Recruited into role from case competition with 6 person team (directly reported to Regional Director) to manage $6M daily in financial transactions for 1K+ institutional commercial clients; left to pursue full-time graduate studyReduced 30% turnaround time for billing over first 2 quarters through continuous improvement by resolving client errors and streamlining departmental communication channelsImplemented an increasingly automated billing processes for ETF, AI, MF, and MA products in my scope, resulting in a 25% reduction in billing errors and an increase in overall billing accuracy.Assisted in launching and managing new systems for billing to optimize and improve client experience for Managed Accounts (MA) and client retention during phase 2 of the TD Ameritrade integration process

Recruited to support operations and analytics for start-up bank (Now fastest growing in Austin) doing $10M+ in yearly revenues with $843.9M in total managed assets as of 2023Created 2023 revenue and expense projection for 12 digital payment processors for online customers by developing Excel model, leading to selection projected to generate 15% yearly revenueReduced weekly loan processing and approval turnaround 1 day by developing pipeline for client tax and financial spreadsheets