Financial Analyst

• Aug 2023 - Present

-Prepares and develops comprehensive financial analyses, providing valuable insights and interpretations of results for executive decision-making.-Utilizes data mining techniques to extract and correlate multiple data points, enabling the identification and synthesis of key business trends and recommendations.-Identifies and implements process improvements, including automation of reports and streamlining of operational processes, resulting in increased efficiency and cost savings.-Actively participates in the Sales Planning process, contributing to margin planning and attending reviews with business unit leaders and the management team.-Conducts thorough Sales, Margin, and ad hoc analyses, identifying potential risks and opportunities and providing actionable recommendations to drive business growth.-Creates and assists in delivering presentations to support management in strategic decision-making.-Plays a key role in business planning and forecasting activities, gaining a deep understanding of the organization's goals and supporting the development of robust financial forecasts. Show less

Financial Analyst Intern

• May 2023 - Aug 2023

-Prepares and develops comprehensive financial analyses, providing valuable insights and interpretations of results for executive decision-making.-Utilizes data mining techniques to extract and correlate multiple data points, enabling the identification and synthesis of key business trends and recommendations.-Identifies and implements process improvements, including automation of reports and streamlining of operational processes, resulting in increased efficiency and cost savings.-Actively participates in the Sales Planning process, contributing to margin planning and attending reviews with business unit leaders and the management team.-Conducts thorough Sales, Margin, and ad hoc analyses, identifying potential risks and opportunities and providing actionable recommendations to drive business growth.-Creates and assists in delivering presentations to support management in strategic decision-making.-Plays a key role in business planning and forecasting activities, gaining a deep understanding of the organization's goals and supporting the development of robust financial forecasts. Show less

Finance Board Member | Analyst | Reporting

• Oct 2022 - Aug 2023

- Forming connections with companies for networking events - Scheduling meetings with companies along with the Vice President - Writing and presenting reports regarding upcoming meetings with companies to the President and Vice President of Operations - Setting, monitoring, and reporting on corporate relations team goals - Maintaining minutes for all corporate relations meetings - Communicating the minutes with the Vice President of Operations - Forming connections with companies for networking events - Scheduling meetings with companies along with the Vice President - Writing and presenting reports regarding upcoming meetings with companies to the President and Vice President of Operations - Setting, monitoring, and reporting on corporate relations team goals - Maintaining minutes for all corporate relations meetings - Communicating the minutes with the Vice President of Operations

Finance Representative in Post-Graduate Hult Student Association

• Oct 2022 - Aug 2023

Finance Graduate Student | Financial Analysis | Data Science | Portfolio Management

• Sep 2022 - Aug 2023

Relevant Courses:- Financial Reporting- Business Insights through Data (R programming)- Financial Planning- Analysis with Excel & Analysis with Excel- Business Insights Through Data- Global Financial Markets- Fintech- Financial Management- Corporate Finance- Data Extraction & Visualization- Investments

Finance | Accounting Associate | Analyst

• Apr 2022 - Jun 2022

-Processed >50 daily transactions in the Accounts Payable and Accounts Receivable applications by ensuring that the financial data was correct to successfully bring down the accounts payable by 50%. -Investigated and successfully resolved >25 accounts receivable discrepancies on a daily basis to prepare for closing every month -Accurately filed A/P and A/R paperwork by utilizing Macola to update the data on a daily basis to bill clients on-time and maintain good vendor/customer relationships. -Posted >50 cash receipts from customers on a weekly basis on Macola to prepare for closing every month -Provided assistance to the Finance Manager with monthly account reconciliations (bank reconciliation and accrual accounts, month end journal entries, etc.) by balancing the books. Show less

