Experience

Cardinal Financial Company, Limited Partnership

• United States
• Financial Services
• 700 & Above Employee

• Financial Analyst

  • Apr 2022 - Present

  • Manage and assist in company forecasting and maintenance of financial models for the various revenue streams and proactively identify and take a leadership role in driving efficiency, productivity, and profit improvement opportunities for the company • Execute monthly prelim and final P&Ls for all company branches identifying and reporting on trends and key performance indicators as well as assisting branches with any additional inquiries they may encounter • Prepare and interpret all reporting of monthly financials and performance results and translate them into operational movement for the company’s main subsidiary resulting in a monthly deck presentation to the board • Provide company executives with a detailed analysis of the financials of our comparable public peers through a quarterly peer review model



Hunt Companies, Inc

• United States
• Real Estate
• 300 - 400 Employee

• Financial Analyst

  • Aug 2020 - Nov 2021

  • Provided supplemental analysis to support liquidity management and budgets for all cash holdings of the company, through daily cash reconciliations, and monthly updates to G&A and all property management fees • Prepared and assisted Director of Financial Planning and Analysis with annual valuations of all private equity holdings and financial modeling for debt and equity conversions for certain private equity holdings • Collected and analyzed data from executed documents to be used as inputs for various ancillary cash files including the investment master schedule, real estate, cash flow, and monetization forecasts • Executed specialty projects under tight deadlines as requested by director including updates to real estate models, monetization schedules, asset lists, and property management fees file



The University of Texas at El Paso

• United States
• Higher Education
• 700 & Above Employee

• Financial Analyst

  • Jun 2019 - Aug 2020

  • Prepare and assist Director of Operations with specific financial reports and projects, mainly the budget and revenue forecasts for all endowments and scholarships, maintaining and enforcing compliance guidelines for 90 endowment signatories, maintaining documentation and minutes for the compliance committee meetings, and overseeing the maintenance of the Endowment Management System to assist in improving the precision of the data shared • Coordinate projects with other departments on campus to develop a tailored solution that addresses an underlying dilemma to ultimately increase the efficiency of business processes throughout UTEP’s interconnected structure • Execute specific departmental projects, including data base audits through Blackbaud’s Raiser’s Edge system, by the creation of queries and export files to assist the information systems department with data integrity and specialized campaign metrics • Prepare and disseminate departmental, college, and university-wide specialized financial reports for the approximate $20 million in funding and donations UTEP receives, utilizing excel functions including macros and pivot tables to improve reports and daily tasks



First Light Federal Credit Union

• United States
• Banking
• 100 - 200 Employee

• Mortgage Loan Officer

  • Feb 2019 - Jun 2019

  • Analyze and facilitate the upload of Mortgage loan documents to the synergy system of the credit union • Analyze borrowers tax returns and financial statements, specifically the cashflow and P&L statements, to ensure their validity and lack of discrepancies • Analyze and facilitate the upload of Mortgage loan documents to the synergy system of the credit union • Analyze borrowers tax returns and financial statements, specifically the cashflow and P&L statements, to ensure their validity and lack of discrepancies



Federal Bank of Lebanon s.a.l

• Lebanon
• Banking
• 1 - 100 Employee

• Summer Intern

  • Jun 2016 - Jul 2016

  • Handled cash and check deposits and withdrawals and, submitted daily reports of returned checks to Bank Du Liban (Central Bank of Lebanon) as part of the Operations department • Executed personal, housing, consumer, car loans for individuals, and term loans for corporate clients. Created Excel spreadsheets to facilitate refinancing of corporate loans • Handled cash and check deposits and withdrawals and, submitted daily reports of returned checks to Bank Du Liban (Central Bank of Lebanon) as part of the Operations department • Executed personal, housing, consumer, car loans for individuals, and term loans for corporate clients. Created Excel spreadsheets to facilitate refinancing of corporate loans