Experience

Lake Highland Preparatory School

• United States
• Primary and Secondary Education
• 100 - 200 Employee

• Development and Campaign Coordinator

  • Aug 2017 - Present

  Manage the school’s Raiser’s Edge database comprised of gift data for all constituencies of the school. ▪ Prepare financial reports for the Accounting Department and executive leaders, adhering to GAAP standards. ▪ Maintain communications with faculty, alumni, donors, trustees, and student parents to address operational and development-related matters. ▪ Adhere to all standard compliance practices and organizational policies. ▪ Automated a reporting process to reduce reporting times from one week to approximately three hours; improved reporting accuracy from 70% to 95%. ▪ Revamped procedure manuals by including detailed step-by-step instructions on multiple processes as well as database utilization. Show less



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Hedge Fund Accountant

  • Aug 2012 - Nov 2016

  Business Requirement Analysis, Risk Analysis, Compliance Testing, Project Management Business Requirement Analysis, Risk Analysis, Compliance Testing, Project Management



The Pilot Depot

• Chief Financial Officer

  • 2008 - Dec 2012

  Constructed company's financial strategy plan to navigate initial operations. Created company's business plan. Currently being used as marketing material for venture capitalists. Constructed company's financial strategy plan to navigate initial operations. Created company's business plan. Currently being used as marketing material for venture capitalists.



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Associate

  • Jun 2004 - Jun 2008

  Provided cash management services for institutional client portfolios with assets under management in excess of $30 billion. Prepared clients' quarterly analytics reports for further use in SEC filings, auditor reviews, and for Sarbanes-Oxley mandates. Created independent yet parallel reporting database to reduce risk of non-receipt of daily analytics reporting; resulted in 25% increase in reporting accuracy and efficiency. Created and authored complete set of procedures for financial analytics reporting. Show less

• Institutional Account Administrator

  • Jun 2002 - Jun 2004

  Provided specialized asset servicing capabilities to Institutional Client Advisors, including custody, securities lending, performance analytics, and execution services. Automated manually intensive custodial processes which led to a 20% increase in custody group's capacity as measured by decrease in amount of time to run reports.