Junior Quantitative Analyst

• Mar 2023 - Present

Financial Analyst

• Jun 2020 - Mar 2023

- Analyzed the value of 1K+ life insurance policies - Utilized Excel to evaluate cash flows of premiums versus potential death benefit payouts - Peer reviewed over 3K life insurance evaluations by less senior analysts - Analyzed the value of 1K+ life insurance policies - Utilized Excel to evaluate cash flows of premiums versus potential death benefit payouts - Peer reviewed over 3K life insurance evaluations by less senior analysts

Finance Intern

• Aug 2019 - Nov 2019

• Utilized SAP NetWeaver to reconcile and process invoices for payment to Fame House’s vendors daily to ensure proper accounting of company cash inflows and outflows • Created and distributed client invoices and reporting packs monthly to over 400 of Fame House’s clients in order to keep clients informed and satisfied resulting in greater client retention • Incorporated 20 new Instagram influencers as vendors into Fame House’s marketing network in order to create more product offerings to Fame House’s clients resulting in $12,000 in immediate new revenues • Update and track the sale of marketing, creative, and media services in Excel to monitor the pace of business development

Junior Analyst

• Apr 2018 - Jun 2019

• Forecasted weekly petroleum product imports into PADD 1 using Reuters Eikon in order to estimate market expectations of product stock movements resulting in more efficient trading of 2.35 mmbbls of product a week • Wrote and distributed weekly reports on key market drivers, such as, commitment of traders, weekly stock changes, futures spreads, and open interest in fund roll period in order to keep the trading team and executives well informed of market moving data • Analyzed contract performance at PES’ wholesale terminals and distributed reports identifying underperforming clients utilizing advanced Excel tools, such as VLOOKUP and Pivot Tables, resulting in contract performance improvement of over 50% • Reconciled internal trade logs and the deals done to date with the intermediary banks to ensure proper hedging of physical product with derivatives • Summarized quarterly earnings reports of industry leaders (XOM, MPC, VLO) and distributed to trading team and executives to keep track of turnaround information, new CapEx projects, and IMO 2020 expectations

Eligibility Analyst

• Apr 2017 - Aug 2017

• Analyzed revenue, employment data, and the penetration of imports impacting client firms utilizing Excel in order to petition for the firm under the 1974 Trade Act resulting in 6 firms earning $150,000 grants • Developed and transmitted financial and budget reports to Washington D.C. in collaboration with the Director of Finance for yearly review by the EDA resulting in continued funding of the trade adjustment center program • Interviewed C-level executives with MATAAC’s business analyst to identify key business development opportunities and financial planning for client firms culminating in a 50-page business plan detailing key investment opportunities for the firms

Server

• Apr 2013 - Sep 2016

Trained 5 new employees to maximize the efficiency of the restaurant • Cleared tables of glassware in a 60 table country club bar and restaurant • Served orders to tables and satisfied discrepancies with customer orders • Expedited orders between front of house staff and the kitchen to maximize efficiency • Spoke with and greeted customers upon first getting seated • Participated in 150-400 person banquets bi-weekly Trained 5 new employees to maximize the efficiency of the restaurant • Cleared tables of glassware in a 60 table country club bar and restaurant • Served orders to tables and satisfied discrepancies with customer orders • Expedited orders between front of house staff and the kitchen to maximize efficiency • Spoke with and greeted customers upon first getting seated • Participated in 150-400 person banquets bi-weekly

Landscaper

• Apr 2013 - Jul 2014

Coordinated the cutting and landscaping of over 20 lawns • Shaped and trimmed hedges to customer needs • Maintained lawn care equipment (i.e. changed oil, restrung trimmers, etc.) Coordinated the cutting and landscaping of over 20 lawns • Shaped and trimmed hedges to customer needs • Maintained lawn care equipment (i.e. changed oil, restrung trimmers, etc.)