-Applied advanced valuation methods, such as Discounted Cash Flow (DCF) and Weighted Average Cost of Capital (WACC), to assess investment opportunities-Gained hands-on experience managing a student-led investment fund, overseeing a portfolio with a focus on long-term value-driven strategies-Conducted in-depth research on equities within assigned sectors, including financial performance, governance structures, and market positioning.-Delivered concise and compelling investment pitches, emphasizing data-driven insights and clear communication to managers and board members-Extensively utilized Bloomberg terminals to gather financial data and insights for investment decision-making

-Collaborated with a diverse range of clients across industries including but not limited to Mortgage, Hospitality, Medical, and Private Equity.-Contributed to the development of financial models and monthly financial reporting packages.-Managed multiple month-end close procedures for various clients, including payroll entries, accrual entries,transaction categorization, and bank account reconciliation.-Managed a strict timeline to ensure deliverables were sent out within two weeks of the start of each month-Handled ad-hoc projects for clients beyond standard month-end processes

-Used Excel and PowerPoint to create summaries and presentations for management -Worked on a manufacturing line to experience the manufacturing value chain firsthand-Assisted in reporting and financial analysis, providing accurate information to support decision-making processes-Utilized SAP and Excel Analysis to record, analyze, and reconcile financial data, ensuring accuracy for monthly reports-Assisted with Planning and Forecasting

I multitasked effectively by meeting management standards while also providing exceptional customer service. I was also able to establish and maintain strong relationships with customers while also achieving high-performance levels. Additionally, I worked closely with associates to ensure low shrinkage and high sales.