Responsible for conducting project financial analysis to support data-driven investment decisions, performing thorough market research to identify trends and opportunities, and executing meticulous modeling audits to ensure the accuracy and reliability of financial models. Additionally, supports investor relations by preparing and distributing comprehensive reports, fostering effective communication and strong relationships with shareholders.

Utilize Excel and SIS to audit student enrollment, ensuring accuracy and efficiency. Collaborate across departments to enhance the student experience through strategic initiatives. Organize events for graduate business students, including volunteering, networking, and award ceremonies. Demonstrate strong multitasking abilities while fostering a cohesive, student-focused environment.

Hands-on experience in financial analysis, portfolio management, and market research. I assist in evaluating investment opportunities, conducting in-depth industry and company analysis, and preparing detailed reports for client presentations. Collaborate with senior analysts to support strategic investment decisions to enhance client portfolios. Conduct tax preparation and entry sheets through GoSystems. Construct internal-use firm specific GPTs for Crescent Grove Investment Commitee (CGIC).

Managed and trained staff in sales procedures, marketing, and customer experience. Oversaw efficient receiving and inventory management to keep stock within optimal levels. Followed and reinforced alcohol regulations to keep sales in compliance with standards. Remained calm and professional in stressful circumstances and effectively diffused tense situations.