Private Investments Co-op for Multi-Family Office, $5B AUMPrepared tear sheets analyzing performance and key highlights of portfolio PE and VC fundsConducted due diligence on new fund investments by reviewing private placement memoranda, partnership agreements, and historical performanceProcessed capital calls and distributions from investments. Designed and updated capitalization tables to track transactions and client allocationsConstructed tax model spreadsheets for 15 LLCs using balance sheets, income statements, and Form 1065sDesigned client-specific exposure and sensitivity analyses in Excel for new fund investments; analyses were presented to clientsDeveloped spreadsheets to monitor investments in public companies with automated charts and price data

Developed white paper analyzing customer shipment distance vs. product allocation across warehouse network using SQL and Google Sheets. Presented findings to director of strategic financeDesigned and deployed dashboard to track and visualize container space utilization in Data StudioAutomated calculation of shipping costs between new and existing warehouses using SQL and Google SheetsAuthored supplier-facing shipment guidelines and penalty schedule published on Wayfair’s supplier portalOversaw monthly billing of penalty fees to suppliers and acted as internal shipping guidelines liaisonAssisted in investigating and resolving shipping account logic discrepancies in SQL, saving $160,000 annually

Managed all purchases of parts, equipment, and services for a team of over 100 engineers, totaling $300,000 across 450 transactionsCreated, tracked, and received all purchase orders using QuickBooks and Google SheetsDrafted non-disclosure agreements to qualify vendors as approved suppliers of custom-made partsResolved budget table discrepancies by reconciling data in Google Sheets, Timeslips, and purchase recordsReceived three monetary Employee Awards from managers across multiple teams for outstanding performance

Performed outreach to candidates via LinkedIn and updated CRM data in MindscopeConsistently met all weekly and monthly recruitment targets set by managersReviewed hundreds of technical job applications and corresponded with candidates to schedule interviewsAwarded a monetary bonus for efficiency and dedication

Bagged groceries, stocked shelves, and assisted customers in finding products.