Experience

CPM Advisory Group

• United States
• Accounting
• 1 - 100 Employee

• Financial Analyst

  • Feb 2022 - Present



TreviPay

• United States
• Financial Services
• 700 & Above Employee

• Financial Business Analyst - II

  • Feb 2018 - Feb 2022

  Created dashboards using database tools in order to providefinancial reporting and metrics to senior leadership.Identified objectives and key results and communicated projectprogress, solutions, and risks to stakeholders.Documented, and trained FBA I's on, existing procedures whileimplementing and introducing new features and Processes as wellas overhauling and optimizing existing procedures.Communicated complex analysis and insights to, and workedclosely with, senior leadership, both verbally and via email in orderto understand business challenges.Held ownership of system enhancement prioritization, as well asresponsible for testing and validation of processes.



State Street

• United States
• Financial Services
• 700 & Above Employee

• Mutual Fund Analyst II

  • May 2015 - Feb 2018

  Accurately determined the value of mutual funds based on theirholdings and delivered correct prices to clients daily.Helped to develop new procedures and tools to increaseproductivity and reduce overhead.Oversaw and reviewed the daily activities of MFA-I's to ensure alltasks were completed and deadlines were met.Communicated directly with clients to provide reporting andclarification.Analyzed mutual fund holdings to ensure all trades, accruals, anddividends were correct.Engaged with multiple teams to ensure timely processing of trades.Improved existing procedures to reduce overhead and increaseproductivity to more easily meet strict deadlines.



The University of Kansas

• United States
• Higher Education
• 700 & Above Employee

• Undergraduate Teaching Assistant

  • Aug 2011 - May 2015

  Teach one to two sections of college algebra per semester in coordination with 50 to 60 other college algebra T.A.'s. Grade and proctor exams. Tutor 25 to 30 hours in a walk in help room. Teach one to two sections of college algebra per semester in coordination with 50 to 60 other college algebra T.A.'s. Grade and proctor exams. Tutor 25 to 30 hours in a walk in help room.