Financial Services Analyst

• May 2023 - Present

Financial Assistant

• May 2022 - May 2023

Financial Analyst that helped with enhancing revenue recognition as well as helped with AR collections. Set up for mentor David Gulian and now manage and have ownership in G300 LLC. Worked in Power BI and ran optimization in Excel with their sales packages and pricing models to see what the most profitable combination of keyboards, scanners, and karts the salespeople should be recommending. Increased profits by 7% resulting in an additional $500,000 revenue to this date. Helped with financial in Futura’s acquisition of RTL solutions. Show less

Financial Analyst

• Jun 2021 - Aug 2021

Helped create PowerPoint presentations for marketing, learned extensively about the different ways public development is financed, for example through a special district like a Public Improvement District (PID) issuing bonds. I also created financial statements for other companies in excel which I then converted into power point present Helped electronically file paperwork in the case of a future audit of the company, as well as learned and experienced hours of financial modeling on excel. In detail, I researched countless special districts in many different states that have opportunities for public improvement projects like a Municipal Utility District (MUD), or a Public Utility District (PUD), or a Tax Incremental Reinvestment Zone (TIRZ). Show less

Villanova Finance Group Case Study

• Jan 2021 - May 2021

Worked together with six other Villanovan's to compile financial documents and to organize a case study about the chosen publicly trade company our group chose. Seeing as we choose a foreign company that was publicly traded in the United States we also had to convert currency, equity, and the value of things like dividends paid. Overall the experience was worth it as I gained further insight into the financials of publicly traded company's and was able to apply knowledge from financial accounting a class I had been taking at the same time. Show less

Summer Intern

• Jul 2019 - Aug 2019

Helped build an interactive current news section for their website as well as helped with deliveries and attended depositions and court cases. Helped build an interactive current news section for their website as well as helped with deliveries and attended depositions and court cases.

Summer Intern

• Jun 2019 - Jul 2019

Helped where and whenever I was needed and worked in both the lending and accounting areas. Some of my duties included General Ledger entry processing, the performance of bank reconciliations, and other administrative duties. Helped where and whenever I was needed and worked in both the lending and accounting areas. Some of my duties included General Ledger entry processing, the performance of bank reconciliations, and other administrative duties.