-Performed critical treasury functions, including daily journal entries and uploading bank statements to the general ledger.-Spearheaded a project reorganizing and updating vendor W9s dating back to 2017, saving significant costs by transitioning international and domestic wire payments to ACH.-Assisted the Financial Controller with pulling important exhibits and financials in SEC filings for all 11 of Victory Capital's franchises as part of a major distribution agreement.-Supported the Director of Tax in compiling and submitting Q1 and Q2 tax packages for MA Auditor-Responsible for daily communication with vendors to verify W9 and banking information, ensuring accuracy and compliance.-Processed daily payment runs for checks, ACH, international and domestic wires, and uploaded positive pay files.-Managed ad-hoc tasks, including daily reconciliation and accrual of funds, and assisted with month-end close for 12 funds as part of the corporate finance team, ensuring compliance with FINRA and GAAP.

- Collaborated with CFO and AP Manager, emphasizing cross-functional teamwork with Bookings, Billings, and Revenue teams on finance projects.- Conducted data analysis to drive data-driven decision-making, translating complex financial data into actionable insights across departments.- Produced visually engaging graphs and charts to simplify financial information for presentations and reports.- Managed the summer Finance team calendar, optimizing task completion and management for enhanced efficiency across teams within department.

6-Month Co-Op:• Investigated and promptly resolved approximately 80 client user inquiries per week related to backend user account creation, user access, general account management, and trade-related issues with Acadia's services. • Sent over 2400 emails and completed over 1100 salesforce cases. Maintained clear, professional, and efficient communications with various clients throughout the issue resolution process.

Reconditioned 4-year-old prospective lender PowerPoint slides, collaborating with superiors providing an updated market overview, new biographies for 150+ employees, and implementation of an updated branding theme

Responsible for groups of 10-15 six to thirteen-year-olds from 7:30-5:30. Responsible for this group at a day camp on field trips to locations such as amusement and water parks biweekly.

Responsible for dish-room at a cafe that serves 150-300 people each meal of the day. Additionally responsible for preparing food at night for the next morning and making desserts and salads on most busy nights.