• Collaborated with a team to design comprehensive financial plans for mock clients, focusing on holistic wealth management strategies.• Analyzed client financial data and developed detailed Excel models to generate actionable insights.• Contributed to financial presentations by providing recommendations on asset allocation, tax planning, insurance, and estate strategies.• Enhanced analytical skills and deepened knowledge of wealth management, preparing to deliver tailored solutions for high-net-worth individuals.

• Cleaned and validated data for over 700 Purchase Orders and more than 1,000 accrual line items, improving financial accuracy and process efficiency• Compiled and analyzed user activity data, leading to the successful removal of access for inactive users and eliminating $27,000 in costs• Utilized Excel tools to create over 30 detailed analyses and visualizations of accrual data, supporting informed decision-making for accounting and budgeting• Constructed and validated documentation for hundreds of software orders, modeling future costs and budget projections to aid in strategic financial planning