Reporting Analyst

• Jun 2021 - Present

English Teacher

• May 2018 - Mar 2021

A member of the Kindergarten campus at a private Christian school in the south of Thailand, my role was teaching a second language to as many as 25 students while also working to develop the students' physical, emotional, social, and cognitive skills. I completed a 170-hour online TEFL (Teaching English as a Foreign Language) course which included 20 hours of practicum teaching as well as supplemental courses for early childhood and teaching Business English. I was responsible for writing weekly lesson plans, creating age-appropriate and topic-specific worksheets, as well as maintaining both an online and paper record of past materials. Show less

Analyst

• May 2015 - Jan 2017

A member of the portfolio account team, responsible for maintaining the Portfolio Accounting software system used for performance reporting and ensuring its accuracy. Highly involved in custom reporting- aggregating and pulling data across multiple custodians and record keepers in order to provide complex reporting solutions for High Net Worth families and Endowments and Foundations. Responsible for maintenance and tracking of alternative investments. Also a member of the Client Implementation and Service Group, responsible for managing the transition of new clients, and providing ongoing client service and support. Show less

Finance Fellow

• Jan 2015 - May 2015

Assisting students with any questions they may have- finance related. Helping with the use of the Bloomberg terminal, CapitalIQ, and Morningstar.

Finance Tutor

• Sep 2014 - May 2015

Assistant Teacher

• Aug 2013 - May 2015

• Assisted the teacher in preparing the classroom: making copies, laminating, cleaning, decorating • Assisted in managing sixteen, two and a half - five year old children • Assisted in the translating of Spanish speaking parents and students • Assisted the teacher in preparing the classroom: making copies, laminating, cleaning, decorating • Assisted in managing sixteen, two and a half - five year old children • Assisted in the translating of Spanish speaking parents and students

Finance and Accounting Intern

• Aug 2014 - Mar 2015

• Help implement a new profit and loss statement • Stream line the cash management process and current process of operations • Help with reconciling grant and general ledger accounts • Assist Director and Finance Specialist with monthly budget reconciliations and PO reconciliations along with day-to-day responsibilites • Help implement a new profit and loss statement • Stream line the cash management process and current process of operations • Help with reconciling grant and general ledger accounts • Assist Director and Finance Specialist with monthly budget reconciliations and PO reconciliations along with day-to-day responsibilites

Landscaper

• May 2013 - Aug 2013

• Assisted on multiple crews in the maintenance and creation of landscaping projects • Filled out weekly reports describing job reports and employee hours • Assisted on multiple crews in the maintenance and creation of landscaping projects • Filled out weekly reports describing job reports and employee hours

Financial Advisor

• Jun 2012 - Aug 2012

• Assisted in a variety of bookkeeping tasks to include payroll and sales for a company • Managed the cash and credit statements for nine locations • Assisted in a variety of bookkeeping tasks to include payroll and sales for a company • Managed the cash and credit statements for nine locations