Financial Analyst / Product Experience at Isotopes AI (2025-01 – Present)
- Primary point of contact for user requests on a financial analytics platform, track and own each request through to resolution so nothing is left open.
- Prepare written specifications and supporting documentation, keeping records current as requirements change.
- Coordinate with Product, Engineering and UX teams clarify scope, flag edge cases and communicate timelines in plain language to non-technical users.
- Build presentation materials for internal and client meetings and carry post-meeting action items through to completion.
- Query client data in SQL (Snowflake) to answer user questions and verify reported figures against source records.
Account Services Representative at Community Choice Financial (2023-01 – 2024-12)
- Client-facing point of contact at the point of transaction, explaining documentation requirements and next steps to individual and business account holders.
- Prepared and reviewed account paperwork for completeness, catching and correcting errors before processing.
- Processed daily money movement (deposits, transfers, loan payments, journal entries), verifying each request for accuracy before submission.
Career Break (2020-01 – 2023-12)
Volunteered in a preschool and after-school program.
Senior Associate Specialist, Client Solutions at FactSet (2019-01 – 2020-12)
- Day-to-day point of contact for a portfolio of 50 to 100 institutional accounts, answering product, pricing, contract and service questions by phone and email.
- Logged and managed the full case lifecycle in Salesforce, entering client data and maintaining accuracy and integrity across records.
- Built client-facing Excel deliverables for account reviews, including profit and loss analysis, reconciliation and cash-flow tracking.
- Escalated complex issues to senior support, Product and Engineering, then followed up until each item was resolved and the client updated.
- Delivered onboarding and platform training for new users and covered a shared inbound request queue so every client received a timely response.
Equity and Derivatives Advisor at Karvy Stock Broking (2017-01 – 2019-12)
- Entered and executed client orders across equity and derivatives per client instruction, and confirmed settlement on each.
- Handled trade documentation, margin requirements and asset transfers between accounts.
- Maintained client records and delivered portfolio updates, explaining positions and risk to clients without a technical background.
