Experience

State of Wisconsin Investment Board

• United States
• Investment Management
• 100 - 200 Employee

• Investment Operations Analyst

  • Jul 2022 - Present

  Madison, Wisconsin, United States



TDS Telecommunications LLC

• Telecommunications
• 700 & Above Employee

• Financial Analyst

  • Sep 2019 - Jul 2022

  Madison, Wisconsin

• Billing Operations/Financial Analysis and Strategic Planning Intern

  • Jun 2018 - Sep 2019

  Madison Wisconsin Billing: Performed reporting activities for accounts receivable, statistical staff reporting, transaction reports, and reoccurring reports. Billed and credited customer and carrier accounts across three different billing systems: Bilprod01, CSG, and Sabre. Analyze financial and operational data from various systems for accuracy and identify trends. Perform special reviews and projects as requested by management. Review and enhance process documentation. Financial… Show more Billing: Performed reporting activities for accounts receivable, statistical staff reporting, transaction reports, and reoccurring reports. Billed and credited customer and carrier accounts across three different billing systems: Bilprod01, CSG, and Sabre. Analyze financial and operational data from various systems for accuracy and identify trends. Perform special reviews and projects as requested by management. Review and enhance process documentation. Financial Analysis: -Supported our Expense and Consolidations teams -Manage, distribute, and allocate funds for various business projects -Created interactive visuals and identified key financial data -Quality checked key financial read-outs and presentations for management and executives -Heavy exposure to SAP and Excel's BPC As an intern, I participated in the Intern Leadership ERG which consisted of planning and running monthly intern development meetings and events.



University of Wisconsin-Whitewater

• United States
• Higher Education
• 700 & Above Employee

• Applied Investments Program Analyst/Mentor

  • Sep 2018 - May 2020

  Currently, I have moved into a mentor role after my time in the program. Helping the new class get up to speed as well as provide guidance and advice as I pursue a masters degree at the university. The University of Wisconsin Whitewater has a rare opportunity for undergraduates to manage roughly a $700,000 fund throughout the course of a year. I actively make buy/sell/hold recommendations and pitch individual stocks to add to the portfolio. I am personally responsible for stocks… Show more Currently, I have moved into a mentor role after my time in the program. Helping the new class get up to speed as well as provide guidance and advice as I pursue a masters degree at the university. The University of Wisconsin Whitewater has a rare opportunity for undergraduates to manage roughly a $700,000 fund throughout the course of a year. I actively make buy/sell/hold recommendations and pitch individual stocks to add to the portfolio. I am personally responsible for stocks across multiple sectors including technology, consumer staples, and Industrials. We are also participating in the 2019 CFA equity research challenge as a part of the class.

• University Center Audit Assistant

  • Nov 2017 - Oct 2018

  Whitewater, WI Communicate with various University Center employees in regards to obtaining supporting documents to verify transactions on their business credit cards. Track credit card statements throughout verification process using Excel. Develop monthly receivables reports using Excel. Work cohesively with fellow employees and sent updates to supervisors.