Bio
Experience
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Wells Fargo
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Columbia, MD
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Securities Analyst IV
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Dec 2013 - Present
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Columbia, MD
• Developed software that parses large data files and automates routine processes for analysts resulting in at least fifty hours of workload reduction per month• Created and maintained data dictionaries and an index of databases used for efficiently locating the correct database to query• Built queries to assist analysts in quickly locating relevant information for various requests• Reconciled collateral data provided by servicers to Wells Fargo calculated remittance totals
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Johns Hopkins School of Medicine
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Baltimore, Maryland Area
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Budget Analyst
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Aug 2012 - Dec 2013
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Baltimore, Maryland Area
• Developed and maintained a $1.7 billion annual budget and projections for 35 departments• Created a MS SharePoint website to improve communications throughout the School of Medicine• Prepared and consolidated financial statements and reports using SAP and Business Warehouse• Provided ad hoc presentations and analysis to Executive team, Directors of Finance and Department Administrators• Revised budget models and financial reports prepared in MS Excel to be cleaner and more efficient
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Snyder Kearney LLC
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Columbia, Maryland
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Financial Analyst
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Aug 2010 - Jul 2012
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Columbia, Maryland
• Built and analyzed financial models and reported on assumptions and feasibility• Prepared due diligence reports for 40+ public REITS, BDCs, and DSTs• Prepared daily newsletter summarizing industry news and SEC filings of clients’ investment products• Built MS Excel templates to improve report quality and formatting efficiency• Designed and implemented an RSS feed and Google alert email distribution system• Integrated SNL Financial software into company’s MS Excel templates
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ACS Healthcare Provider Solutions
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Germantown, MD
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Accountant (Temporary)
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Dec 2009 - Feb 2010
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Germantown, MD
• Coded macros and vlookup templates in MS Excel to improve efficiency• Maintained fixed assets in Deltek Costpoint• Reconciled asset, revenue, and expense accounts• Posted recurring, adjusting, and reversing journal entries
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Education
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2004 - 2008University of Maryland College Park
Bachelor of Science (BS), Accounting
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