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Skills

  • Financial modeling in ServiceNow
  • Corporate finance principles
  • Client communication facilitation
  • Team building
  • Financial document analysis
  • Project management
  • Regulatory compliance
  • Organization
  • Team management
  • Order reviewing

Work Experiences

  • Transported Salesforce to 6 months customer locations.
  • Analyzed competitor strategies in Seattle markets and presented recommendations that increased the firm’s competitiveness by 39%.
  • Collaborated with team members.
  • Contributed to a 24% increase in annual returns.
  • Collaborated with team members to ensure that all client deliverables were completed ahead of schedule, improving workflow by 34%.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Built comprehensive presentations.
  • Collected and synthesized data to produce 7 presentations for high-level executives on financial forecast predictions.
  • Collaborated with program customers to determine their needs and deliver procedure service.
  • Assisted clients in implementing cost-saving initiatives that collectively saved over $17 in 2015.

Summaries

  • Adjusted financial systems.
  • Client-oriented Advisory Intern.
  • Well-versed in the use of ServiceNow and statistical analysis methods.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the category business.
  • Ambitious intern with a solid understanding of audit processes.
  • Analytical intern with a track record in risk assessment.
  • Advisory Intern skilled in developing client-tailored tax strategies.
  • Collaborative problem-solver who improved due diligence reporting by 84% through comprehensive research on mergers and acquisitions projects.
  • Adept at supporting forecasting efforts.
  • Achieved 45% increase in client satisfaction.

Accomplishments

  • Worked with data analytics teams to revise financial forecasting models, improving forecast accuracy by 24%.
  • Collaborated with advisory team to analyze investment portfolios leading to 16% client revenue growth within one year.
  • Designed reports to monitor monthly KPIs, highlighting areas for process improvement that increased operational efficiency by 34%.
  • Developed high-impact presentations for executive stakeholders, supporting the recommendation of process that aligned with strategic objectives.
  • Conducted industry trend analysis to forecast opportunities in the Miscellaneous market, supporting 18 high-value project decisions.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Implemented Workday to streamline project management processes, improving workflow efficiency by 55% or days.
  • Led the creation of a financial scenario analysis tool that better assessed procedure outcomes within the advisory process.
  • Assisted in the design of tax-efficient strategies, achieving compliance with method, and increasing client retention by 66%.
  • Led a process improvement initiative, decreasing time spent on budget management by 18% without compromising quality standards.

Affiliations

  • Active participant in the Risk and Insurance Management Society (RIMS), focusing on operational risk mitigation strategies 2019
  • Freemason
  • Society of Human Resource Management
  • Association of Information Technology Professionals
  • Engaged with the Business Professionals of America (BPA) to enhance presentation development and communication skills for executive reports 2023
  • Lions Club
  • Joined the International Business Consultants Association (IBCA) to exchange knowledge on cross-cultural advisory and global risk management best practices 2017
  • Member of the Institute of Management Accountants (IMA), contributing research on improving invoicing processes for better compliance 2020
  • Joined Beta Alpha Psi, an honor organization for financial information professionals, contributing to student-led finance projects 2024
  • Member of the Global Corporate Governance Institute, focusing on ethical and sustainable practices within advisory frameworks 2023

Certifications

  • Apple Certified Associate (ACA)
  • Advanced Business Analytics Specialist by Meridian
  • Certified Business Continuity Professional (CBCP)
  • Business Analysis Certification (CCBA)
  • Certified Fraud Examiner (CFE)
  • Certified Risk Management Professional (CRMP)
  • Google Certified Professional Cloud Architect
  • Cisco Certified Network Associate (CCNA)
  • Cisco Certified Internetwork Expert (CCIE)
  • CompTIA A+ Technician

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