- Assist in the development and maintenance of financial models to support decision-making and provide insights into revenue and expense trends.- Analyze financial data and prepare reports to help identify opportunities for cost savings, process improvements, and potential revenue growth.- Collaborate with cross-functional teams to gather data for budgeting, forecasting, and long-range financial planning.- Assist in the preparation of financial statements monthly and liaise with group accounting team for consolidation into global financial statements.- Perform diversified accounting transactions and prepare accounting memorandums.- Manage investor reporting and relations.- Support the preparation of monthly, quarterly, and annual KPI and financial reports, including variance analysis and explanations for deviations from forecasts.- Participate in special projects and ad-hoc financial analysis as needed to support business initiatives.

- Planned, executed, and lead global audit engagements for clients in both the fund and insurance industries.-Worked with manager and partners to appropriately budget and staff multiple fund cycle engagements.- Assessed financial statements and perform testing or review in the following substantive areas: valuation, capital allocations, income, and expenses, realized gains/losses on investments, and capital activity.-Product exposure includes corporate loans, futures, options, swaps, and common fixed income and equity securities.- Assessed financial statements of various funds and management companies and perform testing or review in the following substantive areas: transaction and management agreements, allocation schedules, capital activity, RGL, interest income, and transaction activity.- Analyzed the relationship between income statement accounts and balance sheet accounts to understand the reasons for increases/decreases in account balances and the related effects on other disclosures.

- Assisted with various year-end audit procedures on financial services client including confirmations and financial statement presentation

- In charge of monitoring all communication and grading- Mentor Sophomore and Junior Class leaders - Responsible for leading a classroom of 11 freshmen students- Taught freshmen means to become better leaders through use of their strengths

- Worked with Management Reporting team to consolidate and report monthly financials to business leaders - Responsible for daily validation of the Oracle Essbase systems - Helped implement a mark to market balance sheet into the Oracle Essbase reporting environment

My responsibilities were to manage and distribute shift duties to 10-20 individuals on the clock during my shifts. I also acted as a liaison between the lower level employees and the management.