Experience

Tinuiti

• United States
• Advertising Services
• 700 & Above Employee

• Senior Financial Analyst

  • Jan 2023 - Present

• Financial Analyst

  • Jan 2021 - Dec 2022



Atara Biotherapeutics

• United States
• Biotechnology Research
• 200 - 300 Employee

• Finanical Planning and Analysis Intern

  • May 2020 - Aug 2020

  -Created budgeting templates that aligned budgeted activities with quarterly actual expenses -Worked cross-functionally to obtain data and explain the use of the template in forecasting -Utilized numerous excel functions to connect data from Adaptive and D365 reporting systems -Created budgeting templates that aligned budgeted activities with quarterly actual expenses -Worked cross-functionally to obtain data and explain the use of the template in forecasting -Utilized numerous excel functions to connect data from Adaptive and D365 reporting systems



Cetera Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Financial Services Intern

  • Jan 2020 - May 2020

  -Learned the strategies and communication techniques that are crucial to success in financial advising -Learned the steps involved in retirement planning -Worked on a mock client project where I created recommendations for their investment, retirement, and life insurance plans -Learned the strategies and communication techniques that are crucial to success in financial advising -Learned the steps involved in retirement planning -Worked on a mock client project where I created recommendations for their investment, retirement, and life insurance plans



Delta Gamma Fraternity

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Director of Funds

  • Dec 2018 - Jan 2020

  -Manage excel spreadsheet of sorority finances -Meet bill deadlines and pay close attention to chapter's 360G account -Collaborate with Vice President of Finance to keep finances organized -Reconcile the bank statement each month -Manage excel spreadsheet of sorority finances -Meet bill deadlines and pay close attention to chapter's 360G account -Collaborate with Vice President of Finance to keep finances organized -Reconcile the bank statement each month