Sandra Fleming Email and Phone Number

Manage unclaimed property examinations from initiation through final findings. Communicate with key personnel at bank and brokerage companies during course of audit. Create models in Microsoft Excel to analyze bank and brokerage data to identify unclaimed property to be remitted to States.

Provide outside consulting services to aid small businesses and nonprofits in Fairfield County in raising $3 million in startup funding. Built models in Microsoft Excel to forecast startup profitability and created investor deck in Microsoft PowerPoint.

Built and managed income and profitability models to forecast earnings. Wrote research reports to communicate opinions and evaluate airline equity as an investment. Communicated with airline management and clients to guide model and investment opinions. Initiated coverage of 2 mid-size airlines.

Worked on a team that created/edited and distributed portfolios of charts presenting relevant technical data using databases such as DataStream and FactSet. Communicated with portfolio managers and research analysts to understand research needs. Solely responsible for creating in-house online catalogue using HTML for access by portfolio managers and research analysts.

Worked with senior management to create model backup for economic testimony through statistical study. Responsible for creating models using SAS programming language and producing presentation material to suggest a tax plan that met the needs of a multinational company and followed international tax codes.