborated with colleagues at Westminster College to complete various assignments that helped shape programs designed to teach students finance and accounting. -Worked with two colleagues to complete a certificate program to assist potential students to learn business topics (finance, accounting, taxation, and investing) before their attendance. -Assisted students with homework, projects, and other assignments to better prepare them for upcoming exams and presentations.
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Associated Students of Westminster - Westminster's Student Government
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United States
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1 - 100 Employee
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ASW Director of Budgeting and Accounting (DOBA)
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May 2022 - Present
-Consulted on the usage of funds provided to ASW by creating budgets and forecasts. - Utilized my knowledge of financial and accounting principles to find creative solutions for budgeting problems to ensure that value is created for the campus community.-Inspired The Board of Directors to find solutions to restructure the organization to better fit the needs of the student body. -Consulted on the usage of funds provided to ASW by creating budgets and forecasts. - Utilized my knowledge of financial and accounting principles to find creative solutions for budgeting problems to ensure that value is created for the campus community.-Inspired The Board of Directors to find solutions to restructure the organization to better fit the needs of the student body.
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Investment Research Analyst
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Mar 2022 - Present
-Assisted in the development of new research methods and Excel sheets that help in the efficiency and accuracy of the firm-Collaborated with a team of 4 to successfully find potential investors under strict guided lines and deadlines. -Evaluated thousands of pension funds, managers, and consultants to find suitable investors for funds in the firm’s portfolio-Sourced, developed, and initiated contact with new potential investors-Managed thousands of data tabs in different CRM software that include HubSpot-Worked on due diligence on new funds and mandates-Utilized Pitchbook, while leveraging Google and LinkedIn to extract information to engage with clients-Performed tasks on strict deadlines and finished assignments efficiently as they emerged
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Assistant To The Director of Golf (Maintenance Operations)
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Mar 2015 - Mar 2022
-Trained new employees in various roles, including greens keeping, customer service, and irrigation by individually walking through each task to ensure competency that would lead to better efficiency.-Managed 10-15 personnel individually and in small groups to perform assignments effectively and efficiently that allowing for greater time efficiency. -Perform management tasks such as bank deposits, payroll timecards, scheduling, and orchestrating duties to employees.-Promoted from entry-level staff to mid-level management overseeing 4 personnel within 2 years of working then promoted to higher management overseeing 10-15 personnel after year 4 with the firm.
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Education
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Westminster College
Bachelor of Science - BS, Accounting and Finance -
Stansbury High School
High School Diploma