Experience

Self Employed

• Machinery Manufacturing
• 100 - 200 Employee

• Consultant

  • Sep 2018 - Present

  As a self-employed consultant I provide financial services to Housing Up, a local nonprofit that houses homeless people in Washington DC. My prior consulting contracts include: -Interim Director of Government Grants for Housing Up -Financial Analyst Consultant for Quadel Consulting As a self-employed consultant I provide financial services to Housing Up, a local nonprofit that houses homeless people in Washington DC. My prior consulting contracts include: -Interim Director of Government Grants for Housing Up -Financial Analyst Consultant for Quadel Consulting



Quadel

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Financial Analyst

  • Apr 2017 - Aug 2018



Calibre CPA Group, PLLC

• United States
• Accounting
• 100 - 200 Employee

• Accountant

  • Jan 2015 - Apr 2017

  Calibre CPA Group is a leading accounting firm for non-profits, labor unions, and commercial enterprises in Washington, DC. -Assisted in the preparation of tax documents (990s, 1099, LM-2, A-133) -Assisted in the preparation financial statements, balance sheets, cash-flow, and budgets across all my clients -Performed accounts receivable, accounts payable, and account reconciliation functions -Grants Manager for several clients, responsibilities included but not limited to: grant budgets, grant expense reports, and government grant submissions totaling over $3.2 million annually -My portfolio contained over half a dozen clients in various industries: nonprofits, labor unions, and small businesses -All of my clients had a clean audit with no findings for two years straight under my leadership. Software Used: Microsoft Excel, QuickBooks, Microsoft Great Plains, ADP, Paychex Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Securities Analyst II

  • Jul 2014 - Jan 2015

  Wells Fargo, Corporate Trust Services (CTS) is the master Servicer of a multi-billion dollar industry which oversees mortgage-backed securities between various servicers and their investors. -Monitored and analyzed mortgage-backed securities to determine non-compliance and communication to investors. -Provide remittance and correction information to servicer through thorough analysis and reconciliation of mortgage-backed securities. -Evaluate servicer performance to ensure compliance with stated agreements. -Identify and communicate processing exceptions that are relevant to similar deals across individual portfolios. Software Used: Microsoft Excel, Microsoft Access Show less



AAUW

• United States
• Civic and Social Organizations
• 100 - 200 Employee

• Corporate Development Intern

  • Dec 2013 - May 2014

  The American Association for University Women is the leading non-profit for empowering women, fighting for their civil rights and equality through research, legal advocacy, public policy, and leadership programs. -Assisted in building the pipeline of over 300 prospective corporate funders to AAUW through qualitative research and analysis of corporate philanthropy programs. -Created a development tracking system for corporate donor outreach using Excel and Raisers Edge. -Assisted in the grant application process to corporate funders by drafting the proposal and compiling financial data to determine the desired proposal amount. Software Used: Raiser's Edge, Microsoft Excel, Foundation Center Show less



Optimal Solutions Group

• United States
• Public Policy Offices
• 1 - 100 Employee

• Research & Technical Analyst Intern

  • Jan 2013 - May 2013

  Optimal Solutions Group is a small economic and policy analysis research and consulting firm by supplying insightful program and policy evaluation, cost-benefit and effectiveness analyses, custom econometric modeling, and market analyses for decision makers in both the public and private sectors. -Researcher for the Medicare Advantage and Part D Quality Oversight, Monitoring, and Best Practices Project to assess Medicare plan sponsors’ compliance with governmental standards. -Evaluated Medicare Advantage and Prescription Drug Plan Organizations that have achieved high CMS’ Plan Ratings. -Conducted qualitative research on identifying the best practices that may be shared across the Part C and D program. -Compiled a descriptive qualitative report based on the results found through thorough research and analysis. Software Used: Microsoft Excel Show less