
Timeline
About me
Product @ ReviewTrackers
Education

Wayne state university
-Bachelor's finance, accountingActivities and Societies: Beta Alpha Psi
Experience

Clayton & mckervey, p.c.
Jun 2010 - Sept 2010Audit intern
Marketplace homes, llc
Nov 2011 - Jan 2013Accounting analyst• Managed the day-to-day processes of collecting and recording commission revenue from all new home sales; followed up with outstanding receivables.• Conducted weekly forecast of commission revenue and actively managed Excel database of commission revenue pipeline.• Served as the company’s broker liaison working extensively with affiliated builders and real estate brokers to ensure the company is to be properly paid on all new home sales.• Performed monthly bank reconciliations of all cash accounts.• Was involved in managing cash inflows from tenant rent payments, ensuring all rent was collected and accounted for in a timely manner.• Assisted in creating and establishing new processes related to cash collection and management of tenant rent payments.• Worked with the Finance department as well as other departments in helping to establish new processes and procedures to accommodate company growth. Show less

Comerica bank
Feb 2013 - Sept 2014Fund analyst/accountant• Primary responsibilities included accounting for and safeguarding fund assets.• Utilized knowledge of finance and accounting to coach and train new employees.• Managed the corporate actions for the assets of all of the funds in the department.• Obtained relevant information from external sources to ensure proper set up of new securities.• Extensively used Excel, Microsoft Access databases, and a Bloomberg terminal to extract, compile, and analyze data necessary for a complete and accurate fund valuation.• Proactively researched and analyzed fund valuation work to ensure zero errors.• Performed monthly audits and compiled year-end financial statements.• Developed innovative process improvement strategies for fund valuation procedures. Show less

Dimeo schneider & associates
Sept 2014 - Dec 2015Performance analystDiMeo Schneider & Associates, L.L.C. is a leading investment consulting firm located in Chicago, Illinois. The firm strives to provide impartial, cost effective investment consulting to plan sponsors, non-profit organizations and private clients. With a tight-knit firm of accredited and caring professionals, the firm has grown steadily to over 70 associates including 30 Consultants, over 25 performance and research analysts and 11 partners. DiMeo Schneider & Associates, L.L.C. delivers a variety of services including: investment policies, performance evaluation, asset allocation analysis, administrative/trustee search, asset liability analysis, spending policies, manager/fund search, and cost/benefit analysis. The firm prides itself on the level of service it provides to each client and a proactive approach. Show less

Crowdjoy
Jan 2016 - Mar 2016Business analyst intern
Mb financial bank
Feb 2016 - Sept 2016Business analystWorked on a team managing projects to assist in the development and implementation of technology applications for business end users. Took the initiative from day one to envision and implement new ideas for improving processes and developed procedures for department operational improvements.- Used SQL to troubleshoot and resolve end user problems- Validated software meets acceptance criteria according to test plans- Created a new process for tracking work requests and projects by identifying and eliminating redundancies that reduced the lead time of routine work requests by 40%.- Participated in a user workshop to define project requirements- Worked with business end users to troubleshoot problems related to technology systems and applications; reduced number of issue tickets by 50% Show less

Dickson
Sept 2016 - Aug 2018Associate product manager- Defined requirements for development of new features as well as overall product vision and business goals; helped facilitate the development and deployment of 17 key new features in 2017- Worked with Director of Product Management and other executive leadership to define product strategy- Performed competitor analyses to assist in the prioritization of product/business goals- Lead sprint planning meetings and standups to prioritize and facilitate feature development throughout each sprint- Documented process flows and created wireframe mockups- Assisted sales team by performing product demos for key decision makers of prospective customers, obtaining invaluable user feedback in the process- Leveraged SQL and Tableau to make data-driven product and business decisions Show less

Benzinga
Sept 2018 - May 2019Product project manager- Facilitated the planning and execution of development sprints- Worked with Director of Product Management to define key business and product metrics- Designed and built KPI dashboards- Established new processes with development team and executive leadership to streamline product development- Worked with executive leadership to assist in defining product strategy and business goals for upcoming quarters- Defined requirements for key new features of the core product

Rocketmiles, a booking holdings company
May 2019 - Jun 2020Product owner- Successfully led scrum team of the core Rocketmiles.com e-commerce product- Designed, implemented, and made decisions on dozens of A/B tests to improve the user experience as well as product financial performance- Leveraged SQL, building Chartio dashboards, and other data tools to dive deep into product analytics in order to help drive decision-making- Prioritized product development & goals for each quarter by balancing stakeholder input, assessed economic impact, and individual team goals- Worked cross-functionally with engineering, design and data science teams to help define optimal features and product improvements- Facilitated recurring meetings with senior leadership to communicate KPIs, in progress and upcoming planned work, as well as gather stakeholder input Show less

Opploans
Dec 2020 - Jan 2022Product manager
Vts
Jan 2022 - May 2022Product manager
Reviewtrackers
May 2022 - nowSenior product manager
Licenses & Certifications
- View certificate

Intermediate python for finance
DatacampJul 2020 - View certificate

Data science math skills
CourseraSept 2017 
Operations analytics - predictive & prescriptive analytics
CourseraJul 2020- View certificate

Startup valuation methods
CourseraJun 2020 - View certificate
.webp)
Financial modeling in excel
Corporate finance institute® (cfi)Jun 2020 - View certificate

Introduction to python for finance
DatacampMay 2020 - View certificate

3 statement model
Financial modeling educationJan 2024 - View certificate

Certified safe® 4 product owner/product manager
Scaled agile, inc.Oct 2018 - View certificate

Fundamentals of quantitative modeling
CourseraNov 2018 - View certificate

Complete fp&a operating model
Financial modeling educationSept 2024 - View certificate

Importing and managing financial data in python
DatacampMay 2020
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