Supporting PIMCO

Alternative Operations

• Collaborated with clients to understand their tax technology needs, identify process improvement opportunities, and streamline workflows. Supported teams by providing training and troubleshooting assistance• Engineered comprehensive and interactive analytics with Power Query and Power BI, streamlining monthly reporting processes• Enhanced data collection procedures such as processing, cleansing, consolidating, and verifying to build efficient analytic systems and tools• Identified different ways to automate manual tasks using existing financial or tax systems and emerging technologies to improve functions• Managed large datasets containing over 100K unique items and prepared them for further analysis• Supported project team members to ensure timely completion of high quality deliverables

• Crafted visualizations and user interfaces via Power BI detailing project performance, status and leveraging data for client insights and improving processes• Scrubbed client tax databases utilizing VBA for ease of client use, including analyzing the client’s process, translating it into modules, tables, and queries, testing and troubleshooting• Organized, coordinated, and monitored day-to-day operations as a member of the PMO team and escalated issues to management when necessary• Collaborated with large teams to assist in processing, investigating, and resolving unemployment claims. This included adapting to different technology platforms based on the state• Selected to train peers and new hires on unemployment claims, including unique state nuances, for three different states• Utilized Power Query, Power BI and VBA to assist in improving prior year workbooks for user friendliness

• Designed queries using client travel data including triggers for employees above the threshold limit and dates between award and vest dates• Tested an EY Tax Foundry program looking for errors, glitches, and general functionality improvements

Summer intern and breaks during college. • Monitored aged accounts receivables and interfaced with insurance companies regarding collection accounts• Compiled data spreadsheets regarding ticket purchases to prepare for annual golf charity event