Experience

XL Digital Imaging, LLC

• United States
• Printing Services
• 1 - 100 Employee

• Financial Analyst + Account Executive

  • Jan 2018 - Present

  • Collected and analyzed quantitative data which is used to create important KPI reports. • Created and forecasted a monthly integrated 3 statement financial modeling report. • P/L Reporting and forecasting. • Perform monthly, quarterly, and an annual analysis of the company’s Balance Sheet. Some examples and areas of focus in the analysis would include Solvency Ratios, Liquidity Ratios, Capital Structure, and Depreciation. • Perform monthly, quarterly, and an annual analysis of the company’s Income Statement. This analysis focuses on the Gross Profit, Net Profit, Operating Income/Margin, Interest coverage Ratio, ROE, and ROA. • Created budget versus actual variance analysis with management on a monthly basis. • Tasked with managing the bank reconciliation each month to confirm that the company’s internal accounting system is balanced with the bank statements. Responsible for correcting the errors within our own system and applying the accounting journal entry changes to the applicable accounts. • Review all vendor invoices and cash receipts to ensure the information is correct before inputting the data into our system. • Tasked with filing and paying the State and Local Government Sales Tax, 940 FUTA Tax Return, and the 941 Employer's Quarterly Federal Tax Return. • Oversee and manage various key client accounts. • Coordinate and manage the graphics, printing, and finishing team on a daily basis to ensure smooth operations within the facility and for projects. • Created, updated, and improved our internal documents for recording inventory each week to increase efficiency, accuracy, and value of information. These documents were used when conducting a detailed operations analysis in regards to the beginning inventory, purchases, cost of goods sold, and ending inventory for each month. Furthermore, condensed the information to show the operational changes on a monthly and yearly basis for analysis. Show less



The University of Texas at Dallas

• United States
• Higher Education
• 700 & Above Employee

• Finance Internship

  • Jan 2017 - May 2017

  • University of Texas at Dallas Naveen Jindal School of Management Internship requirement. • The Internship focuses on both the practical and theoretical aspects of portfolio construction and evaluation while providing the Intern with opportunities to practice investment management concepts via class projects. • The criteria of the internship was to understand and learn how to manage portfolios for institutions, asset allocation, fixed income, equity and alternative portfolio management, monitoring and evaluating portfolio performance. • Derive what drives a company’s cost of capital and how to find the estimate for it. • Analyzing and being able to derive a firm’s value using different models such as DCF Model, M&A, LBO, DDM, and FCF Model. • Sector & Industry analysis Research • Equity analysis and stock valuation. Required to create a stock pitch utilizing all of our financial modeling skills and presented this information to the Schools Fund Manager. My stock was selected from the Fund Manager to be added to their portfolio. Show less



XL Digital Imaging, LLC

• United States
• Printing Services
• 1 - 100 Employee

• Production Assistant Manager

  • Jun 2013 - Aug 2013

  • Professionally utilized a sophisticated software for printing large scale billboards and banners. • Coordinated and facilitated complicated printing projects, while learning how to work with a diverse group of individuals. • Professionally utilized a sophisticated software for printing large scale billboards and banners. • Coordinated and facilitated complicated printing projects, while learning how to work with a diverse group of individuals.