Finance | Accounting | Analyst

• Sep 2021 - Apr 2022

-Processed >7 daily transactions in the Accounts Payable and Accounts Receivable applications by ensuring that the financial data was correct to successfully bring down the accounts receivable by 60%. -Accurately filed A/P and A/R paperwork by creating Excel spreadsheets on money owed and being responsible for updating the data on a daily basis to bill clients on-time and eliminating previous issues. -Provided assistance to an Accounting Manager with monthly account reconciliations (bank reconciliation and accrual accounts, month end journal entries, etc.) by balancing the books to fix the 2020 and 2021 books. -Prepared >15 financial statement audits by assisting in the auditing process through matching hours worked vs. hours billed and minimizing human mistakes to provide corrections on-time. Show less

Data Management | Analyst | Advisor

• Jun 2021 - Apr 2022

-Guided >20 businesses in navigating financial management and insurance options by helping businesses secure $15K to spend on insurance with active listening to help find best insurance products for employees. -Managed client data using Salesforce and field force ERP systems by providing reporting estimates of each employee valued at $1500 and gathering necessary information to provide employees with accurate rates. -Reinforced 24 client relationships with cold calling and reopening cold cases to take over any clients that may have been left behind by another agent to drive new business to the company (35%). -Acquired 45 referrals and leads to drive more business by cold calling and acquiring referrals through utilizing sales methods and providing product-client fit to land 7 accounts in 1 month. Show less

Lab assistant | Finance | Data

• Feb 2018 - Jun 2021

-Created time sheets, staff records, and touring sessions-Organized college application information-Processed transfer credit information

Student Assistant to Dean | Finance | Data

• Feb 2018 - Jun 2021

-Provided administrative office support-Created content for monthly department newsletter-Maintained strict confidentiality working with student records

Portfolio Management | Finance | Analyst

• Jan 2021 - May 2021

-Highest performing portfolio picks for management portfolio class (one semester- 4 months)-Professional portfolio presentations-Active stock market research

Finance Resident Student Representative | Senate | Data management

• Sep 2017 - Apr 2018

-Voiced concerns for Resident Students and provided weekly reports on activities-Assisted in Senate organization of campus events

Homeownership and Financial Education Intern | Analyst | Finance

• Aug 2019 - Jul 2020

-Provided 35 1:1 coaching sessions on 5 topics (budgeting, home ownership and buying process, securing of loan financing) by tracking client statuses in Salesforce allowing 65% of clients to jump into homeownership. -Offered 5 financial literacy workshop presentations to low income families, first time homebuyers, and landlords by presenting on the home buying process with PowerPoints to allow people to be certified. -Coordinated 4 aspects of the marketing campaign for The First Time Homebuyer Fair, including vendor outreach and the use of Eventbrite for RSVPs by doing research to secure 14 key speakers. -Processed $25K in vendor fair registration fees and conducted month-end financial reconciliation for departmental credit cards by collaborating with the accounting department to drive successful reconciliations. -Supported grant writing efforts by updating key information and performing data reconciliation through close collaboration with a 5-person department to acquire 2 different grants and keep the company running. Show less

Peer to peer advisor | Data | Finance

• Aug 2018 - Nov 2019

-Promoted and sold benefits of various meal plans to students -Promoted and sold benefits of various meal plans to students

Financial Team Leader | Finance | Data Analyst

• Aug 2015 - Apr 2016

-Engaged in a highly competitive program focused on cultivating the next generation of business leaders and entrepreneurs. -Conducted extensive research exploring the intersection of business and the broader world, gaining a holistic understanding of the interconnectedness of various industries and markets. -Developed a deep awareness of the competitive global business landscape and acquired the necessary skills to drive innovation, design impactful projects, and present compelling solutions for future challenges. -Acquired a strong foundation in business administration and business English, equipping me with the knowledge and expertise required for successful careers in various industries. -Fostered entrepreneurial skills and a mindset, empowering me to confidently explore and seize future opportunities in the business world. -Cultivated exceptional communication skills through the development of effective presentation techniques, collaboration in team settings, and the ability to lead and inspire others. -Positioned myself for roles of increased responsibility in the global marketplace, armed with a comprehensive skill set and a forward-thinking approach to business and leadership. Show less