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Credentials

  • Decision-Making and Scenarios
    Coursera
    Oct, 2020
    - Sep, 2024
  • Modeling Risk and Realities
    Coursera
    Oct, 2020
    - Sep, 2024
  • Fundamentals of Quantitative Modeling
    Coursera
    Sep, 2020
    - Sep, 2024
  • Introduction to Spreadsheets and Models
    Coursera
    Sep, 2020
    - Sep, 2024
  • US Sailing Level 2 Instructor
    United States Sailing Association
    Jun, 2019
    - Sep, 2024

Experience

    • Operations and Finance Analyst
      • May 2020 - Present

      - Developed and integrated a data analytics system that tracks the company’s KPIs and profitability of each supplier’s units to assess the company’s revenues and processing costs daily. - Assemble board meeting presentations, which include financial statements, sales updates, KPI calculations, operations updates, and industry reports, to present to the company’s board members monthly. - Forecasted a comprehensive 2022 budget which is updated and reforecast monthly. - Constructed a process flow diagram and warehouse blueprint, with the consultation of industry professionals, that outlined the company’s new automated system in preparation for new equipment to implement into the process. - Gained hands on experience with client facing negotiations for mattress procurement, retrieval and cutting processes, recycling of mattress parts, plant system operations, labor allocation and costs, and system automation.

    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Restructuring & Revitalization Summer Analyst
      • May 2022 - Jul 2022

      - Developed and updated a critical spreadsheet/communications tool for the company to track the conversion of overdue payable balances to payment plans/promissory notes. - Prepared analysis and presentations for the CTO, CFO, and VP of Operations weekly that forecasted cashflows and balances of overdue payables. - Assisted in implementing a Materials Requirements Plan (MRP) to help more efficiently calculate the materials and components needed to manufacture and run the company's operation. - Performed M&A and equity research on active G2 IB and Restructuring deals throughout the summer by developing market maps, performing historical financial analysis, and engaging with clients.

    • Investment Banking Summer Analyst
      • Jun 2021 - Aug 2021

      - Performed M&A and equity research on over 10 active IB deals throughout the course of the summer by developing market maps, performing historical financial analysis, and engaging with clients. - Utilized Microsoft Excel, Word, and PowerPoint extensively to draft teasers, pitch decks, deal sheets, and press releases for active and potential clients. - Completed a weeklong visit to an active Restructuring client’s plant to perform time studies and lean manufacturing analysis on the company’s current assembly process. - Drafted multiple press releases for transaction announcements and quarterly industry reports specifically for the I&M, T&L, and T&BS teams. - Utilized Salesforce, Capital IQ, Box, and ZoomInfo extensively.

    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Program Director
      • May 2019 - May 2020

      • Facilitate the operation of a 10-week summer sailing program broken into 2 sessions through organizing logistics, planning multi club races and weekly yacht club events, ensuring the safety of 50 sailors and 4 instructors, and maintaining sailboats and powerboats. • Communicate with parents, board members, and other members about child behavior issues in order to ensure that no sailor or instructors’ safety is at risk. • Supervise the job performance of four instructors in order to ensure their safety, performance, and decision making.

    • United States
    • Maritime Transportation
    • 1 - 100 Employee
    • Sailing Instructor
      • Jun 2017 - Aug 2018

      • Coached 8-10 year-old sailors at a local yacht club beginner and intermediate racing skills through drills and races that prepared them for regattas throughout the summer. • Maintain the yacht club, sailing equipment, and motorboats to ensure all sailors have safe and reliable equipment in any weather situation. • Coached 8-10 year-old sailors at a local yacht club beginner and intermediate racing skills through drills and races that prepared them for regattas throughout the summer. • Maintain the yacht club, sailing equipment, and motorboats to ensure all sailors have safe and reliable equipment in any weather situation.

Education

  • Colgate University
    Double Major: Economics and Environmental Studies
    2018 - 2023
  • University of Wollongong
    2022 - 2022
  • Barrington High School
    2014 - 2018

Community

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