• Analyze over 90 life insurance policies weekly and generate ad hoc payment forecasts to support liquidation requests from brokers, advisors, and clients, identifying and mitigating potential risks.• Prepare over ten valuation reports per week to project the profitability of cases, highlighting critical key KPIs such as maturity risk, net present value, and lifespan and making strategic recommendations for senior management.• Automate Excel-based financial models, streamlining operational efficiency by 30% and reducing manual data processing time.• Collaborate with senior management and the sales team on financial forecasting and strategic decision-making, averaging a 10-minute completion time when fulfilling priority tasks

• Coordinated with the operations staff to determine the minimum supply necessary for over 20 inventory items, resulting in the purchase of over 150 critical consumable goods and creation of an inventory reporting system.• Created several ad-hoc reports for management to document maintenance issues, ensuring timely repairs for trains at seven stations.

Interviewed respondents to collect demographic information regarding age, gender, and occupation, achieving a 95%+ response rate.

• Aggregated findings from multiple sources to compile relevant information about more than 400 colleges and universities in the United States.• Compiled the data into an Excel spreadsheet and coordinated several times a month with leadership while updating the file.

• Marketed open houses by displaying promotional materials at an average of five open houses per day. Assisted with the sale of over $1.5 million in transactions.• Conducted ad-hoc research and updates on various real estate topics, including preparing a promotional report recommending 10+ attractions in Rockland County.

• Collaborated with over a dozen peers to allocate over $2,000 in donated funds to local nonprofits in Rockland and Westchester County, NY and Northern New Jersey.