Experience

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  Hackers education group

  Apr 2021 - Jun 2021

  Teaching assistant

  I conducted thorough reviews of finance course recordings to identify and rectify any inaccuracies or potentially misleading content. My daily work involved facilitating communication with the management team regarding instructor performance evaluations to ensure high-quality educational standards. I collaborated with a dynamic team of 30 peers, fostering a cooperative and productive work environment.During my position here, I achieved intermediate proficiency in Excel through comprehensive training, focusing on enhancing analytical and data management capabilities. Show less

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  Fidelity talentsource

  Jan 2022 - Jun 2022

  Corporate tax analyst co-op

  I streamlined tax filings, including 1065s, 1099s, and K-2/K-3 schedules, via Corptax, and prepared complex tax returns across international, federal, and local levels using Excel. Expertly analyzed and reconciled ledger accounts, crafting accurate quarterly and annual tax provisions. Enhanced compliance process efficiency by organizing tax files and structuring calculations in Excel. Proactively monitored and communicated tax law changes, ensuring team adherence to regulatory standards. My strengths lie in optimizing reconciliation, ensuring precision in tax reports, and leading with up-to-date legislative knowledge. Show less

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  Bain capital

  Jul 2023 - Dec 2023

  General partnership co-op

  I optimized fund cash flows in Excel, cutting errors and boosting efficiency by 40%. I was crucial in streamlining quarterly and annual reports and providing key documentation for financial reconciliations. Managed 62 funds' operations precisely, handling transactions, bookkeeping, and taxes via advanced Excel. I also crafted detailed reports for GP investors on Investran, covering market value, tax activities, and investment insights. Additionally, I maintained top-notch data accuracy and timeliness in Investran, ensuring portfolio management ran smoothly. My strengths include optimizing financial processes for efficiency and accuracy, managing complex fund operations with precision, and developing insightful financial reports that drive strategic investment decisions. Show less

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  Zephyr business group

  Jun 2024 - now

  Finance associate