- Financial Institutions Group (FIG)- Student-run investment fund with ~$300,000 AUM- 1 of 14 accepted in 215+ applicant class

• Aided in the gathering process of financial/operational information needed to prepare tax reports • Communicated with clients to clarify and streamline billing procedures, ensuring accurate and timely resolution of payment inquiries• Shadowed senior staff rotationally, gaining insights into client management, productivity maximization, and common office practices• Maintained and adjusted trial balances, bank reconciliations, and financial statements to ensure accurate reporting and compliance with GAAP

• Streamlined the maintenance process of gym and pool areas, ensuring a safe and clean environment for over 500 members daily• Coordinated reservations for pool and gym equipment, enhancing member satisfaction by reducing wait times and optimizing facility usage• Managed payroll operations for the fitness center, ensuring accurate and timely payments for all employees

• Processed and reconciled invoices, ensuring timely payments to appropriate vendors and stakeholders• Aided in team efforts to gather funding by expanding outreach to potential investors and further streamlining communications to current investors• Developed and optimized budgeting spreadsheets, leveraging Excel techniques to enhance project forecasting and cost control

- Assembled smoothies and smoothie bowls - Supervised the recording of inventory - Managed food preparation- Executed the payment process for customers - Facilitated the upkeep of the store - Monitored phone calls- Monitored the organization of food and supplies