Experience

Financial Management Association (CP SLO)

• United States
• Financial Services
• 1 - 100 Employee

• Vice President

  • Feb 2023 - Present

  San Luis Obispo County, California, United States

• Director of Corporate Outreach

  • Feb 2022 - Feb 2023

  San Luis Obispo County, California, United States - Worked alongside director of corporate relations to lead a team of 4 people to plan our yearly Finance Career fair to provide students with career opportunities and connections. - Organized opportunities to expose students to professional speakers in a variety of different financial industries such as financial planning, consulting, investment banking, and corporate finance. - Led and presented events with 300+ students, displaying strong public speaking capabilities.



Cal Poly Orfalea College of Business

• United States
• Higher Education
• 100 - 200 Employee

• Peer Advisor

  • Feb 2022 - Present

  San Luis Obispo, California, United States - Working 15-20 hours per week consulting 3000+ students in the Orfalea College of Business on curriculum, progress, and scheduling, maintaining the highest graduation rate in CSU system (79%) - Practiced professional customer service to ensure a positive academic experience with an emphasis on individual support and timely graduation. - Utilize problem solving abilities to respond to any student questions or problem.



Intuitive

• United States
• Medical Equipment Manufacturing
• 700 & Above Employee

• Financial Analyst

  • Jun 2023 - Sep 2023

  Sunnyvale, California, United States • Created and automated new Foreign Exchange hedging model that forecasted company revenue for 6 worldwide entities. • Created leasing model that analyzed over 5000 current and historical leases by amortizing each lease quarterly from start to end quarter. • Used leasing data to calculate intercompany and external lease revenue for 20 different quarters for 6 different currencies in order to analyze company discount rates. • Developed and presented new ESG MMF Investing Strategy to… Show more • Created and automated new Foreign Exchange hedging model that forecasted company revenue for 6 worldwide entities. • Created leasing model that analyzed over 5000 current and historical leases by amortizing each lease quarterly from start to end quarter. • Used leasing data to calculate intercompany and external lease revenue for 20 different quarters for 6 different currencies in order to analyze company discount rates. • Developed and presented new ESG MMF Investing Strategy to Senior Leadership and implemented ESG MMF process for long term use by Treasury Team. • Analyzed and created Forecast Accuracy model for 6 currencies which provided FX Team historical analysis and improved Forecast Accuracy. • Forecasted and Made daily Money Market Fund Investments and managed Cash Flow through Daily Cash Process. Show less



Indian Students Association - Cal Poly SLO

• United States
• International Affairs

• Director of Strategy, Indian Student Association

  • Sep 2020 - Jun 2023

  San Luis Obispo County, California, United States - Executed marketing efforts through social media and email channels to drive membership up by 15% - Served on executive board team for a club with over 150+ members - MCed Diwali Banquet event for 300+ guests



Grant Thornton LLP (US)

• United States
• Accounting
• 700 & Above Employee

• Tax Digital Consulting Intern

  • Jun 2022 - Aug 2022

  San Francisco Bay Area - Assisted project team in data analytics using business intelligence tools such as Tableau, SQL, DOMO, Power BI and Altyrex. - Worked with team to save client time and money by completely automizing tax processes in 4 states through building macro intensive workflows in Power BI and Altyrex. - Built an in-house data validation tool used by project team that accurately validated data and automatically created an excel report outlining any data validation issues. - Data-cleansing… Show more - Assisted project team in data analytics using business intelligence tools such as Tableau, SQL, DOMO, Power BI and Altyrex. - Worked with team to save client time and money by completely automizing tax processes in 4 states through building macro intensive workflows in Power BI and Altyrex. - Built an in-house data validation tool used by project team that accurately validated data and automatically created an excel report outlining any data validation issues. - Data-cleansing, and creating unique ID’s for over 5000+ lines of data - Delivered and created Power BI dashboard outlining client tax data and historical tax trends - Partnered with senior management on client calls and firm-wide analytics and culture workshops - Completed AICPA certified data analytics certificate and internal Grant Thornton analytics training program Show less



Roundglass

• United States
• Wellness and Fitness Services
• 200 - 300 Employee

• Marketing/ Data Analytics Intern

  • Jul 2021 - Jan 2022

  Seattle, Washington, United States • Identified content tailored for new outreach efforts directed towards the teenage market • Helped execute social media campaign directed towards teens •Responsible for a data analytics project to examine user engagement data; analyzed trends, developed dashboards, and created 3 strategic reports for use by the marketing team. • Designed, coded, and conducted 7 surveys for market research to better understand our target market’s wellness needs in order to prioritize marketing… Show more • Identified content tailored for new outreach efforts directed towards the teenage market • Helped execute social media campaign directed towards teens •Responsible for a data analytics project to examine user engagement data; analyzed trends, developed dashboards, and created 3 strategic reports for use by the marketing team. • Designed, coded, and conducted 7 surveys for market research to better understand our target market’s wellness needs in order to prioritize marketing efforts. • Programmed Excel macros, analyzed survey data, and created 2 excel models for internal research and content databases via Excel Charts and Pivot Tables Show less



Lifescient, Inc.

• United States
• Pharmaceutical Manufacturing
• 1 - 100 Employee

• Business Analyst Intern

  • Jun 2021 - Sep 2021

  San Jose, California, United States ● Performed extensive market research and analysis on pet pharmaceutical industry to reposition and remarket company proposition to focus on animal health ● Developed content strategy and helped redesign and relaunch company website with team of 3 interns: www.lifescient.com (incl. streamlining content, UX, and design) ● Generated and presented marketing materials during 2 private fundraising and crowdfunding efforts ● Worked directly with CEO and team to establish marketing and… Show more ● Performed extensive market research and analysis on pet pharmaceutical industry to reposition and remarket company proposition to focus on animal health ● Developed content strategy and helped redesign and relaunch company website with team of 3 interns: www.lifescient.com (incl. streamlining content, UX, and design) ● Generated and presented marketing materials during 2 private fundraising and crowdfunding efforts ● Worked directly with CEO and team to establish marketing and financial goals Show less



Archbishop Mitty High School

• United States
• Primary and Secondary Education
• 100 - 200 Employee

• AMHS Live Sports Broadcasting Team

  • Aug 2017 - May 2020

  San Jose, California, United States • Conducted on-air broadcasts for high-school football, basketball games • Invited as color commentator for live broadcasts on local TV station for AMHS Football • Produced highlight reels/ films for AMHS • Expanded club scope by creating on-air broadcast team; recruited and trained club members