Operations Associate

• Sep 2022 - Present

Financial Planning Intern

• May 2022 - Aug 2022

SGH Wealth Management Internship Program offers a practical hands-on experience and opportunity for career exploration without any sales requirements.• Coordinated firm-wide projects from start to completion, aligning staff with objectives, expectations, and managing deadlines• Assisted in creation of Retirement Plan Case Design• Worked alongside management to research and create marketing and financial material for client engagement• Attended over 50 client meetings and participated in post-meeting workflows• Assembled resource guides and tutorials to streamline client transitions Show less

Finance Controlling Intern

• Aug 2020 - Oct 2021

• Submit month-end journal entries and provide back-up support documentation • Provide timely gross cost and cash analysis reports to program teams • Maintain PPA forecasts and track monthly actuals from each plant • Code invoices for the sales team and approve company work orders • Reconcile differences between P&L and sales reports using company software • Utilize company Finance tools to manage programs and assist program controllers • Submit month-end journal entries and provide back-up support documentation • Provide timely gross cost and cash analysis reports to program teams • Maintain PPA forecasts and track monthly actuals from each plant • Code invoices for the sales team and approve company work orders • Reconcile differences between P&L and sales reports using company software • Utilize company Finance tools to manage programs and assist program controllers

Human Resources Co-Op: Benefits

• Jan 2020 - Mar 2020

• Processing utility, payroll, and savings plan wires • Running Queries and Pivot Tables to synthesize information • Updating Monthly 401k and Pension Contribution Reports • Performing annual SOX testing to confirm record accuracy • Utilizing Microsoft Mail Merge to mail pension recipients • Filing and categorizing pension and retirement registers • Updating and confirming employee records • Revising human resource policies and procedures to reflect current standards • Reconciling discrepancies between company and retirement plan records • Determining dates of employee savings plan status changes from general to non qualified through Excel Show less