Senior Business Analyst

• Jun 2023 - Present

Business Analyst

• Jan 2022 - Jun 2023

Scrum Master

• Jun 2020 - Dec 2021

Business Analyst

• Sep 2019 - Jun 2020

Business Analyst

• Dec 2018 - Sep 2019

Account Manager

• Mar 2017 - Dec 2018

-Served on the company performance team and held performance and risk training sessions. This involved familiarizing peers with related reports and reviewing basic performance and risk metrics. -Worked with the implementations team setting up new clients on the Clearwater system. This included loading and reconciling accounts, automating manual client processes, defining day to day servicing, and working quickly to meet tight deadlines. -Developed best practices for creating accounting transactions and maintenance for Structured securities, Whole Loans, and other Asset Backed Securities. -Participated in product design and configuration sessions with the goal of building out tools and infrastructure to support new clients. -Performed daily reconciliation and monthly lock downs on client accounts that involves reviewing pricing, analytics, performance and transaction history. Show less

Financial Advising Intern

• May 2016 - Apr 2017

-Gathered current data on client investments for annual meetings -Updated and tracked returns for select mutual funds, market indexes, firm portfolios and select separately managed client accounts -Updated and tracked Pro Forma data, expenses, and revenue for the company -Researched and presented top performing mutual funds in various categories to the Senior VP of Investments to be used in future model portfolios -Built model portfolios in Morningstar Advanced Workstation -Maintained client relationships through email, mail, phone, and verbal communication Show less

Financial Vice President

• Jan 2016 - Dec 2016

-Organized and budgeted funds in excess of $90,000 for the 2016-2017 school year-Completed and tracked reimbursements and refunds-Analyzed and tracked chapter expenses from previous years to better allocate funds in the future-Completed monthly bank reconciliations-Assisted members in financial distress by creating payment plans-Successfully implemented strategies and incentives that helped lower the percentage of delinquent accounts

Assistant Financial VP

• Jan 2015 - Dec 2015

- Updated accounts and financial status of all chapter activities- Assisted with completing reimbursements and refunds - Presented financial issues to the chapter body- Analyzed and tracked chapter expenses

Intern

• May 2015 - Aug 2015

Special Projects Intern for Finance and HR Departments - Researched and produced investment portfolio analysis for CFO - Researched and produced European market analysis / office relocation proposal for CFO - Conducted evaluation of credit rating solutions used to assess client risk for VP Finance - Assisted with Employment Eligibility Verification conversion from paper to digital filing Special Projects Intern for Finance and HR Departments - Researched and produced investment portfolio analysis for CFO - Researched and produced European market analysis / office relocation proposal for CFO - Conducted evaluation of credit rating solutions used to assess client risk for VP Finance - Assisted with Employment Eligibility Verification conversion from paper to digital filing

Desk Assistant

• Aug 2014 - May 2015

- Handled work orders, student complaints, questions, mail, and directed phone request to appropriate person/division - Managed and coordinated desk activities through Google calendar and drive - Advised management of important issues verbally and through email - Handled work orders, student complaints, questions, mail, and directed phone request to appropriate person/division - Managed and coordinated desk activities through Google calendar and drive - Advised management of important issues verbally and through email