Experience

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  Clerk of the circuit court & comptroller, palm beach county

  May 2018 - Jun 2018

  Finance intern

  • Compiled data to generate financial models and data tables based on key indicators with staff assistance to present financial planning projects to supervisors.• Completed projects that included calculating yearly income tax reports and categorizing data sets of varying insurance types.

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  Future business leaders of america, inc. (fbla)

  Aug 2018 - May 2019

  President

  • Initiated the foundation of a student run youth’s business development organization with innovative goals that targeted the creation of interpersonal and hard skills.• Organized the operations of the chapter including professional development, philanthropic, and social activities.

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  Phi chi theta - zeta rho chapter

  Jan 2020 - Dec 2022

  • Oversaw internal and external processes including recruitment, initiation, and professional development of 60+ students for one of the largest, most successful business organizations at the University of South Florida.• Led and directed day to day operations, chapter meetings, and team of 17 executive & cabinet officers • Forecasted and tracked income & expenses per semester for the budget management of over 60+ members.• Consolidated financial documents and reconciled accounts of over $9,000 for semiannual inspections. • Communicated as a representative for over 60+ members with professionals in the Tampa Bay area to develop comprehensive propositions for large venue events.• Developed and consolidated relationships with committees to create educational team building opportunities to grow interpersonal skills.

  • President

    Dec 2021 - Dec 2022

  • VP of Finance

    Jan 2021 - Dec 2021

  • Head of Social

    Jan 2020 - Dec 2020
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  Smokey bones

  Jul 2020 - Jan 2021

  Server

  • Worked in a high-paced environment while adapting to provide exceptional customer service.• Responsible for opening/closing of restaurant and inventory management.• Recognized leader with ability to foster and cultivate an efficient workplace with outstanding interpersonal and team communication.

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  Investment club at usf

  Jul 2020 - Dec 2020

  Equity research associate

  • Utilized financial data platforms in order to analyze company financial statements to construct equity research reports that generated investment recommendations for the club’s portfolio.• Produced in-depth valuation and business performance analysis of financials, industry trends, and news flow of the energy sector while collaborating in diverse research teams.

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  One source advisory

  Jan 2021 - Jun 2021

  Financial service administrative assistant

  • Built and maintained client financial accounts, implemented IRA Rollovers, 401(k) Contributions, & Annuities, and updated client records on a daily basis.• Handled administrative duties: contacted prospective and current clients, reviewed accounts to ensure compliance with internal and external policies, and organized client insurance records during a firm merger.

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  Td synnex north america

  Jun 2021 - Aug 2021

  Forecast modeling and credit analytics intern; americas

  • Analyzed company’s customer-side financial performance using P&L Models and helped forecast quarterly goals to present to respective SMB, Var, and National sales leaders. • Initiated a research project using S&P Capital IQ to identify customer and market trends to present to sales leaders with the goal of increasing company profitability and negotiation capabilities through competitive adjustments to pricing and rebate models.• Researched tracking of front-end margin goal achievement and reporting to credit collection accounts. Show less

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  Raymond james

  Sept 2021 - May 2022

  Corporate risk finance intern

  • Tracked 250+ IAD office pricing contracts and built new contract tracking systems to support compliance officers, financial analysts, and executive level management.• Recorded, mapped, and updated 1200+ compliance officer records for IAD & CCD offices within Salesforce.• Identified and prepared excel generated lists of 50+ IAD offices in compliance and agreement violations.• Reviewed and generated over 175+ 1797s & CRD reports to onboard new RIAs into RJ&A.

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  Jpmorganchase

  Jun 2022 - Aug 2022

  Corporate analyst development program (cadp); corporate & investment bank (cib)

  • Cleaned and processed raw data to build models to monitor transactional activity across all partnership platforms for presentation to stakeholders.• Modeled trailing 12 months historical data for integrated payments product partnerships to better assess relationships and contract term negotiation in merchant services.

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  Jpmorganchase

  Aug 2023 - now

  • Designed and led Group with DDA & ERISA client statement generation for the rollout of a new consolidated billing & pricing platform for emerging middle markets $20 million to $100 million.• Conducted test scenarios for statement process date, baseline, temp waive, adjustments, and other experimental features of client statements using weighted pricing.• Created dynamic models to showcase volume adjustments impacts on effective rating at the Charge Group and DDA level for different types of pricing such as tiered, bulk, flat, pxv, etc. Show less

  • Portfolio & Performance Analyst - Portfolio Analytics Group (PAG) AWM

    Mar 2024 - now

  • Corporate Analyst Development Program (CADP)

    Jul 2023 - now

  • Post Processor Support & Reporting Analyst

    Aug 2023 - Mar 2024