Experience

Corporate Tax Incentives

• United States
• Financial Services
• 100 - 200 Employee

• Senior Business Analyst

  • Apr 2021 - Present

• Data analyst

  • Feb 2021 - Apr 2021



State Street

• United States
• Financial Services
• 700 & Above Employee

• Financial Operations Analyst

  • Jan 2018 - Feb 2021

  Reviewed and validated all daily activity in an accurate and timely manner and maintained all required controls to ensure overall accuracy. Performed the necessary due diligence to ensure all pricing sources were reviewed analyzed and compared/contrasted before relevant information was released to Fund Accounting and the client. Performed analysis to evaluate analytics, such as portfolio data, strategy, sub-strategy, manager and benchmark information and presented findings. Gathered data from third party data provider, advisors, benchmark provider and other sources to analyze non-managed insurance portfolio to perform detailed analysis. Assisted with developing and maintaining models for non-managed insurance that included performance attribution projections based on market assumptions, portfolio construction, benchmark composition, cash flow projections and strategy. Supported the research and resolution process for exceptions and inquiries in non-managed insurance portfolios along with monitoring and identifying halted/suspended domestic and international securities and notified the Senior Specialists and the client appropriately with detailed information. Provided information needed to prepare financial statements and reports for client shareholder director and management reports in an accurate and timely manner while Pricing corporate actions and maintaining records in support of audits. Worked in conjunction with individuals on the team as well as other shared services/COEs and Client Operations to ensure seamless pricing valuations according to the fund’s policies. Show less



Hilton

• United States
• Hospitality
• 700 & Above Employee

• Banquet Coordinator

  • Jan 2018 - Jan 2019

  Successfully prepare accurate banquet event orders with details which included time, financials, and event preparations. Organize and prioritize daily assignments to efficiently complete daily tasks and assist team with additional assignments. Actively communicated with clients to ensure details of events met and exceeded expectations. Successfully prepare accurate banquet event orders with details which included time, financials, and event preparations. Organize and prioritize daily assignments to efficiently complete daily tasks and assist team with additional assignments. Actively communicated with clients to ensure details of events met and exceeded expectations.



Hilton

• United States
• Hospitality
• 700 & Above Employee

• Banquet Houseperson

  • Feb 2013 - May 2017

  Successfully prepare accurate banquet event orders with details which included time, financials, and event preparations. Organize and prioritize daily assignments to efficiently complete daily tasks and assist team with additional assignments. Actively communicated with clients to ensure details of events met and exceeded expectations. Successfully prepare accurate banquet event orders with details which included time, financials, and event preparations. Organize and prioritize daily assignments to efficiently complete daily tasks and assist team with additional assignments. Actively communicated with clients to ensure details of events met and exceeded expectations.