Experience

CrossBorder Solutions

• United States
• Software Development
• 100 - 200 Employee

• Professional Services Senior Associate

  • May 2022 - Present

• Professional Services Associate - Transfer Pricing

  • Oct 2020 - May 2022

  • Assist in the preparation and delivery of transfer pricing documentation reports, obtaining and documenting the facts necessary to support and establish the clients’ transfer pricing policies• Prepare benchmarking and comparability analytics for key intellectual property, goods, service and financing transactions using databases by Dun & Bradstreet and Standard and Poor’s• Analyze financial statements and produce data requests to gather financial and descriptive information from customers• Responsible for > 10 clients with accounts covering over 15 jurisdictions Show less



Kroll Bond Rating Agency, Inc.

• Finance and Analytics Intern

  • Jun 2019 - Aug 2019

  • Built a data automation tool that calculates core bank M&A transaction metrics by pulling fundamental data directly into MS Excel from a structured relational database • Conducted quality assurance tests of M&A metrics by analyzing public company financial statements, bank regulatory filings and M&A disclosure documents to ensure M&A metrics meet data quality standards for the product • Collected historical transactional data on announcement and completion dates for over 300 M&A events • Data will be part of a new data platform providing complete coverage for banks, insurers and real estate companies Show less



Mortgage Capital Trading (MCT)

• United States
• Financial Services
• 1 - 100 Employee

• Summer Intern

  • Jun 2018 - Aug 2018

  • Learned various aspects of the Mortgage Banking Industry • Reviewed client mortgage pipeline performance reports using Excel • Summarized key hedging performance metrics in a client overview sheet • Managed easy methodology for clients to view performance progress mortgage loan pipeline • Learned various aspects of the Mortgage Banking Industry • Reviewed client mortgage pipeline performance reports using Excel • Summarized key hedging performance metrics in a client overview sheet • Managed easy methodology for clients to view performance progress mortgage loan pipeline



Pitts and Polizzi, PC

• Accounting Clerk

  • May 2018 - Jun 2018

  • Inputted and paid bills using QuickBooks and processed deposits into Excel and into QuickBooks • Inputted and paid bills using QuickBooks and processed deposits into Excel and into QuickBooks