Accounting Intern at K Offices (2026-06 – 2026-08)
Commercial Office Furniture Dealer
- Processed vendor invoices by locating their PO numbers to open purchase orders in QuickBooks and converting them into bills, ensuring accurate AP records and timely payment processing
- Audited 500+ in-progress projects to verify completion status, manually updating records to ensure accurate reporting across the system
- Built a vendor database of 150+ manufacturers in Excel, tracking discount structures, freight terms, tariff surcharges, and contacts to centralize vendor information for the team
Volunteer Tax Preparer at United Way Suncoast (2026-01 – 2026-04)
VITA Program
- Completed IRS training and passed the Advanced Tax Law exam to prepare federal income tax returns for the Tampa community
- Independently conducted client interviews and prepared individual tax returns while ensuring accuracy, confidentiality, and compliance with IRS guidelines
- Completed 20+ hours of volunteer service under Site Coordinator guidance to ensure returns met IRS Quality Site Requirements and ethical standards
Client Services Intern at Citco Fund Services (USA) Inc. (2025-06 – 2025-08)
Global Fund Administrator
- Adapted to a professional corporate environment by collaborating with the client services team, attending client-focused meetings, and learning internal reporting workflows
- Built a 15-month hedge fund allocation model to track investor subscriptions and redemptions, capital flows, management fees, and hurdle-based incentive allocations
- Supported P&L and valuation reconciliations by comparing fund data to Bloomberg, identifying valuation discrepancies, and flagging cash breaks for review
