Analyst, Capital Innovation Lab

• Apr 2023 - Present

Senior Loan Operations Analyst

• Mar 2022 - Mar 2023

• Redesigning Wacif’s loan operations to achieve future lending ambitions while incorporating organizational needs and industry best practices, in partnership with the Operations, Strategy and Finance teams. Create process maps, write procedural manuals and craft policies to meet Wacif’s strategic goals, reduce risk and improve the customer journey for applicants • Built revised credit workbook, updated credit policies, and subsequently trained Loan Officers, creating case studies and making… Show more • Redesigning Wacif’s loan operations to achieve future lending ambitions while incorporating organizational needs and industry best practices, in partnership with the Operations, Strategy and Finance teams. Create process maps, write procedural manuals and craft policies to meet Wacif’s strategic goals, reduce risk and improve the customer journey for applicants • Built revised credit workbook, updated credit policies, and subsequently trained Loan Officers, creating case studies and making further improvements based on team feedback • Managed a high-priority lending outreach initiative, coordinating a communications campaign, webpage overhaul, CRM workflow development and organizational training on revised credit policies within 2-week timeframe, increasing new loan inquiries and positioning Wacif to meet EOY targets • Manage Wacif’s Line of Credit product and portfolio, including serving as primary point of contact for borrowers and designing tools and processes to improve product management, improving borrower experience and achieving greater operational efficiency • Analyzed Wacif's loan closing document templates and identified discrepancies between the documents and Wacif's policies, compiling list of 36 suggestions for use of legal counsel

Senior Operations Analyst

• Jan 2021 - Mar 2022

• Created Excel-based bank reconciliation tool enabling relaunch of Line of Credit product, managing movement of funds between 10+ bank accounts and reducing monthly reconciliation time by 60% • Further improved Line of Credit operations by re-designing operational tools, including the Borrowing Base Certificate, borrower banking documents and new borrower onboarding process, increasing efficiency of product management and improving client experience • Led team of 3 on cleanup of Wacif's… Show more • Created Excel-based bank reconciliation tool enabling relaunch of Line of Credit product, managing movement of funds between 10+ bank accounts and reducing monthly reconciliation time by 60% • Further improved Line of Credit operations by re-designing operational tools, including the Borrowing Base Certificate, borrower banking documents and new borrower onboarding process, increasing efficiency of product management and improving client experience • Led team of 3 on cleanup of Wacif's lending data within loan management system, moving from 70% to 100% complete data set inclusive of all CDFI Fund standard data fields • Optimized accounting processes such as 1099 production, budgeting, and donation letter issuance through data reconciliation templates, process mapping, and departmental training to implement controls and support reconciliation of data between 5 software systems • Oversaw software implementation projects in fields such as 1099 management, board management, Microsoft Teams and Business Voice, and investor onboarding • Managed the Operations Assistant and oversaw other areas of operations (including IT, risk & compliance, and office management)

Finance & Operations Analyst

• Jun 2019 - Jan 2021

In my role, I led day-to-day accounting for the organization, managing A/P, A/R, bank transactions, and journal entries using QuickBooks Desktop (3 months) and Sage Intacct (15 months). I used Excel regularly to optimize Finance department processes through creation and usage of data import/journal entry templates, enabling the department to efficiently reconcile financial data from 5 software systems. Other accounting and finance duties included grant invoicing and financial reporting… Show more In my role, I led day-to-day accounting for the organization, managing A/P, A/R, bank transactions, and journal entries using QuickBooks Desktop (3 months) and Sage Intacct (15 months). I used Excel regularly to optimize Finance department processes through creation and usage of data import/journal entry templates, enabling the department to efficiently reconcile financial data from 5 software systems. Other accounting and finance duties included grant invoicing and financial reporting, supporting the FY19 audit, administering and training on departmental software, annual budgeting, and managing investor onboarding and interest payments for the Impact Capital Fund investment program. In 2020, I developed and oversaw financial operations and reporting for Wacif’s 6 grant programs, designing departmental processes, roles and responsibilities to meet grant program needs and ensure compliance with organizational AP standards and funder requirements. I reconciled grant data between our CRM and accounting systems, executed disbursements, and provided daily and weekly reports to our funders, enabling us to disburse $10M+ to over 1,600 small businesses in DC. At year-end, due to Wacif's high grant volume, the number of 1099s needed had increased by 2,200%. I managed the selection and implementation of 1099 software, oversaw a team collecting and reviewing W9s, and scrubbed the 1099-related accounting data, enabling Wacif to meet all IRS deadlines and achieve a 99% 1099 acceptance rate.

