Mapped the Foundation's internal accounting structure and drafted related policies that were submitted to the Foundation's Finance Committee for approval. Worked with the Controller to establish the structure for a revamped employee development and evaluation program and drafted its underlying documentation (check-in and evaluation forms, etc.)

Administered an Excel modeling class for undergraduate and MBA studentsAddressed questions or concerns from students about the class or assignmentsMaintained the grade book for the classOffered guidance to undergraduate business students concerning professional writing skills during office hours or during presentations made to classes upon the professor's request

Analyzed industry, collateral, and financial trends of private and publicly traded middle-market clients in various industriesPartnered with relationship managers to evaluate credit risks, formulate the loan structure, and write the credit approval memo for loan modifications and restructuringsUpdated trend cards with pertinent data on collateral, financials, projections, covenant compliance, free cash flow, audit and appraisal statistics, and bank product exposure; presented trends to the office’s senior management team in monthly meetingsReviewed field examinations and appraisals for collateral performance and valuation trendsAnalyzed clients’ financial performance by comparing it to past performance, projections, and industry standardsSpread financial statements and assessing the client’s compliance with financial covenantsAttended client meetings to develop a deeper understanding of the client’s business, management team, and past and future performanceCompleted compliance-related tasks as requested by the portfolio management or underwriting teamPrepared or reviewed enterprise valuations and discounted cash flow analyses on clients (only in select business units)Assisted in the underwriting, credit risk analysis, negotiation, and closing of new transactions or existing transactions

Responsible for knowing characteristics of all clothing and footwear linesAssisted customers in making informed buying decisions. Significant contributor to the overall increase in soft goods sales the store experienced. Recognized as the top sales person as a result of a sales contest held during a summer promotion. Additional duties: restocking clothing, participating in inventory counts, and maintaining fitting rooms.