Alexis C. Email & Phone Number

Austin, Tx, Us

Dallas, Tx, Us

● Assist in the management of over $20 billion divided among multiple institutional portfolios. ● Perform research on fixed income and money market investments. ● Use economic data and research to form investment strategies. ● Form and maintain strong relationships with clients and brokers.

Austin, Texas, Us

● Maintain our portfolio management system, SymPro. This encompasses enteringinvestments purchases, interest payments, calls, maturities, market pricing, money market andLGIP transactions into the system.● Prepare ad-hoc, weekly, monthly, and quarterly investments reports for Treasurer andDeputy Treasurer. Prepare cash projection reports and callable agency reports forCash Management Team. ● Conduct research on the fixed income market by attending economic webinars,analyzing market events, and watching all Federal Reserve presentations.● Create accounting entries for all investment transactions and debt insurancetransactions. Ensure that all records are digitized and saved in our server.● Enter all trades into our safekeeper’s system and ensure that trades settle correctly.Monitor our safekeeper’s system to track maturities and interest payments.● Back up for Debt Financial Analyst and Cash Financial Analyst.

Scottsdale, Arizona, Us

● Processed the bi-weekly payroll, 401k and 457(b) contributions.● Oversaw all corporate credit cards to ensure that issuance, transactions and account coding were in accordance with procedures.● The liaison between Wish Managers and Make-A-Wish America for all wish cost reconciliation issues.● Submitted check requests to Make-A-Wish America and tracked outstanding checks to assure that they were cashed in a timely manner.● Managed all inventory and tracked usage of toy closet/storage.● Provided ad-hoc reports to the Chief Administrative Officer to assist them with preparing the yearly budget.● Processed payments and assisted with data entry of all cash, credit card and check donations. ● Answered any questions from employees about our 401k plan and other benefits. ● Onboarded all new hires and assisted with 401k rollovers. ● Provided a safe space for all employees.

Valley Forge, Pa, Us

● Partnered with investors to help them meet their financial goals and provided investment guidance.● Assisted with asset transfers, trade executions, and 401k rollovers.● Delivered financial market data to investors when requested. ● Provided world-class customer service to each investor.

San Marcos, Tx, Us

Grant Senior Coordinator (Promoted May 2018 - July 2018)● Assisted the Grant Director with budget forecasting, data analysis and developing a marketing plan.● Updated the website through the University's web content management system.● Assisted in coordinating the logistics of events that ranged from 25 to 100 guests. ● Responsible for scheduling, interviewing, and training student workers. ● Used Microsoft Excel to create graphs and tables for the Director's presentations. Team Leader-Budget Assistant (Promoted August 2017 - May 2018)● In collaboration with management, we built a culture that allowed for our team members to have fun, thrive and grow as professionals.● Used all forms of communication to effectively convey information to my diverse team of 15-20 student workers and my supervisors. ● Assisted in recruiting, interviewing and training candidates.● Was assigned ad hoc projects by the Academic Budget Specialist and supervisors. First Impressions Team Member (March 2016 - May 2017)● Scheduled the advising appointments for 5,733 freshman students as well as theappointments for a large group of University College students.● Provided emotional support and guidance to any students that needed it. ● Assisted in making a diverse student body feel safe and welcomed. ● Conducted and participated in monthly presentations that were attended by fellow staffmembers and upper management.● Uploaded confidential documents on to our database and assisted in data analysis.

● Prepared 1040s for clients that were then reviewed by CPA staff.● Completed Excel projects assigned by CPA staff to be used on larger clients.● Assisted in organizing and scanning clients’ documents into a large database.● Gained experience with the tax software Lacerte and the accounting softwareQuickBooks.

Bredebro, South Denmark, Dk

● Never made an error on any financial transactions.● Marketed products to international and domestic customers.● Reached daily sales goals and assisted the San Marcos store in winning a three.regional sales competitions.● Tracked inventory and stocked accordingly.

Bachelor Of Business Administration - Bba, Finance

Diploma