Experience

Toyota Racing Development USA
• United States
• Motor Vehicle Manufacturing
• 100 - 200 Employee
• Planning Analyst

  • Jan 2023 - Present

Cronulla Sutherland Water Polo Club
• Australia
• Spectator Sports
• 1 - 100 Employee
• Athlete

  • Jan 2022 - May 2022


The MBS Group, Production Services and Solutions

• United States
• Entertainment Providers
• 1 - 100 Employee

• Financial Analyst

  • Oct 2021 - Nov 2021

  ▪ Assisted in managing the preparation of the monthly financial package to senior management and ownership ▪ Prepared monthly variance analysis to senior leadership along with business metric data and KPIs ▪ Created and maintained detailed financial models including P&L, balance sheet and cash flows ▪ Assisted in managing the preparation of the monthly financial package to senior management and ownership ▪ Prepared monthly variance analysis to senior leadership along with business metric data and KPIs ▪ Created and maintained detailed financial models including P&L, balance sheet and cash flows



First American Title

• United States
• Real Estate
• 700 & Above Employee

• Financial Analyst

  • Mar 2020 - Nov 2021

  ▪ Managed a $40M annual revenue business along with multiple non-operation cost centers with $100M in expense ▪ Predicted annual revenue and expense by creating a model that incorporates historical data, market research and information from business leaders ▪ Conducted financial planning of quarterly forecasts and budgets for revenue and non-operational cost centers ▪ Assisted in the monthly close process providing COGS accruals and provide variance analysis against budget and forecasts ▪ Created Ad-Hoc analysis to support business strategic goals ie: Profitability, Pricing ▪ Formed new processes for smoother transition of responsibilities between analysts ▪ Mentored finance interns on various subjects ie: Excel, Corporate Finance, Forecasting, Process Documentation Show less



Bridge Bank

• United States
• Banking
• 300 - 400 Employee

• Credit analyst intern

  • May 2019 - Aug 2019

  ▪ Supported loan officers on over 50 commercial loans from deal origination, underwriting and evaluation ▪ Performed profile and market analysis on potential clients with $1M - $20M annual revenue ▪ Created financial forecasts and predict their credit worthiness ▪ Built a financial model independently to complete a loan report from initiation to final presentation for the credit committee ▪ Supported loan officers on over 50 commercial loans from deal origination, underwriting and evaluation ▪ Performed profile and market analysis on potential clients with $1M - $20M annual revenue ▪ Created financial forecasts and predict their credit worthiness ▪ Built a financial model independently to complete a loan report from initiation to final presentation for the credit committee



Herbalife Nutrition

• Brazil
• Health, Wellness & Fitness
• 1 - 100 Employee

• Financial Planning Analyst Intern

  • May 2018 - Sep 2018

  ▪ Forecasted a $2M budget for redistribution of funds for the next years international marketing event ▪ Maintained accurate financial information through variance analysis, audit, general ledger review and reconciliations ▪ Reviewed and analyzed the sales and marketing budgets and reported to corporate on the discrepancies within the budgets ▪ Forecasted a $2M budget for redistribution of funds for the next years international marketing event ▪ Maintained accurate financial information through variance analysis, audit, general ledger review and reconciliations ▪ Reviewed and analyzed the sales and marketing budgets and reported to corporate on the discrepancies within the budgets



LifeEnergy LLC

• Wellness and Fitness Services
• 1 - 100 Employee

• Intern

  • May 2017 - Aug 2017

  Preformed market analysis, and reconciled company data base and 3rd party company data. Reported to various departments including sales, operations and accounting. Constructed daily and weekly sales reports along with weekly reports for accounting Preformed market analysis, and reconciled company data base and 3rd party company data. Reported to various departments including sales, operations and accounting. Constructed daily and weekly sales reports along with weekly reports for accounting



Winchester Country Swim Team

• Assistant Coach

  • Apr 2013 - Jun 2017

  Assistant Coach for a swim club which provided swim training to youth from ages 4-17. Assistant Coach for a swim club which provided swim training to youth from ages 4-17.