Experience

Signature Analytics

• United States
• Accounting
• 1 - 100 Employee

• Senior Accountant

  • Dec 2022 - Present

• Staff Accountant

  • Jul 2021 - Nov 2022



Mulligan Funding, LLC

• United States
• Financial Services
• 100 - 200 Employee

• Senior Credit Analyst

  • Mar 2021 - Jun 2021

  -Autonomous origination of loan offers to B2C and B2B applicants -Multi-year financial analysis, secondary review, and credit memo drafting -Ad-hoc Microeconomic and Macroeconomic research; SWOT analysis -Efficient, deal-critical multi-departmental communication -Critical interpretation of incoming, time-sensitive, and often circumstantial applicant details -Demonstration of an ability to keep up with an extremely high demand for astute analysis within a… Show more -Autonomous origination of loan offers to B2C and B2B applicants -Multi-year financial analysis, secondary review, and credit memo drafting -Ad-hoc Microeconomic and Macroeconomic research; SWOT analysis -Efficient, deal-critical multi-departmental communication -Critical interpretation of incoming, time-sensitive, and often circumstantial applicant details -Demonstration of an ability to keep up with an extremely high demand for astute analysis within a fast-paced work environment

• Credit Analyst

  • Jul 2019 - Mar 2021

  -Efficient analysis of bank statements and business financials to assess liquidity, profitability, leverage, and sales trends of small businesses spanning across all 50 US states -Demonstration of an ability to appropriately and autonomously extend credit with a decreasing amount of required supervision and secondary review

• Business Development Representative

  • Jun 2020 - Dec 2020

  Temporary and voluntary reassignment during company-wide lending freeze (in wake of COVID-19 onset) to assist with the expansion of company’s affiliate partner network. -Skilled use of targeted search queries to secure quality leads from LinkedIn’s user database -Leading week over week lead generation numbers by 80% on average within the department -Generation of hiring interest from the department’s EVP -Recognition from the department’s EVP, following the… Show more Temporary and voluntary reassignment during company-wide lending freeze (in wake of COVID-19 onset) to assist with the expansion of company’s affiliate partner network. -Skilled use of targeted search queries to secure quality leads from LinkedIn’s user database -Leading week over week lead generation numbers by 80% on average within the department -Generation of hiring interest from the department’s EVP -Recognition from the department’s EVP, following the conclusion of my temporary tenure, for production numbers that were unable to be replicated by pre-pandemic Business Development department members



Mulligan Funding, LLC

• United States
• Financial Services
• 100 - 200 Employee

• Associate Credit Analyst

  • Aug 2018 - Jul 2019

  -Mastery of business analysis process; absorption of lending principles -Development of an intimate understanding of competitive and non-competitive small business finance market landscapes -Detection and safeguarding against fraudulent loan applications



Cohn Restaurant Group

• United States
• Hospitality
• 100 - 200 Employee

• Floor Manager

  • Jun 2016 - May 2017

  La Mesa, California, United States As the youngest employee hired, manage the floor of the restaurant group’s newest “bar-cade” venture - Coin Haus - in downtown La Mesa. Full time role while balancing a full time undergraduate academics workload. -Complete nightly back of house sales and cost data entry, safe deposits, and cash reconciliations -Effectively develop rapport with staff members; lead and coordinate a team of 2-4 employees per shift -Process cash, credit card, and gift card payment data on a… Show more As the youngest employee hired, manage the floor of the restaurant group’s newest “bar-cade” venture - Coin Haus - in downtown La Mesa. Full time role while balancing a full time undergraduate academics workload. -Complete nightly back of house sales and cost data entry, safe deposits, and cash reconciliations -Effectively develop rapport with staff members; lead and coordinate a team of 2-4 employees per shift -Process cash, credit card, and gift card payment data on a nightly basis -Draft concise service memos providing management-level feedback on sales and consumer interest trends Show less