Experience

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  Yo lotta luv yogurt emporium

  Jan 2013 - Sept 2014

  Associate

  Opening/closing the store, customer service, handling cash and credit transactions

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  Vintage motor company

  Dec 2013 - May 2016

  Bookkeeper

  Recorded all financial transactions, prepared financial statements, managed customer billing and invoicing, reconciled bank and credit card statements.

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  Femmebot clothing

  Jan 2014 - Jan 2014

  Intern

  Greeting and assisting customers, giving them suggestions, providing them with dressing rooms, and processing payments at the register

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  Hult prize foundation

  Oct 2014 - Oct 2015

  Competition participant

  Competed in the 2015 and 2016 Hult Prize social entrepreneurship challenge and placed second at the University of Tampa. In 2015, created and pitched an idea that would educate 10 million children age 0-6 living in urban slums. In 2016, created and pitched an idea that would double the income of 10 million people living in crowded urban spaces.

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  Irescue

  Feb 2015 - Sept 2015

  Co-founder and chief financial officer

  On campus iPhone repair company- recording and managing finances

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  Metlife

  Jun 2016 - Aug 2016

  Intern- finance & accounting

  Prepared and recorded journal entries, annual reconciliations, and equity pickupsAided in quarter end reportingCreated spreadsheets as backup for annual audits

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  University of tampa

  Sept 2016 - May 2017

  Student mentor

  Mentored incoming Freshman at the University of Tampa through their first year seminar coursePresented to the class on various topics such as Excel, PowerPoint presentations, the Honors Program, and university involvement

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  Cocreativ - coworking & flexible office tampa

  Oct 2016 - Apr 2017

  Intern- finance

  Measured weekly and monthly Key Performance Indicators and metricsCalculated customer acquisition costs and retention rates and assessed product profitability

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  Citi

  Jun 2017 - Aug 2017

  Intern- risk and control

  Tested various business processes to ensure proper compliance and mitigate riskCoordinated the annual attestation of corporate policiesPresented findings to upper management

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  Nalba advisors

  Sept 2017 - Dec 2017

  Intern- finance

  Researched and assessed the feasibility of internal start-up ideas in the financial technology industryIdentified key trends in payments technology and financial servicesCreated presentations in various consultancy projects

• 

  Topmark partners

  Jan 2018 - Sept 2020

  Supported due diligence, underwriting process, analyzing and tracking of new investment proposalsPrepared investment memorandums with detailed analysis of investment structure, market growth, key risk factors, and mitigants, and projected investment returns Analyzed potential investment structures and prepared detailed, GAAP compliant, accrual financial forecasts based upon the company’s unit economics and key performance indicators (KPI) Valued portfolio companies utilizing public company comparables, transactions, and post-money multiple analysis Participated in portfolio company board meetings covering strategy development, financial forecasting, and KPI analysis Show less

  • Analyst

    Aug 2018 - Sept 2020

  • Growth Equity Intern

    Jan 2018 - Aug 2018
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  Charge co-creating

  Jul 2018 - Jul 2022

  Co-founder & president

  IMPACT provides microfinancing and consulting to underserved entrepreneurs, offers students a hands-on opportunity to apply their business knowledge, and establishes professional networks within local communities.

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  Feeding tampa bay

  Oct 2020 - Dec 2021

  Grant accountant

  Developed a system for tracking and recording grant funding and expenses for the use of internal stakeholders Maintained all finance records related to grants and compiled grant progress and completion reportsPrepared budgets for new grant applications.Track grant-funded salaries to prevent double-dipping and reallocate funds to underfunded departments Constructed dynamic program budgets for new grant applications Performed month-end close activities, including grant drawdown and payroll accrual Executed day-to-day Accounts Payable duties, including invoice approval, journal entries, and check runs Show less

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  Contend capital

  Dec 2021 - May 2022

  Operations manager

  Coordinate loan transaction process from credit review to funding for a portfolio of equipment loans Assess prospective deals and prepare loan credit packagesManage the loan syndication process with several unique syndicate lenders Perform detailed analysis on the company’s existing CRM system, identifying areas of improvement and implementing new processes to maximize efficiencies, enhance communication and provide management with relevant metrics Developed a procedural guide to streamline operations and train new team members Show less

• 

  Usa rare earth, llc

  Aug 2022 - Mar 2024

  Senior project accountant

  Assess and coordinate the implementation of new accounting softwareDevelop and execute several policies and procedures for the finance and accounting departmentResearch and produce accounting memorandums on government incentive programs to help meet program metrics and deliverablesEstablish internal controls and produce documentation to be used in the audit processImplement departmental initiatives such as chart of account redevelopment

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  Mckinsey & company

  May 2024 - now

  Client finance senior accountant