Results-driven finance professional with a strong business development, risk management, and financial analysis background. I am passionate about leveraging the power of people, technology, and innovation to transform businesses and drive long-term value. My expertise lies in helping clients employ effective information systems, resources, and controls to maximize efficiencies and minimize risk.With a Bachelor's degree in Finance and an MBA focusing on Accounting and Finance, I possess a solid foundation in financial principles and analysis. Throughout my career, I have successfully built lasting relationships with clients, understanding their unique ambitions and needs to deliver reliable, tailored advice.In my previous role as a Finance Associate at Morgan Stanley, I played a key role in safeguarding and maintaining documentation for over 50 syndicated loan transactions. I oversaw primary and secondary positions, managing the distribution of loan documentation through external websites. By closely monitoring cash inflows and outflows, I ensured alignment with fund requirements and maintained high visibility through break reporting. Additionally, I facilitated monthly verification of ownership and reconciliation of accounts, collaborating with financial controllers to balance books and records.As a finance intern at the Housing of Urban Development Federal Credit Union, I honed my analytical skills by evaluating convertible bonds and synchronizing them with the CUSIP for accurate tracking. I conducted comprehensive financial analysis, interpreted account records, and projected losses and earnings through quantitative and qualitative analysis. By implementing efficient data tracking systems, I significantly improved the resource management efficiency.In addition to my technical skills, I excel in collaborating with diverse teams to plan and execute projects. I am an effective communicator, adept at delivering presentations and communicating complex financial information to stakeholders. My strong problem-solving abilities, combined with excellent time management and organizational skills, enable me to thrive in fast-paced environments and meet project deadlines.
Listed skills include Microsoft Office, Teamwork, Microsoft Word, Certified Tax Preperation, and 9 others.
