FP&A analyst supporting Vanguard's Education Savings business within the Personal Investor division.

1st rotation: FP&A analyst within Financial Advisor Services2nd rotation: Data analyst within Global Investment Data Management3rd rotation: Finance Analyst on Product Pricing and Economics team4th rotation: Analyst within Internal Audit function

-Owned project to enable Corporate Accounting division to migrate to Oracle, including optimizing the record retention schedule, and communication and processes between eight managers to strengthen internal controls.-Coordinated delivery of balance sheet reconciliations for Enterprise Accounting team by analyzing variances within prepaid asset and expense accrual sub-ledger accounts and providing audit-trail support. -Collaborated with international team within Corporate Accounting to… Show more -Owned project to enable Corporate Accounting division to migrate to Oracle, including optimizing the record retention schedule, and communication and processes between eight managers to strengthen internal controls.-Coordinated delivery of balance sheet reconciliations for Enterprise Accounting team by analyzing variances within prepaid asset and expense accrual sub-ledger accounts and providing audit-trail support. -Collaborated with international team within Corporate Accounting to assist with their journal entry and balance sheet reconciliation process for international entities in order to be compliant with month-close processes.-Assisted global compensation team by performing payroll roll forwards for international expatriate crew members and entities in order to maintain internal functionality during Covid-19. -Participated in multiple diversity workshops in order to help foster an environment of inclusion and acceptance with Vanguard and the larger community. Show less

-Assisted with four audit and compliance reviews, totaling over $12B in assets, for investment firms within the Investment Industry Group.-Collaborated with firm managers on client meetings to evaluate the firm's internal controls, reporting practices, and investment performances.-Communicated compliance updates and best practice recommendations around how firms reported investment returns within the updated Global Investment Performance Standards (G.I.P.S).-Aided in… Show more -Assisted with four audit and compliance reviews, totaling over $12B in assets, for investment firms within the Investment Industry Group.-Collaborated with firm managers on client meetings to evaluate the firm's internal controls, reporting practices, and investment performances.-Communicated compliance updates and best practice recommendations around how firms reported investment returns within the updated Global Investment Performance Standards (G.I.P.S).-Aided in compiling, analyzing, and documenting client financials along with all pre-engagement files to help firms comply with SEC regulations. -Partnered with staff and seniors by providing supporting analysis including blue checking, equity price checking, and income breakouts in Excel. Show less

-Dealt with internal accounting practices such as accounts payable transactions, vehicle transportation logs, bank account reconciliation, and more. -Fall 2018 Co-Op cycle.