• Audited client data for 15+ clients, ensuring data integrity and accuracy using VLOOKUP’s and pivot tables in Excel. • Consulted on business strategies involving rate evaluations, billing optimizations, and financial risk assessments. • Utilized financial data to develop strategic pricing models, optimizing client rate structures and improving revenue accuracy.

Financial Analyst Internship (Options Trading Group) – Rotation 1 • Researched options trading platforms of 10+ competitors, delivering insights on market share, volume, fees, and commissions. • Assessed user accessibility and trading capabilities, producing a comparative performance report for senior management. • Enhanced trading strategies and market monitoring using Active Trader Pro, DCF analysis, and financial modeling, improving trade execution efficiency (Project). Financial Analyst Internship (Asset Management Group) – Rotation 2 June 2023 - Aug 2023• Co-led a project evaluating market performance across 5 sectors, analyzing historical returns, financial ratios & valuation metrics.• Analyzed equity valuation and assessed market capitalization, contributing to a 10% improvement in portfolio returns.• Developed risk models and conducted EBITDA sensitivity analysis, reducing portfolio downside risk by 3%.

• Delivered high quality guest services following guidelines & procedures.• Acquired extensive knowledge of products and services; developed cross-selling and up-selling strategies.• Proficiency with point-of-sale system.

• Conducted equity research and sensitivity analysis for 50+ high-performing mutual funds and stocks, contributing to improved investment strategies and client satisfaction.• Initiated coverage on 10+ companies, producing in-depth financial models and reports, including DCF, comps, and precedent transactions, which resulted in 5 actionable buy/sell recommendations and influenced $5M+ in client investments.• Customized and rebalanced portfolios for 30+ clients based on risk tolerance, investment horizon, and tax implications, achieving an 8% improvement in risk-adjusted returns.

• Managed budgeting for renovation projects totaling $100K+, using accounting techniques to track expenses, forecast budgets, and ensure financial efficiency.• Performed financial analysis of property operations, including cash flow management, expense tracking, and variance analysis, supporting strategic decision-making.