• Help clients understand, analyze, and respond to business opportunities and challenges through robust financial modeling and analysis• Help advise clients on strategic decisions through the use of financial modeling, financial analysis, and valuation• Play a team role in developing financial models and tools that support clients throughout decision-making processes• Provide advice through client conversations and summarized PowerPoint presentations• Assist in driving business development activities for the Modeling Advisory Practice

•Coordinated cash reconciliation in high-volume location daily•Ensured financial transactions were completed accurately and efficiently•Provided high level customer service with strong professionalism and timely assistance

•Managed large volumes of transactions and monitored account balances in CDO Suite•Communicated with counterparts to ensure accuracy of transaction flow•Assisted the Global Asset Administration Department during month-end/quarter-end by reviewing agent bank notices in Laserfiche

•Responded to patron inquires by phone and in person•Charged/Discharged library materials•Rerouted circulation materials to other branches•Performed Database Maintenance

•Processed over 50 transactions daily•Marketed promotional sales cards to customers to reach monthly goals•Responded to customer inquiries and made payments on account•Explained proper procedures and store policies to new employees

•Managed and handled up to $1000 in cash and credit card payments daily•Provided exceptional customer service to all customers•Prepared beverages and pastries while also taking orders