Prepared month-end journal entries and reconciliations in order to maintain accurate and timely financial reporting. This included in-depth knowledge of GAAP principles to remain in compliance for annual audits.

Worked alongside a team of 4 analysts carrying out research over small-cap equities for a portfolio valued at over $570,000. Developed competitive analysis and accurate valuation models to provide in-depth equity recommendations.

Oversaw hundreds of shipments daily by building and maintaining strong relationships with UPS customers. Understanding customer needs and providing tailored solutions to meet their shipping and logistics requirements. Aiding in new hire training and development.