Financial Planning Analyst

• Feb 2023 - Present

• Model asset cash flow and provide recommendations to executive team on asset optimization. • Responsible for corporate cash flow needs and assisting in funding of projects • Model asset cash flow and provide recommendations to executive team on asset optimization. • Responsible for corporate cash flow needs and assisting in funding of projects

Finance Manager

• May 2022 - Feb 2023

Senior Financial Analyst

• May 2020 - May 2022

• Responsible for the planning, forecasting and financial analysis of recently acquired Lionstone Investments. Lionstone specializes in investment strategies based upon proprietary analytics and manages approximately $6 billion in assets. In order to accomplish this I worked closely with the Lionstone Executive team on a daily basis to understand the dynamics of the industry as well as support new investment opportunities. • Communicated with Ameriprise business entities and treasury team to consolidate and manage 200 million dollars in global seed investments. • Prepare monthly risk analysis and new seed proposals for Ameriprise Investment Committee & Financial Risk Committee. New product proposals included mutual funds, UK & U.S Real estate opportunities and collateralized debt obligation's. Show less

Finance Leadership Development Associate - Capital Market Solutions

• Oct 2019 - May 2020

• Interpreted financial Greeks in order to statically hedge non variable annuity products with derivatives• Managed interest rate swap portfolio and designed intricate workbook to quickly analyze rho risk positions• Examined counterparty risk in order to understand optimal exposure levels

Finance Leadership Development Associate - MCCR LFO

• Feb 2019 - May 2020

• Produce and support monthly results reporting and analysis, including materials for monthly ELT and Regional financial packages and Marketing Communications and Community Relation leaders, using Microsoft Excel and Essbase skills. Understand and provide commentary on variance drivers• Attend monthly results meetings with business leaders to review results, drive change based on results, and enhance financial acumen in the business.Produce, support and analyze monthly AFG and MCCR financial and advisor metrics results. Work with business to understand drivers of performance. Write commentary for AWM ELT results review package. Produce monthly metric flash and monthly finance reports for AFG leadershipTake part in 2019 forecasting and 2020 planning preparation. Show less

Finance Leadership Development Program - Mutual Fund Reporting

• Jun 2018 - May 2020

• Use financial reporting software to prepare annual and semi-annual shareholder and portfolio reports including footnotes, financial highlights, expense tables, trial balancing, cost roll forward schedule, portfolio turnover schedule, derivatives table and volume disclosures. • Ensure accuracy of shareholder reports and various account line items by following procedures and maintaining strong internal controls by completing various checks and balance reconciliations. Participate in audit review sessions and follow through on issue resolution. Show less

Investment Research Intern

• Jun 2017 - Sep 2017

Leveraged Morningstar Advisor Workstation to identify underperforming funds and recommend replacements to financial planners Rebalanced client portfolios on a daily basis to match desired asset allocation, equity style and international exposure Created three high return and well diversified, socially responsible model portfolios for environmentally conscious investors Audit Trades that have been processed through NetX360, the companies trading platform Used Redtail CRM to schedule client meetings and track client activity Show less

Participant

• Apr 2017 - May 2017

Reviewed financial statement analysis and developed skills in valuation fundamentals Expanded Excel capabilities and gained experience in three statement forecasting Reviewed financial statement analysis and developed skills in valuation fundamentals Expanded Excel capabilities and gained experience in three statement forecasting

Finance and Marketing Intern

• Jun 2016 - Sep 2016

Prepared two financial planning case studies which were presented in front of licensed advisors and members of upper management Individually selected to attend leadership meetings and discuss leadership tactics with high ranking officials including the CEO and Vice President Worked in a team environment to assist with every day marketing needs as well as the company’s annual corporate meeting Successfully completed a fourteen week internship program Prepared two financial planning case studies which were presented in front of licensed advisors and members of upper management Individually selected to attend leadership meetings and discuss leadership tactics with high ranking officials including the CEO and Vice President Worked in a team environment to assist with every day marketing needs as well as the company’s annual corporate meeting Successfully completed a fourteen week internship program