Engineering Statics Teaching Assistant

• Aug 2022 - Present

-Assist professor with instruction of course material three times a week by providing additional insights and perspectives. -Host office hours once a week to create a constructive learning environment by providing direct feedback on homework and extensive MATLAB coding project submissions. -Assist professor with instruction of course material three times a week by providing additional insights and perspectives. -Host office hours once a week to create a constructive learning environment by providing direct feedback on homework and extensive MATLAB coding project submissions.

Finance Automation Consulting Intern

• Jun 2023 - Aug 2023

-Implemented market-leading point solutions such as Workiva and BlackLine by cleaning complex datasets, configuring software, and working upfront with client executives to automate business, accounting, and financial functions. -Improved client morale by providing troubleshooting resources post-implementation, including over 20 standardized deliverables/process flows and over 10,000 mock transactions to demonstrate BlackLine capabilities. -Achieved first place in an internal… Show more -Implemented market-leading point solutions such as Workiva and BlackLine by cleaning complex datasets, configuring software, and working upfront with client executives to automate business, accounting, and financial functions. -Improved client morale by providing troubleshooting resources post-implementation, including over 20 standardized deliverables/process flows and over 10,000 mock transactions to demonstrate BlackLine capabilities. -Achieved first place in an internal market analysis contest of more than 50 interns by using storytelling to vividly present impactful Costco market research and keen industry insights to RSM partners. Show less -Implemented market-leading point solutions such as Workiva and BlackLine by cleaning complex datasets, configuring software, and working upfront with client executives to automate business, accounting, and financial functions. -Improved client morale by providing troubleshooting resources post-implementation, including over 20 standardized deliverables/process flows and over 10,000 mock transactions to demonstrate BlackLine capabilities. -Achieved first place in an internal… Show more -Implemented market-leading point solutions such as Workiva and BlackLine by cleaning complex datasets, configuring software, and working upfront with client executives to automate business, accounting, and financial functions. -Improved client morale by providing troubleshooting resources post-implementation, including over 20 standardized deliverables/process flows and over 10,000 mock transactions to demonstrate BlackLine capabilities. -Achieved first place in an internal market analysis contest of more than 50 interns by using storytelling to vividly present impactful Costco market research and keen industry insights to RSM partners. Show less

Director of Finance

• Aug 2021 - Dec 2022

-Led the material creation and research efforts on pressing finance topics including investing, credit, and crypto by presenting three workshops to over 50 SHPE members to promote financial literacy within the Hispanic community. -Raised and managed a budget of $1,000 to plan a novel finance competition (SHPEtank) with thirty participants that promotes creativity, presentation, and story-telling skills to teach Hispanics how to evaluate and analyze a business. -Led the material creation and research efforts on pressing finance topics including investing, credit, and crypto by presenting three workshops to over 50 SHPE members to promote financial literacy within the Hispanic community. -Raised and managed a budget of $1,000 to plan a novel finance competition (SHPEtank) with thirty participants that promotes creativity, presentation, and story-telling skills to teach Hispanics how to evaluate and analyze a business.

Credit Analyst Intern

• Jun 2022 - Aug 2022

-Managed a portfolio of approximately $100MM of syndicated loans and learned about the leveraged loan market. -Designed detailed data visualization elements on Everest software for financial analysis to present to bankers and clients. -Conducted financial analysis on over 30 borrowers using company Excel programs/Everest, assessing their financial status, macroeconomic environment, and leverage, providing comprehensive recommendations for bankers' credit risk… Show more -Managed a portfolio of approximately $100MM of syndicated loans and learned about the leveraged loan market. -Designed detailed data visualization elements on Everest software for financial analysis to present to bankers and clients. -Conducted financial analysis on over 30 borrowers using company Excel programs/Everest, assessing their financial status, macroeconomic environment, and leverage, providing comprehensive recommendations for bankers' credit risk assessments. -Pitched a $50MM deal on a syndicated loan to the executive loan committee as a potential investment for the company. Show less -Managed a portfolio of approximately $100MM of syndicated loans and learned about the leveraged loan market. -Designed detailed data visualization elements on Everest software for financial analysis to present to bankers and clients. -Conducted financial analysis on over 30 borrowers using company Excel programs/Everest, assessing their financial status, macroeconomic environment, and leverage, providing comprehensive recommendations for bankers' credit risk… Show more -Managed a portfolio of approximately $100MM of syndicated loans and learned about the leveraged loan market. -Designed detailed data visualization elements on Everest software for financial analysis to present to bankers and clients. -Conducted financial analysis on over 30 borrowers using company Excel programs/Everest, assessing their financial status, macroeconomic environment, and leverage, providing comprehensive recommendations for bankers' credit risk assessments. -Pitched a $50MM deal on a syndicated loan to the executive loan committee as a potential investment for the company. Show less

Small Group Leader; Youth Leaders Conference

• Sep 2021 - May 2022

-Mentored and engaged a group of ten students in a weekend-long series of workshops centered around leadership skills, fostering abilities such as communication, organization, managing, and relationship-building. -Participated in weekly meetings/team-building exercises to build stronger relationships with co-leaders and prepare workshops/leadership activities for the conference with over 300 high-school students in attendance. -Mentored and engaged a group of ten students in a weekend-long series of workshops centered around leadership skills, fostering abilities such as communication, organization, managing, and relationship-building. -Participated in weekly meetings/team-building exercises to build stronger relationships with co-leaders and prepare workshops/leadership activities for the conference with over 300 high-school students in attendance.

Case Study Competition

• Apr 2022 - Apr 2022

-Organized a team of four and created a framework by collecting raw data from local retailers, analyzing P&G’s current supply chain operations, and researching innovative technologies to solve P&G’s current supply chain crisis. -Presented framework to P&G’s Supply Chain management and engineers taking first place in the competition. -Organized a team of four and created a framework by collecting raw data from local retailers, analyzing P&G’s current supply chain operations, and researching innovative technologies to solve P&G’s current supply chain crisis. -Presented framework to P&G’s Supply Chain management and engineers taking first place in the competition.

Financial Advising Intern

• May 2021 - Aug 2021

-Streamlined operational efficiency for office and client functions using internal software to organize 500+ client accounts. -Utilized Excel to code a cost basis analysis to provide advisors with accurate information crucial for tax purposes. -Helped develop external client relationships by engaging in company meetings and intern leadership development programs. -Streamlined operational efficiency for office and client functions using internal software to organize 500+ client accounts. -Utilized Excel to code a cost basis analysis to provide advisors with accurate information crucial for tax purposes. -Helped develop external client relationships by engaging in company meetings and intern leadership development programs.

Lifeguard

• Apr 2017 - Aug 2020