Nathaniel Z.

Experience

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  Nissan Motor Corporation

  May 2016 - Oct 2017

  Service Drive Porter

  -Greeted customers when they drove in to the service drive area to create a friendly atmosphere.-Inserted floor mats and seat covers in cars to be serviced to instill trust in the customer.-Relocated vehicles to the service parking lot and avoided any accidents.

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  Lowe's Companies, Inc.

  Aug 2017 - May 2019

  -Provide customer assistance for job proposal and appointment setting.-Project interface to the Central Productions Office managing these projects.-Responsible for coordinating pre-tender in-home sales projects.-Communicate effectively with the customer on their exterior projects.

  • Sales Coordinator - Exteriors

    Mar 2018 - May 2019

  • Customer Service Associate

    Nov 2017 - Mar 2018

  • Cashier

    Aug 2017 - Nov 2017
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  Cookeville Regional Medical Center

  May 2019 - Aug 2019

  Accounting Intern

  -Closed the books for month and year end. Assessed the Relative Value Units (RVUs) of cardiologists over a 5-year period to depict the growth of the Heart Center for the VP of Finance and the CEO.-Analyzed, for the Controller, the benefits of leasing cars for the use of the Medical Center's in-home nurses.-Cross-referenced invoices from providers and patients to bank statements for an entity in the process of being permanently closed.-Inventoried high-value items and cross-referenced to system account to ensure accuracy. Show less

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  Ben Franklin Technology Partners

  Jun 2021 - Sept 2021

  Finance Intern

  -Produce and update portfolio company valuations, including the valuation of BenFranklin’s holdings in its portfolio companies, using models and techniques outlined inBen Franklin’s valuation policy.-Perform portfolio company research and analysis in support of valuations, includingfinancial statement analysis. -Produce and update valuation schedules for financial reporting and analysis purposes.-Research industry best practices for company and equity valuations and makingrecommendations for changes to the Ben Franklin policy as needed.-Integrate valuation results with Ben Franklin databases. Show less

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  Hamilton Lane

  Oct 2021 - Feb 2023

  Investor Services Analyst

  -Manage the reporting process for fund portfolios including preparation of quarterly reporting.-Work within a team dynamic to produce client deliverables leveraging various resources within the firm.-Communicate with representatives of investment partnerships to ensure the timely receipt of inquiries and financial information.-Execute daily work and timely completion of assigned tasks per the specific procedures and guidelines to meet internal and external regulatory control requirements.-Prepare and review investment performance materials with a meticulous focus on data accuracy and quality.-Respond to client and fund investor questions and special requests (analyze reports/informational requests), interact with Relationship Managers to ensure that the required level of client service is being provided. Show less

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  Deloitte

  Feb 2023 - now

  Engagement Financial Advisor - Analyst

  -Maintain compliance with clients' policies, perform internal financial analysis including budgeting, forecasting, and cost variance analysis.-Monitor engagement performance and determine improvement areas by developing key performance indicators and frequently communicate with the engagement team, finance department, and other engagement stakeholders to keep engagements on track and within the scope of cost.-Prepare budgets and forecasts to project and track financial metrics such as revenue, margin, expense, etc.-Interact regularly with internal managers and partners, and sometimes external clients, to present various analyses, discuss recommendations and provide project financial advice.-Track expenditures and perform the client bill and receivable collection functions.-Utilize standard processes for project management, quality management, and risk management. Show less