Finance Role Rotation Program- Tax (April 2022 - April 2023)- Financial Assets (April 2023 - March 2024)Management Reporting and AnalysisJuly 2021 - April 2022

Impairment and investment reporting

• Process daily cash to ensure correct investment income received.• Reconcile account balances to ensure cash processed correctly.• Track defaulted securities to measure income received and process accordingly.• Attend approximately three recruiting events annually to improve brand and find new talent

• Prepare monthly reports to identify assets in need of impairment• Execute process improvements to promote efficiency within the department• Update procedures to ensure ease of completion by new hires• Attend approximately three recruiting events annually to improve brand and find new talent

• Taught the Managerial Accounting coursework to 62 students per semester• Prepared a lesson plan and quiz each week of the semester• Graded each students quiz and homework for every chapter assignment• Hosted weekly office hours and help lab for one-on-one student questions

• Collected FIN 48 disclosure data for 250 companies• Worked closely with two professors to ensure accuracy• Maintained a schedule to complete data collection by deadline

• Assisted in the preparation of quarterly work papers and processes• Completed 17 tax returns to assist coworkers in year-end tax return preparation• Prepared instructions for 5 processes to create efficiencies in the department• Attended approximately 20 hours of training on various taxation topics• Networked with individuals to gain a knowledge of a variety of occupations