Experience

Elser Financial Planning

• United States
• Financial Services
• 1 - 100 Employee

• Investment Operations Specialist

  • Jan 2022 - Present

• Financial Planning Associate

  • Jul 2020 - Jan 2022

• Financial Planning Intern

  • Jan 2020 - Jul 2020



Top Promotions

• United States
• Advertising Services
• 1 - 100 Employee

• Accounting Intern

  • May 2019 - Aug 2019

  -Confirmed vendor invoices against purchase orders and vouched into system for payment -Processed completed work orders through invoicing and printed/distributed invoices according to set time schedule -Coordinated and processed incoming payments on customer accounts -Prepared daily deposit, processed and applied customer payments against open invoices -Assisted in accounts receivable follow up and collections -Confirmed vendor invoices against purchase orders and vouched into system for payment -Processed completed work orders through invoicing and printed/distributed invoices according to set time schedule -Coordinated and processed incoming payments on customer accounts -Prepared daily deposit, processed and applied customer payments against open invoices -Assisted in accounts receivable follow up and collections



Delta Gamma

• United States
• Higher Education
• 700 & Above Employee

• Vice President of Communications

  • Jan 2019 - May 2019

  -Lead weekly meetings for nine chapter executives -Prepared and maintained agenda and minutes for executive team meetings as well as chapter meetings -Oversaw and co-developed a marketing campaign that highlighted the unique women of Delta Gamma. The campaign increased engagement on Instagram by 12%

• Vice President of Finance

  • Jan 2018 - Jan 2019

  -Prepared and monitored $900k budget ensuring a 5% surplus at year’s end -Managed organization’s bank account by facilitating daily deposits, paying bills, and maintaining payment records -Demonstrated leadership skills and ability to take initiative-Collaborated with executive team to accomplish goals



MGI Entertainment

• Australia
• Business Consulting and Services
• 1 - 100 Employee

• Marketing Intern

  • May 2018 - Jun 2018

  -Attended meetings and summits with the MGI management team to learn how to build and execute a successful marketing campaign using Chinese influencers -Collaborated with the MGI team to build and design marketing campaigns for high profile clients including Budweiser, [A’Kin] and The Venetian Macao -Conducted in-depth research on market trends in China -Created and edited PowerPoint/Keynote presentations to present to clients -Attended meetings and summits with the MGI management team to learn how to build and execute a successful marketing campaign using Chinese influencers -Collaborated with the MGI team to build and design marketing campaigns for high profile clients including Budweiser, [A’Kin] and The Venetian Macao -Conducted in-depth research on market trends in China -Created and edited PowerPoint/Keynote presentations to present to clients



Beauty Bags

• Butler University

• Co-Founder and Chief Financial Officer

  • Aug 2017 - Dec 2017

  -Co-developed business for real business experience course -Prepared projected sales forecasts, income statement, and financial analysis report -Directed financial strategies in response to a sales revenue of $1,160 -Successfully co-wrote and presented business plan to an investment panel of business professionals to receive future funding -Co-developed business for real business experience course -Prepared projected sales forecasts, income statement, and financial analysis report -Directed financial strategies in response to a sales revenue of $1,160 -Successfully co-wrote and presented business plan to an investment panel of business professionals to receive future funding