- Assist and interact with customers to increase customer satisfaction - Assist franchisee in hiring and managing employees- Process weekly payroll details - Prepare financial reports, purchase summaries and cash flow reports

- Interact with client management teams daily- Serve primarily on Investment Management and Financial Services clients- Review and analyze clients' quarterly and annual financial statements for potential material misstatements using analytical and substantive detail testing procedures - Ensure clients' financial statements, including footnote disclosures, have been prepared in accordance with the applicable accounting principles (I.e. GAAP, IFRS, etc.) - Review the design and implementation and test the operating effectiveness of clients' internal financial accounting, reporting and operational controls - Ensure alignment of engagement progress to preset timelines - Work on both financial statement audit engagements and SOC 1/SSAE 18 engagements - Led and supervised the daily activities of a SOC 1/SSAE 18 engagements- Create and implement strategic audit work plans to ensure engagement team meets all applicable client and regulatory deadlines- Supervise, train, and serve as mentor to new engagement team members, including new hires and interns - Integrate and utilize internally developed tools to complete tasks more efficiently and effectively - Utilize Bloomberg/Excel to carry out testing on numerous financial statement line-items and investment vessels

- Assist on diverse teams to complete quarterly and year-end audits- Perform substantive detail testing and analytical procedures to test various financial statement line-items - Utilize Bloomberg and Excel to carry out testing on numerous investment vessels - Integrate internally developed programs into completing tasks efficiently and effectively- Serve primarily on Investment Management, Financial Services clients

- Titan Capital Management is an organization that manages a university endowment fund with over $1.5 million in investments- Manage a long-term moderate-aggressive growth fund of over 30 securities- Posted investment recommendations on Seeking Alpha as a Published Contributor- Researched and valued various Fortune 500 companies based on potential catalysts and value drivers- Developed price targets for prospective investments using discounted free-cash-flow models, relative valuation, and other valuation methods- Forecasted target company revenues and expenses based on market research and industry trend analysis - Utilized Bloomberg, Excel and other programs to generate, interpret, and analyze data- Developed weekly performance statements and market performance recaps- Single out investments using a fundamental bottom-up approach

- Network with industry professionals to gain a better understanding of the work environment - Serve primarily on investment management and investment banking clients- Interact with client management teams to obtain supporting documentation to complete substantive testing- Perform various forms of substantive and control testing for numerous investment funds - Utilize Bloomberg and Excel to carry out testing on different investment vessels

- Served as the Chief Financial Officer for the ASI at CSUF - Chaired the Finance and Instructionally Related Activities Committee- Served as the Co-Trustee for the VEBA Trust - Created and administered the ASI’s $19 million budget to allow functionality and flexibility- Decreased the running annual budget deficit from about $490K to $162K, while adjusting for inflation, minimum wage adjustments, and other mandated costs. - Created and administered the IRA’s multi-million dollar budget to allow more high-impact practices for students- Entertained contingent funding requests to ensure events and programs are in accordance with the ASI mission- Ensured all ASI and IRA expenditures are in compliance with budget policies and procedures - Wrote and amended ASI Bylaws and Budget Policies to better serve the University community - Implemented the financial policies of the ASI - Supervised ASI sub-committees, student councils and internal ASI operations - Reported the fiscal budget recommendations of the Finance Committee to the ASI Board of Directors - Reported the financial conditions of the organization to the ASI Board of Directors - Interviewed and trained candidates for positions on the Finance and IRA Committees - Worked in conjunction with the ASI Executive Staff to further develop the ASI - Launched a campaign to educate the student body on the fees they pay (Fee Education Project)

- Interviewing - Training- Budgeting - Supervising Sub-Committees and Councils - Working with Executive Senate Groups

- Led a group of 12 students to host successful events at the CSUF campus - Restructured and re-branded the organization, as well as the roles of the Executive Board members - Encouraged Executive Board members to develop as independent leaders - Increased the amount of members involved with the club by 42% YoY- Drafted and presented proposals for event funding to ASI on the behalf of ISA - Planned, organized and implemented various cultural events: Garba, Bhangra Night, Culture Show- Worked with Student Life and Leadership and UCC to set up events and fundraisers - Managed the ISA Club Agency Account provided by the ASI - Used various social media outlets to promote ISA events - Collaborated with other organizations on campus to implement new and higher quality events for students

- Managed a $30,000 portfolio of fixed income and equity securities.- Tracked portfolio returns by maintaining a financial model of the portfolio. - Combined portfolio risk and return and measure against the benchmark. - Researched, calculated and analyzed return performance relative to the benchmark. - Researched, calculated and analyzed the Portfolio beta, Sharpe ratio and other risk-related metrics.

- Customer service - Assisting administrative staff with daily tasks - Scheduling - Handling campus-wide communications

- Created a financial plan for a client - Developed a focus plan for a client- Pitched stocks through a crafted buy report- Learned about the various investment vessels available in today's market