My Experience
Background & Expertise
As a professional in my field, I’ve had the opportunity to hold a variety of roles in many different companies throughout the years. Take a look below to learn more about my background and experience.
Bank Intern, State Farm
May 2019 - August 2019
• Designed and implemented capital budgeting and expenditure planning processes to increase the efficiency of company-wide strategies by 120%
• Performed data collection and incorporated process design initiatives to increase capacity benefits for a total of $177,706
• Identified $400,000 in savings opportunities by developing cost and variance analysis processes by establishing and enforcing policies and procedures
• Facilitated 25+ stakeholder interviews across four locations to define and collect key performance metrics to be presented to senior executives
Applied Equity Analyst, EIF Board-Illinois State University
January 2019 - May 2019
• Collected industry, economic, and company-specific data to develop and write research reports to a nearly $700,000 portfolio consisting of over 25 stocks in the S&P 500
• Reviewed company reports and filings and analyzed financial statements to develop an understanding of prospective companies such as AbbVie Inc. and JPMorgan Chase
• Constructed relative and intrinsic value techniques, such as DCF, comparables, and precedents, to analyze the financial history and to forecast future business performance
• Successfully used financial modeling to create charts, dashboards, and research reports to provide investment recommendations to be presented to the board regarding the addition of AbbVie Inc. and JPMorgan Chase resulting in a combined investment of $58,000
Financial Analyst, VPB Group
May 2018 - August 2018
• Analyzed various companies in energy and minerals industries within the Hang Seng Index to identify potential investments and built valuation models to evaluate companies' growth outlook
• Completed comparables analysis and market research to support internal financial analysis and created spreadsheets of financial instruments, market conditions, and trends
• Presented short and long-term equity investment opportunities totaling $15,000 in stock purchases
• Built client relationships through meetings and interviews with key senior stakeholders and improved communication and presentation skills