Financial Analyst

• Aug 2023 - Present

Student Financial Advisor

• Nov 2022 - May 2023

• Conducting assessments of students' financial behaviors using intake activities, and offer recommendations to help them achieve their financial objectives • Devising personalized plans for up to 6 weekly appointments, tailored to each student's specific needs and goals, and provide comprehensive education on financial approaches, documents, and reports • Conducting assessments of students' financial behaviors using intake activities, and offer recommendations to help them achieve their financial objectives • Devising personalized plans for up to 6 weekly appointments, tailored to each student's specific needs and goals, and provide comprehensive education on financial approaches, documents, and reports

Webmaster

• Jan 2022 - Dec 2022

- Updating official Alpha Kappa Psi Chi Pi website for current positions through Elementor. - Contributing ideas during marketing meetings to invest prospects. - Constructing discord improvements to streamline efficient communications amongst 40 active brothers and 200 alumni. - Updating official Alpha Kappa Psi Chi Pi website for current positions through Elementor. - Contributing ideas during marketing meetings to invest prospects. - Constructing discord improvements to streamline efficient communications amongst 40 active brothers and 200 alumni.

Commercial Banking Intern

• Jun 2022 - Aug 2022

- Yielded a deposit integration project on Excel using the VLOOKUP, IFERROR, IFNA, and IF formulas. - Implemented formulas to integration review tables for Certificate of Deposit, Cash on delivery, stock at valuation. - Examined the general ledgers that went to the correct branch and formed written summaries on any errors/wrongly directly general ledgers. - Verified Financial Holdings for Earnings Release Quarter 1 to raw Financials on the excel sheets. -Recognized non-identical numbers and numbers not found within the raw data. - Analyzed Financials for Earnings Release Quarter 2 to the draft financials. - Collected notes on round up errors and classified notes within the excel sheets official raw data. Show less

Financial Support Intern

• May 2020 - Jun 2022

- Redesigned and maintained 2 monthly spend analysis reports calculating planned and actual worksheets in Excel with VLOOKUP. - Worked on a financial Travel Plan calculating the flights, including layovers, to price ratio. - Assisted 10 other financial and statistical analysis for special projects. - Acquired active DOD security clearance. - Redesigned and maintained 2 monthly spend analysis reports calculating planned and actual worksheets in Excel with VLOOKUP. - Worked on a financial Travel Plan calculating the flights, including layovers, to price ratio. - Assisted 10 other financial and statistical analysis for special projects. - Acquired active DOD security clearance.