Experience

The NPD Group

• United States
• Market Research
• 700 & Above Employee

• Finance Analyst

  • May 2019 - Present

  -Develop in-depth analyses by manipulating, aggregating and analyzing data to identify revenue opportunities, cost drivers, and key levers to improve business performance-Report Revenue on weekly basis to understand client performance and identify opportunities to achieve revenue targets-Build and maintain financial models to support internal decision making for a variety of business initiatives-Create and institutionalize key business metrics to improve efficiency within the FP&A team-Deliver effective and timely ad hoc business analysis



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Finance Operations Associate

  • Jul 2014 - May 2019

  -Perform monthly financial reconciliations for wholesale clients in different lines of businesses-Validate production output data prior to publishing to ensure complete and accurate reporting-Conduct monthly calls with businesses to review and remediate data quality issues-Lead implementation of data quality and control process improvements-Create and review Standard Operating Procedures to identify process improvement opportunities and increase accuracy-Perform user acceptance testing for various projects to identify functional or data anomalies-Mentor intern and full-time analysts to provide guidance and support-Coordinate events to promote networking opportunities as lead member of People's Agenda Committee



Wilson Elser

• United States
• Law Practice
• 700 & Above Employee

• Collections Assistant

  • Oct 2013 - Jun 2014

  • Track submission of invoices to various electronic websites• Monitor websites for invoice processing to ensure that invoices are approved for payment • Distribute auditing reports to administrative attorneys in order to submit appeals for reductions• Submit appeals to websites upon receipt from attorneys• Provide collectors with lists of invoices that are overdue for payment for follow-up purposes• Monitor missing cover letter list and follow-up with attorneys and/or their secretaries to ensure that the invoices are sent to the clients• Notify appropriate departments of required changes to invoices based on information provided from attorneys



Cape Securities, Inc

• Financial Services
• 1 - 100 Employee

• Summer Intern

  • May 2013 - Aug 2013

  • Contact potential clients on phone to help grow business and build brand awareness• Work closely with group leader to help isolate future suitable clients by gathering financial information• Do research on internet to help financial representatives manage client’s million dollar portfolios• Help with organization and back office tasks • Contact potential clients on phone to help grow business and build brand awareness• Work closely with group leader to help isolate future suitable clients by gathering financial information• Do research on internet to help financial representatives manage client’s million dollar portfolios• Help with organization and back office tasks