• Built a model for forecasting deferred revenue in R which has a monthly variance of <5% since 2019• Performed financial analysis on two Virtual Power Purchase Agreements which was the financial basis for CRL deciding to enter into the agreements• Wrote a process manual for forecasting P&L, Capex, and headcount for the Safety Assessment business unit• Improved Capex forecast accuracy for the Biologics business unit from 40% to 10% average quarterly variance

• Recognized as a top 15 salesperson in the region each quarter• Generated approximately $120,000 in total revenue for previous four quarters by engaging with customers to understand and meet their financial needs• Increased branch customer satisfaction by 55% over previous year by addressing complex customer complaints• Improved branch audit score from failing to over 90% in compliance

• Designated as a top 20 salesperson in the region in Q1-2017 and Q2-2017• Exceeded sales goals by an average of 400% in Q1-2017 and Q2-2017 by identifying customer needs and explaining each product’s benefits• Increased branch audit score from failing to over 90% in compliance by ensuring all colleagues adhered to all financial regulations• Received Credo award for providing excellent customer service

• Reduced bad debt booked by 10% by understanding and explaining to clients how and why they were past due• Specialized in collecting payment from difficult clients through consistent and clear outreach

• Earned expedited promotion to Sergeant• Led 10 Soldier squad which was consistently rated first or second in field training exercises• Ranked as the best M2A3 Bradley Gunner in the company and ranked in the top 5 for the battalion

Learned and used various proprietary models, Excel models, and Bloomberg tools to complete extensive analyses for clients on investment portfolios and bond investment strategies.Delivered PowerPoint presentations for clients, focusing on Total Return.Presented a detailed report on the prepayment speed assumptions (PSA) and constant payment rates (CPR) model to the firm’s partners.