Financial Planning And Analysis Intern
Current● Assisted with monthly and quarterly financial processes, including updating budget forecasts, completing cost category review templates, and forecasting expense allocations within CNO. Managed journal entries for 401k and benefit expenses, reviewed accruals, reconciled LLC liabilities, and developed a new Excel-based reporting process for CNO’s legal expenses.● Executed a range of summer projects, including supporting the adoption of Monte Carlo simulations in Excel for budget forecasting. Shadowed CNO’s investment group on the trading floor, contributed to the development of a new company-wide staffing model in Excel, and created training materials for Hyperion and budgeting guides. Researched and presented on EPM tools, advocating for a platform switch for CNO. Designed a workplace wellness incentive focused on financial well-being and aligned with CNO’s values of integrity. Developed a data visualization tool in Power BI to analyze and present CNO’s expense data.● Proficient in using software applications including Hyperion, Tableau, Alteryx, and Power BI.● Extended to work part time through the 2024-2025 school year