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Kelcey Trecartin, MBA

Kelcey Trecartin, MBA

Finance Intern

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location of Kelcey Trecartin, MBADanvers, Massachusetts, United States

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  • Timeline

  • About me

    Senior Product Manager

  • Education

    • Endicott College

      2015 - 2016
      Master of Business Administration (M.B.A.) Finance, General 3.86

    • Bryant University

      2010 - 2010

    • Endicott College

      2011 - 2014
      Bachelor's Degree Business Administration and Finance

      Activities and Societies: Recipient of the Business Award, Sigma Beta Delta, Sigma Beta Delta Peer Advisor, DECA Executive Board Member, Investment Club Executive Team, DECA Peer Mentor, Founding member of Pi Sigma Alpha

  • Experience

    • Electric Insurance Company

      May 2013 - Sept 2013
      Finance Intern

      Ensured compliance of hours, rates and task codes for over 30 company wide projects using excelClosed out projects monthly, creating invoices within excel to be sent to GEDesigned power points for the Electric Insurance Finance team

    • East Coast Asset Management

      Sept 2013 - Dec 2013
      Intern

      Created investment reports using Bloomberg and Excel to generate investment ideasDeveloped Excel models showcasing actual and target asset allocation for clientsDraft, edit and published overviews of new investment ideas and industry segments of interestEnsured company compliance with the new SEC identity theft regulation S-ID

    • Electric Insurance Company

      Jun 2014 - Dec 2014
      Financial Analyst

      Developed Qlikview dashboards to track and analyze new business growthResearched various states and proposed rate changes based upon detailed analysisUpdated and presented monthly reports revealing current positions and loss ratio's

    • Wayfair

      Nov 2015 - Jan 2018
      Finance Product Manager

      Maintained the backlogs for the Corporate Applications and Revenue Software Engineering teams by keeping the items prioritized, actionable, and properly updated with business and software requirements Held scrums/stand ups with various engineering teams two to three times a week to discuss projects answer questions, and evaluate risks QA'd all tickets/projects before release to avoid bugs and verify that all business requirements were metDrove large cross-departmental projects for the Accounts Receivable and Cost Management teams from the idea/design phase through execution in order to meet strategic goalsActed as a liaison between the Finance and Engineering teams to evaluate new projects, prioritize business needs, and improve the overall health of the systems I was responsible forDeveloped a new SOX compliant Purchase Ordering System and facilitated a smooth transition Show less

    • OSRAM

      Jan 2018 - Jan 2020
      Product Manager

    • EF Education First

      Jan 2020 - Jan 2022
      Product Manager

    • Catapult

      Jan 2022 - Sept 2022
      Product Manager

    • Paylocity

      Jan 2023 - now
      Senior Product Manager

  • Licenses & Certifications