Research Finance Analyst - Vanderbilt University - Nashville, TN
(2023-12)
- Prepare federal and non-federal financial reports
- Generate invoices and ensure that expenses are appropriate and allowable
- Analyze and calculate indirect cost and fringe cost rates, ensuring they were correctly applied to the specific grant
- Create pivot tables to demonstrate how expenditures reflected on the award align with the budget
- Update transactions with multiple expenditure batches
- Perform detailed review of expenditures and financial transactions to prepare reports close grants and contracts
Financial Professional - Equitable Advisors - Nashville, TN
(2022-07 - 2023-11)
- Developed developing financial models and forecasts for investment options
- Provided financial plans to clients to maximize their goals and lifestyles
- Formulated investment strategies to recommend to unique client populations
- Analyzed financial statements and market trends to provide investment strategies and opportunities to key stakeholders
- Identified areas in need of process improvement and provide strategic recommendations
- Partnered with a team of advisors to develop tools and technology in core financial planning and analysis activities
Disney Hilton Head Resort Intern - Walt Disney Company - Hilton Head, SC
(2020-06 - 2022-05)
- Provided excellent customer service to ensure satisfaction and customer loyalty
- Shadowed the financial analyst as they prepared projections for new projects
- Mentored new employees on the staff
- Collaborated in a fast-paced team environment to coordinate between the back and front of house of the operation
- Demonstrated safety precautions and followed OSHA guidelines when operating large, dangerous equipment
- Effectively communicated with diverse groups of people and created a memorable guest experience
