Velacor is a small start-up which designs and implements energy-efficient lighting solutions for commercial applications, with a focus on LED lighting. I manage all FP&A, accounting, and operations using QuickBooks and excel-driven systems.• Created pro-forma P&L and cash flow models, which I use to forecast revenue and income, create the annual budget, and do variance analysis on past results.• Created a DCF model used to determine the return, NPV and ROI of our LED lighting solutions. • Prepare standard and ad hoc expense analyses, including internal and external expenses.• Perform year-end accruals and reclassifications to prepare for our annual report and tax returns.• Prepare monthly and annual financial close reports.

Provided guidance on the company’s capital structure, external financing and financial reporting.

I was a client-facing sales officer for BofA’s Global Trade and Supply Chain Solutions. As a product specialist in global trade, I used my expertise in Letters of Credit, Trade Finance and other products to present and sell these solutions to both internal and external clients.

Completed the 18 month MBA Leadership Development Program, during which I worked as an analyst for our credit, treasury and global trade departments. • Performed comprehensive credit risk analysis, including ratio analysis, pro-forma IS and BS modeling, and financial stress tests. Presented this analysis to senior risk officers.• Modeled the working capital and cash flow benefits of BofA’s global trade financing.

Worked on the Treasury Rate Desk on TFS’ trading floor doing fixed income analytics. My work was a key component in TFS’ initiative to double their $4.2 billion floorplan dealer financing business.I refined and completed TFS’ first accurate valuation model of TFS’ floorplan business, and ran full scenario and sensitivity analyses. I then presented to management to help refine their strategy.

Managed the new annuity QA team; designed and implemented various process improvements, and presented status reports to management.