As an intern within the Vernova HQ Treasury team, I provided quality work supporting liquidity monitoring and forecasting by optimizing a newly implemented internal tool. I also compiled and presented findings regarding analyst observations and key performance metrics surrounding equity and credit assessments. Separately, I conducted collaborative research to propose the integration of AI technologies, aiming to minimize human labor, reduce errors, and shorten process duration.

My main roles included maintaining communication with customers regarding life insurance, following up on leads to set appointments, and overseeing the inflows of premium payments. I also generated new business by contacting prospective clients and developed content ideas for social media enhancement as well as overall progression.