-Create and control financial models to identify key trends in firm budgets, revenue forecasts, team and product P&L statements, and expense reports for institutional and private wealth clients, mainly utilizing Microsoft Excel and PowerBI.-Manage internal accrual accounting process by recording expected revenues and expenses before payment is received to ultimately provide an accurate picture of firmwide cash flow and support strategic decision-making.-Lead new client account setup process, which includes reviewing client contractual agreements with high attention to detail, onboarding accounts to internal client management system, communicating cross-functionally to acquire missing client information, and maintaining existing accounts with any agreement changes.-Generate unique client bills quarterly according to distinct contractual agreements, while also responding to client fee inquiries and controlling overall billing exceptions, which has led to significantly fewer reporting errors over the past three quarters.

-Advised over 400 Wells Fargo clients on FactSet, a computer software that offers access to a wide variety of investment data, including financial news, research, and global market insights, that assists in assessing portfolio performance and risk.-Formed close relationships with investment management clients to better understand the complexity of their workflows and developed innovative procedures that streamlined research and analysis to fit distinct financial strategies.-Selected as Group Demonstration Lead for 7000+ financial advisors during a nine-month software implementation for Royal Bank of Canada and handpicked to serve as Team Lead to manage 15 associates conducting one-on-one training sessions to these new clients.-Mentored several new hires by creating and executing content training sessions, reviewing rotational program projects and exams, helping to answer client-specific questions, and easing the adjustment to professional from college life.

-Completed comprehensive training course, becoming an expert in the FactSet software and its value-adding tools and real-time analytics for banking, investment management, fixed income, and quant professionals.-Exceeded rotational program goals based on training clients to leverage FactSet and thriving in projects, exams, and client support, which led to consulting Wells Fargo clients on the most competitive consulting team at FactSet: Strategic Consulting Group.