• Evaluated students on their understanding and application of financial theory in the following areas of corporate finance: capital budgeting, capital structure, corporate restructurings, and working capital management• Provided feedback on assignments, projects, and presentations to improve student performance• Researched and identified relevant information to assist with IPO valuation cases and event studies

• Prepared expense reports, account receivables, payables, and acted as a liaison between clients and senior management• Assisted with all aspects of collections and the preparation of job estimates• Tracked inventory and ordered supplies, configured time sheets for payroll manager, filed documents, and sorted mails

• Utilized portfolio construction and optimization tools to build multi-asset portfolios• Examined and performed research on various ETFs and their positioning in the macro-economic environment• Constructed a 67-page risk characteristics analysis of firm’s ETF holdings; distributed to 5,000 investors• Assisted with management and quarterly rebalance of firm’s dynamic models

• Worked with CARE, a credentialing software utilizing workflow and revenue tools, analytics, and business intelligence• Compiled and sorted source data for database entry; established entry priorities and maintained data entry requirements by following program techniques and procedures• Participated in credentialing activities requiring contact with outside agencies; arranged and completed applications, link letters, and spreadsheets to manage care organization specifications•… Show more • Worked with CARE, a credentialing software utilizing workflow and revenue tools, analytics, and business intelligence• Compiled and sorted source data for database entry; established entry priorities and maintained data entry requirements by following program techniques and procedures• Participated in credentialing activities requiring contact with outside agencies; arranged and completed applications, link letters, and spreadsheets to manage care organization specifications• Communicated extensively with team manager and members to ensure client needs are met, provided par/non-par analyses, conducted CAQH re-attestations, and followed-up with managed care companies to ensure expedient credentialing Show less

• Maintained necessary records, files, and current documentation required for physician and provider tracking; verified provider information for managed care/coverage plans through communication with health plan representatives• Verified provider and account data upon receiving applications, documents, and customer forms; reviewed provider data within credentialing database and uploaded required documents indicated by clients• Discussed discrepancies and shared opinions regarding team… Show more • Maintained necessary records, files, and current documentation required for physician and provider tracking; verified provider information for managed care/coverage plans through communication with health plan representatives• Verified provider and account data upon receiving applications, documents, and customer forms; reviewed provider data within credentialing database and uploaded required documents indicated by clients• Discussed discrepancies and shared opinions regarding team operations during team meetings• Coordinated CARE credentialing activities to ensure provider participation status and consistent team workflow Show less

• Acted as a liaison between clients and senior management• Directed calls to appropriate personnel and assisted with preparation of job estimates• Tracked inventory and ordered supplies, configured time sheets for payroll manager, filed documents, and sorted mails