Lead Toddler Teacher & Administrative Coordinator - Young Runners Learning Academy - Charlotte, NC
(2025-09)
Intentionally paused corporate career trajectory to pursue full-time graduate studies in Accounting and prepare for the CPA exam.
- Manage full-scale classroom operations, overseeing budget allocations, supply chain logistics, and daily attendance tracking.
- Ensure strict adherence to early childhood safety regulations and compliance standards while fostering a highly structured, developmentally enriching environment.
- Leverage exceptional organizational and multitasking skills to successfully balance rigorous Master's level coursework with full-time educational leadership.
Private Nanny & Household Manager - Self-Employed - Charlotte, NC
(2025-03 - 2025-09)
- Served as an exclusive in-home childcare provider and household manager for a client family prior to the opening of the Young Runners Learning Academy, seamlessly transitioning the child into the academy's inaugural class in September.
- Provided individualized childcare in a structured home setting with routines supporting development, play, and safety.
- Managed daily schedules, supply inventories, and activity budgets with consistent, professional communication to parents.
- Demonstrated professionalism, organization, and trustworthiness in managing confidential household matters.
Regulatory Reporting Analyst - Yoh (Contractor at LPL Financial) - Charlotte, NC
(2023-08 - 2025-02)
- Spearheaded CAIS and CAT reporting initiatives, strictly enforcing FINRA and SEC compliance standards and achieving a 100% accuracy rate with zero exceptions across all regulatory submissions.
- Engineered automated regulatory reporting templates and dynamic dashboards using Advanced Excel and Power BI, significantly reducing manual errors and increasing reporting efficiency.
- Partnered cross-functionally with FP&A teams to execute complex variance analyses, financial forecasts, and month-end close processes, including journal entries and GL reconciliations.
- Collaborated directly with internal and external auditors to overhaul documentation frameworks and streamline review processes.
Everyday Banking Specialist - Wells Fargo - Charlotte, NC
(2023-04 - 2023-07)
- Served as the primary point of contact for the 1-800-TO-WELLS national customer service line, executing high-volume financial transactions, account reconciliations, and complex updates.
- Operated under stringent audit and compliance controls to maintain confidentiality and precision while resolving escalated customer inquiries and transaction discrepancies.
Accelerated Leadership Track - Trade Street Advisors - Charlotte, NC
(2021-07 - 2023-01)
Progression: Senior Operations Manager & Networking Lead (Oct '22–Jan '23) • Operations Manager (Jul '22–Oct '22) • Jr. Financial Advisor & Insurance Underwriter (Apr '22–Jul '22) • Executive Assistant to CEO (Jan '22–Apr '22) • Financial Analyst (Oct '21–Jan '22) • Data Analyst & IT Specialist (Jul '21–Oct '21).
- Accelerated rapidly through a multi-tiered leadership track, ultimately driving financial operations, data analytics, and executive-level strategic initiatives.
- Delivered high-value financial insights, reporting, and presentations to tier-one partners, including Bank of America, Freddie Mac, and UMD.
- Orchestrated a comprehensive internal compliance audit that enhanced data integrity and operational compliance by 25%.
- Designed and deployed customized Salesforce training programs that drastically improved CRM data accuracy and mitigated downstream reporting errors.
- Managed insurance underwriting processes ensuring risk accuracy and policy alignment.
- Acted as a core strategic partner to the CEO, representing executive leadership in critical board meetings and client negotiations to communicate key performance metrics.
- Built automated Excel models that streamlined forecasting and reporting workflows.
- Championed vital cybersecurity rollouts, including firm-wide malware protections and VPN configurations, successfully reducing system vulnerabilities by 40%.
- Identified critical process bottlenecks within daily operational workflows and collaborated with internal audit teams to implement strategic improvements.
