• Manage and review up to $20B of daily and month-end reconciliations across multiple product lines • Oversee 3 analysts while being a primary escalation point of contact within internal/external group • Analyze large cash flow datasets on the balance sheet for the firm's assets & liabilities • Responsible for group-wide account ownership checks and monthly sign-offs • Perform L1 supervisory reviews and approve journal entry postings to ledger • Onboard and train new employees from entry to senior level • Lead systems conversions with IT group including set up, testing, data flow analysis, and reporting • Create, test, and implement automation of tasks/processes using Excel, VBA, and Python • Advise on internal/third party audit requests to clarify and confirm on reported financials • Coordinate US GAAP to IFRS accounting policy conversion per Credit Suisse - UBS merger & integration • Analyze and calculate PPA fair value assessments to ensure balance sheet is updated appropriately • Translate complex financial/operational data into actionable insights for Senior & Director level mgmt.

Exion Designs | May 2021 - Present

Co-Founder

• Co-founder of Exion Designs - a creative 3D design studio specializing in 3D model work and renderings. • Manage holistic business operations, growth and client base acquisition. • Maintain and update 3D digital asset library across seller platforms and channels. • Assess and prepare financial review of performance month over month.

Credit Suisse | Jan 2020 - Present

Financial Analyst - Product Control

• Oversee firms investment activity within the Securitized Products division with a primary focus on the Private-Label business. • Responsible for the daily, monthly, quarterly and yearly P&L reconciliation/ reporting of firms trading and business activities within required deadlines while ensuring proper controls are adhered. • Independently research, review, validate, and accurately report the trading desk’s daily profit and loss recorded on the banks Income Statement and Balance Sheet. • Performed month-end close process in reconciling the firm's Income Statement + Balance Sheet. • Tested UAT development for firm's day-to-day reconciliation systems and provided actionable input. • Evaluated and updated reconciliation files for efficiency to mitigate the risk of data-loss.

Springmoor Life Care Retirement Community | Aug 2014 - Sep 2016

Customer Service Associate

• Assisted customers towards their desired services/needs. • Maintained friendly and professional interactions with 100+ residents daily in a fast-paced work environment.

My Education

Take a look at my formal education

Bachelor of Science - BS, Business Administration and Management, Finance in Business AdministrationNorth Carolina State University | 2019

Associate of Arts - AA Wake Technical Community College | 2017

About Me

I am continuously seeking to increase my overall knowledge of Data Science and Analysis. For me, Data Analysis provides a gateway to unlocking unrealized potential and innovative solutions that drive us, as individuals, forward.

Create Your Data Portfolio for Free