• Retail sales and wholesale financial and operational analysis, budgeting, forecasting, modeling and metrics reporting.• Financial reporting & analytical support for the 42 Harry & David stores and 22 seasonal kiosks.• Assisted in the implementation of the wholesale reporting and database model in BOARD.• Created and automated wholesale financial reports utilizing BOARD software.• Work with leadership to assess and evaluate the financial impact of business decisions… Show more • Retail sales and wholesale financial and operational analysis, budgeting, forecasting, modeling and metrics reporting.• Financial reporting & analytical support for the 42 Harry & David stores and 22 seasonal kiosks.• Assisted in the implementation of the wholesale reporting and database model in BOARD.• Created and automated wholesale financial reports utilizing BOARD software.• Work with leadership to assess and evaluate the financial impact of business decisions, alternatives and new initiatives. • Budget and monitor payroll hours, supplies, repairs & maintenance and other stores expenses. Show less

• Taught English to Dankook University students and led conversation sessions.

• Collected, calculated, and analyzed investment performance figures used to maintain composite data for use in GIPS compliant marketing materials and performance reports. • Evaluated portfolio strategies to confirm they were consistent with the client account agreements and appropriately reflected in the firm’s marketing material.• Prepared semi-monthly reports on composite activity, asset class, investment strategy changes and benchmark.• Required understanding of Global… Show more • Collected, calculated, and analyzed investment performance figures used to maintain composite data for use in GIPS compliant marketing materials and performance reports. • Evaluated portfolio strategies to confirm they were consistent with the client account agreements and appropriately reflected in the firm’s marketing material.• Prepared semi-monthly reports on composite activity, asset class, investment strategy changes and benchmark.• Required understanding of Global Investment Performance Standards "GIPS" compliance verification, competitive environment and general economic conditions as well as proficiency in Excel and other Microsoft tools. Show less

• Assisted students from grades 7 through 9 to immerse in a university setting, exposing them to the learning and career possibilities of college during a summer academic program.

• Reviewed and verified documents to follow-up on missing or deficient information.• Created and maintained manual and computerized records of clients’ payments.• Collected key information and required documentation that is provided by clients and updated the company’s database.