Previously IRI

During my time at Kin + Carta, I have worked with clients such as Auto Approve and Goldman Sachs. The work has ranged from internal management to client financial applications. I've worked with offshore developers and a wide variety of stakeholders. I have always maintained a great relationship and consistently receive high praise on deliverables.

After 18 months at CPS I was offered a promotion to Senior Analyst, the new responsibilities included managing a team of three analysts and working directly with state auditors to prove district compliance. I was managing time and effort attestations, on Oracle, for over 600 schools and training incoming analyst on all grant management processes.

Being a budget analyst gave me the opportunity to get a direct look into how the third largest school district's budget is managed. I was responsible for analyzing school spending including State and Federal Government grants to ensure the district stayed in compliance. As an analyst I also performed audits for about 15 schools a month using Power BI and Oracle Reports.

Prepare financial statements for business clients prior to annual budget reviewSupporting clients by developing administrative operational systems to ensure proper controls and efficient reporting of expenses and revenuesProvide annual reports explaining variance in total financial results per clientCompile financial statements for client audit purposesOnboard new client accounts with proper documentation and accurate client informationMaintain existing relationships through clients requests, executing $1M+ transactions, resolving inquiries, and ensuring sensitive information and client profiles are up to dateConduct outreach to maintain strong relationships with client base, providing online access and cash management offerings that support client needsPerformed Docusign and internal system trainings for newly acquainted technology users

Established efficient system for building client reportsAutomated ThomsonOne Stock information reports using ExcelResearch monthly US Bond Yield Forecasts for companies of interest Prepare final legal documentation for client purchasesHandled monthly expenses for financial advisor's travel

Developed efficient budget tracker for $1 million organizationTrained new and existing leadership on budget managementAllocated funds to 8 committees as deemed appropriateCross checked and balanced committee budget reports prior to finalized approvalWorked through budget to raise organization out of debt passed down from prior years

Increased number of Instagram followers by 25 percent in the first 12 weeks to build awareness of the organizationPromote 20 campus events a quarter using various social media outletsRun weekly committee meetings with Public Relations CoordinatorWork with a committee of 12 other students to work on creative marketingCreate campaigns to gain followers

Educated 82 residents on University policiesPromoted academic excellence and addressed resident needsEncouraged community and campus involvement amongst studentsCoordinated 7 events a quarter to improve quality of on-campus residence