- Maintain Corporate Financial Model.- Maintain Portfolio Company Investment Models.- Develop presentations materials relating to equity matters, valuation and investment analysis.- Support portfolio company M&A transaction analysis and diligence.- Support ad hoc portfolio company financial analysis needs (e.g. budgeting, forecasting, compensation).

- Evaluated current and prospective investments using diverse portfolio management strategies, including but not limited to: investment underwriting analysis, risk management, reallocation opportunities, industry & market analysis, capital efficiency analysis, and cash flow forecasting.- Gathered & manipulated large data sets to build financial models and produced memorandums in an organized, efficient, and consistent manner.- Developed fully dynamic Discounted Cash Flow (DCF) bond pricing model to price CRE Debt portfolio. - Conducted research to reaffirm cash flows and forecast capital requirements. Summarized and synthesized research to provide portfolio liquidity needs.- Cross-functionally communicated with internal back office and external Borrower & Agent relationships. Served as main point of contact for all external and internal business matters.

- Communicated with investment brokers to establish KYC for new investment portfolios to permit trading of securities. - Created models to display cash available for use and cash activity within CLO and SPAC repurchase agreements. - Coordinated with internal and external client base on daily processes and operational efficiencies. - Assisted in department strategic projects for Investment Management and Investment Operations teams.

- Performed cash management through determining daily cash position and allocating funds to cover operating expenses, make investments, and finance activities. - Managed Cash Forecasting model for Treasury and FP&A. - Managed Consolidated Liquidity Calculation. - Participated in semi-monthly Authorization for Expenditures (AFE) meetings with VP's and Executives. - Analyzed bank fees to create a bank free forecast for corporate budget and identify cost reductions.

Seven week educational series hosted by successful "Turnaround CEO" and Washburn alum Greg Brenneman. Key topics include: business strategy, life habits, and philanthropy.

- Performed quantitative and qualitative credit report evaluation of energy trading counterparty credit quality. - Assisted in Collateral Management process through producing collateral threshold reports. - Helped Investor Relations identify EPS drivers for Q2 2020. - Experience in commodity credit risk: magnitude and volume of exposure, counterparty financial strength, and mitigation of credit risk through contracts and credit assurance.

- Created and presented project plan for a real-time data platform that automates Daily and Monthly-End Inventory in order to eliminate spreadsheet error.- Helped support the financial analytic requirements of the MS&L Terminals division, including tracking key performance indicators, financial forecasting, forecast to actual variance, and actual vs. budget variance analysis.- Reported and reconciled daily inventory reports with Marketing and Risk Management.- Monitored and maintained financial results to identify opportunities for cost improvements while reducing monthly operating expenses.- Completed accounting tasks including: Reconciliation of Month-End inventory, terminal inventories, In-Transit loads.

- Two-day educational workshop into various aspects of the financial services industry including: corporate finance, money management services, and financial planning analysis.