Cory C. Email & Phone Number

San Francisco, California, Us

•Built operational and analytical dashboards in PowerBI while partnering with stakeholders in Payables, Procurement, and General Ledger to develop metrics and KPIs.•Developed and tested VBA script to aggregate, clean, and transform GL transactional data from Oracle and automatically distribute bundled reports through email to specific individuals based on organizational hierarchy•Led initiative to identify inefficiencies in the Claims reporting process, developed new reports in SAP BusinessObjects, redesigned and automated data cleaning via PowerQuery, and validated data integrity with relevant stakeholders, saving 362 hours annually in reconciliation efforts •Supported senior leadership by performing ad-hoc analyses of new policy proposals impacting the Finance division and providing actionable insights through analytical dashboards and recommendation

Santa Clara, California, Us

•Conducted reporting for Product Operations, including sales, shipment, and royalty reports sent to vendors and parent company•Created a variety of VBA scripts, utilizing loops and If Then Statements to filter out noise and manipulate raw formatting to vendor format, ultimately streamlining weekly, monthly, and quarterly reports and decreasing reporting time by at least 40%•Coordinated operations between 3rd party vendors and internal renewals teams to ensure efficiency of the support renewals process•Performed audit of product licenses by cleaning and aggregating 400,000 lines of data drawn from Salesforce/Oracle reports and compiled PivotTable to confirm assets purchased by customers

Chicago, Illinois, Us

•Executed SOX testing of key payables, procurement, and payroll controls to validate compliance and mitigate operational risk to the client•Consulted business development team via extensive dataset filtering in Excel (4,000 prospective clients) by removing duplicates and fuzzy matches to qualify top-priority companies for sales targeting

New York, Ny, Us

•Researched stocks and performed fundamental and technical analysis to construct a diversified equity portfolio on Investopedia’s Stock Simulator to attain a 30.79% annualized return over a two-month period•Attended weekly educational seminars and workshops on derivatives, investment strategies, and other finance related topics from a Senior Vice President at Morgan Stanley in Sacramento

San Francisco, Ca, Us

•Assisted GL team with month end close by booking journal entries in Workday, consolidating invoices and creating reconciliation workbooks, and performing bank reconciliations for Airbnb entities•Improved balance sheet log and other reconciliation workbooks with Index-Match functions and conditional formatting to automate processes and eliminate the need to manually validate reconciliation numbers

Seattle, Wa, Us

•Worked with Brand Ambassador team to execute marketing strategies targeted towards 30,000+ UC Davis students •Promoted the Amazon Student program through the use of social media mediums such as Facebook and Instagram•Represented Amazon on campus by staffing outreach events to maintain brand presence and improve brand relations

Oxford, Oh, Us

•Managed $10,000 budget by meeting with 18 Executive Board members and analyzing their spending on Excel •Compared monthly operating revenue and expense with original budget, and presented on spending progression to chapter•Oversaw all finance partnerships and activity scheduling, while ensuring fundraising goals for the term are met

Oxford, Oh, Us

•Raised over $4200 through organizing members to work at Sodexo catering and Mondavi Center •Managed all fundraising activities of the fraternity and planned over 20 fundraising events•Oversaw scheduling of 36 shifts to operate a food booth at the 100th annual UC Davis Picnic Day event •Partnered with The AroundCampusGroup to set up distribution of 6000 academic planners to students

Washington, District Of Columbia, Us

•Screened, prepared, and filed tax returns for low income families to help them attain their maximum refund amount •Attended monthly workshops and refresher events to enhance knowledge of 2014 tax laws and IRS regulations

Boston, Massachusetts, Us

•Ensured timely fixed income trade processing by comparing client books with internal accounting •Reconciled mutual fund share transactions and follow up on exception situations and pricing team inquiries•Attended State Street University virtual and classroom courses on topics such as equities, fixed income securities, and derivatives

San Mateo, California, Us

•Analyzed recruiting metrics for the Talent Acquisition team by using PivotTables and Data Filtering on Excel•Compared Transfer Agency pre-hire exam results to job performance scores by plotting data points and trend lines in Excel, and conducting a linear regression •Determined eligibility of candidates for the Transfer Agency Department by conducting preliminary phone screens•Assisted recruiters by tracking applicants and completing candidate onboarding tasks on Oracle’s Taleo system

•Conducted fundamental analysis on equity investments by researching financial statements, quarterly reports, and annual reports on the SEC’s EDGAR database•Traded US Securities on a real-time platform utilizing investments resources and strategies taught in weekly webinars

Boston, Ma, Us

•Attended extensive workshops geared towards leadership, team building, and professional communication•Networked with a wide range of professionals, including senior executives, college hires, and recruiters

Master Of Science - Ms, Analytics

Bachelor Of Science (Bs), Managerial Economics

Education record