Experience

Hightower Advisors

• United States
• Financial Services
• 300 - 400 Employee

• FP&A Intern

  • Jun 2023 - Aug 2023

  Chicago, Illinois, United States •Developed an analysis of recently acquired firms along with an M&A intern: Net New Assets, Compensation and Benefits, COGS, Advisory Fees, SG&A; presented summary and trends to team leads in respective departments •Collaborated to provide a recommendation to executive team; presented a pitch with a team of nine interns to streamline equity trades to limit risk across the firm, built both internal and external plan of action to achieve our goals •Analyzed P&L data across all advisory… Show more •Developed an analysis of recently acquired firms along with an M&A intern: Net New Assets, Compensation and Benefits, COGS, Advisory Fees, SG&A; presented summary and trends to team leads in respective departments •Collaborated to provide a recommendation to executive team; presented a pitch with a team of nine interns to streamline equity trades to limit risk across the firm, built both internal and external plan of action to achieve our goals •Analyzed P&L data across all advisory firms, updated performance trackers and pitch decks (monthly rollover/new acquired firms) Show less



Burkenroad Reports

• United States
• Investment Banking
• 1 - 100 Employee

• Equity Research Analyst

  • Jan 2023 - May 2023

  New Orleans, Louisiana, United States •Selected to participate in a nationally recognized equity research and analysis program in a 5-student team • Researched Lamar Advertising (LAMAR/NASDAQ): met with senior management, visited company headquarters, published report on mid-cap Out-of-Home Advertising Company • Performed detailed fundamental and financial analysis: cash flow/earnings models, shareholder analysis, peer analysis reviews, financial growth models



Crowded

• United States
• Financial Services
• 1 - 100 Employee

• Summer Internship

  • Jun 2022 - Aug 2022

  Tel Aviv, Israel • Compiled database of US college Greek organizational target end users; contacted Presidents/Treasurers; introduced product benefit: intra-organizational secure app banking • Researched potential 501 (c) (3) sectors to determine potential new lines of business • Created Excel budget calculator promotional “budget management tool” and demonstration video explaining how the calculator can be used by organization; tool/video featured on site • Wrote product benefits site copy, A/B… Show more • Compiled database of US college Greek organizational target end users; contacted Presidents/Treasurers; introduced product benefit: intra-organizational secure app banking • Researched potential 501 (c) (3) sectors to determine potential new lines of business • Created Excel budget calculator promotional “budget management tool” and demonstration video explaining how the calculator can be used by organization; tool/video featured on site • Wrote product benefits site copy, A/B tested app to identify functionality bugs, researched domains Show less



Zeta Psi Fraternity, Inc.

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Treasurer

  • Jan 2022 - Aug 2022

  New Orleans, Louisiana, United States • Entrusted as Fiduciary to manage $100k budget: check writing authority, dues collection, house maintenance



Easy Way Products

• United States
• Furniture and Home Furnishings Manufacturing
• 100 - 200 Employee

• Finance Intern

  • Jun 2021 - Aug 2021

  Cincinnati, Ohio, United States • Created an Excel P/L predictive model, for a $100M textile manufacturer, assessing cost benefit of upholstered furniture manufacturing partnership with Natuzzi Italia, a $433M furniture company • Collaborated with EWP COO, HR and CFO to understand expansion needs: infrastructure, factory space, machinery costs, labor, shipping • Interviewed Natuzzi procurement team to understand how to replicate upholstery manufacturing processes; presented topline summary of findings to team heads in… Show more • Created an Excel P/L predictive model, for a $100M textile manufacturer, assessing cost benefit of upholstered furniture manufacturing partnership with Natuzzi Italia, a $433M furniture company • Collaborated with EWP COO, HR and CFO to understand expansion needs: infrastructure, factory space, machinery costs, labor, shipping • Interviewed Natuzzi procurement team to understand how to replicate upholstery manufacturing processes; presented topline summary of findings to team heads in TX/Mexico plants Show less



Easy Way Products

• United States
• Furniture and Home Furnishings Manufacturing
• 100 - 200 Employee

• Supply Chain Intern

  • Jun 2020 - Aug 2020

  Cincinnati, Ohio, United States • Consolidated multiple TX/Mexico plant spread sheets to streamline communication in tracking, updating and managing key supply chain KPIs: employee/inventory turnover rates, cost/line item, injuries; presented document to TX/Mexico team heads



Wyoming Golf Club

• Golf Pro Assistant

  • May 2017 - Aug 2019

  Cincinnati, Ohio, United States • Served 100+ golfers/day on a team of 2; oversaw nightly closing; secured 25 carts ($100k+ value)