• Underwrite and structure asset-based loans and provide risk management for new and existing deals• Created and continually update an Excel and VBA based interactive template that automates the availability analysis process for any number and combination of complex ineligibles• Built a financial risk model that analyzes financial data and numerous qualitative risk factors to generate a numeric risk value; this model was integrated into the Company’s credit risk guidelines and is used in all asset-based lending decisions• Hire, train and manage a team of two to three junior underwriters Lead due diligence calls with prospective clients to guide them through the approval process

• Overhauled the risk assessment process for the underwriting team by creating financial risk models, using VBA and Excel• Revealed trends and risk patterns to apply regression and principal component analysis to historical company data, using R• Saved the company hundreds of hours by mining data from financial reports and databases using fuzzy logic and regular expressions • Acted as lead Oracle CRM application administrator and developer, including more advanced logic with SQL

• Increased efficiency throughout the whole retail chain by automating everything from vendor payments to employee payroll• Designed a dynamic inventory program using search algorithms in Python, which improved the efficiency of the sales department• Computerized the company’s payroll system using Excel and VBA

• Passed Series 7 on first attempt• Worked with the Vice President of Investments in getting additional clients

• Forecast dynamic growth models for a new start-up social networking company • Negotiated terms with accounting firms, insurance and real estate brokers, and other vendors

• Revamped payroll system with a self-updating payroll program that automatically detects pay rate changes • This new system corrected over $20,000 of wage discrepancies and is still currently in use by the company