Career Development Office Peer Coach

• Aug 2018 - Jul 2019

BBA peer coach for social impact fields, specializing in off-campus career searches. Work both individually with undergraduate and graduate students, and organize events and resources to support groups of students systematically. BBA peer coach for social impact fields, specializing in off-campus career searches. Work both individually with undergraduate and graduate students, and organize events and resources to support groups of students systematically.

Entrepreneurial Development Intern

• May 2018 - Aug 2018

My primary project was to work with ACIMA, a local social enterprise whose entrepreneurial responsibilities were managed by a partner foundation (ACIMA's fiscal sponsor), Fundación La Cayena. I collaborated with both organizations to transfer the management of accounting, sales, and operational responsibilities. I designed the new entrepreneurial roles and directly trained 6 employees, teaching them business skills, increasing their self-confidence and empowering them through the greater… Show more My primary project was to work with ACIMA, a local social enterprise whose entrepreneurial responsibilities were managed by a partner foundation (ACIMA's fiscal sponsor), Fundación La Cayena. I collaborated with both organizations to transfer the management of accounting, sales, and operational responsibilities. I designed the new entrepreneurial roles and directly trained 6 employees, teaching them business skills, increasing their self-confidence and empowering them through the greater organizational autonomy. I also consolidated ACIMA's accounting transactions for the 2018 year and facilitated their transition from paper ledgers to an accounting software. I taught ACIMA employees how to use the accounting software, and about different information they could glean from their financial statements, enabling strategic analysis and decision-making based on financial health and profitability. Finally, I had the opportunity to shadow loan analysts and observe FSD's microfinance process throughout the summer, gaining a full understanding of their microfinance operations and strategies. I developed 8 recommendations to better market FSD microenterprise technical assistance and advisory services into door-to-door microloan outreach program to attract more clients and better integrate departments, presenting recommendations to unit directors. Show less My primary project was to work with ACIMA, a local social enterprise whose entrepreneurial responsibilities were managed by a partner foundation (ACIMA's fiscal sponsor), Fundación La Cayena. I collaborated with both organizations to transfer the management of accounting, sales, and operational responsibilities. I designed the new entrepreneurial roles and directly trained 6 employees, teaching them business skills, increasing their self-confidence and empowering them through the greater… Show more My primary project was to work with ACIMA, a local social enterprise whose entrepreneurial responsibilities were managed by a partner foundation (ACIMA's fiscal sponsor), Fundación La Cayena. I collaborated with both organizations to transfer the management of accounting, sales, and operational responsibilities. I designed the new entrepreneurial roles and directly trained 6 employees, teaching them business skills, increasing their self-confidence and empowering them through the greater organizational autonomy. I also consolidated ACIMA's accounting transactions for the 2018 year and facilitated their transition from paper ledgers to an accounting software. I taught ACIMA employees how to use the accounting software, and about different information they could glean from their financial statements, enabling strategic analysis and decision-making based on financial health and profitability. Finally, I had the opportunity to shadow loan analysts and observe FSD's microfinance process throughout the summer, gaining a full understanding of their microfinance operations and strategies. I developed 8 recommendations to better market FSD microenterprise technical assistance and advisory services into door-to-door microloan outreach program to attract more clients and better integrate departments, presenting recommendations to unit directors. Show less

Change Agent Intern

• Jun 2017 - Aug 2017

Researched business membership networks for restructuring of DCD's design entrepreneur network, presenting unit director with industry best practices, suggested membership classifications and 43 benefits to offer designer cohorts to increase satisfaction and retention. Collaborated with consultants from Urbane Development to facilitate community-based research processes through charrettes, focus groups and public presentations to create a 10-year economic development vision for Detroit’s… Show more Researched business membership networks for restructuring of DCD's design entrepreneur network, presenting unit director with industry best practices, suggested membership classifications and 43 benefits to offer designer cohorts to increase satisfaction and retention. Collaborated with consultants from Urbane Development to facilitate community-based research processes through charrettes, focus groups and public presentations to create a 10-year economic development vision for Detroit’s UNESCO City of Design designation. Collaborated with DCD employees and other small business development organizations on commerce design toolkit, providing non-design entrepreneurs with accessible and actionable methods of improving the façade, layout and digital marketing of their businesses. Show less Researched business membership networks for restructuring of DCD's design entrepreneur network, presenting unit director with industry best practices, suggested membership classifications and 43 benefits to offer designer cohorts to increase satisfaction and retention. Collaborated with consultants from Urbane Development to facilitate community-based research processes through charrettes, focus groups and public presentations to create a 10-year economic development vision for Detroit’s… Show more Researched business membership networks for restructuring of DCD's design entrepreneur network, presenting unit director with industry best practices, suggested membership classifications and 43 benefits to offer designer cohorts to increase satisfaction and retention. Collaborated with consultants from Urbane Development to facilitate community-based research processes through charrettes, focus groups and public presentations to create a 10-year economic development vision for Detroit’s UNESCO City of Design designation. Collaborated with DCD employees and other small business development organizations on commerce design toolkit, providing non-design entrepreneurs with accessible and actionable methods of improving the façade, layout and digital marketing of their businesses. Show less

