Consultant/Analyst at Ventegy LLC (2023-12 – Present)
- Maintain corporate due diligence & assist w/ financial/business plans for various clients
- Prepare monthly analyses & presentations for ongoing project/company valuations
- Perform standard corporate bookkeeping tasks (account recons, data entry, etc.)
Financial Analyst/Officer at MUFG Union Bank (2018-10 – 2023-11)
- Contributed to multitude of portfolio analytics on the Commercial Bank in dedicated FP&A team
- Prepared periodic/ad hoc financials regarding trends, variances, profitability, and performance
- Developed enhanced reporting around balance sheet shifts, pricing changes, & deposit activities
- Utilized comprehensive financial research for OKRs/KPIs, strategic planning, & forecasts/budgets
Business & Planning Analyst II at M&T Bank Corporation (2018-05 – 2018-10)
- Analyzed and evaluated various IRDs (swaps, forwards, caps/floors) for the Derivatives team
- Processed all aspects of interest rate derivative trades (executions, settlements, payments)
- Involved in various activities for the Capital Markets and liability divisions (Sub-Debt, CRE Loans)
- Maintained derivative reports/models for ongoing use by traders, managers, and counterparties
Business & Planning Analyst I at M&T Bank Corporation (2017-06 – 2018-05)
Positioned in Treasury Operations group as part of M&T's Analyst Development Program
- Delivered complex, highly specialized analysis and pricing for the Trading Desks and Treasury
- Monitored fixed income securities, FX exposures, and key funding/capital requirements regularly
- Conducted periodic reporting and forecasting on the Bank's investment portfolio of assets (MBS & T-Bonds/Notes) as well as liabilities (Bank Notes, Sub-Debt, Repos, Brokered CDs)
Senior Analyst at Students in Money Management (2016-01 – 2017-05)
Involved in all aspects of traditional equity investing via an entirely student-run investment fund
- Managed analysts, associates, and general members of the Financials & Fixed Income Sectors
- Prepared weekly news updates, market analyses, asset valuations, and generated pitch ideas
Financial Planning & Analysis Intern at First Niagara Financial Group (2015-06 – 2015-08)
- Provided ad hoc analytic support to the FP&A team within the Finance Department
- Produced standard reports and reconciled actual results to budgets/forecasts (variance analysis)
- Assisted with forecasting and planning project for long-term initiatives and strategic triggers
