Financial Analyst

• Sep 2023 - Present

Financial Analyst

• Dec 2022 - Sep 2023

• Successfully developed and utilized financial models to analyze business metrics for a company with $50M in annual revenue. • Partnered with cross-functional teams to create accurate annual budgets, ensuring alignment with organizational goals and objectives. • Produced insightful monthly forecasting reports, providing strategic commentary to C-Suite to support informed decision-making. • Effectively collaborated with the General Ledger team to complete monthly variance analysis, ensuring timely and accurate financial reporting. • Played a key role in the successful implementation of NetSuite, and actively monitored KPIs • Conducted extensive research on current market trends in the tourism industry to benchmark our business metrics against industry peers and identify growth opportunities. Show less

President

• Apr 2018 - May 2023

• Leader of trading group at Penn State coordinating monthly meetings to learn about current events in the business world and fundamental investing and trading strategies • Organized stock competitions each semester among members and rewarded prizes to winners • Leader of trading group at Penn State coordinating monthly meetings to learn about current events in the business world and fundamental investing and trading strategies • Organized stock competitions each semester among members and rewarded prizes to winners

FLDP Intern Smart Infrastructure-Distribution Systems

• May 2020 - Aug 2020

-Forecasted, controlled and produced commentary on orders and revenue for $60M annual Distribution Systems SDV product group. -Created Tableau visualization to intuitively present overdue Accounts Receivable and identify trends. -Utilized a Freight shipping report in Salesforce to organize shipping time by State. -Interfaced with an international team of workers to gain a higher-level perspective on the business. -Forecasted, controlled and produced commentary on orders and revenue for $60M annual Distribution Systems SDV product group. -Created Tableau visualization to intuitively present overdue Accounts Receivable and identify trends. -Utilized a Freight shipping report in Salesforce to organize shipping time by State. -Interfaced with an international team of workers to gain a higher-level perspective on the business.

Risk Manager at Pi Chapter

• Dec 2018 - Dec 2019

• Elected member of the Executive Board • Developed and implemented risk and crisis management plans which increased safety and reduced risk for all students involved in a Tau Kappa Epsilon event • Assume responsibility that all persons on site adhere to all guidelines of Tau Kappa Epsilon, the Interfraternity Council and the Borough of State College • Elected member of the Executive Board • Developed and implemented risk and crisis management plans which increased safety and reduced risk for all students involved in a Tau Kappa Epsilon event • Assume responsibility that all persons on site adhere to all guidelines of Tau Kappa Epsilon, the Interfraternity Council and the Borough of State College

Financial Advisor Intern

• May 2019 - Aug 2019

Assistant Accountant

• Jun 2018 - Aug 2018

• Worked as lead accounting assistant responsible for making financial decisions and budgeting • Produced bi-weekly accounting reports to stay up-to-date on the company’s financial state • Worked as lead accounting assistant responsible for making financial decisions and budgeting • Produced bi-weekly accounting reports to stay up-to-date on the company’s financial state

Lifeguard

• Apr 2016 - Sep 2016

• Certified Red Cross Lifeguard/CPR Certified • Worked as a team with more than twenty other guards over the summer, maintaining a safe swimming area for hundreds of patrons • Certified Red Cross Lifeguard/CPR Certified • Worked as a team with more than twenty other guards over the summer, maintaining a safe swimming area for hundreds of patrons