Student Research Assistant

• Sep 2016 - Apr 2017

Research assistant for the project "Proposals for Positive Business Practices," which examines the connections between employee voice, gender and nationality. During the fall, I conducted a literature review on the interactions between gender and employee voice and summarized relevant academic sources in a detailed spreadsheet. I additionally analyzed academic research papers on effects of Chinese culture on employee voice, built a PowerPoint, and generated a 4-page analysis for use in my… Show more Research assistant for the project "Proposals for Positive Business Practices," which examines the connections between employee voice, gender and nationality. During the fall, I conducted a literature review on the interactions between gender and employee voice and summarized relevant academic sources in a detailed spreadsheet. I additionally analyzed academic research papers on effects of Chinese culture on employee voice, built a PowerPoint, and generated a 4-page analysis for use in my mentor's paper and conference presentation in Beijing. This winter, I performed 352 chi-square analyses on our data, using SPSS software to measure the effects of gender and nationality on employee voice. This analysis determined 131 statistically significant differences in our data. I presented my findings in the UROP Symposium and was awarded with a blue ribbon. Show less Research assistant for the project "Proposals for Positive Business Practices," which examines the connections between employee voice, gender and nationality. During the fall, I conducted a literature review on the interactions between gender and employee voice and summarized relevant academic sources in a detailed spreadsheet. I additionally analyzed academic research papers on effects of Chinese culture on employee voice, built a PowerPoint, and generated a 4-page analysis for use in my… Show more Research assistant for the project "Proposals for Positive Business Practices," which examines the connections between employee voice, gender and nationality. During the fall, I conducted a literature review on the interactions between gender and employee voice and summarized relevant academic sources in a detailed spreadsheet. I additionally analyzed academic research papers on effects of Chinese culture on employee voice, built a PowerPoint, and generated a 4-page analysis for use in my mentor's paper and conference presentation in Beijing. This winter, I performed 352 chi-square analyses on our data, using SPSS software to measure the effects of gender and nationality on employee voice. This analysis determined 131 statistically significant differences in our data. I presented my findings in the UROP Symposium and was awarded with a blue ribbon. Show less

Communications Intern

• Jun 2015 - Aug 2015

• Authored and managed 3 months of company social media posts to share successes and announcements, creating long-term consistent social media strategy used post-internship • Interviewed small businesses and community development clients and wrote 7 corresponding blog posts, increasing transparency in service range and likability • Researched grant opportunities using Grant Station tool for new focus areas centered around community development and produced 18-page document with… Show more • Authored and managed 3 months of company social media posts to share successes and announcements, creating long-term consistent social media strategy used post-internship • Interviewed small businesses and community development clients and wrote 7 corresponding blog posts, increasing transparency in service range and likability • Researched grant opportunities using Grant Station tool for new focus areas centered around community development and produced 18-page document with 73 grant recommendations for executive team, used during development of revised grant strategy • Shadowed CEO through strategic planning sessions and discussed leadership strategies, experiencing non-profit management and developing passion for social impact consulting Show less • Authored and managed 3 months of company social media posts to share successes and announcements, creating long-term consistent social media strategy used post-internship • Interviewed small businesses and community development clients and wrote 7 corresponding blog posts, increasing transparency in service range and likability • Researched grant opportunities using Grant Station tool for new focus areas centered around community development and produced 18-page document with… Show more • Authored and managed 3 months of company social media posts to share successes and announcements, creating long-term consistent social media strategy used post-internship • Interviewed small businesses and community development clients and wrote 7 corresponding blog posts, increasing transparency in service range and likability • Researched grant opportunities using Grant Station tool for new focus areas centered around community development and produced 18-page document with 73 grant recommendations for executive team, used during development of revised grant strategy • Shadowed CEO through strategic planning sessions and discussed leadership strategies, experiencing non-profit management and developing passion for social impact consulting Show less