• Deliver financial news presentations to over 60 active members at general body meetings, fostering capital market knowledge• Lead equity research projects using Bloomberg terminal data to guide investment decisions for the committee's mock portfolio• Demonstrate leadership by mentoring 2 peer members in subjects such as resume writing and investing fundamentals

• Partnered with 10 merchants and financial planners to implement a standardized inventory receipt management system across all men’s apparel categories; enhanced cost visibility for $100M in projected purchase orders with over 90% accuracy• Enhanced existing Excel buy commitment template, persuading 4 senior merchants to adopt its use across categories, driving uniformity in commitment records; streamlined budget tracking and improved forecasting capabilities• Engineered a variance… Show more • Partnered with 10 merchants and financial planners to implement a standardized inventory receipt management system across all men’s apparel categories; enhanced cost visibility for $100M in projected purchase orders with over 90% accuracy• Enhanced existing Excel buy commitment template, persuading 4 senior merchants to adopt its use across categories, driving uniformity in commitment records; streamlined budget tracking and improved forecasting capabilities• Engineered a variance analysis template by integrating Power BI data connections with Excel commitments and internal budgeting software; enabled quick identification of budget deviations, facilitating proactive decision-making Show less

• Reconciled trade instructions for a client managing $12B in assets, ensuring meticulous accuracy and on-time processing within FIS Investment Accounting Manager; reduced processing errors by 100%, safeguarding investments and maintaining integrity• Assessed trade capture operations for 50% of client funds, uncovering process inefficiencies and proposing improvements; efforts led to a reduction in trade data breaks by 30% for a client, enhancing transaction reliability and client… Show more • Reconciled trade instructions for a client managing $12B in assets, ensuring meticulous accuracy and on-time processing within FIS Investment Accounting Manager; reduced processing errors by 100%, safeguarding investments and maintaining integrity• Assessed trade capture operations for 50% of client funds, uncovering process inefficiencies and proposing improvements; efforts led to a reduction in trade data breaks by 30% for a client, enhancing transaction reliability and client satisfaction• Developed a reference database, incorporating training videos and standardized procedures to elevate onboarding efficiency; this resource accelerated new hire integration, reducing the learning curve and ensuring adherence to best practices Show less

• Prepared and served beverages for over 100 customers per shift while ensuring exceptional customer service and product quality• Maintained a clean and organized work environment, including equipment cleaning, product preparation, and closing duties• Engaged with customers to understand drink preferences and offer tailored recommendations• Collaborated with up to 4 coworkers at a time to ensure smooth and efficient operations

• Administered bookkeeping activities for several local businesses utilizing Intuit QuickBooks, ensuring accurate financial data representation on detailed profit & loss statements• Devised Microsoft Excel spreadsheets to facilitate the precise calculation of monthly sales tax liabilities for clients• Leveraged insight into tax accounting functions and calculations to actively participate in various value-adding initiatives

• Demonstrated exceptional interpersonal and communication skills in resolving complex customer service scenarios• Collaborated efficiently with up to 8 colleagues at a time to serve high customer volumes, upholding operational excellence