Experience

Casual Precision, LLC

• United States
• Advertising Services
• 1 - 100 Employee

• VP of Media Planning & Analysis

  • Mar 2020 - Present

• Director of Media Analysis

  • Jan 2018 - Mar 2020



Self Employed

• Monroe, CT

• Currency/Stock/Options Trader

  • Sep 2007 - Present

  Recognize and initiate short-term trades in personal account Identify pre-analyzed patterns that provide greatest potential for trading opportunities on a daily basis Gather data to determine new and profitable patterns for future opportunities Maintain emergency exposure model in anticipation of catastrophe as a means of systematic risk and control Use technical analysis to forecast price movements and place effective stop orders. Follow macro economic trends to generate a trading bias to prepare for each day/week/month Follow up on past trades to optimize valuation/ trading models as well as maintain a running blotter Show less



Sikorsky

• United States
• Aviation and Aerospace Component Manufacturing
• 700 & Above Employee

• Sr. Financial Analyst

  • Feb 2017 - Jan 2018

• Financial Analyst

  • Dec 2014 - Feb 2017



BMG360

• United States
• Advertising Services
• 100 - 200 Employee

• Financial Analyst

  • Sep 2011 - Apr 2014

  Converted raw data files into reports to classify daily revenues and costs associated with active radio, print and streaming media. Used multiple valuation metrics to monitor campaign performance and analyze individual media sources. Responsible for media placement decisions based on analysis of historical and current trending data. Forecasted future spending and revenue for media projects to ensure clients' budgets will be satisfied and internal profitability will be maximized. Handled companywide analysis and buying decisions for network/syndicated media channels. Developed macros and used advanced Excel formulas to automate daily tasks and increase efficiency First Employee of the year 2013; First Employee of the quarter 2013: Q1, Q2, Q3, Q4 Show less



Town of Cheshire

• Cheshire, CT

• Accounting Clerk

  • Apr 2011 - Aug 2011

  Managed complete process of reviewing requisitions for bid/contract limits, accepted/rejected requisitions and converted into purchase orders for all town departments. Maintenance of purchase orders included closing and re-opening multi-year purchases, closing completed purchases and researching open purchase order requests. Handled special duty bi-weekly billing included inputting, invoicing and mailing to vendors, monthly statements, and cash receipt reconciliation. Also handled customer service related to police special duty, followed up on aging accounts receivable and collections. Vendor maintenance and creation, monthly updating of capital projects and calculated retroactive pay based upon updated union contracts. Analysis of general ledger accounts, analyzed special revenue accounts for re-classes, summarized detail by categories/purposes, reviewed minutes for appropriations and balanced back to Munis system. Prepared and posted various journal entries including month-end and year-end. Assisted Finance Director with financial statement, debt projection and analysis. Assisted Deputy Treasurer with inputting and reconciling cash receipts. Researched and provided list of possible de-authorization of projects for capital accounts, which increased the surplus for the fiscal year. Workload completed on Munis software and Microsoft Excel. Show less



Pentegra Retirement Services

• United States
• Financial Services
• 200 - 300 Employee

• Accounting/Billing

  • Jun 2009 - Dec 2009

  Temporary assignment to complete all accounting workload on legacy IT systems, including Solomon and Sage TimeSheet and Sage Timeslips, prior to migration to new system. Responsible for preparation of month-end journal entries, balance sheet and income account analysis. Prepared billing statements and reports, maintained accounts receivable system, including billing and estimates entries to general ledger. Completed bank reconciliations. Temporary assignment to complete all accounting workload on legacy IT systems, including Solomon and Sage TimeSheet and Sage Timeslips, prior to migration to new system. Responsible for preparation of month-end journal entries, balance sheet and income account analysis. Prepared billing statements and reports, maintained accounts receivable system, including billing and estimates entries to general ledger. Completed bank reconciliations.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Intern

  • 2008 - 2009

  Gathered and consolidated performance data on funds and managers, including historical performance, portfolio holdings and turnover. Using Citigroup’s research tools, created performance comparisons of investment options and risk components for presentation to clients. Basic administrative duties; answering the phone, filing, scanning & mailing documents. Gathered and consolidated performance data on funds and managers, including historical performance, portfolio holdings and turnover. Using Citigroup’s research tools, created performance comparisons of investment options and risk components for presentation to clients. Basic administrative duties; answering the phone, filing, scanning & mailing documents.