Acceleration into Financial Professional Program (AFP) is a highly selective 2-year rotational program focused on developing leadership talent for Vanguard's Finance organization. Participants earn opportunities to gain experience and contribute at an accelerated pace through rotations in risk, operations, strategic, and reporting. AFP Accounting track can obtain the Certified Public Accountant (CPA) License.

• Conducted morning certifications to validate system and external feed receipt, ensuring balanced accounts and promptly communicated issues to leadership and business partners.• Completed daily reconciliations for Transfer Agent and Broker Dealer records, complying with SEC, IRS, and FINRA regulations, and resolved breaks using Vanguard systems.• Researched and identified root causes for breaks, effectively managing outstanding items through resolution while maintaining departmental standards.

• Engaged with internal partners to understand business strategy and delivered visualizations that translate insights into actionable solutions for implementation• Developed and implemented a data quality process that improved data accuracy by 25%, resulting in more reliable business intelligence insights and better decision-making• Collaborated with stakeholders to develop and implement a data governance process that ensured compliance with data privacy regulations and improved data security

• Performed complex work for risk-based audits and consulting engagements (including research, evaluation, analysis, testing, and reporting) on topics related to risk, governance, process, technology, controls, and operating practices of assigned engagements• Communicated with various levels of Vanguard department leadership to discuss engagement progress and results. This included identifying opportunities to strengthen processes/controls and related remediation efforts. Effectively built relationships with business process owners and management• Prepared and delivered high-quality internal work papers and client-facing deliverables such as process/control narratives, flowcharts, testing documentation, conclusions, recommendations, and SOX report findings to be shared with the SOX team, internal clients, and Vanguard’s Auditor

• Created, edited, and submitted month-end journal entries for prepaid and maintenance expenses accruals, payroll, amortizations across different accounts• Applied Oracle Cloud platform skills and tools to pull general ledger, trial balances, submit journal entries, and create balance sheet reconciliations• Submitted month-end journal entries for Vanguard global payroll team for two international entries• Utilized Oracle Analytics Cloud to monitor month-end close, ad hocs journal entries general ledger and projects

• Collaborated on strategic product placement and displays to maximize exposure and sales for Beer, Wine, and Spirit Products • Evaluated and effectively ordered correct amounts to appease the demand from customer• Provided customer service and address customer inquiries on product details for fine wine, liquors, and beers• Managed receiving and quality control for new merchandise and update store inventory records

• Tutored enrolled students in advanced Accounting courses with the material learned in class by reviewing, practicing, and explaining homework and book problems resulting in increased student grades by 80%• Connected with the professor with questions and inquiries from students, assisted with lecture plans, and homework feedback• Maintained regularly scheduled office hours to prepare and deliver advice and assist undergraduate students on topics such as financial accounting and reporting, equity accounting, and consolidated financial statements• Contribute to the development of appropriate teaching materials to ensure content and methods of delivery meet learning objectives

• Monitor two international entities for minimum capital liquidity daily to ensure adherence to regulatory requirements are met using Robotics Process Automation• Submit regulatory filings for the U.S Bureau of Economic Analysis and U.S Census Bureau • Prepare quarter-end unaudited and year-end financial statements for domestic regulated entities• Collaborate with senior management on the implementation of Oracle Narrative Reporting and new ways of working initiatives

• Managed monthly analysis of 30+ staff credit card allocations and review of submitted receipts for each transaction• Performed weekly Mural Arts Public Tours allocations, prepare and post journal entry for credit card transactions (Amex, Visa, Discovery, Mastercard, Shopify, Tix)• Assisted with Mural Arts Restorative Justice department, filling support for services forms, and running employee payroll analysis• Processed Accounts Payable invoices of 20+ vendors and verify project budgets are accurate

• Managed eight teams in “Marketing 380: Seminar in Marketing Strategy” with Marketplace simulation for bicycle • Advised students on marketing strategy such as preparing target consumer segments, launches of new products or improving/maintaining existing ones, making marketing mix decisions, and Research and Development• Connected my fellow peers with the professor, followed up with questions and inquiries from students

• Managed Teikametrics to develop Global Marketing campaigns for launching and boosting product sales in North America and Europe• Utilized Google Advertising to increase product sales via DecoPro’s website and utilizing Google Analytics to monitor, track and adjust marketing campaigns as needed• Analyzed Global Amazon Marketplace sales reports for slow-moving inventory to form marketing campaigns • Solved Global Amazon Marketplace challenges such as voice of customer, negative feedback, inventory, and pricing

• Tutored students in Precalculus, Algebra, and Pre-algebra with the material learned in class by reviewing, practicing, and explaining homework and book problems• Provided perspective from recent experiences and aid students in planning and implementing academic success strategies through mentorship, improving grades by 20%• Connected with the professor with questions and inquiries from students, assisted with lecture plans, and homework feedback• Maintained regularly scheduled office hours to prepare and deliver advice and assist undergraduate students on topics such as exams preparation and homework assignments.