Senior Financial Analyst

• Jun 2023 - Present

Financial Analyst

• Apr 2021 - Aug 2023

• Created 5 + dashboards to show visualizations of Budgets vs Actuals, MRR metrics, Revenue, Customer Stock, Sales Team performance• Lead analyst for developing additional metrics around customer size, performance by subscription platform (3) and plan (10+), eCommerce sales, marketing channels, sales to new vs existing customers• Worked with the VPs of Sales and Success to create process for accurately recording Sales and Success closed deals as well as churn• Responsible for creating model to track budget vs actuals performance, reporting budget vs actuals • Worked with Sales, Success, Product and Marketing Team leads to generate 3 year revenue forecast • Owner of deferred revenue reporting each month as workaround to billing system not providing an adequate calculation• Aggregated data for various ad hoc analytics requests that helped leadership assess revenue streams, pricing, customer segments – 1 report led to the decision to maintain eCommerce and $80k in annual revenue• Revenue reporting expert on project for billing system migration Show less

MBA Graduate Student

• Sep 2019 - Jun 2021

Patient Relations Intern

• Jun 2020 - Sep 2020

• Oversaw grant applications and administered orientation to social workers on best practices for determining the appropriate grants to apply for and how to complete the application process. • Authored patient stories and recommended grant totals for review by the voting council that led to the approval of 34 applicants and awarded $33,500 while personally advising social workers on why certain patients didn’t qualify for the grant and other financial resources to explore. • Corresponded with prior grant recipients and their social workers to see how they were doing and to obtain testimonials used as part of fundraising to help future patients/applicants. • Managed the mentorship program and connected 21 new mentees with mentors I deemed as best fit while implementing greater mentor/mentee follow-up for more accurate record-keeping of active/inactive relationships and to obtain recommendations on program improvement. Show less

Trade Management Analyst

• Mar 2017 - Aug 2019

• Managed counterparty cashflow and exchange of shares for various trading desks including risk control to ensure cash/shares exchanged within regulated time period and oversight of system which facilitated trade matching and trade notification to client’s custodial bank • Assessed and consolidated data for monthly metrics presented to upper management to review team performances and resource allocations • Analyzed accounts in excess of $3.5B for high net worth clients to ensure cash and holdings reported properly both internally and externally at client’s custodial bank - verified client cash balances and holdings to mitigate risk exposure related to overdraft fees and insufficient holdings Show less

Trade Support Specialist for Equity Swaps Desk

• Jun 2016 - Mar 2017

• Directly managed reporting and resolution of discrepancies with counterparties and clients by investigating incidents, assigning ones to other operational teams and escalating to UBS salespersons and traders - ran weekly call with operational teams to discuss any major or unresolved incidents • Led communication and coordination of corporate action event bookings between various operational teams in 5 separate risk systems - facilitated daily call between teams to resolve issues • Structured and delivered risk reporting on cash balances, financial leverage and daily transactions for sensitive client trading over $24M annually Show less

Exchange Traded Derivatives Brokerage Analyst

• Jan 2015 - Jun 2016

• Supervised offshore team responsible for invoice reconciliations of over $65M dollars and acted as escalation manager between the offshore team and trading desk to resolve discrepancies • Created a process and documented procedures for a new billing requirement for U.S. Agency fees associated with trading swaps - engaged sales team to determine best practices for verifying fees before training offshore team to handle daily processing and acting as a process expert for escalation • Detailed monthly/annual commission totals paid out to brokers as part of an initiative to help the trade desk ensure rate integrity and affirm correct P&L per trade allocation Show less

Client Reporting Analyst

• Aug 2013 - Jan 2015

• Led projects to enhance clients’ monthly statements, trade confirmations and the electronic data feed • Appointed as lead contact for statements and confirmations team in a firm-wide project to enhance the Commodity/FX product for UBS financial advisors - wrote standard operating procedures and test scripts for user acceptance testing prior to going live • Ran electronic data feed for employee trading and reconciled monthly Commodity/FX statement