Experience

Elephant Insurance

• United States
• Insurance Carriers
• 200 - 300 Employee

• Financial Analyst

  • Oct 2022 - Present



CMSPI

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Financial Analyst

  • May 2021 - Jun 2022

  • Conducted in-depth and complex analysis of client payment supply chains using mathematical models and available benchmarking data • Developed department resources including 5 data dashboards and over 25 presentations to clients, industry partners, and senior company management • Communicated quarterly industry-leading analysis of financial performance for key payment supply-chain partners to clients • Created opportunities for further client engagement through direct newsletter and strategic insight report correspondence Show less



MarketSource Inc.

• United States
• Advertising Services
• 700 & Above Employee

• Financial Operations Analyst

  • Nov 2019 - Mar 2021

  • Administered more than 15 customer accounts, including budget forecasting, invoicing, collections, adjustments, customer service, and working with clients to resolve outstanding issues • Completed month-end close responsibilities, revenue accruals, cost of sales consolidation, expense tracking, and cost/benefit analysis • Managed 5 tiers of accounts receivable aging for multiple clients • Onboarded 6 new clients and managed client-specific billing arrangements • Administered more than 15 customer accounts, including budget forecasting, invoicing, collections, adjustments, customer service, and working with clients to resolve outstanding issues • Completed month-end close responsibilities, revenue accruals, cost of sales consolidation, expense tracking, and cost/benefit analysis • Managed 5 tiers of accounts receivable aging for multiple clients • Onboarded 6 new clients and managed client-specific billing arrangements



Interactive Brokers

• United States
• Financial Services
• 700 & Above Employee

• Professional Services Representative

  • Jul 2018 - Aug 2019

  •Acted as a liaison to Interactive Broker's top-tier clients, including financial advisers, premium retail customers, financial institutions, and hedge funds, striving to provide solutions to inquiries while complying with all policies, practices, and procedures. •Specialized in problem management with a focus on wide-scale service issues. Core competencies included handling trade-related issues, trade and margin analysis, account management and funding, product (cash market, equities, and derivatives) and exchange knowledge (global), technical services, and securities regulations. •Served as an internal coordinator to various departments such as technical operations and programming, analyzing and escalating issues appropriately. Show less



Wilson Sheehan Lab for Economic Opportunities

• Rochester, New York Area

• Student Research Consultant

  • Nov 2017 - May 2018

  • Communicated daily activities and project details to staff of several organizations • Provided expertise in computation and technology • Evaluated problems with project software and applied remediation • Demonstrated dedication to completing tasks efficiently and effectively • Communicated daily activities and project details to staff of several organizations • Provided expertise in computation and technology • Evaluated problems with project software and applied remediation • Demonstrated dedication to completing tasks efficiently and effectively



Rochester Institute of Technology

• Rochester, New York Area

• Economics Department Research Assistant

  • Nov 2017 - Feb 2018

  • Worked independently in locating valuable research information • Corresponded findings with supervisor • Prepared reports on research methodology and conclusions • Met goals for project in a timely and efficient manner • Worked independently in locating valuable research information • Corresponded findings with supervisor • Prepared reports on research methodology and conclusions • Met goals for project in a timely and efficient manner