My experience

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Digging Through DataNovember 2020 - Present

  • Compile data and develop Excel templates used for financial analysis, forecasting, and modeling
  • Analyze data to produce reports and visualizations highlighting key insights and recommendations
  • Collaborate with clients to design presentation slides and pitch decks (including on PowerPoint),
  • branded documents, infographics, essentially any deliverable requested by the client
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Trust Analytics GroupAugust 2021 - November 2021

  • Gleaned critical data from financial statements and entered it into TAG’s proprietary system on Excel
  • Analyzed each trust, rating it from 1 to 5 (Least to Most Issues), using TAG’s Issues Rating Guidelines
  • Linked each trust’s workbook to the E2MP Master Report then, compiled all of these accounts, as well as
  • their ratings and any pertinent notes, into the Summary Issues Report
  • Updated trusts when the client uploaded the most recent bank statements, typically on a quarterly basis
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Rosenberg & Fecci ConsultingNovember 2020 - January 2021

  • Determined our client’s risk exposure by performing a field examination/limited audit on their customer
  • Utilized Excel to format, review, and analyze data using pivot tables, VLOOKUPs, charts and formulas
  • Produced audit work papers for each field examination by documenting the audit testing and findings
  • Generated reports for our client explaining the audit scope, analyses, key insights and recommendations
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Griffin HospitalMarch 2020 - July 2020

  • Performed month-end close on three of Griffin’s entities, including posting entries to the general ledger
  • Reconciled bank accounts and investment accounts
  • Verified the company’s financial statements against those of the auditors
  • Conducted ad-hoc analyses and provided support documentation as requested by management
  • Filed Sales and Use Tax on a monthly basis, as well as State and Federal Taxes quarterly
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ArvinasNovember 2019 - March 2020

  • Performed three-way matching on approximately 50 orders every day
  • Checked statements of accounts; if necessary, contacted vendors to obtain invoices or settle disputes
  • Completed check runs 1-2 times per week, then mailed payments to vendors
  • Assisted in the preparation for external audits
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Stanmark CorpNovember 2012 - March 2020

  • Manage all areas of accounting, including accounts payable and receivable, general ledger management, bank account reconciliations, financial statements, and payroll
  • Improve accounting processes: ex. implemented the use of QuickBooks and created Excel templates
  • Organize documents, fill out appropriate forms, and file state and federal taxes
  • Prepare for audits by gathering and submitting documents including invoices and receipts, general ledger account reports, and financial statements
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Walker Industrial ProductsMay 2018 - July 2019

  • Reviewed, coded, and processed 60-130 invoices per day
  • Investigated and resolved any invoice discrepancies such as tax codes, quantities, and payments due
  • Deposited, entered, and applied cash receipts towards vendor invoices using DDI Inform
  • Reconciled credit card statements, vendor statements, and statements of account

My stack

Graphic

Graphic Design

Analysis methods and tools

Logical Data Modeling

Others

Branding, Analysis, Data analysis, Financial Accounting, Data Science, Financial Management

Computer Tools

MS Office (Word, Excel, Powerpoint, Outlook)

Big Data

Data Visualization

My education and trainings

Bachelor of Science in Business Administration: Finance - Honors College at Southern Connecticut State University2015 - 2018