Senior Associate

• Jul 2023 - Present

Associate

• Jun 2022 - Jul 2023

Responsible for analyzing and producing appraisals, as assigned, and for research, appraisal development, sales support, customer relations, and administrative appeal advocacy.

Asset Servicing Analyst

• Mar 2021 - Aug 2021

Responsible for the reconciliation, payment of income, and all aspects of income collections and disbursements up to $200M with consideration for underlying cash flows, accounting treatments, operational controls, credit risks and market practices.• Analyze client portfolios and provide risk assessments in order to determine portfolio composition and risk exposures to develop independent valuations across various asset classes• Authorize payments and executing daily reports to ensure that all International Client Group transactions and distributions of funds are processed in an efficient, effective and timely manner• Perform daily analysis on issues to identify root cause related to investment instruments such as Equity Securities, Fixed Income and Asset Backed Securities• Increase operational capacity of asset management using financial applications such as Capri, DTCC, BANCs, and TLM Show less

Financial Risk Business Analyst

• Sep 2020 - Feb 2021

Actively working with department heads to develop controls for Operations and Technology, eliminating End User Computing (EUC).• Collaborate with third party vendors to establish, implement and oversee safer controls being used within Citi’s financial risk department, with 33% of High Risk EUCs remediated in 2020.• Deliver the Wipro retirement reports to executives in order to verify daily updates in the EUC portal so we can adequately adjust our metrics to minimize financial loss of $400 million dollars or more in a given fiscal year.• Manage the EUC remediation program by creating daily reports such as aging chart analysis, data validation, docs tracker and microstrategy reports to ensure that we are on pace to reach Citi’s 2020 quotas.• Operate with managing directors and senior vice presidents to invest in new technologies for the financial risk management systems in order to save a projected amount of $600 million dollars annually.• Utilize index match, vlookup formulas, pivot tables, and if statements to efficiently consolidate large, complex datasets so that international Citi markets stay informed, with a monthly average of 797 EUCs in production transitioning to retirement. Show less

Financial Planning & Analysis Co-Op

• Jan 2020 - Aug 2020

Worked directly with the FP&A Director to reach deadlines and abide by rules and regulations for a leading energy company. • Constructed financial models for projects ranging from $100 - $500 million dollars using variables including capital expenditures, capital structure, cost of equity, depreciation, operating and maintenance costs, property tax, investment tax credit, etc. • Generated short-term forecasts for projects of $20 - $70 million dollars using pivot tables to better understand the immediate impact of new utilities, while also seeking cost reductions for customers. • Developed macros for the financial model template to automate any circularity issues among the cells and troubleshoot complex excel formulas so that all reference errors are prevented. Show less

Finance and Accounting Intern

• May 2018 - Aug 2018

Managed internal financial reporting for CPAs and disbursement of funds to international vendors. • Continuously updated and handled finance and accounting responsibilities such as daily deposit logs, bank fees allocation, future forecast models and comparing banking data with ACH wire information to minimize financial risk • Led multiple projects and produced various financial spreadsheets under the guidance of the Controller and Chief Financial Officer assisting them to directly reduce backlog amongst the finance and accounting department • Managed disbursement of funds for both domestic and international vendors of Trividia Health, Inc. and created flow charts to increase the efficiency of financial documents and models Show less