As a financial advisor I sought to help my clients by providing them with comprehensive financial plan. This included developing a retirement strategy, assessing insurance needs, and finding financial solutions that were in my clients best interest.

As a Financial Analyst for Gilmore & Bell I primarily assisted clients who issued tax advantaged securities in maintaining their tax-exempt status by complying with the arbitrage rebate requirements outlined in the Internal Revenue Code. Assisting clients with their compliance consisted of:- Researching situation specific needs according to the type of financing and specific rules in order to develop an approach. -Calculating arbitrage rebate liability by comparing investment yield… Show more As a Financial Analyst for Gilmore & Bell I primarily assisted clients who issued tax advantaged securities in maintaining their tax-exempt status by complying with the arbitrage rebate requirements outlined in the Internal Revenue Code. Assisting clients with their compliance consisted of:- Researching situation specific needs according to the type of financing and specific rules in order to develop an approach. -Calculating arbitrage rebate liability by comparing investment yield on financing proceeds to the yield paid by the obligations. -Drafting legal explanations stating how the arbitrage rebate liability was derived. Additionally, I assisted clients in:-Allocating the use of tax-exempt proceeds to approved cost categories, and compiling support.-Ongoing record keeping and monitoring of related compliance requirements of projects financed by tax-exempt obligations. -Preparing tax-exempt issuance calculations such as arbitrage yield, weighted average maturity, true interest costs, and debt service reserve requirements. Show less

As part of the internal audit team at Hertz I was responsible for providing independent and objective assurance and advisory services which preserved and created value. Specifically I performed:-Sox testing of critical processes and internal controls.-Franchise audits focusing on revenue recovery and brand protection.-Process reviews including providing recommendations for increased efficiency and risk mitigation-Operational visits to verify security of assets… Show more As part of the internal audit team at Hertz I was responsible for providing independent and objective assurance and advisory services which preserved and created value. Specifically I performed:-Sox testing of critical processes and internal controls.-Franchise audits focusing on revenue recovery and brand protection.-Process reviews including providing recommendations for increased efficiency and risk mitigation-Operational visits to verify security of assets, implementation of best business practices, and compliance with policy and procedure. Show less

As part of the OK audit team I served the citizens of Oklahoma by promoting accountability and fiscal integrity in state and local government. Specifically, I performed: - Substantive and control testing of financial reporting data.- Audits of federal pass through funds attesting to regulatory compliance.

As part of the financial planning team I was responsible for providing comprehensive financial planning, wealth management, and personalized service to our clients. I performed a wide range of function including but not limited to:- Compiling client financial information and input into financial modeling software.- Designing portfolio diversification and allocation presentations.- Determining historical asset cost used to calculate tax estimates.