Financial Analyst

• Mar 2021 - Present

• Communicated with long-term care management teams to review financial information to set up the homes for success allowing administrators to feel confident in achieving important targets by remaining in a profitable position • Collaborated with colleagues on a regular basis to execute key projects on schedule while maintaining a high level of efficiency and accuracy • Implemented data mining techniques to build a user friendly monthly occupancy report for management to assist in the finding of important patterns • Reconciled general ledger accounts monthly to further break down financial information for fellow analysts and upper management Show less

Summer Intern

• May 2019 - Aug 2019

• Participated in engaged business discussions with bank account managers and entrepreneur clients to discuss legitimate, business challenges • Managed a four-month campaign to enroll clients into a new online banking portal resulting in a 16% increased enrollment and winning the initiative for my team • Led a project focused on collecting overdue financial statements to align with bank wide goals, through calls and emails, finishing with a 32% overdue rate compared to a 57% overdue rate at the start of collection, reducing bank risk • Built interpersonal skills through networking opportunities that included attending BDC sponsored events leading to the opportunity to connect with clients and prospects in a professional manner Show less

Front End Assistant

• May 2017 - Aug 2018

• Exhibited dependability by covering various co-workers’ positions when necessary, to maintain excellent customer service, leading to management’s trust and the ability to pursue other positions within the company • Coordinated the evening parking lot shift to ensure efficient use of time by planning team tasks, resulting in expediated job completion at a safe pace • Orchestrated a plan to efficiently package customer purchases, resulting in faster station times, satisfied customers and increased productivity • Demonstrated knowledge of the company and its extensive product line through successful customer interactions, creating an increase in customer satisfaction and retention Show less

Team Member

• Apr 2016 - Aug 2016

• Mentored new team members by demonstrating successful techniques used to ensure enhanced customer satisfaction, giving new team members confidence to adapt quickly to a new work environment • Performed in teams of three on drive-thru by delegating tasks, generating the ability to streamline the process, resulting in more efficient customer service • Prioritized tasks during product prep time by making calculated decisions under pressure when necessary, resulting in positive feedback from management • Communicated confidently with other employees, staying below threshold drive-thru times, resulting in increased autonomy within the organization Show less

Umpire

• Apr 2012 - Sep 2014