• Coordinated with Buyers and Vendors cases of late orders to close purchasing gaps and streamline future purchasing processes• Queried databases to withdraw relevant data needed for analysis to generate reports and insights to drive operational change• Developed new processes to track and analyze both vendor and internal purchasing performance• Addressed sales-side actionable items within SAP, including backorder transferring and sales order analyzing, to help reduce inventories and limit losses

• Built yearly Tax Income Reports for several business districts around the Delmar Loop to analyze revenue streams and arising trends• Aided in management of a small portfolio of investments, including income stream analysis, near-term financial projections, and neighborhood property assessment analysis for tax purposes• Revised budget reports for the Loop Business District• Performed essential document management duties, including insurance contracts and payment reports

• Supported a team of financial advisors by generating financial planning projections for a number of their high-net-worth clients• Conducted equities research• Maintained the client database in order to ensure effective operations in the workplace• Met with a multitude of different Fund companies to evaluate investment performance versus benchmarks for use in client portfolios• Participated in numerous calls with Merrill Lynch supporting staff regarding market performance and macroeconomic trends

• Conducted cash flow research through the analyzing and mining of large data pools of company activity• Maintained the accounting ledger of company expenses• Helped develop the company’s Portal technology, which was used by the company’s hospital network• Completed weekly presentations; offered detailed summaries and key insights on different projects for the Senior Director and the President