Financial Advisor

• Apr 2021 - Present

Financial Analyst: NA Interior Costing

• Jun 2020 - Apr 2021

· Act as a lead cost analyst to develop a benchmark quote to remain competitive for future reward · Collaborate with engineering, manufacturing, logistics, and purchasing to ensure cost file reflects new inputs on acquisition programs · Interpret cost behaviors based on OEM scope changes and its effect on the business plan · Act as a lead cost analyst to develop a benchmark quote to remain competitive for future reward · Collaborate with engineering, manufacturing, logistics, and purchasing to ensure cost file reflects new inputs on acquisition programs · Interpret cost behaviors based on OEM scope changes and its effect on the business plan

Financial Analyst: Global Cost

• Mar 2019 - May 2020

· Update company price & volume part level detail for forecast & actual scenarios· Analyze big data for company global inventory & freight data · Support development of analytical tools and reporting for inventory, freight, & material cost· Work on “Material Automation Tool” launch testing, analysis, & data loading· Lead the integration process of Axle Tech to our company forecast operation

Financial Specialist: Shared Services

• Jan 2018 - Mar 2019

· Controlled the North American holds and rejections payment reports· Assisted in the maintenance of vendor tax classification and payment terms· Processed invoices for Meritor’s Cameri Italy site, Lindersburg Sweden site, & NA sites

Financial Advisor Intern

• May 2017 - Jan 2018

• Gathered, reviewed all customer documentation pertaining to investment product selection and documented it in Microsoft Excel and Red Tail CRM. • Managed all Advisor calendars for client meetings, and sales strategy reviews. • Planned & implemented marketing events to acquire new candidates. • Performed general administrative duties. • Gathered, reviewed all customer documentation pertaining to investment product selection and documented it in Microsoft Excel and Red Tail CRM. • Managed all Advisor calendars for client meetings, and sales strategy reviews. • Planned & implemented marketing events to acquire new candidates. • Performed general administrative duties.