Resume

Relevant Coursework: Finance and Economics | Quantitative and Statistical Analysis | Data Management | Operations

• Execute daily cross-system reconciliations across multiple fixed income entities, validating transaction-level data between internal platforms and external counterparties to ensure position accuracy and control integrity
• Isolate and diagnose funding discrepancies by extracting account-level transaction data and performing root-cause analysis across settlement, cash, and journal records to resolve breaks before downstream impact
• Identified structural inefficiencies in daily reconciliation workflows; redesigned Excel-based templating processes to reduce redundant manual steps and improve data consistency across reporting cycles
• Monitor trial balance variances across independent source systems, flagging anomalies that indicate upstream data quality degradation or potential control failures
• Evaluate reconciliation processes for automation potential by categorizing workflows as rules-based vs. judgment-dependent, scoping systematic reduction of manual overhead

• Enhanced data integrity across 3 platforms; uncovered 100+ inconsistencies in audit-related documents
• Created a PowerBI dashboard enabling business units to filter and view specific controls related to their applications
• Improved internal audit processes by tracking findings, documenting control inconsistencies, and presenting solutions to business unit leads and the audit committee
• Gained in-depth knowledge in service organization controls (SOC) reporting and IT general control assessments
• Placed first in paper trading competition for interns

• Supported Carbix's growth by creating financial models, including competitive analysis, cost models, and LOIs
• Facilitated discussions with 10+ clients to identify partnerships and tax advantages to reduce expenditures
• Implemented strategy to increase brand awareness for venture capitalists

• Formulated a system to import updated foreign exchange rates from a trusted source into proprietary reports
• Monitored reports and identified cost-saving opportunities at Allegro manufacturing facilities worldwide
• Analyzed competitors' forecasted expenses and financial statements to highlight opportunities for improvement

• Directed and supervised overall operations, including educational content and member engagement
• Organized monthly marketplace events with participation from 10+ vendors and 300+ students