Experience

The Financial Gym

• United States
• Financial Services
• 1 - 100 Employee

• Finance and Operations Manager

  • Feb 2023 - Present

  - Implement new programs, software, workflows, and procedures companywide. - Document and update all processes for billing, AP, AR, and operations in companywide SOPs. - Track and analyze all company expenditures. - Perform month, quarter, and annual month end reconciliation.

• Senior Finance Specialist

  • Oct 2022 - Jan 2023

  Remote - Manage the company's entire Billing Department - Process all AR and AP invoices, including weekly collection efforts

• Billing Specialist

  • Jan 2022 - Sep 2022

  Remote - Responsible for all billing work on all FinGym clients including fee billing analysis, troubleshooting, adjustment billing, fee billing procedural documentation and process analysis. - Compiling and analyzing billing data on a monthly basis related to revenue recognition.

• Certified Financial Trainer, Level III

  • Dec 2020 - Dec 2021

  New York City Metropolitan Area - One of the top ten revenue producing financial trainers. - 20% of clients significantly grew their net worth in 6 months or less. - Created "When Will the Money Run Out" spreadsheet to help clients know how much they will have in retirement. - Contributor to The Financially Free Blog on topics of investing and retirement. - Proficient knowledge of CRM platform Hubspot and workflow management platform Trello.

• Certified Financial Trainer, Level II

  • Sep 2019 - Nov 2020

  New York City Metropolitan Area Provide individuals with advice and tools to help them succeed in both their personal and business financial goals, including but not limited to budget analysis, cash flow management, debt solutions, investing, and retirement.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Client Relationship Manager

  • Jul 2016 - Sep 2019

  New York City Metropolitan Area • Main point of contact for 500+ clients, working in conjunction with two Financial Advisors in maintaining, servicing, and growing their high net worth ($500+ million) business. Tasks included checking portfolio values, processing documents, and maintaining client relations. • Named one of the top 1,000 Client Associates in both 2013 and 2019.



OECD - OCDE

• France
• International Affairs
• 700 & Above Employee

• Social Media Analyst

  • Mar 2015 - Sep 2015

  Paris Area, France • Main job functions were data analysis, assisting with monitoring and improving key data quality metrics reports for the organization’s seven social media platforms. • Researched platforms where the company could expand their social media reach. • Managed the organization’s Instagram account, increasing its growth from 5% to 15% month-over-month.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Client Relationship Specialist

  • May 2012 - Nov 2013

  New York City Metropolitan Area



Columbia University

• United States
• Higher Education
• 700 & Above Employee

• Head of Events and Office Manager

  • Aug 2008 - May 2012

  New York City Metropolitan Area • Coordinated all events, guest speaker conferences, seminars and international meetings • Collaborated with various venues, caterers to develop successful internal and external events • Implemented systems to streamline event processes (e.g., Field Placement Fair) • Increased attendance by +65% to the department’s annual Field Placement Fair