Corporate FP&A

Sales Finance and FP&A

Lead development and instruction of analyst training program spanning valuation, industry analysis, and ESGManage group responsible for evaluating portfolio and make final portfolio decisionsGenerated mock portfolio to track investments since 2019 and began development of in-house ESG rating for potential stocks to meet fund ESG requirements

Completed rigorous analyst training program spanning accounting, valuation, Microsoft Office, and ESGRead and interpreted financial statements and comparable company analysis spreadsheets

Distribute a quarterly newsletter to over 1,000 Alumni of Brown Residential College at UVACoordinate reunion events with over 100 attendees Facilitate communication between Alumni and Brown College via Facebook and Mailchimp

Wrote daily commentary for clients on long and short securities and options based on technical indicators resulting in 43% annualized outperformance of the S&P 500Validated efficacy of portfolio models returns against the market using statistical analyses Served as direct contact and explained proprietary research platform to clients at private banksResearched key drivers of basic materials sector growth during periods of relative strength

Perform analysis on student engagement within the team using Qualtrics and ExcelOrganize key events such as races, fundraisers, recruiting, and team bonding

Developed a business plan for an energy efficiency modeling software product with 70,000 usersWorked remotely with team of 2 other interns on market analysis, financial projections, and risk analysisPerformed industry and market research on relevant software competitors Conducted interviews with educational and industry stakeholders to guide research and business proposals