Instruct students in the finance curriculum of the Online MBA program for the #5 ranked college for best professorsGrade classwork, exams, hold office hours, and facilitate course topics conversation on the discussion boardsTravel to campus to assist the rollout of MBA class events

Analyzed PnL leakage from currency swaps and hedges in a $30M multicurrency loan portfolio which led to a process overhaul between the $50B regional bank’s accounting and trading desk teams and reducing PnL impact down to less than $60 thousandPerformed a deep dive on the governance hierarchy analysis within the capital planning process for a software company which led to our team winning work for a greater capital planning assessment and implementation with the clientFacilitated the buildout of cash infrastructure for a $20 billion carve out which centralized the bank flows through a combination of a Treasury Management System, TRAX, and SWIFT for all credit and cash transactions in the new entityActively recruited to join the Finance Transformation group, which reorganized and made reductions in staff.

Led analysis on competitive multiples, DSO, and financing strategies at IBM for the spin-off of Kyndryl to ensure the financial health of both IBM and the new entity, as well as project where Kyndryl would be within the competitive spaceTransitioned from IBM to spin-off to develop the FIS centralized cash management system for all national and international bank information flows to efficiently oversee and forecast daily cash inflows and outflows of accounts receivable, accounts payables, payroll, in-house bank transfers, and the establishment of zero-balance accounts for all major buckets to centralize cash draw from the main fundAnalyzed and forecasted daily, weekly, and monthly cash balances for the business to prevent account overages and ensure financial obligations are met and compliant with FDIC and SOX regulationsConsolidated daily cash positions, balances, inflows, and outflows into reports to remain in compliance with SOX

Led, modeled, and presented the global cash and debt calls to the CFO, Treasurer, Corporate Treasurer, CRO, and all Treasury teams across EMEA, APAC, Americas, and Japan in determining the Company’s cash and debt positions each quarter, which assisted in decision making such as factoring receivables in amounts of between $300 and $700 millionImproved global cash call process and shortened the timeline of daily calls to three days from two weeks at the end of each quarter by centralizing communication with teams across the globe to increase accuracy by 7%,Modeled monthly, quarterly, and yearly analysis on DSO, sales cycle working capital, and CAPEX by worldwide and geographic regions through QTD and YTD analysis to identify benefits, impacts, and trends that drove company performance to be presented with the CFO, CRO, Corporate Treasurer, and TreasurerOwned the IBM Credit leverage model to determine and advise the IBM Credit CFO, Treasurer, and CRO on issuing dividends of $150 to $300 million to support a leverage ratio of 9xManaged the accounts receivable cycle to help evaluate cash sources which impacted company free cash flows and helped deliver 2020 FY FCF of $10.8 billion and TTM FCF attainment of over 100%Forecast the QTD and YTD cash balance bridge through forward-looking analysis including FCF, impacts and benefits from non-GF AR, hedge net investments, acquisitions and divestitures, dividends, and currency fluctuations to drive a FY 2020 balance of $14.0 billionCoordinated with the CFO of North America to determine North America’s Sales & Distribution capital budget and determined approval for capital expenditures which led to a successful reduction of budget by ~17%Spearheaded and pushed the change of unfavorable contracts of 90 days to 60 days which drove AR down by $1.4 billion

Specialized in the Technology industry and developed weekly recommendations on the risk profile of companies which directly influenced the underwriting decision-making process Independently conducted due diligence calls with clients and client vendors to review and question financial performance, capital structure, and risk of default to better model the financial health of companies which helped provide more accurate ratingsCreated financial models based on both financials and due diligence calls to support weekly risk profiles and determined ratings

Developed and maintained complex models in order to track industry change over timeReviewed corporate strategic initiatives including M&A, divestitures, and capital investmentsResearched industry publications, reviewed analyst day transcripts, and listened to earnings calls in collaboration with management to determine long-term trends and growth opportunitiesManaged and spearheaded market and economic data, breaking news, and SEC filings to evaluate the effectiveness of various companies' operations for senior leadershipCoordinated with Senior Analysts to create analysis and insights resulting in client reports and investment recommendations for portfolio managers

Selected by Jim Cramer to work as one of his team’s Summer Analysts in the Research Department. Through daily interactions, I provided qualitative, quantitative, and fundamental analysis to suggest investment opportunities on the show “Mad Money” and TheStreet, Inc’s Premium ProductsProvided strong recommendations and analysis for investments in Inovio Pharmaceuticals, Merge Healthcare, and Dot Hill Systems, the latter two of both received takeover targets and helped earn a return of approximately 70% on eachPublished article on research of 30 McDonald’s restaurants in the New York City and New Jersey area for TheStreet.com as a Real Money Preview which generated over 130,000 hitsAssessed and created a 700+ page summary of multiple Biotechnology Initial Public Offerings between 2012 and 2015 that served as research for the show "Mad Money with Jim Cramer"